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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $588K |
| Exits | 21 | $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 |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,133 | $154K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 3,742 | $139K |
| Royal Bank of Canada | 0.00% | Reduce -23.7% | 3,343 | $124K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 2,988 | $122K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.6% | 3,110 | $116K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 3,003 | $112K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 2,943 | $110K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.5% | 2,822 | $105K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Reduce -56.2% | 2,713 | $101K |
| KLP Kapitalforvaltning As | 0.00% | — | 2,700 | $100K |
| Point72 Asset Management | 0.00% | Add +16.4% | 2,676 | $100K |
| STRS Ohio | 0.00% | No change | 2,500 | $93K |
| State of Wyoming | 0.01% | Add +0.6% | 2,467 | $92K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,423 | $90K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -60.4% | 2,278 | $85K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -54.9% | 2,207 | $82K |
| Coastline Trust Co | 0.01% | No change | 2,000 | $74K |
| Cwm, LLC | 0.00% | Add +7.3% | 1,542 | $57K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,333 | $50K |
| Signaturefd, LLC | 0.00% | Reduce -10.2% | 1,308 | $49K |
| Trust Co. of Vermont | 0.00% | No change | 870 | $32K |
| Farther Finance Advisors, LLC | 0.00% | No change | 709 | $26K |
| Lindbrook Capital, LLC | 0.00% | Reduce -6.0% | 653 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.4% | 595 | $22K |
| Rise Advisors, LLC | 0.01% | Add +1.9% | 535 | $20K |
| US Bancorp \de | 0.00% | No change | 524 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.8% | 517 | $19K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +0.9% | 465 | $17K |
| Creative Financial Designs Inc. | 0.00% | Add +29.7% | 419 | $16K |
| Allworth Financial LP | 0.00% | Reduce -12.2% | 405 | $15K |
| Versant Capital Management, Inc | 0.00% | Add +882.9% | 403 | $15K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -28.0% | 367 | $13K |
| LGT Financial Advisors LLC | 0.03% | No change | 310 | $12K |
| UMB Bank, n.a. | 0.00% | Add +3600.0% | 259 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 250 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +31.3% | 252 | $9K |
| GAMMA Investing LLC | 0.00% | Reduce -10.0% | 242 | $9K |
| Sandy Spring Bank | 0.00% | No change | 242 | $9K |
| GF Fund Management Co. LTD. | 0.00% | — | 237 | $9K |
| Quantbot Technologies LP | 0.00% | Reduce -90.7% | 209 | $8K |
| Gould Capital, LLC | 0.01% | No change | 200 | $7K |
| Fifth Third Bancorp | 0.00% | No change | 149 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.5% | 147 | $5K |
| Millstone Evans Group, LLC | 0.00% | — | 140 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +81.7% | 129 | $5K |
| Arax Advisory Partners | 0.00% | Add +27.6% | 134 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 121 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 113 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +372.2% | 85 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 80 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +41.4% | 41 | $2K |
| PSI Advisors, LLC | 0.00% | Reduce -74.7% | 39 | $1K |
| Holos Integrated Wealth LLC | 0.00% | — | 33 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 30 | $1K |
| NewSquare Capital LLC | 0.00% | New | 30 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 17 | $633 |
| True Wealth Design, LLC | 0.00% | New | 13 | $484 |
| Jones Financial Companies LLLP | 0.00% | New | 13 | $484 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 9 | $335 |
| Huntington National Bank | 0.00% | No change | 7 | $260 |
| Abound Wealth Management | 0.00% | No change | 5 | $187 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $33 |
| Covestor Ltd | 0.00% | Add +50.0% | 6 | $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.