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 183 institutions that hold shares in the stock, with a total of 8.38 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
173
shares
|
$7,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
166
shares
|
$6,860
0.0% of portfolio
|
Q2 2025
Added 66.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
161
shares
|
$6,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
140
shares
|
$5,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
134
shares
|
$5,538
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
123
shares
|
$5,083
0.0% of portfolio
|
Q2 2025
Reduced 70.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
121
shares
|
$5,000
0.0% of portfolio
|
Q1 2023
Reduced 37.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
113
shares
|
$4,670
0.0% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
112
shares
|
$4,628
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
110
shares
|
$4,546
0.0% of portfolio
|
Q2 2025
Reduced 46.86%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$4,133
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
80
shares
|
$3,306
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
79
shares
|
$3,265
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
65
shares
|
$2,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
59
shares
|
$2,438
0.0% of portfolio
|
Q1 2025
Reduced 54.26%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
50
shares
|
$2,066
0.0% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
39
shares
|
$1,611
0.0% of portfolio
|
Q4 2024
Reduced 74.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
36
shares
|
$1,487
0.0% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
30
shares
|
$1,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
30
shares
|
$1,239
0.0% of portfolio
|
Q1 2025
Reduced 77.61%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
30
shares
|
$1,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26
shares
|
$1,074
0.0% of portfolio
|
Q2 2022
Reduced 83.12%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
24
shares
|
$991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
19
shares
|
$785
0.0% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
17
shares
|
$702
0.0% of portfolio
|
Q1 2023
New holding
|