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UHT

Universal Health Realty Income Trust

164 hedge funds and large institutions have $324M invested in Universal Health Realty Income Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

1.03% less ownership

Funds ownership: 63.92%62.9% (-1%)

5% less funds holding

Funds holding: 173164 (-9)

20% less capital invested

Capital invested by funds: $405M → $324M (-$80.9M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
164
Holders Change
-9
Holders Change %
-5.2%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
58
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$19.5K
TRCT
127
Tower Research Capital (TRC)
New York
$19.2K -$127K -3,112 -86%
BC
128
Barrett & Company
Rhode Island
$18.6K
HI
129
Harbour Investments
Wisconsin
$17.3K +$163 +4 +0.9%
CFD
130
Creative Financial Designs
Indiana
$15.6K +$3.91K +96 +30%
AF
131
Allworth Financial
California
$15.3K -$2.28K -56 -12%
VCM
132
Versant Capital Management
Arizona
$15K +$14.7K +362 +883%
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$13.4K -$5.83K -143 -28%
LFA
134
LGT Financial Advisors
Texas
$11.5K
UB
135
UMB Bank
Missouri
$9.64K +$10.3K +252 +3,600%
LFG
136
Larson Financial Group
Missouri
$9.3K
SAM
137
Smartleaf Asset Management
Massachusetts
$9.19K +$2.44K +60 +31%
GI
138
GAMMA Investing
California
$9.01K -$1.1K -27 -10%
SSB
139
Sandy Spring Bank
Maryland
$9.01K
GFM
140
GF Fund Management
China
$8.82K +$9.65K +237 New
QT
141
Quantbot Technologies
New York
$7.78K -$82.6K -2,027 -91%
GC
142
Gould Capital
Washington
$7.44K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$5.54K
PA
144
Parallel Advisors
California
$5.47K -$937 -23 -14%
MEG
145
Millstone Evans Group
Colorado
$5.21K +$5.7K +140 New
HCA
146
Harbor Capital Advisors
Illinois
$5K +$2.36K +58 +82%
AAP
147
Arax Advisory Partners
Colorado
$4.99K +$1.18K +29 +28%
NA
148
NewEdge Advisors
Louisiana
$4.5K
Bessemer Group
149
Bessemer Group
New Jersey
$4K
SCM
150
Sterling Capital Management
North Carolina
$3.16K +$2.73K +67 +372%

UHT Hedge Fund Activity: Q4 2024 in Review

164 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2024, worth a combined $324M — down 20% from $405M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UHT and 14 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $4.34M. The largest seller was ProShare Advisors, cutting an estimated $5.09M.

  • 164 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2024, down from 173 in Q3 2024.
  • Funds reported $324M of Universal Health Realty Income Trust stock for Q4 2024, down 20% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q4 2024 and 21 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2024 was BlackRock, an estimated $4.34M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2024 was ProShare Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2024.