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UHT

Universal Health Realty Income Trust
UHT

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: 173 → 164 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.34M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.09M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.31M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.07M
5
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$664K

Top Sellers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
-$5.09M
2
DIA
Dean Investment Associates
Ohio
-$4.25M
3
DCM
Dean Capital Management
Kansas
-$2.62M
4
Jane Street
Jane Street
New York
-$1.83M
5
LCM
Legato Capital Management
California
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
151
Gen-Wealth Partners
Michigan
$2.98K – – –
EWA
152
EverSource Wealth Advisors
Alabama
$1.53K +$489 +12 +41%
PA
153
PSI Advisors
Florida
$1.45K -$4.68K -115 -75%
HIW
154
Holos Integrated Wealth
Pennsylvania
$1.23K +$1.34K +33 New
CPG
155
Cornerstone Planning Group
New Jersey
$1.18K +$1.22K +30 New
NC
156
NewSquare Capital
Pennsylvania
$1.12K +$1.22K +30 New
SIS
157
Sound Income Strategies
Florida
$633 – – –
Jones Financial Companies
158
Jones Financial Companies
Missouri
$484 +$530 +13 New
TWD
159
True Wealth Design
Ohio
$484 +$530 +13 New
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$335 – – –
HNB
161
Huntington National Bank
Ohio
$260 – – –
AWM
162
Abound Wealth Management
Tennessee
$187 – – –
DF
163
Dunhill Financial
United Kingdom
$33 – – –
DIA
164
Dean Investment Associates
Ohio
– -$4.25M -92,880 Closed
DCM
165
Dean Capital Management
Kansas
– -$2.62M -57,260 Closed
LCM
166
Legato Capital Management
California
– -$1.67M -36,398 Closed
SCM
167
Schnieders Capital Management
California
– -$258K -5,650 Closed
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$240K -5,252 Closed
Marshall Wace
169
Marshall Wace
United Kingdom
– -$232K -5,061 Closed
VOYA Investment Management
170
VOYA Investment Management
Georgia
– -$226K -4,933 Closed
MSRPS
171
Maryland State Retirement & Pension System
Maryland
– -$203K -4,435 Closed
NRD
172
Nebula Research & Development
New York
– -$202K -4,413 Closed
NRS
173
Neville Rodie & Shaw
New York
– -$200K -4,374 Closed
Acadian Asset Management
174
Acadian Asset Management
Massachusetts
– -$89K -1,953 Closed
CFM
175
Catalyst Funds Management
Australia
– -$41.2K -900 Closed
4 5 6
7
8

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.