UHT

Universal Health Realty Income Trust
UHT

Overview Fund Activity

156 hedge funds and large institutions have $428M invested in Universal Health Realty Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 19 closing their positions.

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
54
Reduced
57
Closed
19
Calls
$780K
Puts
$256K
Net Calls
+$524K
Net Calls Change
-$102K

Top Buyers

1
BlackRock
1
BlackRock
New York
$113M
2
Millennium Management
2
Millennium Management
New York
$1.5M
3
UBS Group
3
UBS Group
Switzerland
$2.24M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.96M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$2.61M

Top Sellers

1
Invesco
1
Invesco
Georgia
$5.54M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$107M
4
SC
4
Shay Capital
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.32M
Name Market Value Shares Shares
Change 		Shares
Change %
TCOV
126
Trust Company of Vermont
Vermont
$41.4K 870 – –
GEA
127
Glen Eagle Advisors
New Jersey
$31.8K 668 +26 +4%
QCG
128
Quadrant Capital Group
Ohio
$31.1K 653 -150 -19%
Lazard Asset Management
129
Lazard Asset Management
New York
$29K 610 – –
SOW
130
State of Wyoming
Wyoming
$28.4K 596 +19 +3%
HI
131
Harbour Investments
Wisconsin
$26.2K 550 – –
US Bancorp
132
US Bancorp
Minnesota
$22.5K 472 +116 +33%
NFSG
133
Newbridge Financial Services Group
Florida
$18.2K 382 – –
PIAS
134
PCA Investment Advisory Services
Ohio
$17.5K 367 +367 New
AF
135
Allworth Financial
California
$15.4K 324 – –
SSB
136
Sandy Spring Bank
Maryland
$11.5K 242 – –
GC
137
Gould Capital
Washington
$9.52K 200 – –
S
138
SignatureFD
Georgia
$9.28K 195 -282 -59%
LC
139
Lindbrook Capital
California
$8.71K 183 -55 -23%
PA
140
PSI Advisors
Florida
$7.33K 154 – –
NA
141
NewEdge Advisors
Louisiana
$5.76K 121 – –
PFG
142
Piershale Financial Group
Illinois
$4.76K 100 – –
EWA
143
EverSource Wealth Advisors
Alabama
$4.71K 99 -34 -26%
Bessemer Group
144
Bessemer Group
New Jersey
$4K 76 – –
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$1.43K 30 – –
PA
146
Parallel Advisors
California
$1.05K 22 – –
VCM
147
Versant Capital Management
Arizona
$809 17 – –
SIS
148
Sound Income Strategies
Florida
$809 17 – –
BAAM
149
Baker Avenue Asset Management
California
$476 10 -9 -47%
AWM
150
Abound Wealth Management
Tennessee
$476 10 +10 New
4 5
6
7 8