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UHT

Universal Health Realty Income Trust

157 hedge funds and large institutions have $307M invested in Universal Health Realty Income Trust in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 152157 (+5)

5.17% less ownership

Funds ownership: 65.63%60.45% (-5.2%)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

22% less capital invested

Capital invested by funds: $392M → $307M (-$85.5M)

38% less call options, than puts

Call options by funds: $25K | Put options by funds: $40K

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
42
Reduced
53
Closed
27
Calls
$25K
Puts
$40K
Net Calls
-$15K
Net Calls Change
-$564K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$540 +$595 +15 New
AWM
152
Abound Wealth Management
Tennessee
$368
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$330
PFBT
154
Parkside Financial Bank & Trust
Missouri
$221 +$238 +6 New
FFA
155
Farther Finance Advisors
California
$142 +$119 +3 +300%
AWM
156
Avior Wealth Management
Nebraska
$73 +$79 +2 New
FIA
157
FNY Investment Advisers
New York
$3 +$3.97K +100 New
ETC
158
Exchange Traded Concepts
Oklahoma
-$546K -12,614 Closed
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
-$313K -7,244 Closed
BAM
160
Belpointe Asset Management
Nevada
-$303K -7,000 Closed
FCA
161
Fortis Capital Advisors
Kansas
-$303K -7,000 Closed
CCIA
162
Campbell & Co Investment Adviser
Maryland
-$299K -6,915 Closed
SWP
163
Stratos Wealth Partners
Ohio
-$281K -6,489 Closed
VOYA Investment Management
164
VOYA Investment Management
Georgia
-$254K -5,864 Closed
LNC
165
Lincoln National Corp
Pennsylvania
-$228K -5,277 Closed
YCM
166
Yousif Capital Management
Michigan
-$228K -5,274 Closed
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$228K -5,271 Closed
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
-$224K -5,187 Closed
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$219K -5,075 Closed
HighTower Advisors
170
HighTower Advisors
Illinois
-$215K -4,895 Closed
MSRPS
171
Maryland State Retirement & Pension System
Maryland
-$203K -4,684 Closed
Macquarie Group
172
Macquarie Group
Australia
-$179K -4,150 Closed
UM
173
UniSuper Management
Australia
-$156K -3,600 Closed
SG Americas Securities
174
SG Americas Securities
New York
-$141K -3,271 Closed
DekaBank Deutsche Girozentrale
175
DekaBank Deutsche Girozentrale
Germany
-$129K -2,921 Closed

UHT Hedge Fund Activity: Q1 2024 in Review

157 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2024, worth a combined $307M — down 22% from $392M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UHT positions and 27 closed out — a net gain of 6 holders — while 42 added to existing stakes and 53 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.32M. The largest seller was BlackRock, cutting an estimated $11M.

  • 157 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $307M of Universal Health Realty Income Trust stock for Q1 2024, down 22% quarter-over-quarter.
  • 33 funds opened new Universal Health Realty Income Trust positions in Q1 2024 and 27 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2024 was Millennium Management, an estimated $1.32M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2024 was BlackRock, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2024.