UHT

Universal Health Realty Income Trust
UHT

Overview Fund Activity

152 hedge funds and large institutions have $392M invested in Universal Health Realty Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-7
Holders Change %
-4.4%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
50
Reduced
53
Closed
21
Calls
$549K
Puts
–
Net Calls
+$549K
Net Calls Change
+$145K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.8M
2
Ameriprise
Ameriprise
Minnesota
$5.72M
3
BlackRock
BlackRock
New York
$103M
4
State Street
State Street
Massachusetts
$36.3M
5
PCM
Penserra Capital Management
California
$644K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$10.7M
2
Millennium Management
Millennium Management
New York
$2.27M
3
Norges Bank
Norges Bank
Norway
$0
4
Stifel Financial
Stifel Financial
Missouri
$3.54M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Harbour Investments
Wisconsin
$23.8K – – –
HCM
127
Highlander Capital Management
New Jersey
$21.6K – – –
GWM
128
Geneos Wealth Management
Colorado
$18.9K -$50.3K -1,163 -73%
NFSG
129
Newbridge Financial Services Group
Florida
$16.5K – – –
AF
130
Allworth Financial
California
$14K – – –
US Bancorp
131
US Bancorp
Minnesota
$11.2K -$4.24K -98 -27%
SSB
132
Sandy Spring Bank
Maryland
$10.5K – – –
GC
133
Gould Capital
Washington
$8.65K – – –
NS
134
NBC Securities
Alabama
$8K -$6K -150 -43%
PA
135
PSI Advisors
Florida
$6.66K – – –
S
136
SignatureFD
Georgia
$6.14K +$3.89K +90 +173%
NA
137
NewEdge Advisors
Louisiana
$5.23K – – –
FFO
138
Fortitude Family Office
Arizona
$4.46K +$4.46K +103 New
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$3.46K +$2.16K +50 +167%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$2.98K +$2.98K +69 New
LC
141
Lindbrook Capital
California
$2.9K +$1.25K +29 +76%
ASN
142
Advisory Services Network
Georgia
$2.86K +$2.86K +66 New
LFA
143
LGT Financial Advisors
Texas
$2.6K -$995 -23 -28%
PWMG
144
Private Wealth Management Group
New Jersey
$2.29K +$2.29K +53 New
PA
145
Pineridge Advisors
Missouri
$1.04K +$1.04K +24 New
SIS
146
Sound Income Strategies
Florida
$735 – – –
PA
147
Parallel Advisors
California
$519 -$433 -10 -45%
AWM
148
Abound Wealth Management
Tennessee
$433 – – –
FMII
149
Farmers & Merchants Investments Inc
Nebraska
$389 – – –
GI
150
GAMMA Investing
California
$318 +$318 +8 New
3 4 5
6
7