Universal Health RLTY IncomeUHT

13F holders, Q1 2025 (March 31)
170holders +6
15new positions
9sold out
4famous investors
$40.96avg. 13F price*

At the end of Q1 2025, 170 institutions reported holding Universal Health RLTY Income (UHT) in their 13F filings, up 6 from Q4 2024. 15 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($90.1M), Vanguard Group Inc. ($66.1M) and State Street Corp. ($24.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions15$3.4M
Exits9$4.3M

All 13F filers, Q4 2024 → Q1 2025: 455,065 shares bought and 391,397 shares sold, net +63,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 170 holders

BlackRock, Inc. 0.00% Reduce -1.7% 2,200,868 $90.1M
Vanguard Group Inc. 0.00% Reduce -1.5% 1,613,414 $66.1M
State Street Corp. 0.00% Reduce -0.4% 604,492 $24.8M
Bank of New York Mellon Corp 0.00% Add +27.3% 427,804 $17.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +7.5% 345,520 $14.2M
Geode Capital Management, LLC 0.00% Add +1.9% 342,756 $14.0M
Renaissance Technologies 0.02% Reduce -6.5% 254,610 $10.4M
Morgan Stanley 0.00% Add +9.5% 212,289 $8.7M
Dimensional Fund Advisors LP 0.00% Reduce -0.5% 190,104 $7.8M
Ameriprise Financial Inc. 0.00% Add +18.8% 183,921 $7.5M
ProShare Advisors LLC 0.02% Reduce -12.1% 173,335 $7.1M
Invesco Ltd. 0.00% Add +53.9% 141,698 $5.8M
Northern Trust Corp. 0.00% Reduce -1.3% 138,501 $5.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.9% 119,698 $4.9M
Goldman Sachs Group Inc. 0.00% Add +29.3% 95,865 $3.9M
Stifel Financial Corp. 0.00% Add +20.6% 94,173 $3.9M
JPMorgan Chase & Co. 0.00% Reduce -19.0% 92,322 $3.8M
Principal Financial Group Inc. 0.00% Add +2.2% 68,773 $2.8M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -3.1% 56,429 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +0.8% 52,261 $2.1M
Panagora Asset Management Inc. 0.01% Reduce -0.6% 51,610 $2.1M
Two Sigma Investments, LP 0.00% Add +562.9% 42,129 $1.7M
Public Sector Pension Investment Board 0.01% Add +27.1% 40,401 $1.7M
WealthTrust Axiom LLC 0.48% Reduce -6.5% 38,215 $1.6M
UBS Group AG 0.00% Add +2.9% 34,564 $1.4M
Legal & General Group Plc 0.00% Reduce -3.6% 34,089 $1.4M
Rhumbline Advisers 0.00% Add +0.3% 32,926 $1.3M
Bank of America Corp. 0.00% Reduce -38.5% 32,016 $1.3M
Nuveen, LLC 0.00% — 31,439 $1.3M
Alps Advisors Inc. 0.01% Reduce -6.6% 28,504 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Add +8.0% 28,386 $1.2M
Penserra Capital Management LLC 0.02% Add +21.0% 27,486 $1.1M
Swiss National Bank 0.00% Reduce -1.5% 25,500 $1.0M
AQR Capital Management 0.00% Add +4.7% 24,789 $1.0M
Los Angeles Capital Management LLC 0.00% Add +3.8% 24,519 $1.0M
Jane Street Group, LLC 0.00% Add +41.4% 24,493 $1.0M
Citigroup Inc. 0.00% Add +5.3% 24,222 $992K
T. Rowe Price Associates Inc. 0.00% Add +2.5% 23,637 $969K
Altfest L J & Co. Inc. 0.12% No change 22,449 $920K
Algert Global LLC 0.02% No change 21,542 $882K
Ieq Capital, LLC 0.01% Add +60.9% 21,269 $871K
Two Sigma Advisers, LP 0.00% New 21,000 $860K
New York State Teachers Retirement System 0.00% Reduce -4.1% 20,844 $854K
Exchange Traded Concepts, LLC 0.01% New 19,282 $790K
Asset Management One Co., Ltd. 0.00% No change 19,070 $781K
Raymond James Financial Inc. 0.00% Reduce -0.9% 18,400 $754K
Public Employees Retirement System of Ohio 0.00% Reduce -0.7% 17,909 $734K
Intech Investment Management LLC 0.01% Add +7.6% 17,417 $713K
Barclays PLC 0.00% Reduce -27.7% 17,137 $702K
Man Group plc 0.00% Add +203.2% 17,044 $698K
Wilkinson Global Asset Management LLC 0.04% No change 17,000 $696K
Susquehanna International Group, LLP 0.00% Add +158.6% 16,855 $690K
Nomura Asset Management Co. Ltd. 0.00% No change 16,620 $681K
Wells Fargo & Company 0.00% Add +3.8% 15,204 $623K
FMR LLC 0.00% Reduce -0.4% 14,991 $614K
Tocqueville Asset Management L.P. 0.01% Add +11.6% 14,400 $590K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 14,042 $575K
Alliancebernstein L.P. 0.00% Reduce -4.7% 13,804 $565K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 13,659 $559K
State of Alaska, Department of Revenue 0.01% Reduce -1.3% 13,230 $540K
Prudential Financial Inc. 0.00% Add +0.7% 13,197 $536K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -37.4% 12,466 $511K
Midwest Professional Planners, LTD. 0.16% Add +0.2% 12,408 $508K
California State Teachers Retirement System 0.00% No change 12,290 $503K
Quadrant Capital Group LLC 0.02% Add +106.9% 12,189 $499K
Total Wealth Planning & Management, Inc. 0.48% New 11,350 $465K
Aberdeen Group plc 0.00% No change 11,258 $461K
Crestwood Advisors Group, LLC 0.01% Add +16.3% 11,242 $460K
HRT Financial LP 0.00% Reduce -54.2% 11,250 $460K
Thrivent Financial for Lutherans 0.00% Reduce -4.2% 11,123 $456K
AlphaQuest LLC 0.05% Reduce -11.5% 10,931 $448K
Cannell & Spears LLC 0.01% Reduce -16.9% 10,783 $442K
LPL Financial LLC 0.00% Reduce -3.9% 10,583 $433K
Allianz Asset Management GmbH 0.00% New 10,265 $420K
Citadel Advisors 0.00% Reduce -49.8% 10,149 $416K
Deutsche Bank AG 0.00% Add +16.1% 10,111 $414K
Martingale Asset Management L P 0.01% Add +7.6% 10,052 $412K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -32.3% 9,376 $384K
Code Waechter LLC 0.31% Reduce -60.3% 9,288 $380K
Creative Planning 0.00% Add +4.4% 8,981 $368K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +15.2% 8,885 $364K
MetLife Investment Management, LLC 0.00% Reduce -2.1% 7,526 $308K
Lazard Asset Management LLC 0.00% Add +19.4% 6,969 $285K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 6,709 $275K
Artisan Partners Limited Partnership 0.00% No change 6,543 $268K
State of Tennessee, Department of Treasury 0.00% Add +10.4% 6,459 $265K
Illinois Municipal Retirement Fund 0.00% Reduce -11.2% 6,315 $259K
PNC Financial Services Group, Inc. 0.00% Add +5.3% 6,174 $253K
Teacher Retirement System of Texas 0.00% New 6,114 $250K
Corient Private Wealth LP 0.00% Reduce -9.0% 6,068 $249K
Louisiana State Employees Retirement System 0.00% Reduce -3.2% 6,000 $246K
Janus Henderson Group PLC 0.00% No change 5,923 $241K
Quantinno Capital Management LP 0.00% New 5,756 $236K
Nisa Investment Advisors, LLC 0.00% Reduce -11.0% 5,654 $232K
New York State Common Retirement Fund 0.00% Reduce -63.4% 5,609 $230K
Resona Asset Management Co.,Ltd. 0.00% Add +12.4% 5,549 $226K
D. E. Shaw & Co. 0.00% Reduce -53.1% 5,490 $225K
Qube Research & Technologies Ltd 0.00% Reduce -83.2% 5,174 $212K
Rothschild Investment LLC 0.01% Reduce -40.4% 5,160 $211K
HighTower Advisors, LLC 0.00% New 4,966 $203K
SG Americas Securities, LLC 0.00% Reduce -26.3% 4,406 $180K
Daiwa Securities Group Inc. 0.00% Add +0.6% 4,259 $174K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,152 $170K
Public Employees Retirement Association of Colorado 0.00% No change 4,133 $169K
Royal Bank of Canada 0.00% Add +22.4% 4,090 $168K
BNP Paribas Financial Markets 0.00% Add +17.4% 3,651 $150K
Amalgamated Bank 0.00% Reduce -2.7% 3,641 $149K
Medallion Wealth Advisors, LLC 0.06% No change 2,988 $122K
Osaic Holdings, Inc. 0.00% Add +4.7% 2,955 $121K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,943 $121K
Oregon Public Employees Retirement Fund 0.00% Reduce -3.3% 2,903 $119K
Russell Investments Group, Ltd. 0.00% Add +25.1% 2,761 $113K
KLP Kapitalforvaltning As 0.00% No change 2,700 $111K
STRS Ohio 0.00% No change 2,500 $102K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,423 $99K
Cwm, LLC 0.00% Add +40.7% 2,170 $89K
LSV Asset Management 0.00% New 2,100 $86K
Coastline Trust Co 0.01% No change 2,000 $82K
State of Wyoming 0.01% Reduce -44.4% 1,372 $56K
Ameritas Investment Partners, Inc. 0.00% No change 1,333 $55K
Signaturefd, LLC 0.00% Add +1.5% 1,328 $54K
Trust Co. of Vermont 0.00% No change 870 $36K
Farther Finance Advisors, LLC 0.00% No change 709 $29K
Lindbrook Capital, LLC 0.00% Reduce -5.7% 616 $25K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.5% 592 $24K
US Bancorp \de 0.00% Add +8.2% 567 $23K
Barrett & Company, Inc. 0.01% No change 500 $20K
Harbour Investments, Inc. 0.00% Add +0.9% 469 $19K
Coldstream Capital Management Inc. 0.00% New 465 $19K
Tower Research Capital LLC (TRC) 0.00% Reduce -10.8% 461 $19K
GAMMA Investing LLC 0.00% Add +81.8% 440 $18K
Creative Financial Designs Inc. 0.00% Add +1.7% 426 $17K
Versant Capital Management, Inc 0.00% Add +4.2% 420 $17K
Rise Advisors, LLC 0.01% Reduce -31.8% 365 $15K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -3.3% 355 $14K
Valley National Advisers Inc. 0.00% New 307 $12K
Larson Financial Group LLC 0.00% Add +15.6% 289 $12K
GF Fund Management Co. LTD. 0.00% Add +4.2% 247 $10K
Allworth Financial LP 0.00% Reduce -35.6% 261 $10K
Parallel Advisors, LLC 0.00% Add +50.3% 221 $9K
Fifth Third Bancorp 0.00% Add +38.9% 207 $8K
Gould Capital, LLC 0.01% No change 200 $8K
Jones Financial Companies LLLP 0.00% Add +1253.8% 176 $7K
Brooklyn Investment Group 0.00% New 173 $7K
Hantz Financial Services, Inc. 0.00% New 161 $7K
Millstone Evans Group, LLC 0.00% No change 140 $6K
Bessemer Group Inc. 0.00% No change 113 $5K
NewEdge Advisors, LLC 0.00% No change 121 $5K
Smartleaf Asset Management LLC 0.00% Reduce -55.6% 112 $5K
Harbor Investment Advisory, LLC 0.00% New 100 $4K
Gen-Wealth Partners Inc 0.00% No change 80 $3K
UMB Bank, n.a. 0.00% Reduce -70.3% 77 $3K
SVB Wealth LLC 0.00% New 65 $3K
Sterling Capital Management LLC 0.00% Reduce -41.2% 50 $2K
Harbor Capital Advisors, Inc. 0.00% Reduce -54.3% 59 $2K
PSI Advisors, LLC 0.00% No change 39 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.2% 36 $1K
Holos Integrated Wealth LLC 0.00% No change 33 $1K
NewSquare Capital LLC 0.00% No change 30 $1K
Arax Advisory Partners 0.00% Reduce -77.6% 30 $1K
Cornerstone Planning Group LLC 0.00% No change 30 $1K
True Wealth Design, LLC 0.00% Add +46.1% 19 $779
Sound Income Strategies, LLC 0.00% No change 17 $696
Stephens Consulting, LLC 0.00% New 10 $410
Farmers & Merchants Investments Inc. 0.00% No change 9 $369
Huntington National Bank 0.00% No change 7 $287
Abound Wealth Management 0.00% No change 5 $205
Quantbot Technologies LP 0.00% Reduce -98.1% 4 $164
Dunhill Financial, LLC 0.00% No change 1 $36
Covestor Ltd 0.00% Add +50.0% 9 $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.