We are live on ! Find out more
UHT

Universal Health Realty Income Trust

158 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $307M → $342M (+$35.6M)

2.73% more ownership

Funds ownership: 60.45%63.19% (+2.7%)

1% more funds holding

Funds holding: 157158 (+1)

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
60
Reduced
45
Closed
23
Calls
$199K
Puts
Net Calls
+$199K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
126
MassMutual Private Wealth & Trust
Connecticut
$23K +$20.4K +557 +1,857%
US Bancorp
127
US Bancorp
Minnesota
$20.5K +$14.2K +389 +288%
RA
128
Rise Advisors
New York
$20.2K +$731 +20 +4%
PD
129
Point72 (DIFC)
United Arab Emirates
$19.1K -$14.9K -409 -46%
AF
130
Allworth Financial
California
$18.8K +$5.01K +137 +42%
HI
131
Harbour Investments
Wisconsin
$17.9K -$3.36K -92 -17%
GWM
132
Geneos Wealth Management
Colorado
$17.1K
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$14.6K +$13.8K +378 New
Barrow, Hanley, Mewhinney & Strauss
134
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.8K +$11.4K +311 +2,073%
LFA
135
LGT Financial Advisors
Texas
$12.1K -$2.19K -60 -16%
CFD
136
Creative Financial Designs
Indiana
$11.4K +$10.7K +292 New
LFG
137
Larson Financial Group
Missouri
$9.79K +$9.14K +250 New
SSB
138
Sandy Spring Bank
Maryland
$9.47K
GI
139
GAMMA Investing
California
$8.1K +$3.95K +108 +109%
GC
140
Gould Capital
Washington
$7.83K
PA
141
Parallel Advisors
California
$6.65K -$21.2K -580 -77%
AAP
142
Arax Advisory Partners
Colorado
$6.46K +$6.03K +165 New
PA
143
PSI Advisors
Florida
$6.03K
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$5.83K +$2.78K +76 +104%
NA
145
NewEdge Advisors
Louisiana
$4.74K
SAM
146
Smartleaf Asset Management
Massachusetts
$4.5K +$4.24K +116 New
GWP
147
Gen-Wealth Partners
Michigan
$3.13K
Bessemer Group
148
Bessemer Group
New Jersey
$3K +$3.03K +83 New
PWMG
149
Private Wealth Management Group
New Jersey
$1.96K +$1.17K +32 +178%
EWA
150
EverSource Wealth Advisors
Alabama
$1.24K +$512 +14 +93%

UHT Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2024, worth a combined $342M — up 12% from $307M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UHT positions and 23 closed out — a net gain of 3 holders — while 60 added to existing stakes and 45 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $4.98M. The largest seller was Vanguard Group, cutting an estimated $9.6M.

  • 158 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2024, up from 157 in Q1 2024.
  • Funds reported $342M of Universal Health Realty Income Trust stock for Q2 2024, up 12% quarter-over-quarter.
  • 26 funds opened new Universal Health Realty Income Trust positions in Q2 2024 and 23 closed out, a net change of +3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2024 was ProShare Advisors, an estimated $4.98M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2024 was Vanguard Group, an estimated $9.6M sold.

Based on aggregated 13F filings for Q2 2024.