UHT

Universal Health Realty Income Trust
UHT

Overview Fund Activity

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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
64
Reduced
48
Closed
7
Calls
$397K
Puts
–
Net Calls
+$397K
Net Calls Change
+$198K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.44M
2
PAM
Panagora Asset Management
Massachusetts
$2M
3
DCM
Dean Capital Management
Kansas
$2.62M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.74M
5
DIA
Dean Investment Associates
Ohio
$4.25M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$75.4M
2
Invesco
Invesco
Georgia
$4.13M
3
TPSF
Texas Permanent School Fund
Texas
$0
4
DM
Deerfield Management
New York
$0
5
ProShare Advisors
ProShare Advisors
Maryland
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$66K -$90.4K -1,969 -58%
MRCM
127
M&R Capital Management
New Jersey
$63.5K -$7.69K -168 -11%
AIP
128
Ameritas Investment Partners
Nebraska
$61K – – –
CFM
129
Catalyst Funds Management
Australia
$41.2K +$41.2K +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 +$32K +699 +6,990%
LC
133
Lindbrook Capital
California
$31.8K +$91 +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 +$366 +8 +2%
US Bancorp
137
US Bancorp
Minnesota
$24K – – –
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$23.2K +$6.01K +132 +35%
BC
139
Barrett & Company
Rhode Island
$22.9K +$22.9K +500 New
HI
140
Harbour Investments
Wisconsin
$21.1K +$137 +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 -$6.63K -145 -30%
CFD
144
Creative Financial Designs
Indiana
$14.8K +$1.42K +31 +11%
LFA
145
LGT Financial Advisors
Texas
$14.2K – – –
GI
146
GAMMA Investing
California
$12.3K +$2.84K +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
$8.75K +$3.46K +76 +66%
4 5
6
7 8