Institutional Ownership Universal Health Realty Income Trust (UHT)
This table provides information about the institutional ownership of Universal Health Realty Income Trust (UHT). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 8.69 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
310
shares
|
$11,522
0.03% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
269
shares
|
$9,998
0.0% of portfolio
|
Q3 2024
Added 29.95%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
250
shares
|
$9,292
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
242
shares
|
$8,995
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
200
shares
|
$7,434
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
192
shares
|
$7,136
0.0% of portfolio
|
Q3 2024
Added 65.52%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
170
shares
|
$6,318
0.0% of portfolio
|
Q2 2024
Reduced 77.33%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
154
shares
|
$5,724
0.0% of portfolio
|
Q1 2022
Reduced 69.63%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
149
shares
|
$5,538
0.0% of portfolio
|
Q2 2024
Added 104.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
134
shares
|
$4,980
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
121
shares
|
$4,497
0.0% of portfolio
|
Q1 2023
Reduced 37.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
113
shares
|
$4,200
0.0% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
105
shares
|
$3,902
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$3,717
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
80
shares
|
$2,973
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
71
shares
|
$2,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
50
shares
|
$1,858
0.0% of portfolio
|
Q2 2024
Added 177.78%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
41
shares
|
$1,523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
34
shares
|
$1,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
34
shares
|
$1,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
29
shares
|
$1,077
0.0% of portfolio
|
Q2 2024
Added 93.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26
shares
|
$966
0.0% of portfolio
|
Q2 2022
Reduced 83.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
20
shares
|
$743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
18
shares
|
$669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
17
shares
|
$631
0.0% of portfolio
|
Q1 2023
New holding
|