Universal Health Realty Income Trust
UHT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000798783
No open-market purchases or sales by Universal Health Realty Income Trust insiders were filed in the last 90 days; 184 institutions reported holding it in 13F filings for Q2 2026, worth $377.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Universal Health Realty Income Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 184
- 0 vs. Q1 2026
- Shares held
- 8.62M
- −229.4K (−2.6%) vs. Q1 2026
- Total value
- $377.1M
- +$21.1M (+5.9%) vs. Q1 2026
- New holders
- 29
- 62 more added
- Sold out
- 29
- 54 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UHT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 184 | $377.8M |
| Q1 2026 | 187 | $365.7M |
| Q4 2025 | 183 | $342.1M |
| Q3 2025 | 177 | $349.3M |
| Q2 2025 | 171 | $347.7M |
| Q1 2025 | 170 | $359.4M |
| Q4 2024 | 164 | $324.2M |
| Q3 2024 | 173 | $408.8M |
| Q2 2024 | 159 | $344.5M |
| Q1 2024 | 157 | $319.8M |
| Q4 2023 | 152 | $393.9M |
| Q3 2023 | 159 | $358.8M |
| Q2 2023 | 156 | $428.2M |
| Q1 2023 | 166 | $438.9M |
| Q4 2022 | 166 | $423.3M |
| Q3 2022 | 151 | $383.7M |
| Q2 2022 | 154 | $481.9M |
| Q1 2022 | 160 | $517.2M |
| Q4 2021 | 165 | $524.3M |
| Q3 2021 | 155 | $479.7M |
| Q2 2021 | 160 | $557.6M |
| Q1 2021 | 153 | $627.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | +1+50.0% | Added |
| National Bank of Canada | 1 | $44 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $44 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $44 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 2 | $88 | 0.00% | −1−33.3% | Reduced |
| Gilpin Wealth Management, LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6 | $253 | 0.00% | +1+20.0% | Added |
| Farmers & Merchants Investments Inc | 9 | $395 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $395 | 0.00% | +1+12.5% | Added |
| Clearstead Advisors, LLC | 12 | $527 | 0.00% | +12 | New |
| Rockefeller Capital Management L.P. | 16 | $702 | 0.00% | −297−94.9% | Reduced |
| Cedar Mountain Advisors, LLC | 20 | $877 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $1.30K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 30 | $1.32K | 0.00% | −48−61.5% | Reduced |
| Glen Eagle Advisors, LLC | 30 | $1.32K | 0.00% | +30 | New |
| Holos Integrated Wealth LLC | 33 | $1.46K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 43 | $1.89K | 0.00% | +43 | New |
| Pinnacle Wealth Planning Services, Inc. | 49 | $2.15K | 0.00% | −142−74.3% | Reduced |
| True Wealth Design, LLC | 51 | $2.24K | 0.00% | −8−13.6% | Reduced |
| Massmutual Trust Co FSB | 71 | $3.11K | 0.00% | −320−81.8% | Reduced |
| Creative Financial Designs Inc | 72 | $3.15K | 0.00% | +2+2.9% | Added |
| Westend Capital Management, LLC | 73 | $3.19K | 0.00% | +73 | New |
| Sterling Capital Management LLC | 73 | $3.20K | 0.00% | −57−43.8% | Reduced |
| Smartleaf Asset Management LLC | 73 | $3.21K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 80 | $3.51K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 86 | $3.77K | 0.00% | −105−55.0% | Reduced |
| Quarry LP | 88 | $3.86K | 0.00% | +88 | New |
| IFP Advisors, Inc | 99 | $4.34K | 0.00% | −12−10.8% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $4.39K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 100 | $4.39K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 117 | $5.13K | 0.00% | −88−42.9% | Reduced |
| Millstone Evans Group, LLC | 140 | $6.14K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 154 | $6.75K | 0.00% | −20−11.5% | Reduced |
| Harbor Capital Advisors, Inc. | 151 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 167 | $7.32K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 180 | $7.89K | 0.00% | −518−74.2% | Reduced |
| Gould Capital, LLC | 200 | $8.77K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 213 | $9.58K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 307 | $13.5K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 308 | $13.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 489 | $21.5K | 0.00% | +489 | New |
| Tower Research Capital LLC (TRC) | 491 | $21.5K | 0.00% | −1,050−68.1% | Reduced |
| Barrett & Company, Inc. | 500 | $21.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 550 | $24.1K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 626 | $27.5K | 0.01% | −2,362−79.0% | Reduced |
| US Bancorp | 626 | $27.5K | 0.00% | +155+32.9% | Added |
| Harbour Investments, Inc. | 642 | $28.2K | 0.00% | +4+0.6% | Added |
| Bessemer Group Inc | 759 | $33.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 932 | $40.9K | 0.00% | +932 | New |
| Jones Financial Companies LLLP | 1,000 | $42.9K | 0.00% | +15+1.5% | Added |
| Vision Retirement, LLC | 1,000 | $43.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,013 | $44.4K | 0.00% | −4,843−82.7% | Reduced |
| Meramec Financial Planners, LLC | 1,012 | $44.8K | 0.02% | +1,012 | New |
| Ameritas Investment Partners, Inc. | 1,078 | $47.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,225 | $53.7K | 0.00% | +920+301.6% | Added |
| New York State Teachers Retirement System | 1,227 | $54.0K | 0.00% | −10,285−89.3% | Reduced |
| Legal & General Group Plc | 1,291 | $56.6K | 0.00% | −19,483−93.8% | Reduced |
| Hantz Financial Services, Inc. | 1,594 | $70.0K | 0.00% | −48−2.9% | Reduced |
| GAMMA Investing LLC | 1,596 | $70.0K | 0.00% | −966−37.7% | Reduced |
| Signaturefd, LLC | 1,695 | $74.3K | 0.00% | −99−5.5% | Reduced |
| Parallel Advisors, LLC | 1,811 | $79.5K | 0.00% | +1,198+195.4% | Added |
| Coastline Trust Co | 2,000 | $87.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,108 | $92.5K | 0.00% | +1,869+782.0% | Added |
| Royal Bank of Canada | 2,328 | $102.0K | 0.00% | −273−10.5% | Reduced |
| Farther Finance Advisors, LLC | 2,367 | $103.8K | 0.00% | +1,118+89.5% | Added |
| UBS Asset Management Americas Inc | 2,485 | $109.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,600 | $114.0K | 0.00% | +400+18.2% | Added |
| State of Tennessee, Treasury Department | 2,919 | $128.0K | 0.00% | −2,136−42.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,082 | $135.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,784 | $166.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,796 | $166.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,002 | $175.6K | 0.00% | +291+7.8% | Added |
| The PNC Financial Services Group, Inc. | 4,077 | $178.8K | 0.00% | −1,506−27.0% | Reduced |
| Vanguard Global Advisers, LLC | 4,886 | $214.3K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,911 | $215.4K | 0.00% | −75−1.5% | Reduced |
| Ameriprise Financial Inc | 4,946 | $216.9K | 0.00% | −18,791−79.2% | Reduced |
| Jump Financial, LLC | 4,963 | $217.7K | 0.00% | +4,963 | New |
| Russell Investments Group, Ltd. | 5,054 | $221.7K | 0.00% | +2,829+127.1% | Added |
| Rothschild Investment LLC | 5,059 | $221.9K | 0.01% | −17−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,125 | $224.8K | 0.01% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 5,519 | $242.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,600 | $245.6K | 0.00% | +5,600 | New |
| New York State Common Retirement Fund | 5,609 | $246.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,946 | $260.8K | 0.01% | +5,946 | New |
| Alps Advisors Inc | 6,268 | $274.9K | 0.00% | −18,139−74.3% | Reduced |
| Horizon Investments, LLC | 19,035 | $286.3K | 0.00% | +2,017+11.9% | Added |
| Marshall Wace, LLP | 6,627 | $290.7K | 0.00% | +6,627 | New |
| TCG Advisory Services, LLC | 6,762 | $296.6K | 0.01% | +6,762 | New |
| Susquehanna Portfolio Strategies, LLC | 6,880 | $301.8K | 0.00% | −2,380−25.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,260 | $312.6K | 0.00% | +554+8.3% | Added |
| Catalyst Funds Management Pty Ltd | 7,202 | $315.9K | 0.02% | +7,202 | New |
| Franklin Resources Inc | 7,668 | $336.3K | 0.00% | +7,668 | New |
| BNP Paribas Arbitrage, SA | 7,752 | $340.0K | 0.00% | +4,836+165.8% | Added |
| Anchyra Partners LLC | 7,908 | $346.8K | 0.08% | +7,908 | New |
| MetLife Investment Management | 7,932 | $347.9K | 0.00% | +408+5.4% | Added |
| HSBC Holdings PLC | 8,026 | $351.5K | 0.00% | +8,026 | New |
| XTX Topco Ltd | 8,016 | $351.6K | 0.00% | +8,016 | New |
| Mariner, LLC | 8,151 | $357.5K | 0.00% | −936−10.3% | Reduced |
| HighTower Advisors, LLC | 8,373 | $367.2K | 0.00% | −1,940−18.8% | Reduced |
| State of Alaska, Department of Revenue | 8,815 | $385.0K | 0.00% | −6,395−42.0% | Reduced |