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 $377.1M 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 | $377.1M |
| Q1 2026 | 187 | $357.2M |
| Q4 2025 | 183 | $342.1M |
| Q3 2025 | 177 | $345.9M |
| Q2 2025 | 171 | $347.5M |
| Q1 2025 | 170 | $359.4M |
| Q4 2024 | 164 | $324.2M |
| Q3 2024 | 173 | $405.0M |
| Q2 2024 | 159 | $342.1M |
| Q1 2024 | 157 | $306.7M |
| Q4 2023 | 152 | $386.4M |
| Q3 2023 | 159 | $358.8M |
| Q2 2023 | 156 | $428.2M |
| Q1 2023 | 166 | $437.0M |
| Q4 2022 | 166 | $423.3M |
| Q3 2022 | 151 | $383.7M |
| Q2 2022 | 154 | $481.9M |
| Q1 2022 | 160 | $517.2M |
| Q4 2021 | 165 | $521.9M |
| Q3 2021 | 155 | $479.7M |
| Q2 2021 | 160 | $557.6M |
| Q1 2021 | 153 | $626.5M |
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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 5,600 | $245.6K | 0.00% | +5,600 | New |
| Resona Asset Management Co.,Ltd. | 5,519 | $242.2K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,125 | $224.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,059 | $221.9K | 0.01% | −17−0.3% | Reduced |
| Russell Investments Group, Ltd. | 5,054 | $221.7K | 0.00% | +2,829+127.1% | Added |
| Jump Financial, LLC | 4,963 | $217.7K | 0.00% | +4,963 | New |
| Ameriprise Financial Inc | 4,946 | $216.9K | 0.00% | −18,791−79.2% | Reduced |
| Daiwa Securities Group Inc. | 4,911 | $215.4K | 0.00% | −75−1.5% | Reduced |
| Vanguard Global Advisers, LLC | 4,886 | $214.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,077 | $178.8K | 0.00% | −1,506−27.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,002 | $175.6K | 0.00% | +291+7.8% | Added |
| Public Employees Retirement Association of Colorado | 3,796 | $166.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,784 | $166.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 3,082 | $135.4K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 2,919 | $128.0K | 0.00% | −2,136−42.3% | Reduced |
| STRS Ohio | 2,600 | $114.0K | 0.00% | +400+18.2% | Added |
| UBS Asset Management Americas Inc | 2,485 | $109.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,367 | $103.8K | 0.00% | +1,118+89.5% | Added |
| Royal Bank of Canada | 2,328 | $102.0K | 0.00% | −273−10.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,108 | $92.5K | 0.00% | +1,869+782.0% | Added |
| Coastline Trust Co | 2,000 | $87.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,811 | $79.5K | 0.00% | +1,198+195.4% | Added |
| Signaturefd, LLC | 1,695 | $74.3K | 0.00% | −99−5.5% | Reduced |
| GAMMA Investing LLC | 1,596 | $70.0K | 0.00% | −966−37.7% | Reduced |
| Hantz Financial Services, Inc. | 1,594 | $70.0K | 0.00% | −48−2.9% | Reduced |
| Legal & General Group Plc | 1,291 | $56.6K | 0.00% | −19,483−93.8% | Reduced |
| New York State Teachers Retirement System | 1,227 | $54.0K | 0.00% | −10,285−89.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,225 | $53.7K | 0.00% | +920+301.6% | Added |
| Ameritas Investment Partners, Inc. | 1,078 | $47.3K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 1,012 | $44.8K | 0.02% | +1,012 | New |
| Nisa Investment Advisors, LLC | 1,013 | $44.4K | 0.00% | −4,843−82.7% | Reduced |
| Vision Retirement, LLC | 1,000 | $43.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,000 | $42.9K | 0.00% | +15+1.5% | Added |
| Trust Co of Vermont | 932 | $40.9K | 0.00% | +932 | New |
| Bessemer Group Inc | 759 | $33.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 642 | $28.2K | 0.00% | +4+0.6% | Added |
| 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 |
| Larson Financial Group LLC | 550 | $24.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $21.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 491 | $21.5K | 0.00% | −1,050−68.1% | Reduced |
| Institute for Wealth Management, LLC. | 489 | $21.5K | 0.00% | +489 | New |
| SHP Wealth Management | 308 | $13.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 307 | $13.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 213 | $9.58K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.77K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 180 | $7.89K | 0.00% | −518−74.2% | Reduced |
| Westside Investment Management, Inc. | 167 | $7.32K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 151 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 154 | $6.75K | 0.00% | −20−11.5% | Reduced |
| Millstone Evans Group, LLC | 140 | $6.14K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 117 | $5.13K | 0.00% | −88−42.9% | 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 |
| IFP Advisors, Inc | 99 | $4.34K | 0.00% | −12−10.8% | Reduced |
| Quarry LP | 88 | $3.86K | 0.00% | +88 | New |
| Fifth Third Bancorp | 86 | $3.77K | 0.00% | −105−55.0% | Reduced |
| Gen-Wealth Partners Inc | 80 | $3.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 73 | $3.21K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 73 | $3.20K | 0.00% | −57−43.8% | Reduced |
| Westend Capital Management, LLC | 73 | $3.19K | 0.00% | +73 | New |
| Creative Financial Designs Inc | 72 | $3.15K | 0.00% | +2+2.9% | Added |
| Massmutual Trust Co FSB | 71 | $3.11K | 0.00% | −320−81.8% | Reduced |
| True Wealth Design, LLC | 51 | $2.24K | 0.00% | −8−13.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 49 | $2.15K | 0.00% | −142−74.3% | Reduced |
| High Note Wealth, LLC | 43 | $1.89K | 0.00% | +43 | New |
| Holos Integrated Wealth LLC | 33 | $1.46K | 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 |
| Cornerstone Planning Group LLC | 30 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $877 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16 | $702 | 0.00% | −297−94.9% | Reduced |
| Clearstead Advisors, LLC | 12 | $527 | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 9 | $395 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $395 | 0.00% | +1+12.5% | Added |
| Steward Partners Investment Advisory, LLC | 6 | $253 | 0.00% | +1+20.0% | Added |
| Keating Financial Advisory Services, Inc. | 2 | $88 | 0.00% | −1−33.3% | Reduced |
| Gilpin Wealth Management, LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 3 | $0 | 0.00% | +1+50.0% | Added |
| Altshuler Shaham Ltd | 224 | – | – | +224 | New |
| Vinva Investment Management Ltd | 2,908 | – | – | −44,057−93.8% | Reduced |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −147,086−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −59,681−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −19,349−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −15,889−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −14,712−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,311−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −10,240−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −9,253−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −6,758−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,613−100.0% | Sold out |
| Louisiana State Employees Retirement System | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −5,353−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,172−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −4,987−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |