Universal Health RLTY IncomeUHT

13F holders, Q2 2025 (June 30)
171holders +1
17new positions
16sold out
3famous investors
$39.97avg. 13F price*

At the end of Q2 2025, 171 institutions reported holding Universal Health RLTY Income (UHT) in their 13F filings, up 1 from Q1 2025. 17 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($86.9M), Vanguard Group Inc. ($64.1M) and State Street Corp. ($24.0M). 3 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 Steve Cohen (0.0% of Point72 Asset 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions17$1.4M
Exits16$3.7M

All 13F filers, Q1 2025 → Q2 2025: 238,684 shares bought and 319,668 shares sold, net −80,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

BlackRock, Inc. 0.00% Reduce -1.3% 2,173,427 $86.9M
Vanguard Group Inc. 0.00% Reduce -0.6% 1,604,189 $64.1M
State Street Corp. 0.00% Reduce -0.5% 601,264 $24.0M
Bank of New York Mellon Corp 0.00% Add +3.3% 441,836 $17.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +5.7% 365,199 $14.6M
Geode Capital Management, LLC 0.00% Add +0.4% 344,184 $13.8M
Renaissance Technologies 0.01% Add +0.2% 255,010 $10.2M
Morgan Stanley 0.00% Reduce -8.4% 194,443 $7.8M
Dimensional Fund Advisors LP 0.00% Reduce -0.2% 189,687 $7.6M
Invesco Ltd. 0.00% Add +8.9% 154,328 $6.2M
ProShare Advisors LLC 0.01% Reduce -12.6% 151,511 $6.1M
Ameriprise Financial Inc. 0.00% Reduce -19.5% 148,108 $5.9M
Northern Trust Corp. 0.00% Reduce -4.3% 132,503 $5.3M
Charles Schwab Investment Management Inc. 0.00% Add +3.2% 123,568 $4.9M
Stifel Financial Corp. 0.00% Add +0.9% 95,031 $3.8M
JPMorgan Chase & Co. 0.00% Reduce -6.2% 86,587 $3.5M
Principal Financial Group Inc. 0.00% Add +1.3% 69,682 $2.8M
Panagora Asset Management Inc. 0.01% Add +15.6% 59,634 $2.4M
Goldman Sachs Group Inc. 0.00% Reduce -39.8% 57,759 $2.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -5.1% 53,574 $2.1M
State of New Jersey Common Pension Fund D 0.01% No change 52,261 $2.1M
AQR Capital Management 0.00% Add +105.1% 50,848 $2.0M
Two Sigma Investments, LP 0.00% Add +11.8% 47,107 $1.9M
UBS Group AG 0.00% Add +28.3% 44,333 $1.8M
Public Sector Pension Investment Board 0.01% Add +7.4% 43,384 $1.7M
WealthTrust Axiom LLC 0.44% Reduce -2.0% 37,432 $1.5M
Legal & General Group Plc 0.00% Add +5.9% 36,114 $1.4M
Rhumbline Advisers 0.00% Add +3.2% 33,990 $1.4M
Barclays PLC 0.00% Add +82.0% 31,189 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Add +3.8% 29,450 $1.2M
Nuveen, LLC 0.00% Reduce -9.8% 28,363 $1.1M
Alps Advisors Inc. 0.01% Reduce -3.6% 27,474 $1.1M
Bank of America Corp. 0.00% Reduce -14.4% 27,394 $1.1M
Penserra Capital Management LLC 0.02% Reduce -1.8% 27,004 $1.1M
Two Sigma Advisers, LP 0.00% Add +24.3% 26,100 $1.0M
Swiss National Bank 0.00% No change 25,500 $1.0M
Susquehanna International Group, LLP 0.00% Add +44.9% 24,422 $976K
Ieq Capital, LLC 0.01% Add +13.2% 24,079 $962K
Algert Global LLC 0.02% Add +8.6% 23,402 $935K
Altfest L J & Co. Inc. 0.11% No change 22,449 $897K
Alliancebernstein L.P. 0.00% Add +53.6% 21,205 $848K
New York State Teachers Retirement System 0.00% Reduce -0.5% 20,744 $829K
Man Group plc 0.00% Add +21.6% 20,727 $828K
Exchange Traded Concepts, LLC 0.01% Add +1.9% 19,658 $786K
Los Angeles Capital Management LLC 0.00% Reduce -20.8% 19,412 $776K
Asset Management One Co., Ltd. 0.00% No change 19,070 $762K
Citigroup Inc. 0.00% Reduce -22.0% 18,901 $755K
Raymond James Financial Inc. 0.00% Add +0.1% 18,409 $736K
Public Employees Retirement System of Ohio 0.00% Add +1.4% 18,156 $726K
FMR LLC 0.00% Add +15.9% 17,370 $694K
Nomura Asset Management Co. Ltd. 0.00% Add +3.6% 17,220 $688K
T. Rowe Price Associates Inc. 0.00% Reduce -28.0% 17,025 $681K
Wilkinson Global Asset Management LLC 0.04% No change 17,000 $679K
Wells Fargo & Company 0.00% Add +3.3% 15,710 $628K
SG Americas Securities, LLC 0.00% Add +245.4% 15,217 $608K
Tocqueville Asset Management L.P. 0.01% No change 14,400 $576K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 14,042 $561K
Prudential Financial Inc. 0.00% Add +4.2% 13,753 $558K
State of Alaska, Department of Revenue 0.01% Add +4.2% 13,790 $549K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -5.3% 12,940 $517K
Intech Investment Management LLC 0.00% Reduce -26.3% 12,831 $513K
Midwest Professional Planners, LTD. 0.13% Add +0.5% 12,469 $498K
Martingale Asset Management L P 0.01% Add +22.9% 12,354 $494K
California State Teachers Retirement System 0.00% No change 12,290 $491K
Thrivent Financial for Lutherans 0.00% Add +8.6% 12,082 $483K
Horizon Investments, LLC 0.01% New 11,847 $474K
Qube Research & Technologies Ltd 0.00% Add +125.5% 11,669 $466K
Quadrant Capital Group LLC 0.02% Reduce -7.1% 11,320 $452K
Crestwood Advisors Group, LLC 0.01% Add +0.3% 11,276 $451K
Total Wealth Planning & Management, Inc. 0.39% Reduce -0.7% 11,266 $450K
Aberdeen Group plc 0.00% No change 11,258 $450K
Teacher Retirement System of Texas 0.00% Add +82.6% 11,163 $446K
LPL Financial LLC 0.00% Add +3.0% 10,906 $436K
Creative Planning 0.00% Add +21.1% 10,877 $435K
HRT Financial LP 0.00% Reduce -6.0% 10,573 $422K
Deutsche Bank AG 0.00% Add +0.1% 10,119 $404K
Cannell & Spears LLC 0.01% Reduce -7.4% 9,983 $399K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 8,885 $355K
Jane Street Group, LLC 0.00% Reduce -64.0% 8,815 $352K
FJ Capital Management LLC 0.04% New 8,277 $331K
Quantinno Capital Management LP 0.00% Add +34.9% 7,767 $310K
Allianz Asset Management GmbH 0.00% Reduce -29.7% 7,212 $288K
Point72 Asset Management 0.00% New 6,909 $276K
Illinois Municipal Retirement Fund 0.00% Add +8.6% 6,856 $274K
PNC Financial Services Group, Inc. 0.00% Add +10.3% 6,808 $272K
Artisan Partners Limited Partnership 0.00% No change 6,543 $262K
Louisiana State Employees Retirement System 0.00% No change 6,000 $240K
Janus Henderson Group PLC 0.00% No change 5,923 $237K
Vestcor Inc 0.01% New 5,747 $230K
New York State Common Retirement Fund 0.00% No change 5,609 $224K
State of Tennessee, Department of Treasury 0.00% Reduce -13.6% 5,578 $223K
Rothschild Investment LLC 0.01% Reduce -0.3% 5,145 $206K
LSV Asset Management 0.00% Add +142.9% 5,100 $204K
Resona Asset Management Co.,Ltd. 0.00% Reduce -8.2% 5,093 $204K
Royal Bank of Canada 0.00% Add +10.8% 4,532 $182K
Daiwa Securities Group Inc. 0.00% Add +4.6% 4,456 $178K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,152 $166K
Public Employees Retirement Association of Colorado 0.00% Reduce -8.2% 3,796 $152K
Amalgamated Bank 0.00% No change 3,641 $146K
Nisa Investment Advisors, LLC 0.00% Reduce -35.6% 3,640 $145K
Cwm, LLC 0.00% Add +53.2% 3,325 $133K
Osaic Holdings, Inc. 0.00% Add +7.7% 3,181 $127K
Medallion Wealth Advisors, LLC 0.05% No change 2,988 $119K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,943 $118K
Oregon Public Employees Retirement Fund 0.00% Add +0.5% 2,917 $117K
State of Wyoming 0.01% Add +109.4% 2,873 $115K
BNP Paribas Financial Markets 0.00% Reduce -22.8% 2,819 $113K
KLP Kapitalforvaltning As 0.00% No change 2,700 $108K
Quantbot Technologies LP 0.00% Add +66000.0% 2,644 $106K
STRS Ohio 0.00% No change 2,500 $100K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,423 $97K
Signaturefd, LLC 0.00% Add +67.4% 2,223 $89K
Brooklyn Investment Group 0.01% Add +1082.1% 2,045 $82K
Coastline Trust Co 0.01% No change 2,000 $80K
Hantz Financial Services, Inc. 0.00% Add +842.2% 1,517 $61K
Ameritas Investment Partners, Inc. 0.00% No change 1,333 $53K
Tower Research Capital LLC (TRC) 0.00% Add +130.6% 1,063 $42K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 979 $39K
Russell Investments Group, Ltd. 0.00% Reduce -64.9% 970 $39K
GAMMA Investing LLC 0.00% Add +101.8% 888 $35K
Trust Co. of Vermont 0.00% No change 870 $35K
US Bancorp \de 0.00% Add +14.3% 648 $26K
Farther Finance Advisors, LLC 0.00% Reduce -15.7% 598 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.4% 584 $23K
Larson Financial Group LLC 0.00% Add +97.6% 571 $23K
Barrett & Company, Inc. 0.01% No change 500 $20K
Harbour Investments, Inc. 0.00% Add +0.8% 473 $19K
Creative Financial Designs Inc. 0.00% Add +2.1% 435 $17K
Rise Advisors, LLC 0.01% Add +9.0% 398 $16K
Ameritas Advisory Services, LLC 0.00% New 372 $15K
Valley National Advisers Inc. 0.00% No change 307 $12K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -23.1% 273 $11K
Hoey Investments, Inc. 0.00% New 250 $10K
Parallel Advisors, LLC 0.00% Add +8.1% 239 $10K
GF Fund Management Co. LTD. 0.00% Reduce -4.0% 237 $9K
MAI Capital Management 0.00% New 214 $9K
Meeder Asset Management Inc. 0.00% New 213 $9K
Gould Capital, LLC 0.01% No change 200 $8K
Allworth Financial LP 0.00% Reduce -26.1% 193 $8K
Jones Financial Companies LLLP 0.00% Add +7.4% 189 $8K
EverSource Wealth Advisors, LLC 0.00% Add +386.1% 175 $7K
Harbor Investment Advisory, LLC 0.00% Add +66.0% 166 $7K
Millstone Evans Group, LLC 0.00% No change 140 $6K
Bessemer Group Inc. 0.00% No change 113 $5K
Versant Capital Management, Inc 0.00% Reduce -70.7% 123 $5K
NewEdge Advisors, LLC 0.00% No change 121 $5K
Fifth Third Bancorp 0.00% Reduce -46.9% 110 $4K
IFP Advisors, Inc 0.00% New 102 $4K
Sterling Capital Management LLC 0.00% Add +66.0% 83 $3K
Gen-Wealth Partners Inc 0.00% No change 80 $3K
UMB Bank, n.a. 0.00% Add +2.6% 79 $3K
Cornerstone Planning Group LLC 0.00% Add +80.0% 54 $2K
Harbor Capital Advisors, Inc. 0.00% No change 59 $2K
Smartleaf Asset Management LLC 0.00% Reduce -55.4% 50 $2K
NewSquare Capital LLC 0.00% Add +40.0% 42 $2K
Holos Integrated Wealth LLC 0.00% No change 33 $1K
Arax Advisory Partners 0.00% No change 30 $1K
Geneos Wealth Management Inc. 0.00% New 27 $1K
Covestor Ltd 0.00% Add +33.3% 12 $1K
Physician Wealth Advisors, Inc. 0.00% New 24 $960
Essential Partners LLC 0.00% — 18 $719
True Wealth Design, LLC 0.00% Reduce -10.5% 17 $680
Sound Income Strategies, LLC 0.00% No change 17 $679
Golden State Wealth Management, LLC 0.00% New 16 $640
Rialto Wealth Management, LLC 0.00% New 13 $520
Parkside Financial Bank & Trust 0.00% New 10 $400
Twin Peaks Wealth Advisors, LLC 0.00% New 10 $397
Farmers & Merchants Investments Inc. 0.00% No change 9 $360
Huntington National Bank 0.00% No change 7 $280
Abound Wealth Management 0.00% No change 5 $200
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 5 $200

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