Universal Health RLTY IncomeUHT

13F holders, Q3 2024 (September 30)
173holders +14
20new positions
7sold out
6famous investors
$45.75avg. 13F price*

At the end of Q3 2024, 173 institutions reported holding Universal Health RLTY Income (UHT) in their 13F filings, up 14 from Q2 2024. 20 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($97.6M), Vanguard Group Inc. ($75.4M) and State Street Corp. ($27.0M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions20$2.9M
Exits7$1.7M

All 13F filers, Q2 2024 → Q3 2024: 505,185 shares bought and 421,490 shares sold, net +83,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 173 holders

BlackRock, Inc. 0.00% — 2,132,781 $97.6M
Vanguard Group Inc. 0.00% Reduce -14.3% 1,648,457 $75.4M
State Street Corp. 0.00% Add +2.0% 591,170 $27.0M
Geode Capital Management, LLC 0.00% Add +1.5% 332,429 $15.2M
ProShare Advisors LLC 0.04% Reduce -3.1% 322,310 $14.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +0.5% 305,040 $14.0M
Renaissance Technologies 0.02% Add +0.4% 259,810 $11.9M
Bank of New York Mellon Corp 0.00% Reduce -3.2% 235,858 $10.8M
Dimensional Fund Advisors LP 0.00% Add +0.4% 193,558 $8.9M
Morgan Stanley 0.00% Add +4.4% 182,072 $8.3M
Ameriprise Financial Inc. 0.00% Add +0.9% 154,310 $7.1M
Northern Trust Corp. 0.00% Add +0.6% 132,779 $6.1M
Charles Schwab Investment Management Inc. 0.00% Add +1.9% 118,523 $5.4M
Millennium Management 0.00% Add +29.0% 109,231 $5.0M
Dean Investment Associates, LLC 0.57% Add +42.9% 92,880 $4.2M
Invesco Ltd. 0.00% Reduce -18.7% 90,189 $4.1M
Goldman Sachs Group Inc. 0.00% Add +39.9% 82,880 $3.8M
JPMorgan Chase & Co. 0.00% Add +64.9% 81,834 $3.7M
Stifel Financial Corp. 0.00% Add +3.5% 72,654 $3.3M
Principal Financial Group Inc. 0.00% Reduce -2.7% 64,831 $3.0M
Jane Street Group, LLC 0.00% Add +45.9% 62,346 $2.9M
HRT Financial LP 0.01% Add +58.1% 61,449 $2.8M
Dean Capital Management 1.11% Add +138.7% 57,260 $2.6M
Bank of America Corp. 0.00% Reduce -5.9% 56,539 $2.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +410.4% 53,276 $2.4M
State of New Jersey Common Pension Fund D 0.01% Reduce -12.0% 44,565 $2.0M
Nuveen Asset Management, LLC 0.00% No change 43,978 $2.0M
Panagora Asset Management Inc. 0.01% Add +338.9% 43,636 $2.0M
WealthTrust Axiom LLC 0.57% Reduce -0.6% 42,331 $1.9M
Legato Capital Management LLC 0.21% Add +51.7% 36,398 $1.7M
Legal & General Group Plc 0.00% Reduce -0.8% 35,368 $1.6M
UBS Group AG 0.00% Reduce -0.3% 33,516 $1.5M
Rhumbline Advisers 0.00% Reduce -2.3% 32,614 $1.5M
Alps Advisors Inc. 0.01% Reduce -4.1% 29,011 $1.3M
Public Sector Pension Investment Board 0.01% Reduce -3.6% 26,994 $1.2M
Penserra Capital Management LLC 0.03% Add +22.6% 26,101 $1.2M
Swiss National Bank 0.00% No change 25,900 $1.2M
Denali Advisors LLC 0.13% Add +372.2% 25,500 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +59.7% 25,417 $1.2M
Los Angeles Capital Management LLC 0.00% Add +12.2% 25,117 $1.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -9.8% 24,911 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +31.9% 24,801 $1.1M
Code Waechter LLC 1.02% — 23,398 $1.1M
Barclays PLC 0.00% Add +392.1% 22,852 $1.0M
Citigroup Inc. 0.00% Add +87.4% 22,843 $1.0M
New York State Teachers Retirement System 0.00% Reduce -3.9% 22,656 $1.0M
Altfest L J & Co. Inc. 0.14% No change 22,449 $1.0M
T. Rowe Price Associates Inc. 0.00% Add +10.2% 22,141 $1.0M
Algert Global LLC 0.03% Add +188.0% 20,345 $931K
Wells Fargo & Company 0.00% Add +1.1% 20,336 $930K
Asset Management One Co., Ltd. 0.00% Add +5.0% 19,070 $872K
Public Employees Retirement System of Ohio 0.00% Add +1.0% 18,184 $832K
AQR Capital Management 0.00% Reduce -6.0% 17,505 $801K
Two Sigma Investments, LP 0.00% Add +74.2% 17,205 $787K
Wilkinson Global Asset Management LLC 0.05% No change 17,000 $778K
FMR LLC 0.00% Add +31.0% 16,765 $767K
Alliancebernstein L.P. 0.00% Add +0.0% 15,638 $715K
Nomura Asset Management Co. Ltd. 0.00% Reduce -2.5% 15,620 $715K
AlphaQuest LLC 0.06% Add +16.1% 15,504 $709K
New York State Common Retirement Fund 0.00% Add +39.1% 15,309 $700K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 14,451 $661K
Prudential Financial Inc. 0.00% No change 13,610 $623K
State of Alaska, Department of Revenue 0.01% Reduce -1.1% 13,476 $615K
Cannell & Spears LLC 0.01% Reduce -43.5% 12,983 $594K
ExodusPoint Capital Management, LP 0.01% Reduce -18.5% 12,721 $582K
California State Teachers Retirement System 0.00% Reduce -3.1% 12,397 $567K
Man Group plc 0.00% New 12,392 $567K
Ieq Capital, LLC 0.01% Add +6.4% 12,209 $559K
Susquehanna International Group, LLP 0.00% Add +78.0% 12,169 $557K
Tocqueville Asset Management L.P. 0.01% Add +85.9% 11,900 $544K
Raymond James Financial Services Advisors, Inc. 0.00% Add +13.6% 11,643 $533K
Aberdeen Group plc 0.00% No change 11,258 $515K
LPL Financial LLC 0.00% Reduce -0.6% 11,072 $507K
Midwest Professional Planners, LTD. 0.15% Add +13.1% 11,030 $505K
Creative Planning 0.00% Add +12.7% 10,661 $488K
Thrivent Financial for Lutherans 0.00% Reduce -5.3% 10,005 $458K
Citadel Advisors 0.00% Reduce -30.4% 9,805 $449K
Crestwood Advisors Group, LLC 0.01% No change 9,650 $441K
Rothschild Investment LLC 0.03% Add +0.1% 8,655 $396K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 7,711 $353K
MetLife Investment Management, LLC 0.00% Reduce -0.0% 7,702 $352K
Deutsche Bank AG 0.00% Reduce -23.1% 7,472 $342K
Intech Investment Management LLC 0.00% New 7,380 $338K
Corebridge Financial, Inc. 0.00% Reduce -1.0% 7,376 $337K
SG Americas Securities, LLC 0.00% New 7,176 $328K
D. E. Shaw & Co. 0.00% Reduce -53.1% 7,016 $321K
BNP Paribas Financial Markets 0.00% Add +7.4% 7,013 $321K
Quadrant Capital Group LLC 0.02% Add +1.9% 6,829 $312K
Illinois Municipal Retirement Fund 0.00% Reduce -1.7% 6,767 $310K
Artisan Partners Limited Partnership 0.00% No change 6,543 $299K
Corient Private Wealth LP 0.00% New 6,517 $298K
Nisa Investment Advisors, LLC 0.00% Reduce -14.2% 6,356 $291K
Louisiana State Employees Retirement System 0.01% Reduce -3.1% 6,200 $284K
Point72 Asia (Singapore) Pte. Ltd. 0.05% Add +106.8% 6,195 $283K
State of Tennessee, Department of Treasury 0.00% Reduce -5.0% 5,985 $274K
Janus Henderson Group PLC 0.00% No change 5,923 $271K
Cubist Systematic Strategies, LLC 0.00% New 5,754 $263K
Schnieders Capital Management LLC 0.05% New 5,650 $258K
Lazard Asset Management LLC 0.00% Reduce -26.1% 5,675 $258K
PNC Financial Services Group, Inc. 0.00% Add +10.3% 5,625 $257K

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

Show all 173 holders