UHT

Universal Health Realty Income Trust

179 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $346M → $342M (-$3.84M)

30% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 66

Holders
179
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.02M
Puts
$251K
Net Calls
Net Calls Change

Top Buyers

1 +$3.1M
2 +$2.75M
3 +$1.99M
4
LPL Financial
LPL Financial
California
+$1.61M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.15M

Top Sellers

1 -$5.21M
2 -$2.46M
3 -$2.18M
4
State Street
State Street
Massachusetts
-$2.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
Westside Investment Management
California
$6.56K
HIA
152
Harbor Investment Advisory
Maryland
$6.51K
PIS
153
POM Investment Strategies
North Carolina
$5.92K
AAP
154
Arax Advisory Partners
Colorado
$5.84K
MEG
155
Millstone Evans Group
Colorado
$5.49K
NA
156
NewEdge Advisors
Louisiana
$4.74K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$4.31K
SAM
158
Smartleaf Asset Management
Massachusetts
$4.08K
Optiver Holding
159
Optiver Holding
Netherlands
$4K
UB
160
UMB Bank
Missouri
$3.73K
IA
161
IFP Advisors
Florida
$3.21K
GWP
162
Gen-Wealth Partners
Michigan
$3.14K
CFD
163
Creative Financial Designs
Indiana
$2.71K
TWD
164
True Wealth Design
Ohio
$2.27K
PWA
165
Physician Wealth Advisors
Utah
$1.45K
HIW
166
Holos Integrated Wealth
Pennsylvania
$1.3K
CPG
167
Cornerstone Planning Group
New Jersey
$1.15K
SIS
168
Sound Income Strategies
Florida
$685
GSWM
169
Golden State Wealth Management
California
$627
BTI
170
Blue Trust Inc
Georgia
$392
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$353
SIC
172
SJS Investment Consulting
Ohio
$275
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$274
CA
174
Clearstead Advisors
Ohio
$236
AWM
175
Abound Wealth Management
Tennessee
$197