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 164 institutions that hold shares in the stock, with a total of 8.16 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
30
shares
|
$1,174
0.0% of portfolio
|
Q1 2024
Reduced 62.5%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26
shares
|
$1,017
0.0% of portfolio
|
Q2 2022
Reduced 83.12%
|
|
Russell Investments Group, Ltd.
|
May 08, 2024 Q1 2024 |
23
shares
|
$900
0.0% of portfolio
|
Q1 2024
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
18
shares
|
$704
0.0% of portfolio
|
Q1 2024
Reduced 66.04%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
17
shares
|
$665
0.0% of portfolio
|
Q1 2023
New holding
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
15
shares
|
$587
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
15
shares
|
$587
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
9
shares
|
$352
0.0% of portfolio
|
Q3 2022
New holding
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
6
shares
|
$234
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
4
shares
|
$156
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
2
shares
|
$78
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|