Universal Health RLTY IncomeUHT

13F holders, Q4 2024 (December 31)
164holders −9
6new positions
21sold out
6famous investors
$37.21avg. 13F price*

At the end of Q4 2024, 164 institutions reported holding Universal Health RLTY Income (UHT) in their 13F filings, down 9 from Q3 2024. 6 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($83.3M), Vanguard Group Inc. ($60.9M) and State Street Corp. ($22.6M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$588K
Exits21$10.3M

All 13F filers, Q3 2024 → Q4 2024: 432,713 shares bought and 603,193 shares sold, net −170,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

BlackRock, Inc. 0.00% Add +5.0% 2,239,354 $83.3M
Vanguard Group Inc. 0.00% Reduce -0.7% 1,637,721 $60.9M
State Street Corp. 0.00% Add +2.6% 606,751 $22.6M
Geode Capital Management, LLC 0.00% Add +1.2% 336,415 $12.5M
Bank of New York Mellon Corp 0.00% Add +42.5% 336,183 $12.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +5.3% 321,332 $12.0M
Renaissance Technologies 0.01% Add +4.8% 272,310 $10.1M
ProShare Advisors LLC 0.02% Reduce -38.8% 197,269 $7.3M
Morgan Stanley 0.00% Add +6.5% 193,920 $7.2M
Dimensional Fund Advisors LP 0.00% Reduce -1.3% 191,109 $7.1M
Ameriprise Financial Inc. 0.00% Add +0.3% 154,836 $5.8M
Northern Trust Corp. 0.00% Add +5.7% 140,355 $5.2M
Charles Schwab Investment Management Inc. 0.00% Add +1.9% 120,764 $4.5M
JPMorgan Chase & Co. 0.00% Add +39.3% 113,962 $4.2M
Invesco Ltd. 0.00% Add +2.1% 92,054 $3.4M
Stifel Financial Corp. 0.00% Add +7.5% 78,101 $2.9M
Goldman Sachs Group Inc. 0.00% Reduce -10.5% 74,157 $2.8M
Millennium Management 0.00% Reduce -36.8% 68,986 $2.6M
Principal Financial Group Inc. 0.00% Add +3.8% 67,289 $2.5M
Arrowstreet Capital, Limited Partnership 0.00% Add +9.3% 58,255 $2.2M
Bank of America Corp. 0.00% Reduce -7.9% 52,074 $1.9M
Panagora Asset Management Inc. 0.01% Add +19.0% 51,918 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +16.3% 51,818 $1.9M
WealthTrust Axiom LLC 0.45% Reduce -3.5% 40,849 $1.5M
Legal & General Group Plc 0.00% No change 35,368 $1.3M
UBS Group AG 0.00% Add +0.2% 33,584 $1.2M
Rhumbline Advisers 0.00% Add +0.7% 32,825 $1.2M
Public Sector Pension Investment Board 0.01% Add +17.8% 31,796 $1.2M
Nuveen Asset Management, LLC 0.00% Reduce -28.5% 31,439 $1.2M
Qube Research & Technologies Ltd 0.00% Add +573.4% 30,853 $1.1M
Alps Advisors Inc. 0.01% Add +5.2% 30,531 $1.1M
CANADA LIFE ASSURANCE Co 0.00% Add +5.5% 26,289 $977K
Swiss National Bank 0.00% No change 25,900 $964K
Denali Advisors LLC 0.10% No change 25,500 $949K
HRT Financial LP 0.00% Reduce -60.0% 24,580 $914K
Barclays PLC 0.00% Add +3.8% 23,713 $882K
AQR Capital Management 0.00% Add +35.2% 23,669 $881K
Los Angeles Capital Management LLC 0.00% Reduce -6.0% 23,616 $879K
Code Waechter LLC 0.76% Add +0.1% 23,409 $871K
T. Rowe Price Associates Inc. 0.00% Add +4.2% 23,066 $859K
Citigroup Inc. 0.00% Add +0.7% 22,998 $856K
Penserra Capital Management LLC 0.02% Reduce -12.9% 22,723 $845K
Altfest L J & Co. Inc. 0.11% No change 22,449 $835K
New York State Teachers Retirement System 0.00% Reduce -4.0% 21,744 $809K
Algert Global LLC 0.02% Add +5.9% 21,542 $802K
Citadel Advisors 0.00% Add +106.3% 20,225 $753K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -21.6% 19,913 $741K
Asset Management One Co., Ltd. 0.00% No change 19,070 $697K
Raymond James Financial Inc. 0.00% — 18,567 $691K
Public Employees Retirement System of Ohio 0.00% Reduce -0.8% 18,040 $671K
Jane Street Group, LLC 0.00% Reduce -72.2% 17,318 $644K
Wilkinson Global Asset Management LLC 0.04% No change 17,000 $633K
Nomura Asset Management Co. Ltd. 0.00% Add +6.4% 16,620 $618K
Intech Investment Management LLC 0.01% Add +119.3% 16,185 $602K
New York State Common Retirement Fund 0.00% No change 15,309 $570K
FMR LLC 0.00% Reduce -10.2% 15,056 $560K
Wells Fargo & Company 0.00% Reduce -28.0% 14,651 $545K
Alliancebernstein L.P. 0.00% Reduce -7.3% 14,489 $539K
Prudential Financial Inc. 0.00% Reduce -3.7% 13,107 $533K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -2.8% 14,042 $523K
Susquehanna Fundamental Investments, LLC 0.01% — 13,849 $515K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -44.9% 13,659 $508K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 13,397 $497K
Ieq Capital, LLC 0.00% Add +8.3% 13,218 $492K
Cannell & Spears LLC 0.01% No change 12,983 $483K
Tocqueville Asset Management L.P. 0.01% Add +8.4% 12,900 $480K
Midwest Professional Planners, LTD. 0.14% Add +12.3% 12,385 $461K
AlphaQuest LLC 0.06% Reduce -20.4% 12,347 $459K
California State Teachers Retirement System 0.00% Reduce -0.9% 12,290 $457K
D. E. Shaw & Co. 0.00% Add +67.0% 11,715 $436K
Thrivent Financial for Lutherans 0.00% Add +16.1% 11,613 $432K
Aberdeen Group plc 0.00% No change 11,258 $411K
LPL Financial LLC 0.00% Reduce -0.6% 11,011 $410K
Crestwood Advisors Group, LLC 0.01% Add +0.2% 9,666 $360K
Martingale Asset Management L P 0.01% New 9,342 $348K
Deutsche Bank AG 0.00% Add +16.5% 8,705 $324K
Rothschild Investment LLC 0.02% No change 8,655 $322K
Creative Planning 0.00% Reduce -19.3% 8,606 $320K
MetLife Investment Management, LLC 0.00% Reduce -0.2% 7,690 $286K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 7,711 $281K
ExodusPoint Capital Management, LP 0.00% Reduce -43.8% 7,153 $266K
Illinois Municipal Retirement Fund 0.00% Add +5.0% 7,108 $264K
Corebridge Financial, Inc. 0.00% Reduce -7.3% 6,841 $255K
Corient Private Wealth LP 0.00% Add +2.3% 6,668 $248K
Artisan Partners Limited Partnership 0.00% No change 6,543 $243K
Susquehanna International Group, LLP 0.00% Reduce -46.4% 6,518 $243K
Quadrature Capital Ltd 0.00% New 6,366 $237K
Nisa Investment Advisors, LLC 0.00% No change 6,356 $237K
Two Sigma Investments, LP 0.00% Reduce -63.1% 6,355 $236K
Louisiana State Employees Retirement System 0.00% No change 6,200 $231K
SG Americas Securities, LLC 0.00% Reduce -16.7% 5,975 $222K
Janus Henderson Group PLC 0.00% No change 5,923 $220K
Quadrant Capital Group LLC 0.02% Reduce -13.8% 5,890 $219K
PNC Financial Services Group, Inc. 0.00% Add +4.3% 5,866 $218K
State of Tennessee, Department of Treasury 0.00% Reduce -2.3% 5,848 $218K
Lazard Asset Management LLC 0.00% Add +2.9% 5,838 $217K
Man Group plc 0.00% Reduce -54.6% 5,621 $209K
Resona Asset Management Co.,Ltd. 0.00% Reduce -0.4% 4,936 $181K
Daiwa Securities Group Inc. 0.00% No change 4,233 $158K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,152 $155K

"% 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 164 holders