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 174 institutions that hold shares in the stock, with a total of 8.34 Million shares, which have been reported (via 13F filing form) to have a value of $335 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
147
shares
|
$5,994
0.0% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
140
shares
|
$5,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
134
shares
|
$5,464
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
134
shares
|
$5,464
0.0% of portfolio
|
Q4 2024
Added 27.62%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
129
shares
|
$5,260
0.0% of portfolio
|
Q4 2024
Added 81.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
121
shares
|
$4,934
0.0% of portfolio
|
Q1 2023
Reduced 37.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
113
shares
|
$4,608
0.0% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$4,078
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
85
shares
|
$3,466
0.0% of portfolio
|
Q4 2024
Added 372.22%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
80
shares
|
$3,262
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
41
shares
|
$1,671
0.0% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
39
shares
|
$1,590
0.0% of portfolio
|
Q4 2024
Reduced 74.68%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
30
shares
|
$1,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
30
shares
|
$1,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26
shares
|
$1,060
0.0% of portfolio
|
Q2 2022
Reduced 83.12%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
17
shares
|
$693
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
13
shares
|
$530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
13
shares
|
$530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
9
shares
|
$367
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
7
shares
|
$285
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
6
shares
|
$244
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
5
shares
|
$203
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1
shares
|
$40
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|