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UHT

Universal Health Realty Income Trust

173 hedge funds and large institutions have $405M invested in Universal Health Realty Income Trust in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

18% more capital invested

Capital invested by funds: $342M → $405M (+$62.7M)

9% more funds holding

Funds holding: 158173 (+15)

0.73% more ownership

Funds ownership: 63.19%63.92% (+0.73%)

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
64
Reduced
48
Closed
6
Calls
$397K
Puts
Net Calls
+$397K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$66K -$84.7K -1,969 -58%
MRCM
127
M&R Capital Management
New Jersey
$63.5K -$7.22K -168 -11%
AIP
128
Ameritas Investment Partners
Nebraska
$61K
CFM
129
Catalyst Funds Management
Australia
$41.2K +$38.7K +900 New
TCOV
130
Trust Company of Vermont
Vermont
$39.8K
DZ Bank
131
DZ Bank
Germany
$36.6K
FFA
132
Farther Finance Advisors
California
$32.4K +$30.1K +699 +6,990%
LC
133
Lindbrook Capital
California
$31.8K +$86 +2 +0.3%
GEA
134
Glen Eagle Advisors
New Jersey
$29.2K
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$26.9K
RA
136
Rise Advisors
New York
$24K +$344 +8 +2%
US Bancorp
137
US Bancorp
Minnesota
$24K
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$23.2K +$5.68K +132 +35%
BC
139
Barrett & Company
Rhode Island
$22.9K +$21.5K +500 New
HI
140
Harbour Investments
Wisconsin
$21.1K +$129 +3 +0.7%
AF
141
Allworth Financial
California
$21.1K
GWM
142
Geneos Wealth Management
Colorado
$19.9K
PD
143
Point72 (DIFC)
United Arab Emirates
$15.6K -$6.24K -145 -30%
CFD
144
Creative Financial Designs
Indiana
$14.8K +$1.33K +31 +11%
LFA
145
LGT Financial Advisors
Texas
$14.2K
GI
146
GAMMA Investing
California
$12.3K +$2.67K +62 +30%
LFG
147
Larson Financial Group
Missouri
$11.4K
SSB
148
Sandy Spring Bank
Maryland
$11.1K
GC
149
Gould Capital
Washington
$9.15K
SAM
150
Smartleaf Asset Management
Massachusetts
$8.74K +$3.27K +76 +66%

UHT Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2024, worth a combined $405M — up 18% from $342M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UHT positions and 6 closed out — a net gain of 16 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.84M. The largest seller was Vanguard Group, cutting an estimated $11.8M.

  • 173 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2024, up from 158 in Q2 2024.
  • Funds reported $405M of Universal Health Realty Income Trust stock for Q3 2024, up 18% quarter-over-quarter.
  • 22 funds opened new Universal Health Realty Income Trust positions in Q3 2024 and 6 closed out, a net change of +16 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2024 was Arrowstreet Capital, an estimated $1.84M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2024 was Vanguard Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.