Institutional Ownership Universal Health Realty Income Trust (UHT)
This table provides information about the institutional ownership of Universal Health Realty Income Trust (UHT). We have compiled data on the 185 institutions that hold shares in the stock, with a total of 8.34 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
173
shares
|
$7,259
0.0% of portfolio
|
Q2 2025
Added 1082.08%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
166
shares
|
$6,965
0.0% of portfolio
|
Q2 2025
Added 66.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
140
shares
|
$5,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
134
shares
|
$5,622
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
123
shares
|
$5,161
0.0% of portfolio
|
Q2 2025
Reduced 70.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
121
shares
|
$5,077
0.0% of portfolio
|
Q1 2023
Reduced 37.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
113
shares
|
$4,741
0.0% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
110
shares
|
$4,615
0.0% of portfolio
|
Q2 2025
Reduced 46.86%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
102
shares
|
$4,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$4,196
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
83
shares
|
$3,482
0.0% of portfolio
|
Q2 2025
Added 66.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
80
shares
|
$3,356
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
79
shares
|
$3,314
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
59
shares
|
$2,475
0.0% of portfolio
|
Q1 2025
Reduced 54.26%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
54
shares
|
$2,265
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
50
shares
|
$2,098
0.0% of portfolio
|
Q2 2025
Reduced 55.36%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
42
shares
|
$1,762
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
33
shares
|
$1,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
30
shares
|
$1,258
0.0% of portfolio
|
Q1 2025
Reduced 77.61%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
27
shares
|
$1,132
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26
shares
|
$1,090
0.0% of portfolio
|
Q2 2022
Reduced 83.12%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
24
shares
|
$1,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
17
shares
|
$713
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
17
shares
|
$713
0.0% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
16
shares
|
$671
0.0% of portfolio
|
Q2 2025
New holding
|