UNIVERSAL HEALTH RLTY INCOME (UHT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
177
Reporting holders
$378.4M
Reported value
62.0%
Of shares outstanding
0.2%
Held as options
+8
Holder change
Institutions report 8,612,474 shares against 13,898,684 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $65.4M | 1,492,098 | 0.00% | 8q | -34.0%-$33.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $37.1M | 845,483 | 0.00% | 2q | -11.7%-$4.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $24.6M | 560,954 | 0.00% | 2q | -5.8%-$1.5M |
| STATE STREET CORP | $16.6M | 377,502 | 0.00% | 31q | -32.5%-$8.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $16.5M | 375,669 | 0.00% | 31q | +6.4%+$989.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $15.5M | 353,543 | 0.02% | 9q | +3.9%+$588.3K |
| JANE STREET GROUP, LLC | $11.7M | 267,488 | 0.00% | 12q | +1970.7%+$11.2M |
| TWO SIGMA INVESTMENTS, LP | $10.1M | 229,241 | 0.01% | 9q | +78.2%+$4.4M |
| Qube Research & Technologies Ltd | $9.1M | 206,730 | 0.01% | 12q | +58.1%+$3.3M |
| CITADEL ADVISORS LLC | $9.1M | 200,666 | 0.00% | 3q | +173.4%+$5.7M |
| RENAISSANCE TECHNOLOGIES LLC | $8.6M | 196,510 | 0.01% | 31q | -10.7%-$1.0M |
| DIMENSIONAL FUND ADVISORS LP | $8.2M | 187,828 | 0.00% | 31q | -1.4%-$121.1K |
| Bank of New York Mellon Corp | $7.5M | 171,057 | 0.00% | 31q | -17.3%-$1.6M |
| Nuveen, LLC | $7.4M | 169,846 | 0.00% | 6q | +561.5%+$6.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.7M | 152,908 | 0.00% | 31q | +1.8%+$118.2K |
| Sixth Street Partners Management Company, L.P. | $6.7M | 152,908 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $6.4M | 145,264 | 0.00% | 9q | -0.9%-$59.1K |
| MILLENNIUM MANAGEMENT LLC | $5.5M | 125,076 | 0.00% | 4q | +199.4%+$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.1M | 108,941 | 0.00% | 31q | +1995.0%+$4.9M |
| D. E. Shaw & Co., Inc. | $5.1M | 116,828 | 0.00% | 2q | +1859.2%+$4.9M |
| NORTHERN TRUST CORP | $5.1M | 115,840 | 0.00% | 31q | -1.5%-$76.4K |
| MORGAN STANLEY | $5.0M | 112,915 | 0.00% | 35q | -30.9%-$2.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $4.6M | 104,134 | 0.01% | 6q | +102.7%+$2.3M |
| STIFEL FINANCIAL CORP | $4.2M | 94,934 | 0.00% | 23q | +1.4%+$56.8K |
| VANGUARD FIDUCIARY TRUST CO | $4.0M | 91,251 | 0.00% | 2q | +0.6%+$23.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.2M | 73,952 | 0.00% | 9q | +7.6%+$227.9K |
| GOLDMAN SACHS GROUP INC | $3.2M | 72,227 | 0.00% | 31q | +5.4%+$161.9K |
| Atom Investors LP | $3.0M | 67,302 | 0.26% | 2q | +579.6%+$2.5M |
| PANAGORA ASSET MANAGEMENT INC | $2.9M | 66,505 | 0.01% | 9q | -11.9%-$393.2K |
| UBS Group AG | $2.7M | 61,108 | 0.00% | 31q | +6.7%+$168.4K |
| TUDOR INVESTMENT CORP ET AL | $2.7M | 60,853 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.4M | 55,047 | 0.00% | 31q | +34.8%+$623.2K |
| LPL Financial LLC | $2.3M | 53,239 | 0.00% | 31q | +5.5%+$122.1K |
| Point72 Asset Management, L.P. | $2.3M | 52,970 | 0.00% | 2q | +498.5%+$1.9M |
| Jain Global LLC | $2.2M | 49,430 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $1.8M | 41,051 | 0.00% | 6q | +44.3%+$552.7K |
| JPMORGAN CHASE & CO | $1.5M | 34,091 | 0.00% | 31q | +16.9%+$215.8K |
| WealthTrust Axiom LLC | $1.4M | 32,800 | 0.32% | 22q | -5.6%-$84.9K |
| MARTINGALE ASSET MANAGEMENT L P | $1.4M | 32,619 | 0.03% | 7q | +25.9%+$293.9K |
| IEQ CAPITAL, LLC | $1.4M | 31,448 | 0.01% | 10q | -3.2%-$46.2K |
| FMR LLC | $1.3M | 29,660 | 0.00% | 18q | +10.3%+$121.0K |
| Y-Intercept (Hong Kong) Ltd | $1.3M | 28,629 | 0.02% | new | NEW |
| ALGERT GLOBAL LLC | $1.1M | 25,141 | 0.01% | 9q | -44.4%-$879.4K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.1M | 24,196 | 0.00% | 2q | +37.7%+$290.4K |
| ALTFEST L J & CO INC | $984.6K | 22,449 | 0.10% | 27q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $980.0K | 22,338 | 0.00% | 3q | HELD |
| MACQUARIE GROUP LTD | $979.7K | 22,338 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $953.5K | 21,739 | 0.00% | 31q | -13.1%-$143.5K |
| Squarepoint Ops LLC | $906.1K | 20,660 | 0.00% | 2q | +263.6%+$656.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $904.5K | 20,622 | 0.00% | 4q | +119.3%+$492.1K |
| Invesco Ltd. | $903.0K | 20,588 | 0.00% | 31q | -84.0%-$4.8M |
| NOMURA ASSET MANAGEMENT CO LTD | $901.3K | 20,550 | 0.00% | 31q | +9.8%+$80.3K |
| RHUMBLINE ADVISERS | $789.4K | 17,998 | 0.00% | 31q | -40.9%-$545.2K |
| Quantbot Technologies LP | $785.8K | 17,917 | 0.03% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $770.2K | 17,561 | 0.00% | 31q | -77.4%-$2.6M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $758.8K | 17,300 | 0.01% | 15q | +20.1%+$127.2K |
| Wilkinson Global Asset Management LLC | $745.6K | 17,000 | 0.06% | 22q | HELD |
| Asset Management One Co., Ltd. | $745.1K | 16,989 | 0.00% | 31q | -2.5%-$18.8K |
| Total Wealth Planning & Management, Inc. | $703.2K | 16,033 | 0.48% | 5q | HELD |
| Independent Wealth Network Inc. | $703.0K | 16,029 | 0.18% | 3q | +6.3%+$41.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $640.4K | 14,602 | 0.00% | 31q | -0.8%-$4.9K |
| ALLIANCEBERNSTEIN L.P. | $631.7K | 15,610 | 0.00% | 31q | +31.1%+$149.8K |
| Vinva Investment Management Ltd | $621.4K | 2,908 | 0.00% | 2q | -93.8%-$9.4M |
| CITIGROUP INC | $619.4K | 14,122 | 0.00% | 31q | +12.9%+$70.7K |
| Quadrature Capital Ltd | $618.5K | 14,102 | 0.01% | 3q | +106.3%+$318.6K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $596.5K | 13,600 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $589.8K | 13,447 | 0.00% | 7q | -2.7%-$16.2K |
| BARCLAYS PLC | $579.0K | 13,202 | 0.00% | 31q | -2.7%-$16.1K |
| DEUTSCHE BANK AG\ | $575.4K | 13,118 | 0.00% | 34q | +24.2%+$112.2K |
| Sumitomo Mitsui Trust Group, Inc. | $562.2K | 12,817 | 0.00% | 31q | HELD |
| Mitsubishi UFJ Asset Management Co., Ltd. | $471.1K | 10,742 | 0.00% | 31q | HELD |
| ExodusPoint Capital Management, LP | $451.4K | 10,292 | 0.00% | new | NEW |
| Crestwood Advisors Group, LLC | $446.3K | 10,176 | 0.01% | 12q | HELD |
| Cannell & Spears LLC | $437.9K | 9,983 | 0.01% | 10q | HELD |
| Truvestments Capital LLC | $413.2K | 9,421 | 0.06% | 4q | HELD |
| FJ Capital Management LLC | $412.7K | 9,409 | 0.05% | 5q | HELD |
| Fifth Third Wealth Advisors LLC | $406.4K | 9,265 | 0.01% | new | NEW |
| Creative Planning | $405.8K | 9,253 | 0.00% | 9q | -5.7%-$24.4K |
| GUGGENHEIM CAPITAL LLC | $388.4K | 8,856 | 0.00% | 4q | +12.8%+$44.2K |
| HighTower Advisors, LLC | $367.2K | 8,373 | 0.00% | 4q | -18.8%-$85.1K |
| Mariner, LLC | $357.5K | 8,151 | 0.00% | 4q | -10.3%-$41.1K |
| XTX Topco Ltd | $351.6K | 8,016 | 0.00% | new | NEW |
| HSBC HOLDINGS PLC | $351.5K | 8,026 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $347.9K | 7,932 | 0.00% | 2q | +5.4%+$17.9K |
| ANCHYRA PARTNERS LLC | $346.8K | 7,908 | 0.08% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $340.0K | 7,752 | 0.00% | 16q | +165.8%+$212.1K |
| FRANKLIN RESOURCES INC | $336.3K | 7,668 | 0.00% | new | NEW |
| Catalyst Funds Management Pty Ltd | $315.9K | 7,202 | 0.02% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $312.6K | 7,260 | 0.00% | 3q | +8.3%+$23.9K |
| Susquehanna Portfolio Strategies, LLC | $301.8K | 6,880 | 0.00% | 2q | -25.7%-$104.4K |
| HUB Investment Partners, LLC | $296.6K | 6,762 | 0.01% | new | NEW |
| MARSHALL WACE, LLP | $290.7K | 6,627 | 0.00% | new | NEW |
| Horizon Investments, LLC | $286.3K | 19,035 | 0.00% | 5q | +11.9%+$30.3K |
| ALPS ADVISORS INC | $274.9K | 6,268 | 0.00% | 17q | -74.3%-$795.6K |
| Symmetry Partners, LLC | $260.8K | 5,946 | 0.01% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $246.0K | 5,609 | 0.00% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $245.6K | 5,600 | 0.00% | new | NEW |
| Resona Asset Management Co.,Ltd. | $242.2K | 5,519 | 0.00% | 10q | HELD |
| Louisiana State Employees Retirement System | $230.7K | 5,700 | 0.00% | 31q | HELD |
| Joel Isaacson & Co., LLC | $224.8K | 5,125 | 0.01% | 4q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | BlackRock, Inc. | 8.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 177 | $378.4M | 8,612,474 | 32 | 54 | 50 | 0.2% |
| Q1 2026 | 169 | $361.3M | 8,769,574 | 22 | 59 | 44 | 0.2% |
| Q4 2025 | 164 | $335.4M | 8,538,956 | 24 | 39 | 56 | 0.4% |
| Q3 2025 | 163 | $342.2M | 8,699,593 | 27 | 57 | 44 | 0.7% |
| Q2 2025 | 153 | $341.4M | 8,543,004 | 18 | 55 | 37 | 0.3% |
| Q1 2025 | 149 | $352.1M | 8,618,581 | 12 | 49 | 49 | 0.0% |
| Q4 2024 | 146 | $317.5M | 8,552,208 | 6 | 46 | 45 | 0.0% |
| Q3 2024 | 151 | $396.4M | 8,678,890 | 16 | 52 | 38 | 0.1% |
| Q2 2024 | 141 | $335.4M | 8,569,240 | 18 | 53 | 39 | 0.0% |
| Q1 2024 | 137 | $302.6M | 8,242,125 | 27 | 33 | 46 | 0.0% |
| Q4 2023 | 128 | $375.3M | 8,663,773 | 8 | 40 | 41 | 0.1% |
| Q3 2023 | 134 | $341.0M | 8,423,944 | 12 | 30 | 47 | 0.1% |
| Q2 2023 | 129 | $407.1M | 8,532,919 | 6 | 43 | 42 | 0.3% |
| Q1 2023 | 137 | $413.0M | 8,562,058 | 15 | 35 | 44 | 0.3% |
| Q4 2022 | 121 | $369.1M | 7,714,067 | 23 | 34 | 35 | 0.2% |
| Q3 2022 | 149 | $385.3M | 8,880,238 | 15 | 46 | 48 | 0.4% |
| Q2 2022 | 153 | $484.0M | 9,057,896 | 17 | 46 | 50 | 0.4% |
| Q1 2022 | 159 | $519.0M | 8,858,915 | 13 | 37 | 61 | 0.4% |
| Q4 2021 | 164 | $529.8M | 8,806,280 | 24 | 54 | 45 | 1.0% |
| Q3 2021 | 155 | $483.4M | 8,675,823 | 21 | 46 | 45 | 0.8% |
| Q2 2021 | 159 | $558.3M | 9,059,213 | 22 | 39 | 48 | 0.1% |
| Q1 2021 | 155 | $627.6M | 9,250,303 | 22 | 42 | 43 | 0.1% |
| Q4 2020 | 148 | $596.8M | 9,204,528 | 11 | 39 | 46 | 0.0% |
| Q3 2020 | 152 | $526.3M | 9,208,598 | 11 | 50 | 47 | 0.1% |
| Q2 2020 | 170 | $767.0M | 9,501,561 | 20 | 47 | 54 | 0.1% |
| Q1 2020 | 171 | $972.8M | 9,651,195 | 14 | 51 | 53 | 0.1% |
| Q4 2019 | 182 | $1.2B | 9,860,035 | 26 | 52 | 46 | 0.1% |
| Q3 2019 | 158 | $951.5M | 9,260,237 | 19 | 54 | 39 | 0.1% |
| Q2 2019 | 152 | $781.1M | 9,326,978 | 22 | 45 | 32 | 0.4% |
| Q1 2019 | 149 | $665.0M | 8,776,367 | 16 | 46 | 38 | 0.1% |
| Q4 2018 | 143 | $543.3M | 8,885,271 | 4 | 5 | 4 | 0.1% |