Universal Health RLTY IncomeUHT

13F holders, Q1 2026 (March 31)
187holders +4
22new positions
17sold out
6famous investors
$41.22avg. 13F price*

At the end of Q1 2026, 187 institutions reported holding Universal Health RLTY Income (UHT) in their 13F filings, up 4 from Q4 2025. 22 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($91.5M), Vanguard Portfolio Management LLC ($38.8M) and Vanguard Capital Management LLC ($24.1M). 6 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions22$13.5M
Exits17$4.5M

All 13F filers, Q4 2025 → Q1 2026: 528,899 shares bought and 397,116 shares sold, net +131,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 187 holders

BlackRock, Inc. 0.00% Add +1.5% 2,260,453 $91.5M
Vanguard Portfolio Management LLC 0.00% — 957,786 $38.8M
Vanguard Capital Management LLC 0.00% — 595,253 $24.1M
State Street Corp. 0.00% Add +2.8% 559,260 $22.6M
Geode Capital Management, LLC 0.00% Add +2.9% 353,104 $14.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -7.0% 340,130 $13.8M
Renaissance Technologies 0.01% Reduce -3.1% 220,110 $8.9M
Vinva Investment Management Ltd 0.11% New 46,965 $8.6M
Bank of New York Mellon Corp 0.00% Reduce -29.8% 206,923 $8.4M
Dimensional Fund Advisors LP 0.00% Add +1.4% 190,589 $7.7M
Morgan Stanley 0.00% Reduce -9.6% 163,330 $6.6M
Charles Schwab Investment Management Inc. 0.00% Add +14.7% 150,214 $6.1M
ProShare Advisors LLC 0.01% Reduce -3.7% 147,086 $6.0M
AQR Capital Management 0.00% Add +9.5% 146,612 $5.9M
Qube Research & Technologies Ltd 0.01% Add +17.0% 130,773 $5.3M
Invesco Ltd. 0.00% Add +0.4% 129,044 $5.2M
Two Sigma Investments, LP 0.00% Add +227.3% 128,635 $5.2M
Northern Trust Corp. 0.00% Add +6.9% 117,581 $4.8M
Stifel Financial Corp. 0.00% Add +21.1% 93,638 $3.8M
Vanguard Fiduciary Trust Co. 0.00% — 90,711 $3.7M
Principal Financial Group Inc. 0.00% Add +8.0% 77,665 $3.1M
Panagora Asset Management Inc. 0.01% Add +0.5% 75,471 $3.1M
Citadel Advisors 0.00% Add +4.0% 73,391 $3.0M
Arrowstreet Capital, Limited Partnership 0.00% No change 68,755 $2.8M
Goldman Sachs Group Inc. 0.00% Add +74.5% 68,535 $2.8M
Public Sector Pension Investment Board 0.01% Reduce -2.2% 59,681 $2.4M
UBS Group AG 0.00% Add +70.1% 57,269 $2.3M
Exchange Traded Concepts, LLC 0.02% Add +3.3% 51,379 $2.1M
LPL Financial LLC 0.00% Add +0.7% 50,456 $2.0M
Millennium Management 0.00% Reduce -26.2% 41,772 $1.7M
Bank of America Corp. 0.00% Add +6.3% 40,839 $1.7M
WealthTrust Axiom LLC 0.35% Reduce -3.4% 34,736 $1.4M
Ieq Capital, LLC 0.01% Reduce -2.3% 32,501 $1.3M
Rhumbline Advisers 0.00% Add +2.6% 30,429 $1.2M
Penserra Capital Management LLC 0.01% Add +2.8% 29,010 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -27.9% 29,172 $1.2M
Quantinno Capital Management LP 0.00% Add +18.4% 28,450 $1.2M
FMR LLC 0.00% Add +13.3% 26,902 $1.1M
Martingale Asset Management L P 0.03% Add +114.6% 25,918 $1.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.4% 25,778 $1.0M
Nuveen, LLC 0.00% Reduce -28.6% 25,675 $1.0M
Alps Advisors Inc. 0.00% Reduce -7.5% 24,407 $988K
Ameriprise Financial Inc. 0.00% Reduce -5.5% 23,737 $961K
Algert Global LLC 0.01% Add +24.8% 22,596 $914K
Altfest L J & Co. Inc. 0.10% No change 22,449 $909K
Macquarie Group Ltd. 0.01% No change 22,338 $904K
Nomura Asset Management International Inc. 0.00% No change 22,338 $904K
Legal & General Group Plc 0.00% Reduce -2.9% 20,774 $841K
Brooklyn Investment Group 0.02% New 19,548 $791K
T. Rowe Price Associates Inc. 0.00% Reduce -5.8% 19,427 $787K
Mackenzie Financial Corp. 0.00% Add +44.9% 19,349 $783K
Nomura Asset Management Co. Ltd. 0.00% No change 18,720 $758K
Los Angeles Capital Management LLC 0.00% New 17,576 $711K
Asset Management One Co., Ltd. 0.00% No change 17,417 $705K
Horizon Investments, LLC 0.01% Add +12.3% 17,018 $689K
Wilkinson Global Asset Management LLC 0.05% No change 17,000 $688K
Total Wealth Planning & Management, Inc. 0.51% Add +25.9% 15,997 $647K
Cambria Investment Management, L.P. 0.04% New 15,889 $643K
State of Alaska, Department of Revenue 0.01% Add +1.4% 15,210 $613K
Independent Wealth Network Inc. 0.18% Add +60.4% 15,081 $610K
Public Employees Retirement System of Ohio 0.00% Reduce -16.2% 14,713 $595K
Acadian Asset Management LLC 0.00% New 14,712 $593K
Tocqueville Asset Management L.P. 0.01% No change 14,400 $583K
Raymond James Financial Inc. 0.00% Reduce -9.8% 13,816 $559K
Barclays PLC 0.00% Reduce -56.7% 13,569 $549K
Prudential Financial Inc. 0.00% Add +10.2% 13,311 $539K
Jane Street Group, LLC 0.00% Reduce -7.6% 12,918 $523K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -5.6% 12,817 $519K
Citigroup Inc. 0.00% Reduce -12.7% 12,511 $506K
Wells Fargo & Company 0.00% Reduce -42.9% 12,505 $506K
Alliancebernstein L.P. 0.00% Reduce -13.1% 11,909 $467K
New York State Teachers Retirement System 0.00% Reduce -42.2% 11,512 $466K
HRT Financial LP 0.00% Add +112.9% 11,397 $461K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 10,742 $435K
Deutsche Bank AG 0.00% Add +15.7% 10,561 $427K
HighTower Advisors, LLC 0.00% Add +16.3% 10,313 $417K
Quadrant Capital Group LLC 0.01% Add +0.6% 10,240 $414K
Crestwood Advisors Group, LLC 0.01% Reduce -1.2% 10,128 $410K
Cannell & Spears LLC 0.01% No change 9,983 $404K
Atom Investors LP 0.03% New 9,903 $401K
Creative Planning 0.00% Reduce -15.1% 9,810 $397K
Truvestments Capital LLC 0.07% No change 9,421 $381K
FJ Capital Management LLC 0.04% No change 9,409 $381K
Mercer Global Advisors Inc. 0.00% Reduce -1.8% 9,402 $380K
Susquehanna Portfolio Strategies, LLC 0.01% New 9,260 $375K
Thrivent Financial for Lutherans 0.00% Add +5.5% 9,253 $374K
Mariner, LLC 0.00% Add +19.8% 9,087 $368K
Point72 Asset Management 0.00% New 8,850 $358K
Cwm, LLC 0.00% Add +7.1% 8,777 $355K
Guggenheim Capital LLC 0.00% Add +8.6% 7,848 $318K
MetLife Investment Management, LLC 0.00% New 7,524 $304K
LSV Asset Management 0.00% No change 7,000 $283K
Quadrature Capital Ltd 0.00% Reduce -26.1% 6,837 $277K
Wealth Enhancement Advisory Services, LLC 0.00% Add +17.3% 6,706 $274K
Illinois Municipal Retirement Fund 0.00% Reduce -0.9% 6,758 $273K
Gsa Capital Partners LLP 0.02% Reduce -49.0% 6,613 $268K
D. E. Shaw & Co. 0.00% New 5,963 $241K
Nisa Investment Advisors, LLC 0.00% Add +107.4% 5,856 $237K
Louisiana State Employees Retirement System 0.00% Reduce -1.7% 5,700 $231K
Squarepoint Ops LLC 0.00% New 5,682 $230K
New York State Common Retirement Fund 0.00% No change 5,609 $227K
PNC Financial Services Group, Inc. 0.00% Add +3.2% 5,583 $226K
Resona Asset Management Co.,Ltd. 0.00% Reduce -1.8% 5,519 $222K
Victory Capital Management Inc. 0.00% Reduce -0.1% 5,353 $217K
Susquehanna International Group, LLP 0.00% Reduce -25.7% 5,200 $210K
Engineers Gate Manager LP 0.00% Reduce -33.9% 5,172 $209K
Joel Isaacson & Co., LLC 0.01% No change 5,125 $207K
Rothschild Investment LLC 0.01% Add +0.4% 5,076 $205K
State of Tennessee, Department of Treasury 0.00% No change 5,055 $205K
Cerity Partners LLC 0.00% New 4,987 $202K
Daiwa Securities Group Inc. 0.00% Add +3.1% 4,986 $202K
Vanguard Global Advisers, LLC 0.00% — 4,886 $198K
Public Employees Retirement Association of Colorado 0.00% No change 3,796 $154K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,784 $153K
Osaic Holdings, Inc. 0.00% Reduce -5.4% 3,711 $150K
Teachers Retirement System of the State of Kentucky 0.00% No change 3,169 $128K
Eurizon Capital SGR S.p.A. 0.00% No change 3,082 $125K
Medallion Wealth Advisors, LLC 0.04% No change 2,988 $121K
Oregon Public Employees Retirement Fund 0.00% Add +2.3% 2,942 $119K
BNP Paribas Financial Markets 0.00% Reduce -34.0% 2,916 $118K
Royal Bank of Canada 0.00% Add +0.8% 2,601 $105K
GAMMA Investing LLC 0.00% Add +219.1% 2,562 $104K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +460.9% 2,485 $101K
SG Americas Securities, LLC 0.00% Reduce -91.7% 2,474 $100K
Russell Investments Group, Ltd. 0.00% Add +12.9% 2,225 $90K
STRS Ohio 0.00% Reduce -12.0% 2,200 $89K
Coastline Trust Co 0.01% No change 2,000 $81K
Signaturefd, LLC 0.00% Reduce -3.7% 1,794 $73K
Hantz Financial Services, Inc. 0.00% Reduce -6.6% 1,642 $66K
Tower Research Capital LLC (TRC) 0.00% Add +364.2% 1,541 $62K
Farther Finance Advisors, LLC 0.00% Add +0.2% 1,249 $51K
Ameritas Investment Partners, Inc. 0.00% No change 1,078 $44K
Vision Retirement, LLC 0.01% No change 1,000 $40K
Jones Financial Companies LLLP 0.00% Reduce -0.7% 985 $39K
MAI Capital Management 0.00% Add +5.7% 912 $37K
Bessemer Group Inc. 0.00% Add +120.6% 759 $30K
Advisory Services Network, LLC 0.00% New 737 $30K
California State Teachers Retirement System 0.00% Reduce -12.2% 698 $28K
Harbour Investments, Inc. 0.00% Add +32.4% 638 $26K
Destiny Wealth Partners, LLC 0.00% New 630 $25K
Parallel Advisors, LLC 0.00% Add +22.1% 613 $25K
Larson Financial Group LLC 0.00% No change 550 $22K
Barrett & Company, Inc. 0.01% No change 500 $20K
US Bancorp \de 0.00% Reduce -17.4% 471 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -32.2% 391 $16K
Rockefeller Capital Management L.P. 0.00% Add +4371.4% 313 $13K
SHP Wealth Management 0.00% No change 308 $12K
Allworth Financial LP 0.00% New 306 $12K
EverSource Wealth Advisors, LLC 0.00% Add +10.1% 305 $12K
Valley National Advisers Inc. 0.00% No change 307 $12K
Arax Advisory Partners 0.00% Add +60.4% 239 $10K
Salomon & Ludwin, LLC 0.00% No change 213 $9K
Essential Partners LLC 0.00% Reduce -31.2% 205 $8K
Gould Capital, LLC 0.00% No change 200 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +2.1% 191 $8K
Fifth Third Bancorp 0.00% Add +73.6% 191 $8K
Versant Capital Management, Inc 0.00% No change 174 $7K
Westside Investment Management, Inc. 0.00% No change 167 $7K
POM Investment Strategies, LLC 0.01% No change 151 $6K
Harbor Capital Advisors, Inc. 0.00% Reduce -95.1% 151 $6K
Millstone Evans Group, LLC 0.00% No change 140 $6K
Sterling Capital Management LLC 0.00% Reduce -32.3% 130 $5K
NewEdge Advisors, LLC 0.00% No change 121 $5K
IFP Advisors, Inc 0.00% Add +35.4% 111 $4K
JPL Wealth Management, LLC 0.00% New 100 $4K
Harbor Investment Advisory, LLC 0.00% Reduce -39.8% 100 $4K
UMB Bank, n.a. 0.00% Add +2.1% 97 $4K
Gen-Wealth Partners Inc 0.00% No change 80 $3K
Optiver Holding B.V. 0.00% Reduce -23.5% 78 $3K
Smartleaf Asset Management LLC 0.00% Reduce -29.1% 73 $3K
Creative Financial Designs Inc. 0.00% Add +1.4% 70 $3K
True Wealth Design, LLC 0.00% Add +1.7% 59 $2K
Root Financial Partners, LLC 0.00% New 58 $2K
Holos Integrated Wealth LLC 0.00% No change 33 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -10.8% 33 $1K
Cornerstone Planning Group LLC 0.00% No change 30 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 24 $971
Cedar Mountain Advisors, LLC 0.00% New 20 $809
Sound Income Strategies, LLC 0.00% No change 17 $691
Farmers & Merchants Investments Inc. 0.00% No change 9 $364
SJS Investment Consulting Inc. 0.00% Add +14.3% 8 $324
Steward Partners Investment Advisory, LLC 0.00% New 5 $202
Keating Financial Advisory Services, Inc. 0.00% New 3 $121
Gilpin Wealth Management, LLC 0.00% No change 2 $81
Sunbelt Securities, Inc. 0.00% Reduce -33.3% 2 $81
Simplex Trading, LLC 0.00% New 1 $40
Covestor Ltd 0.00% Add +100.0% 2 $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.