UHT

Universal Health Realty Income Trust
UHT

Overview Fund Activity

169 hedge funds and large institutions have $347M invested in Universal Health Realty Income Trust in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
70
Reduced
45
Closed
15
Calls
$890K
Puts
–
Net Calls
+$890K
Net Calls Change
+$890K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$2.03M
2
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$14.6M
3
Barclays
3
Barclays
United Kingdom
$1.25M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.7M
5
Invesco
5
Invesco
Georgia
$6.17M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.31M
2
Ameriprise
2
Ameriprise
Minnesota
$5.92M
3
BlackRock
3
BlackRock
New York
$86.9M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$6.06M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.77M
Name Market Value Shares Shares
Change 		Shares
Change %
CPG
151
Cornerstone Planning Group
New Jersey
$2.13K 54 +24 +80%
HCA
152
Harbor Capital Advisors
Illinois
$2K 59 – –
SAM
153
Smartleaf Asset Management
Massachusetts
$2K 50 -62 -55%
NC
154
NewSquare Capital
Pennsylvania
$1.68K 42 +12 +40%
HIW
155
Holos Integrated Wealth
Pennsylvania
$1.28K 33 – –
AAP
156
Arax Advisory Partners
Colorado
$1.2K 30 – –
GWM
157
Geneos Wealth Management
Colorado
$1.08K 27 +27 New
C
158
Covestor
United Kingdom
$1K 12 +3 +33%
PWA
159
Physician Wealth Advisors
Utah
$960 24 +24 New
TWD
160
True Wealth Design
Ohio
$680 17 -2 -11%
SIS
161
Sound Income Strategies
Florida
$679 17 – –
GSWM
162
Golden State Wealth Management
California
$640 16 +16 New
RWM
163
Rialto Wealth Management
New York
$520 13 +13 New
PFBT
164
Parkside Financial Bank & Trust
Missouri
$400 10 +10 New
TPWA
165
Twin Peaks Wealth Advisors
California
$397 10 +10 New
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$360 9 – –
HNB
167
Huntington National Bank
Ohio
$280 7 – –
AWM
168
Abound Wealth Management
Tennessee
$200 5 – –
AGWCA
169
Annis Gardner Whiting Capital Advisors
Florida
$200 5 +5 New
Connor, Clark & Lunn Investment Management (CC&L)
170
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -12,466 Closed
A
171
AlphaQuest
New York
– – -10,931 Closed
Citadel Advisors
172
Citadel Advisors
Florida
– – -10,149 Closed
SFI
173
Susquehanna Fundamental Investments
Pennsylvania
– – -9,376 Closed
CW
174
Code Waechter
Florida
– – -9,288 Closed
MIM
175
MetLife Investment Management
New Jersey
– – -7,526 Closed
4 5 6
7
8