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UHT

Universal Health Realty Income Trust
UHT

171 hedge funds and large institutions have $347M invested in Universal Health Realty Income Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more funds holding

Funds holding: 170 → 171 (+1)

0.6% less ownership

Funds ownership: 63.36% → 62.76% (-0.6%)

3% less capital invested

Capital invested by funds: $359M → $347M (-$11.9M)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
71
Reduced
44
Closed
16
Calls
$890K
Puts
–
Net Calls
+$890K
Net Calls Change
+$890K

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.02M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$774K
3
Barclays
Barclays
United Kingdom
+$553K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$552K
5
Invesco
Invesco
Georgia
+$497K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.5M
2
Ameriprise
Ameriprise
Minnesota
-$1.41M
3
BlackRock
BlackRock
New York
-$1.08M
4
ProShare Advisors
ProShare Advisors
Maryland
-$858K
5
Morgan Stanley
Morgan Stanley
New York
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
151
UMB Bank
Missouri
$3.16K +$79 +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 -$2.44K -62 -55%
NC
155
NewSquare Capital
Pennsylvania
$1.68K +$472 +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 +$1.06K +27 New
C
159
Covestor
United Kingdom
$1K +$118 +3 +33%
PWA
160
Physician Wealth Advisors
Utah
$960 +$944 +24 New
EP
161
Essential Partners
California
$719 +$708 +18 New
TWD
162
True Wealth Design
Ohio
$680 -$79 -2 -11%
SIS
163
Sound Income Strategies
Florida
$679 – – –
GSWM
164
Golden State Wealth Management
California
$640 +$629 +16 New
RWM
165
Rialto Wealth Management
New York
$520 +$511 +13 New
PFBT
166
Parkside Financial Bank & Trust
Missouri
$400 +$393 +10 New
TPWA
167
Twin Peaks Wealth Advisors
California
$397 +$393 +10 New
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$360 – – –
HNB
169
Huntington National Bank
Ohio
$280 – – –
AWM
170
Abound Wealth Management
Tennessee
$200 – – –
AGWCA
171
Annis Gardner Whiting Capital Advisors
Florida
$200 +$197 +5 New
Connor, Clark & Lunn Investment Management (CC&L)
172
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$511K -12,466 Closed
A
173
AlphaQuest
New York
– -$448K -10,931 Closed
Citadel Advisors
174
Citadel Advisors
Florida
– -$416K -10,149 Closed
SFI
175
Susquehanna Fundamental Investments
Pennsylvania
– -$384K -9,376 Closed
4 5 6
7
8

UHT Hedge Fund Activity: Q2 2025 in Review

171 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2025, worth a combined $347M — down 3.3% from $359M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UHT positions and 16 closed out — a net gain of 2 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $1.02M. The largest seller was Goldman Sachs, cutting an estimated $1.5M.

  • 171 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2025, up from 170 in Q1 2025.
  • Funds reported $347M of Universal Health Realty Income Trust stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 18 funds opened new Universal Health Realty Income Trust positions in Q2 2025 and 16 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2025 was AQR Capital Management, an estimated $1.02M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2025 was Goldman Sachs, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2025.