Universal Health Realty Income Trust (UHT) Ownership

40.17 ↓0.34 (-0.84%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Universal Health Realty Income Trust (UHT), owning a total of 2.1 million shares. Combined, the top 31 institutional holders of UHT own 63.10% of the company with a total of 8.7 million shares.

In the latest ownership report on June 30th 2024, the top 31 institutional holders increased their combined ownership of UHT by 337 thousand shares. 13 institutions bought 645,577 total additional shares and increased their ownership by an average of 42.88%. However 8 institutions sold 308,951 total shares and decreased their ownership by an average of 6.39%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Universal Health Realty Income Trust increased by a net total of 336,626 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.252%	0.502%	2,112,332	10,547	2024-06-30
Vanguard Group Inc	13.880%	-12.019%	1,922,332	-262,596	2024-06-30
State Street Corp	4.185%	-2.925%	579,650	-17,463	2024-06-30
Morgan Stanley - Brokerage Accounts	2.519%	15.814%	348,924	47,644	2024-06-30
ProShare Advisors LLC	2.403%	69.396%	332,728	136,308	2024-06-30
Geode Capital Management, LLC	2.364%	2.916%	327,392	9,275	2024-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2.193%	0.000%	303,642	303,642	2024-06-30
Renaissance Technologies Corp	1.869%	-0.843%	258,810	-2,200	2024-06-30
Bank of New York Mellon Corp	1.759%	2.742%	243,615	6,502	2024-06-30
Dimensional Fund Advisors, Inc.	1.392%	2.376%	192,773	4,474	2024-06-30
Ameriprise Financial Inc	1.104%	15.011%	152,920	19,959	2024-06-30
Northern Trust Corp	0.953%	-2.223%	131,929	-3,000	2024-06-30
Charles Schwab Investment Management Inc	0.840%	11.451%	116,345	11,954	2024-06-30
Amvescap Plc.	0.801%	-1.677%	110,955	-1,892	2024-06-30
Millennium Management LLC	0.611%	-1.386%	84,659	-1,190	2024-06-30
Stifel Financial Corp	0.507%	0.026%	70,183	18	2024-06-30
Principal Financial Group Inc	0.481%	-3.879%	66,607	-2,688	2024-06-30
Dean C H & Associates Inc	0.469%	65.599%	65,009	25,752	2024-06-30
Bank of America Corp	0.434%	71.620%	60,067	25,067	2024-06-30
Goldman Sachs Group Inc	0.428%	300.013%	59,246	44,435	2024-06-30
State of New Jersey Common Pension Fd D	0.366%	-26.136%	50,649	-17,922	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.252%	0.502%	2,112,332	10,547	2024-06-30
Vanguard Group Inc	13.880%	-12.019%	1,922,332	-262,596	2024-06-30
State Street Corporation	4.312%	-28.799%	597,113	-241,516	2024-03-31
State Street Corp	4.185%	-2.925%	579,650	-17,463	2024-06-30
Morgan Stanley - Brokerage Accounts	2.519%	15.814%	348,924	47,644	2024-06-30
ProShare Advisors LLC	2.403%	69.396%	332,728	136,308	2024-06-30
Geode Capital Management, LLC	2.364%	2.916%	327,392	9,275	2024-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2.193%	0.000%	303,642	303,642	2024-06-30
Renaissance Technologies Corp	1.869%	-0.843%	258,810	-2,200	2024-06-30
Bank of New York Mellon Corp	1.759%	2.742%	243,615	6,502	2024-06-30
Dimensional Fund Advisors, Inc.	1.392%	2.376%	192,773	4,474	2024-06-30
Ameriprise Financial Inc	1.104%	15.011%	152,920	19,959	2024-06-30
Northern Trust Corp	0.953%	-2.223%	131,929	-3,000	2024-06-30
Charles Schwab Investment Management Inc	0.840%	11.451%	116,345	11,954	2024-06-30
Legal & General Group PLC	0.829%	6.867%	114,552	7,361	2023-12-31
Amvescap Plc.	0.801%	-1.677%	110,955	-1,892	2024-06-30
NORGES BANK	0.777%	7.424%	107,458	7,426	2022-12-31
Millennium Management LLC	0.611%	-1.386%	84,659	-1,190	2024-06-30
Stifel Financial Corp	0.507%	0.026%	70,183	18	2024-06-30
Principal Financial Group Inc	0.481%	-3.879%	66,607	-2,688	2024-06-30
Dean C H & Associates Inc	0.469%	65.599%	65,009	25,752	2024-06-30
Bank of America Corp	0.434%	71.620%	60,067	25,067	2024-06-30
Goldman Sachs Group Inc	0.428%	300.013%	59,246	44,435	2024-06-30
Nuveen Asset Management, LLC	0.405%	-8.979%	55,884	-5,513	2022-09-30
JPMorgan Chase & Co	0.396%	41.410%	54,887	16,073	2024-03-31
State of New Jersey Common Pension Fd D	0.366%	-26.136%	50,649	-17,922	2024-06-30
UBS Asset Mgmt Americas Inc	0.361%	-4.633%	49,918	-2,425	2023-12-31
UBS Group AG	0.340%	51.731%	46,988	16,020	2023-06-30
WEALTHTRUST AXIOM LLC	0.309%	1.185%	42,785	501	2024-03-31
Barclays PLC	0.286%	-8.772%	39,405	-3,789	2023-03-31
ALPS Advisors Inc	0.279%	0.524%	38,550	201	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Universal Health Realty Income Trust (UHT), owning a total of 822 thousand shares. Combined, the top 32 mutual fund holders of UHT own 40.51% of the company with a total of 5.6 million shares.

In the latest ownership report on October 31st 2024, the top 32 fund holders increased their combined ownership of UHT by 2 thousand shares. 2 funds bought 1,692 total additional shares and increased their ownership by an average of 0.43%. However 2 funds sold 3,542 total shares and decreased their ownership by an average of 1.77%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Universal Health Realty Income Trust decreased by a net total of -1,850 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.932%	0.104%	821,541	852	2024-10-31
iShares Russell 2000 ETF	2.396%	-0.223%	331,888	-742	2024-10-31
Global X SuperDividend™ US ETF	2.196%	0.000%	304,080	0	2024-10-31
ProShares Russell 2000 Dividend Growers	1.136%	0.000%	157,345	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.814%	0.751%	112,707	840	2024-10-31
iShares Russell 2000 Growth ETF	0.691%	0.000%	95,684	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.588%	-3.325%	81,419	-2,800	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.932%	0.104%	821,541	852	2024-10-31
Vanguard Real Estate Index Investor	3.742%	-1.475%	518,241	-7,756	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.958%	15.181%	408,900	53,893	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.936%	0.163%	406,603	662	2024-09-30
iShares Russell 2000 ETF	2.396%	-0.223%	331,888	-742	2024-10-31
Global X SuperDividend™ US ETF	2.196%	0.000%	304,080	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.439%	2.152%	199,353	4,200	2024-09-30
Vanguard Extended Market Index Investor	1.342%	-0.032%	185,445	-59	2023-08-31
Vanguard Small Cap Growth Index Inv	1.308%	1.033%	180,770	1,848	2024-05-31
Vanguard Small Cap Index	1.137%	0.233%	157,489	366	2024-08-31
ProShares Russell 2000 Dividend Growers	1.136%	0.000%	157,345	0	2024-10-31
Fidelity Small Cap Index	1.006%	-2.563%	139,386	-3,667	2024-08-31
Fidelity® Small Cap Index	0.955%	2.301%	132,013	2,969	2023-10-31
TMA Global Health Care REIT Mother Fund	0.856%	-15.011%	118,572	-20,943	2024-04-18
SPDR® Portfolio S&P 600 Sm Cap ETF	0.827%	-0.141%	114,387	-161	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.814%	0.751%	112,707	840	2024-10-31
iShares Russell 2000 Growth ETF	0.691%	0.000%	95,684	0	2024-10-31
Vanguard Strategic Equity Inv	0.685%	0.000%	94,854	0	2024-09-30
Dean Small Cap Value SA	0.667%	0.332%	92,408	306	2024-09-30
Dean Small Cap Value	0.667%	0.332%	92,408	306	2024-09-30
Columbia Small Cap Value I A	0.639%	0.912%	88,530	800	2024-09-30
Columbia Small Cap Value I	0.639%	3.387%	88,530	2,900	2024-09-30
iShares S&P Small-Cap 600 Growth ETF	0.609%	0.000%	84,223	0	2023-11-30
Vanguard Real Estate II Index	0.608%	0.000%	84,196	0	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.588%	-3.325%	81,419	-2,800	2024-10-31
Fidelity Extended Market Index	0.560%	-3.441%	77,556	-2,764	2024-09-30
DFA Real Estate Securities I	0.549%	0.000%	76,076	0	2024-06-30
Invesco S&P SmallCap Low Volatility ETF	0.539%	0.000%	74,477	0	2024-03-31
Vanguard Tax-Managed Small Cap Adm	0.533%	-20.368%	73,798	-18,876	2024-09-30
iShares S&P Small-Cap 600 Value ETF	0.521%	0.292%	72,082	210	2024-07-31
Fidelity® Extended Market Index	0.519%	0.000%	71,739	0	2023-11-30
Vanguard Strategic Small-Cap Equity Inv	0.517%	7.963%	71,461	5,271	2023-12-31