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UHT

Universal Health Realty Income Trust

170 hedge funds and large institutions have $359M invested in Universal Health Realty Income Trust in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $324M → $359M (+$35.2M)

4% more funds holding

Funds holding: 164170 (+6)

0.46% more ownership

Funds ownership: 62.9%63.36% (+0.46%)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

Holders
170
Holders Change
+6
Holders Change %
+3.66%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
58
Reduced
59
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WGAM
51
Wilkinson Global Asset Management
New York
$696K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$690K +$406K +10,337 +159%
Nomura Asset Management
53
Nomura Asset Management
Japan
$681K
Wells Fargo
54
Wells Fargo
California
$623K +$21.7K +553 +4%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$614K -$2.55K -65 -0.4%
TAM
56
Tocqueville Asset Management
New York
$590K +$58.9K +1,500 +12%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$575K
AllianceBernstein
58
AllianceBernstein
Tennessee
$565K -$26.9K -685 -5%
UBS AM
59
UBS AM
Illinois
$559K
SOADOR
60
State of Alaska Department of Revenue
Alaska
$540K -$6.55K -167 -1%
Prudential Financial
61
Prudential Financial
New Jersey
$536K +$3.53K +90 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
62
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$511K -$292K -7,447 -37%
MPPLM
63
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$508K +$903 +23 +0.2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$503K
QCG
65
Quadrant Capital Group
Ohio
$499K +$247K +6,299 +107%
TWPM
66
Total Wealth Planning & Management
Florida
$465K +$446K +11,350 New
Aberdeen Group
67
Aberdeen Group
United Kingdom
$461K
CAG
68
Crestwood Advisors Group
Massachusetts
$460K +$61.9K +1,576 +16%
HF
69
HRT Financial
New York
$460K -$523K -13,330 -54%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$456K -$19.2K -490 -4%
A
71
AlphaQuest
New York
$448K -$55.6K -1,416 -11%
CS
72
Cannell & Spears
New York
$442K -$86.4K -2,200 -17%
LPL Financial
73
LPL Financial
California
$433K -$16.8K -428 -4%
Allianz Asset Management
74
Allianz Asset Management
Germany
$420K +$403K +10,265 New
Citadel Advisors
75
Citadel Advisors
Florida
$416K -$396K -10,076 -50%

UHT Hedge Fund Activity: Q1 2025 in Review

170 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2025, worth a combined $359M — up 11% from $324M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 9 closed out — a net gain of 6 holders — while 58 added to existing stakes and 59 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.6M. The largest seller was Millennium Management, exiting entirely with an estimated $2.57M sold.

  • 170 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2025, up from 164 in Q4 2024.
  • Funds reported $359M of Universal Health Realty Income Trust stock for Q1 2025, up 11% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q1 2025 and 9 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2025 was Bank of New York Mellon, an estimated $3.6M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2025 was Millennium Management, an estimated $2.57M sold.

Based on aggregated 13F filings for Q1 2025.