UNIVERSAL HEALTH REALTY INCOME TRUST - Common Stock (UHT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UHT on NYSE
Shares outstanding
13,912,818
Price per share
$39.21
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,826,370
Total reported value
$345,713,583
% of total 13F portfolios
0%
Share change
+132,378
Value change
+$5,064,389
Number of holders
173
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UNIVERSAL HEALTH REALTY INCOME TRUST - Common Stock (UHT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 14% $78,010,385 1,989,533 BlackRock, Inc. 31 Dec 2025

As of 30 Sep 2025, 173 institutional investors reported holding 8,826,370 shares of UNIVERSAL HEALTH REALTY INCOME TRUST - Common Stock (UHT). This represents 63% of the company’s total 13,912,818 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UNIVERSAL HEALTH REALTY INCOME TRUST - Common Stock (UHT) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 2,265,951 +4.3% 0% $88,757,283
VANGUARD GROUP INC 12% 1,619,739 +0.97% 0% $63,445,176
STATE STREET CORP 4.3% 597,778 -0.58% 0% $23,414,964
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.6% 360,143 -1.4% 0.02% $14,106,801
GEODE CAPITAL MANAGEMENT, LLC 2.5% 344,215 +0.01% 0% $13,485,319
Bank of New York Mellon Corp 2.3% 324,721 -27% 0% $12,719,306
RENAISSANCE TECHNOLOGIES LLC 1.8% 250,210 -1.9% 0.01% $9,800,726
DIMENSIONAL FUND ADVISORS LP 1.4% 188,828 -0.45% 0% $7,396,056
MORGAN STANLEY 1.2% 167,731 -14% 0% $6,570,041
AMERIPRISE FINANCIAL INC 1.1% 158,762 +7.2% 0% $6,218,682
ProShare Advisors LLC 1.1% 154,381 +1.9% 0.01% $6,047,104
Invesco Ltd. 0.98% 135,988 -12% 0% $5,326,649
AQR CAPITAL MANAGEMENT LLC 0.96% 134,242 +164% 0% $5,258,269
NORTHERN TRUST CORP 0.95% 132,499 -0% 0% $5,189,985
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.9% 125,440 +1.5% 0% $4,913,485
STIFEL FINANCIAL CORP 0.69% 95,665 +0.67% 0% $3,747,189
JPMORGAN CHASE & CO 0.63% 87,861 +1.5% 0% $3,441,518
SG Americas Securities, LLC 0.62% 85,692 +463% 0.01% $3,357,000
PRINCIPAL FINANCIAL GROUP INC 0.5% 69,017 -0.95% 0% $2,703,396
State of New Jersey Common Pension Fund D 0.45% 62,845 +20% 0.01% $2,461,639
PUBLIC SECTOR PENSION INVESTMENT BOARD 0.45% 62,693 +45% 0.01% $2,455,685
PANAGORA ASSET MANAGEMENT INC 0.43% 59,744 +0.18% 0.01% $2,340,172
EXCHANGE TRADED CONCEPTS, LLC 0.35% 48,941 +149% 0.02% $1,917,019
MILLENNIUM MANAGEMENT LLC 0.35% 48,542 0% $1,901,390
UBS Group AG 0.35% 48,437 +9.3% 0% $1,897,277

Institutional Holders of UNIVERSAL HEALTH REALTY INCOME TRUST - Common Stock (UHT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 103,813 $4,073,518 -$1,875,555 $39.21 20
2025 Q3 8,826,370 $345,713,583 +$5,064,389 $39.17 173
2025 Q2 8,704,654 $347,933,611 -$3,352,035 $39.97 169
2025 Q1 8,787,760 $359,895,695 +$3,634,932 $40.96 169
2024 Q4 8,708,099 $324,042,331 -$8,322,347 $37.21 162
2024 Q3 8,853,094 $405,027,830 +$3,846,004 $45.75 171
2024 Q2 8,749,833 $342,466,353 +$4,834,060 $39.14 157
2024 Q1 8,350,287 $306,536,455 -$21,550,226 $36.71 156
2023 Q4 8,933,034 $386,356,292 +$3,838,649 $43.25 151
2023 Q3 8,876,031 $358,846,983 -$4,947,905 $40.43 159
2023 Q2 8,998,323 $428,167,558 -$3,758,064 $47.58 154
2023 Q1 9,083,687 $436,988,222 +$10,314,518 $48.11 165
2022 Q4 8,866,813 $423,333,583 +$384,026 $47.73 164
2022 Q3 8,885,166 $383,921,321 -$9,449,340 $43.21 147
2022 Q2 9,057,846 $481,943,688 +$15,713,853 $53.21 150
2022 Q1 8,858,683 $517,080,353 +$4,610,506 $58.37 157
2021 Q4 8,776,752 $521,881,474 +$5,701,810 $59.47 159
2021 Q3 8,675,709 $479,627,141 -$24,630,298 $55.27 150
2021 Q2 9,059,157 $557,559,714 -$11,582,835 $61.55 157
2021 Q1 9,242,468 $626,455,789 +$3,293,044 $67.78 150
2020 Q4 9,140,102 $587,452,548 -$365,087 $64.27 145
2020 Q3 9,167,468 $522,386,680 -$13,803,179 $56.99 149
2020 Q2 9,395,673 $746,577,560 -$13,528,871 $79.49 164
2020 Q1 9,565,229 $964,127,338 -$2,689,436 $100.81 166
2019 Q4 9,585,601 $1,125,001,671 +$45,361,919 $117.36 176
2019 Q3 9,185,226 $944,288,411 +$11,291,145 $102.80 157
2019 Q2 9,086,076 $771,839,462 +$31,203,188 $84.93 148
2019 Q1 8,774,293 $664,320,287 +$9,756,557 $75.71 142
2018 Q4 8,650,649 $530,905,251 -$10,352,948 $61.37 139
2018 Q3 8,809,362 $655,348,353 +$12,516,734 $74.41 142
2018 Q2 8,647,864 $553,322,086 -$1,843,526 $63.98 142
2018 Q1 8,677,928 $521,535,943 +$3,428,803 $60.10 145
2017 Q4 8,591,662 $645,190,732 +$7,778,704 $75.11 146
2017 Q3 8,497,478 $641,434,856 +$21,015,296 $75.49 142
2017 Q2 8,214,917 $653,401,805 +$37,668,750 $79.54 144
2017 Q1 7,766,572 $501,024,146 +$89,145,191 $64.50 142
2016 Q4 7,672,151 $503,075,985 +$12,164,941 $65.59 146
2016 Q3 7,484,300 $471,164,092 +$11,711,935 $63.02 147
2016 Q2 7,309,373 $417,970,497 +$15,889,502 $57.18 152
2016 Q1 7,038,452 $395,854,369 +$2,966,667 $56.25 144
2015 Q4 6,950,391 $347,649,374 +$21,756,323 $50.01 142
2015 Q3 6,552,714 $307,629,717 +$3,332,924 $46.94 143
2015 Q2 6,525,479 $303,203,945 -$14,940,604 $46.46 141
2015 Q1 6,776,716 $381,046,304 +$12,887,749 $56.25 147
2014 Q4 6,560,112 $315,881,491 +$10,612,073 $48.12 138
2014 Q3 6,363,214 $265,228,006 -$1,062,020 $41.68 129
2014 Q2 6,387,222 $277,677,264 +$2,080,791 $43.48 131
2014 Q1 6,340,923 $267,806,747 +$5,704,801 $42.24 134