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 193 institutions that hold shares in the stock, with a total of 8.48 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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
260
shares
|
$10,288
0.0% of portfolio
|
Q3 2025
Added 37.57%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
218
shares
|
$8,626
0.0% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
214
shares
|
$8,467
0.0% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$7,914
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
194
shares
|
$7,676
0.0% of portfolio
|
Q3 2025
Added 228.81%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
192
shares
|
$7,597
0.0% of portfolio
|
Q3 2025
Added 69.91%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
167
shares
|
$6,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
166
shares
|
$6,568
0.0% of portfolio
|
Q2 2025
Added 66.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
154
shares
|
$6,093
0.0% of portfolio
|
Q3 2025
Added 50.98%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
146
shares
|
$5,777
0.0% of portfolio
|
Q3 2025
Added 75.9%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
140
shares
|
$5,539
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
134
shares
|
$5,302
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
128
shares
|
$5,064
0.0% of portfolio
|
Q3 2025
Added 156.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
121
shares
|
$4,787
0.0% of portfolio
|
Q1 2023
Reduced 37.95%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
119
shares
|
$4,708
0.0% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
102
shares
|
$4,036
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
100
shares
|
$3,957
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$3,957
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
80
shares
|
$3,165
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
79
shares
|
$3,126
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
66
shares
|
$2,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
46
shares
|
$1,820
0.0% of portfolio
|
Q3 2025
Added 170.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
43
shares
|
$1,701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
38
shares
|
$1,503
0.0% of portfolio
|
Q3 2025
Reduced 98.56%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
33
shares
|
$1,305
0.0% of portfolio
|
Q4 2024
New holding
|
|