UHT · Universal Health Realty Income Trust

$42.00 -0.39 (-0.92%)

Market Cap

$588.19M

13.88M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Pick a completed quarter in the Quarter selector below to see a single quarter with position changes.

Quarter:

Holders: 191

Total Value: $352,831,077

Total Shares: 8,849,795

Showing 1–100 of 193 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 187 13F filers

Top Holder

26.0%

of institutional value

Top 5

54.3%

of institutional value

Top 10

67.2%

of institutional value

HHI

963

Broadly held

Showing 100 of 193

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Mega BlackRock, Inc.

$91,480,527

25.93%

2,260,453

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	211,465	$8,557,988	9.4%	Sole
BlackRock Asset Management Canada Ltd	121	$4,896	0.0%	Sole
BlackRock Investment Management, LLC	45,355	$1,835,516	2.0%	Sole
BLACKROCK ADVISORS LLC	24,199	$979,333	1.1%	Sole
BlackRock Fund Advisors	1,444,825	$58,472,067	63.9%	Sole
BlackRock Institutional Trust Company, N.A.	451,970	$18,291,225	20.0%	Sole
BlackRock Japan Co. Ltd	685	$27,721	0.0%	Sole
BlackRock Asset Management Ireland Ltd	22,058	$892,687	1.0%	Sole
Aperio Group, LLC	59,775	$2,419,094	2.6%	Sole

Large VANGUARD PORTFOLIO MANAGEMENT LLC

$38,761,599

10.99%

957,786

Mega VANGUARD CAPITAL MANAGEMENT LLC

$24,089,888

6.83%

595,253

Mega STATE STREET CORP

$22,633,252

6.41%

559,260

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	559,260	$22,633,252	100.0%	Defined

Mega GEODE CAPITAL MANAGEMENT, LLC

$14,290,118

4.05%

353,104

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	46,090	$1,865,262	13.1%	Defined
Held directly	307,014	$12,424,856	86.9%	Defined

Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund

$13,765,061

3.90%

340,130

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	340,130	$13,765,061	100.0%	Defined

Large RENAISSANCE TECHNOLOGIES LLC

$8,907,851

2.52%

220,110

Mega Bank of New York Mellon Corp Bank

$8,374,170

2.37%

206,923

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware joint	450	$18,211	0.2%	Defined
Mellon Investments Corporation	69,251	$2,802,587	33.5%	Defined
BNY Mellon Investment Adviser, Inc.	11,001	$445,210	5.3%	Defined
The Bank of New York Mellon	24,960	$1,010,131	12.1%	Defined
BNY Mellon, NA joint	5,630	$227,845	2.7%	Defined
Newton Investment Management North America, LLC	95,630	$3,870,146	46.2%	Defined
Held directly	1	$40	0.0%	Defined

Mega DIMENSIONAL FUND ADVISORS LP

$7,713,135

2.19%

190,589

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	596	$24,120	0.3%	Defined
DFA Australia Ltd.	9,009	$364,594	4.7%	Defined
Dimensional Ireland Ltd	3,491	$141,280	1.8%	Defined
Held directly	177,493	$7,183,141	93.1%	Sole

Mega MORGAN STANLEY

$6,609,961

1.87%

163,330

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	42	$1,699	0.0%	Defined
MORGAN STANLEY & CO. LLC	3,635	$147,108	2.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	33,917	$1,372,620	20.8%	Defined
MORGAN STANLEY SMITH BARNEY LLC	11,585	$468,844	7.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	114,151	$4,619,690	69.9%	Defined

Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$6,079,160

1.72%

150,214

Large ProShare Advisors LLC

$5,952,570

1.69%

147,086

Mega AQR CAPITAL MANAGEMENT LLC

$5,933,383

1.68%

146,612

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	15	$607	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	7	$283	0.0%	Other
Prism Planning Partners LLC	129	$5,220	0.1%	Other
Compound Planning, Inc.	8	$323	0.0%	Other
Arax Advisory Partners	1,878	$76,002	1.3%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	610	$24,686	0.4%	Other
Stokes Family Office, LLC	163	$6,596	0.1%	Other
Held directly	143,802	$5,819,666	98.1%	Defined

Large Qube Research & Technologies Ltd

$5,292,383

1.50%

130,773

Mega Invesco Ltd.

$5,222,408

1.48%

129,044

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	5,341	$216,149	4.1%	Defined
Invesco Trust Co joint	5,108	$206,720	4.0%	Defined
Invesco Asset Management (Japan) Limited joint	495	$20,032	0.4%	Defined
Invesco Capital Management LLC	118,100	$4,779,507	91.5%	Defined

Mega TWO SIGMA INVESTMENTS, LP

$5,205,858

1.48%

128,635

Mega NORTHERN TRUST CORP Bank

$4,758,501

1.35%

117,581

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	111,396	$4,508,195	94.7%	Defined
MASON STREET ADVISORS, LLC joint	4,391	$177,703	3.7%	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,794	$72,603	1.5%	Other

Large STIFEL FINANCIAL CORP

$3,789,529

1.07%

93,638

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	93,522	$3,784,835	99.9%	Defined
1919 Investment Counsel, LLC	100	$4,047	0.1%	Defined
Held directly	16	$647	0.0%	Defined

Mega VANGUARD FIDUCIARY TRUST CO Bank

$3,671,074

1.04%

90,711

Large PANAGORA ASSET MANAGEMENT INC

$3,054,311

0.87%

75,471

Mega CITADEL ADVISORS LLC

$2,970,133

0.84%

73,391

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	38,869	$1,573,028	53.0%	Defined
Held directly	34,522	$1,397,105	47.0%	Defined

Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$2,782,514

0.79%

68,755

Mega GOLDMAN SACHS GROUP INC

$2,773,611

0.79%

68,535

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	35,747	$1,446,681	52.2%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	32,788	$1,326,930	47.8%	Defined

Large Public Sector Pension Investment Board Pension

$2,415,290

0.68%

59,681

Mega UBS Group AG

$2,317,675

0.66%

57,269

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	30,756	$1,244,695	53.7%	Defined
UBS AG	26,190	$1,059,909	45.7%	Defined
UBS Securities LLC	323	$13,071	0.6%	Defined

Large EXCHANGE TRADED CONCEPTS, LLC

$2,283,658

0.65%

52,067

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Madison Avenue Financial Solutions, LLC	51,928	$2,277,562	99.7%	Other
Held directly	139	$6,096	0.3%	Sole

Mega LPL Financial LLC

$2,041,954

0.58%

50,456

Mid Vinva Investment Management Ltd

$1,900,673

0.54%

46,965

Mega MILLENNIUM MANAGEMENT LLC

$1,690,512

0.48%

41,772

Mega BANK OF AMERICA CORP /DE/ Bank

$1,652,753

0.47%

40,839

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	19,910	$805,757	48.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	6,509	$263,419	15.9%	Defined
BOFA SECURITIES, INC.	14,420	$583,577	35.3%	Defined

Small WealthTrust Axiom LLC

$1,405,765

0.40%

34,736

Large IEQ CAPITAL, LLC

$1,315,315

0.37%

32,501

Mid Y-Intercept (Hong Kong) Ltd

$1,255,667

0.36%

28,629

Mega RHUMBLINE ADVISERS

$1,231,461

0.35%

30,429

Mega JPMORGAN CHASE & CO

$1,180,589

0.33%

29,172

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	3	$121	0.0%	Other
JPMorgan Chase Bank, N.A.	5,241	$212,103	18.0%	Defined
J.P. Morgan Investment Management Inc.	1,139	$46,095	3.9%	Defined
J.P. Morgan Securities LLC	4,383	$177,380	15.0%	Defined
JPMorgan Asset Management (Taiwan) Ltd	18,406	$744,890	63.1%	Defined

Large Quantinno Capital Management LP

$1,151,371

0.33%

28,450

Mega FMR LLC

$1,088,722

0.31%

26,902

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	25,068	$1,014,501	93.2%	Defined
STRATEGIC ADVISERS LLC	1,834	$74,221	6.8%	Defined

Mid MARTINGALE ASSET MANAGEMENT L P

$1,048,901

0.30%

25,918

Mega Nuveen, LLC

$1,039,066

0.29%

25,675

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	341	$13,800	1.3%	Defined
TEACHERS ADVISORS, LLC joint	25,334	$1,025,266	98.7%	Defined

Small ALTFEST L J & CO INC

$984,613

0.28%

22,449

Mega AMERIPRISE FINANCIAL INC

$960,636

0.27%

23,737

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	21,647	$876,054	91.2%	Defined
Ameriprise Financial Services, LLC joint	2,090	$84,582	8.8%	Defined

Large MACQUARIE GROUP LTD

$904,018

0.26%

22,338

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Macquarie Investment Management Global Limited	22,338	$904,018	100.0%	Sole

Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

$904,018

0.26%

22,338

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA HOLDINGS INC joint	22,338	$904,018	100.0%	Defined

Mega Legal & General Group Plc

$840,722

0.24%

20,774

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	19,851	$803,369	95.6%	Defined
Legal & General Investment Management Ltd	923	$37,353	4.4%	Defined

Mid Brooklyn Investment Group

$791,107

0.22%

19,548

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HANTZ FINANCIAL SERVICES, INC. joint	19,548	$791,107	100.0%	Defined

Large MACKENZIE FINANCIAL CORP

$783,054

0.22%

19,349

Mega PRINCIPAL FINANCIAL GROUP INC

$770,224

0.22%

17,561

Large NOMURA ASSET MANAGEMENT CO LTD

$757,598

0.21%

18,720

Large Asset Management One Co., Ltd.

$745,137

0.21%

16,989

Large LOS ANGELES CAPITAL MANAGEMENT LLC

$711,300

0.20%

17,576

Small Total Wealth Planning & Management, Inc.

$703,207

0.20%

16,033

Small Independent Wealth Network Inc.

$703,031

0.20%

16,029

Mid Horizon Investments, LLC

$688,718

0.20%

17,018

Mid Wilkinson Global Asset Management LLC

$687,990

0.19%

17,000

Mid Cambria Investment Management, L.P.

$643,027

0.18%

15,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tidal Investments LLC	15,889	$643,027	100.0%	Other

Mega CITIGROUP INC

$619,390

0.18%

14,122

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	14,122	$619,390	100.0%	Defined

Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension

$595,435

0.17%

14,713

Mid TOCQUEVILLE ASSET MANAGEMENT L.P.

$582,768

0.17%

14,400

Mega Sumitomo Mitsui Trust Group, Inc.

$562,153

0.16%

12,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amova Asset Management Co., Ltd.	12,817	$562,153	100.0%	Defined

Mega RAYMOND JAMES FINANCIAL INC

$559,133

0.16%

13,816

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	5,516	$223,232	39.9%	Defined
Raymond James Financial Services Advisors, Inc.	8,300	$335,901	60.1%	Defined

Mega BARCLAYS PLC

$549,135

0.16%

13,569

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	13,374	$541,245	98.6%	Defined
BARCLAYS CAPITAL INC.	185	$7,486	1.4%	Defined
BARCLAYS CAPITAL SECURITIES LTD	10	$404	0.1%	Defined

Large PRUDENTIAL FINANCIAL INC

$538,696

0.15%

13,311

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	13,311	$538,696	100.0%	Defined

Mega JANE STREET GROUP, LLC

$522,791

0.15%

12,918

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	12,918	$522,791	100.0%	Defined

Mega WELLS FARGO & COMPANY/MN

$506,075

0.14%

12,505

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	4,708	$190,532	37.6%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	6,055	$245,045	48.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1,742	$70,498	13.9%	Defined

Mega ALLIANCEBERNSTEIN L.P.

$481,957

0.14%

11,909

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	11,909	$481,957	100.0%	Defined

Mid Crestwood Advisors Group, LLC

$446,319

0.13%

10,176

Mega Mitsubishi UFJ Asset Management Co., Ltd.

$434,728

0.12%

10,742

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MITSUBISHI UFJ FINANCIAL GROUP INC	10,742	$434,728	100.0%	Defined

Mega DEUTSCHE BANK AG\ Bank

$427,402

0.12%

10,561

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	225	$9,105	2.1%	Defined
DWS Investments UK Ltd	10,336	$418,297	97.9%	Defined

Mid QUADRANT CAPITAL GROUP LLC

$414,412

0.12%

10,240

Mid Fifth Third Wealth Advisors LLC

$406,362

0.12%

9,265

Mid Cannell & Spears LLC

$404,012

0.11%

9,983

Mid Atom Investors LP

$400,774

0.11%

9,903

Large Creative Planning

$397,010

0.11%

9,810

Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP

$392,559

0.11%

9,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	9,700	$392,559	100.0%	Other

Mid State of Alaska, Department of Revenue

$386,624

0.11%

8,815

Small Truvestments Capital LLC

$381,267

0.11%

9,421

Small FJ Capital Management LLC

$380,782

0.11%

9,409

Large MERCER GLOBAL ADVISORS INC /ADV

$380,498

0.11%

9,402

Mid Susquehanna Portfolio Strategies, LLC

$374,752

0.11%

9,260

Large Mariner, LLC

$367,750

0.10%

9,087

Large HighTower Advisors, LLC

$367,239

0.10%

8,373

Large Point72 Asset Management, L.P.

$358,159

0.10%

8,850

Large CWM, LLC

$355,205

0.10%

8,777

Small ANCHYRA PARTNERS LLC

$346,844

0.10%

7,908

Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$318,423

0.09%

7,260

Large GUGGENHEIM CAPITAL LLC

$317,607

0.09%

7,848

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	7,731	$312,873	98.5%	Defined
SECURITY INVESTORS LLC	117	$4,734	1.5%	Defined

Large MetLife Investment Management, LLC

$304,496

0.09%

7,524

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	7,524	$304,496	100.0%	Defined

Mid HUB Investment Partners, LLC

$296,581

0.08%

6,762

Mega CITADEL ADVISORS LLC

$295,431

0.08%

7,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	7,300	$295,431	100.0%	Defined

Mid Quadrature Capital Ltd

$276,693

0.08%

6,837

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	6,837	$276,693	100.0%	Other

Large ALPS ADVISORS INC

$274,914

0.08%

6,268

Mid Illinois Municipal Retirement Fund Pension

$273,496

0.08%

6,758

Small Symmetry Partners, LLC

$260,791

0.07%

5,946

Large NEW YORK STATE COMMON RETIREMENT FUND Pension

$246,010

0.07%

5,609

Large Resona Asset Management Co.,Ltd.

$242,063

0.07%

5,519

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RESONA HOLDINGS INC	5,519	$242,063	100.0%	Other

Mega D. E. Shaw & Co., Inc.

$241,322

0.07%

5,963

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	5,963	$241,322	100.0%	Defined

Large NISA INVESTMENT ADVISORS, LLC

$236,992

0.07%

5,856

Large Squarepoint Ops LLC

$229,950

0.07%

5,682

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	5,682	$229,950	100.0%	Defined

Mega PNC FINANCIAL SERVICES GROUP, INC.

$225,942

0.06%

5,583

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	5,557	$224,890	99.5%	Defined
PNC Delaware Trust Company	26	$1,052	0.5%	Defined

Mid Joel Isaacson & Co., LLC

$224,782

0.06%

5,125

Key facts CIK 798783 CUSIP 91359E105 13F (30d) 53 filings 53 filers Visit website