UHT

Universal Health Realty Income Trust
UHT

Overview Fund Activity

170 hedge funds and large institutions have $348M invested in Universal Health Realty Income Trust in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
71
Reduced
45
Closed
15
Calls
$890K
Puts
–
Net Calls
+$890K
Net Calls Change
+$890K

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.04M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$787K
3
Barclays
Barclays
United Kingdom
+$561K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$561K
5
Invesco
Invesco
Georgia
+$505K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.52M
2
Ameriprise
Ameriprise
Minnesota
-$1.43M
3
BlackRock
BlackRock
New York
-$1.1M
4
ProShare Advisors
ProShare Advisors
Maryland
-$872K
5
Morgan Stanley
Morgan Stanley
New York
-$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
151
UMB Bank
Missouri
$3.16K +$80 +2 +3%
CPG
152
Cornerstone Planning Group
New Jersey
$2.13K +$944 +24 +80%
HCA
153
Harbor Capital Advisors
Illinois
$2K – – –
SAM
154
Smartleaf Asset Management
Massachusetts
$2K -$2.48K -62 -55%
NC
155
NewSquare Capital
Pennsylvania
$1.68K +$480 +12 +40%
HIW
156
Holos Integrated Wealth
Pennsylvania
$1.28K – – –
AAP
157
Arax Advisory Partners
Colorado
$1.2K – – –
GWM
158
Geneos Wealth Management
Colorado
$1.08K +$1.08K +27 New
C
159
Covestor
United Kingdom
$1K +$250 +3 +33%
PWA
160
Physician Wealth Advisors
Utah
$960 +$960 +24 New
TWD
161
True Wealth Design
Ohio
$680 -$80 -2 -11%
SIS
162
Sound Income Strategies
Florida
$679 – – –
GSWM
163
Golden State Wealth Management
California
$640 +$640 +16 New
RWM
164
Rialto Wealth Management
New York
$520 +$520 +13 New
PFBT
165
Parkside Financial Bank & Trust
Missouri
$400 +$400 +10 New
TPWA
166
Twin Peaks Wealth Advisors
California
$397 +$397 +10 New
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$360 – – –
HNB
168
Huntington National Bank
Ohio
$280 – – –
AWM
169
Abound Wealth Management
Tennessee
$200 – – –
AGWCA
170
Annis Gardner Whiting Capital Advisors
Florida
$200 +$200 +5 New
Connor, Clark & Lunn Investment Management (CC&L)
171
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$511K -12,466 Closed
A
172
AlphaQuest
New York
– -$448K -10,931 Closed
Citadel Advisors
173
Citadel Advisors
Florida
– -$416K -10,149 Closed
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
– -$384K -9,376 Closed
CW
175
Code Waechter
Florida
– -$380K -9,288 Closed
4 5 6
7
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