Universal Health RLTY IncomeUHT

13F holders, Q2 2024 (June 30)
159holders +2
23new positions
24sold out
6famous investors
$39.17avg. 13F price*

At the end of Q2 2024, 159 institutions reported holding Universal Health RLTY Income (UHT) in their 13F filings, up 2 from Q1 2024. 23 opened new positions and 24 sold out. The largest holders were BlackRock Inc. ($82.7M), Vanguard Group Inc. ($75.2M) and State Street Corp. ($22.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Universal Health RLTY Income
CUSIP
91359E105
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 157Q1 2024Q2 2024: 159Q2 2024Q3 2024: 173Q3 2024Q4 2024: 164Q4 2024Q1 2025: 170Q1 2025Q2 2025: 171Q2 2025Q3 2025: 177Q3 2025Q4 2025: 183Q4 2025Q1 2026: 187Q1 2026Q2 2026: 184Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions23$5.2M
Exits24$4.3M

All 13F filers, Q1 2024 → Q2 2024: 608,140 shares bought and 509,649 shares sold, net +98,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 159 holders

BlackRock Inc. 0.00% Add +0.5% 2,112,332 $82.7M
Vanguard Group Inc. 0.00% Reduce -12.0% 1,922,332 $75.2M
State Street Corp. 0.00% Reduce -2.9% 579,650 $22.7M
ProShare Advisors LLC 0.03% Add +69.4% 332,728 $13.0M
Geode Capital Management, LLC 0.00% Add +2.9% 327,392 $12.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 303,642 $11.9M
Renaissance Technologies 0.02% Reduce -0.8% 258,810 $10.1M
Bank of New York Mellon Corp 0.00% Add +2.7% 243,615 $9.5M
Dimensional Fund Advisors LP 0.00% Add +2.4% 192,773 $7.5M
Morgan Stanley 0.00% Add +15.8% 174,462 $6.8M
Ameriprise Financial Inc. 0.00% Add +15.0% 152,920 $6.0M
Northern Trust Corp. 0.00% Reduce -2.2% 131,929 $5.2M
Charles Schwab Investment Management Inc. 0.00% Add +11.4% 116,345 $4.6M
Invesco Ltd. 0.00% Reduce -1.7% 110,955 $4.3M
Millennium Management 0.00% Reduce -1.4% 84,659 $3.3M
Stifel Financial Corp. 0.00% Add +0.0% 70,183 $2.7M
Principal Financial Group Inc. 0.00% Reduce -3.9% 66,607 $2.6M
Dean Investment Associates, LLC 0.36% Add +65.6% 65,009 $2.5M
Bank of America Corp. 0.00% Add +71.6% 60,067 $2.4M
Goldman Sachs Group Inc. 0.00% Add +300.0% 59,246 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -26.1% 50,649 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -9.6% 49,618 $1.9M
Nuveen Asset Management, LLC 0.00% Add +43.1% 43,978 $1.7M
Jane Street Group, LLC 0.00% Add +37.3% 42,732 $1.7M
WealthTrust Axiom LLC 0.55% Reduce -0.5% 42,567 $1.7M
HRT Financial LP 0.01% Add +40.3% 38,858 $1.5M
Legal & General Group Plc 0.00% Add +2.5% 35,636 $1.4M
UBS Group AG 0.00% Reduce -10.5% 33,626 $1.3M
Rhumbline Advisers 0.00% Add +3.1% 33,370 $1.3M
Alps Advisors Inc. 0.01% Reduce -4.1% 30,242 $1.2M
Public Sector Pension Investment Board 0.01% Add +6.1% 27,994 $1.1M
CANADA LIFE ASSURANCE Co 0.00% Add +9.4% 27,620 $1.1M
Swiss National Bank 0.00% No change 25,900 $1.0M
Dean Capital Management 1.21% Add +78.5% 23,987 $939K
Legato Capital Management LLC 0.13% Add +78.5% 23,987 $939K
New York State Teachers Retirement System 0.00% Reduce -4.1% 23,575 $923K
Cannell & Spears LLC 0.02% No change 22,983 $900K
Altfest L J & Co. Inc. 0.12% No change 22,449 $879K
Los Angeles Capital Management LLC 0.00% Add +213.7% 22,387 $876K
Penserra Capital Management LLC 0.01% Add +25.4% 21,296 $834K
Wells Fargo & Company 0.00% Add +0.4% 20,112 $787K
T. Rowe Price Associates Inc. 0.00% Add +1.7% 20,088 $787K
Susquehanna Fundamental Investments, LLC 0.02% Add +21.1% 19,159 $750K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +42.8% 18,807 $736K
AQR Capital Management 0.00% New 18,616 $729K
Asset Management One Co., Ltd. 0.00% Reduce -0.0% 18,163 $711K
Public Employees Retirement System of Ohio 0.00% Reduce -0.8% 18,008 $705K
Wilkinson Global Asset Management LLC 0.04% No change 17,000 $665K
Nomura Asset Management Co. Ltd. 0.00% Add +12.9% 16,020 $627K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +169.5% 15,918 $623K
Alliancebernstein L.P. 0.00% Add +86.7% 15,632 $612K
ExodusPoint Capital Management, LP 0.01% New 15,617 $611K
D. E. Shaw & Co. 0.00% Reduce -9.1% 14,959 $585K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -3.1% 14,451 $566K
Citadel Advisors 0.00% Add +39.4% 14,078 $551K
Deerfield Management Company, L.P. 0.01% New 13,813 $541K
Prudential Financial Inc. 0.00% Reduce -5.9% 13,610 $533K
State of Alaska, Department of Revenue 0.01% Reduce -1.4% 13,626 $532K
AlphaQuest LLC 0.07% Add +110.3% 13,357 $523K
FMR LLC 0.00% Add +11.8% 12,795 $501K
California State Teachers Retirement System 0.00% Reduce -2.4% 12,791 $501K
Qube Research & Technologies Ltd 0.00% Add +138.6% 12,245 $479K
Citigroup Inc. 0.00% Reduce -51.2% 12,191 $477K
Ieq Capital, LLC 0.01% Add +11.1% 11,472 $449K
Aberdeen Group plc 0.00% No change 11,258 $441K
LPL Financial LLC 0.00% Add +37.7% 11,136 $436K
New York State Common Retirement Fund 0.00% Reduce -15.8% 11,009 $431K
Thrivent Financial for Lutherans 0.00% Reduce -4.3% 10,559 $413K
Arrowstreet Capital, Limited Partnership 0.00% New 10,437 $409K
Ariadne Wealth Management, LP 0.32% — 2,974 $402K
Raymond James Financial Services Advisors, Inc. 0.00% Add +2.6% 10,246 $401K
Marshall Wace, LLP 0.00% New 10,098 $395K
Panagora Asset Management Inc. 0.00% New 9,943 $389K
Two Sigma Investments, LP 0.00% New 9,877 $387K
Midwest Professional Planners, LTD. 0.13% Add +5.9% 9,754 $382K
Deutsche Bank AG 0.00% Add +17.9% 9,719 $380K
Crestwood Advisors Group, LLC 0.01% No change 9,650 $378K
Creative Planning 0.00% New 9,456 $370K
Rothschild Investment LLC 0.02% No change 8,645 $338K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 7,711 $302K
MetLife Investment Management, LLC 0.00% Add +16.2% 7,704 $302K
Lazard Asset Management LLC 0.00% New 7,682 $299K
Corebridge Financial, Inc. 0.00% — 7,451 $292K
Nisa Investment Advisors, LLC 0.00% Add +64.5% 7,409 $290K
Algert Global LLC 0.01% New 7,065 $277K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -3.6% 7,024 $275K
Illinois Municipal Retirement Fund 0.00% Reduce -7.0% 6,885 $269K
Susquehanna International Group, LLP 0.00% Reduce -73.4% 6,838 $268K
Quadrant Capital Group LLC 0.02% Add +147.9% 6,703 $262K
Artisan Partners Limited Partnership 0.00% New 6,543 $256K
BNP Paribas Financial Markets 0.00% Reduce -50.0% 6,530 $256K
Louisiana State Employees Retirement System 0.00% Add +1.6% 6,400 $250K
Tocqueville Asset Management L.P. 0.00% Reduce -15.8% 6,400 $250K
State of Tennessee, Department of Treasury 0.00% Reduce -1.1% 6,302 $247K
Janus Henderson Group PLC 0.00% Reduce -1.2% 5,923 $232K
EntryPoint Capital, LLC 0.11% New 5,899 $231K
Nebula Research & Development LLC 0.04% Reduce -71.6% 5,850 $229K
Allianz Asset Management GmbH 0.00% No change 5,600 $219K
Manufacturers Life Insurance Company, The 0.00% New 5,508 $216K
Denali Advisors LLC 0.06% No change 5,400 $211K
Tower Research Capital LLC (TRC) 0.00% Add +1082.8% 5,287 $207K
PNC Financial Services Group, Inc. 0.00% Reduce -30.6% 5,100 $200K
Resona Asset Management Co.,Ltd. 0.00% Reduce -0.5% 5,085 $197K
Barclays PLC 0.00% Reduce -59.9% 4,644 $182K
Royal Bank of Canada 0.00% Add +15.1% 4,259 $166K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,152 $163K
Public Employees Retirement Association of Colorado 0.00% No change 4,133 $162K
Osaic Holdings, Inc. 0.00% Add +18.8% 3,991 $156K
Amalgamated Bank 0.00% Reduce -5.9% 3,881 $152K
Daiwa Securities Group Inc. 0.00% No change 3,844 $150K
Cwm, LLC 0.00% Reduce -6.3% 3,406 $133K
Oregon Public Employees Retirement Fund 0.00% Reduce -8.8% 3,103 $121K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Reduce -29.3% 2,996 $117K
STRS Ohio 0.00% No change 2,500 $98K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,423 $95K
Point72 Asset Management 0.00% Add +71.1% 2,395 $94K
Quantbot Technologies LP 0.00% Add +47.8% 2,102 $82K
M&R Capital Management Inc. 0.01% Reduce -21.2% 1,557 $61K
Signaturefd, LLC 0.00% Add +375.6% 1,441 $56K
Ameritas Investment Partners, Inc. 0.00% No change 1,333 $52K
State of Wyoming 0.01% New 1,136 $44K
Trust Co. of Vermont 0.00% No change 870 $34K
DekaBank Deutsche Girozentrale 0.00% New 881 $34K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 800 $31K
Lindbrook Capital, LLC 0.00% Add +836.5% 693 $27K
Glen Eagle Advisors, LLC 0.00% Reduce -4.5% 638 $25K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1856.7% 587 $23K
US Bancorp \de 0.00% Add +288.1% 524 $21K
Rise Advisors, LLC 0.01% Add +4.0% 517 $20K
Point72 (DIFC) Ltd 0.00% Reduce -45.6% 487 $19K
Allworth Financial LP 0.00% Add +42.3% 461 $19K
Harbour Investments, Inc. 0.00% Reduce -16.7% 458 $18K
Geneos Wealth Management Inc. 0.00% No change 436 $17K
Mirae Asset Global Investments Co., Ltd. 0.00% New 378 $15K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +2073.3% 326 $13K
LGT Financial Advisors LLC 0.03% Reduce -16.2% 310 $12K
Creative Financial Designs Inc. 0.00% New 292 $11K
Larson Financial Group LLC 0.00% New 250 $10K
Sandy Spring Bank 0.00% No change 242 $9K
GAMMA Investing LLC 0.00% Add +109.1% 207 $8K
Gould Capital, LLC 0.01% No change 200 $8K
Parallel Advisors, LLC 0.00% Reduce -77.3% 170 $7K
Arax Advisory Partners 0.00% New 165 $6K
PSI Advisors, LLC 0.00% No change 154 $6K
Fifth Third Bancorp 0.00% Add +104.1% 149 $6K
NewEdge Advisors, LLC 0.00% No change 121 $5K
Smartleaf Asset Management LLC 0.00% New 116 $4K
Gen-Wealth Partners Inc 0.00% No change 80 $3K
Bessemer Group Inc. 0.00% New 83 $3K
Private Wealth Management Group, LLC 0.00% Add +177.8% 50 $2K
EverSource Wealth Advisors, LLC 0.00% Add +93.3% 29 $1K
Sound Income Strategies, LLC 0.00% No change 17 $665
Russell Investments Group, Ltd. 0.00% Reduce -30.4% 16 $626
Abound Wealth Management 0.00% No change 10 $392
Farther Finance Advisors, LLC 0.00% Add +150.0% 10 $381
Farmers & Merchants Investments Inc. 0.00% No change 9 $352
Huntington National Bank 0.00% New 7 $274
UMB Bank, n.a. 0.00% New 7 $274
Covestor Ltd 0.00% Add +0.0% 4 $0

"% of holder's portfolio" is UHT's weight in each manager's 13F, not the share of Universal Health RLTY Income the manager owns.