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UHT

Universal Health Realty Income Trust

177 hedge funds and large institutions have $346M invested in Universal Health Realty Income Trust in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $1.38M

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

33% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 51

4% more funds holding

Funds holding: 171177 (+6)

0.88% more ownership

Funds ownership: 62.76%63.64% (+0.88%)

0% less capital invested

Capital invested by funds: $347M → $346M (-$1.62M)

Holders
177
Holders Change
+6
Holders Change %
+3.51%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
68
Reduced
51
Closed
20
Calls
$1.92M
Puts
$1.38M
Net Calls
+$542K
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Sterling Capital Management
North Carolina
$5.72K +$2.54K +63 +76%
MEG
152
Millstone Evans Group
Colorado
$5.48K
SAM
153
Smartleaf Asset Management
Massachusetts
$4.94K +$3.14K +78 +156%
NA
154
NewEdge Advisors
Louisiana
$4.74K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$4.66K +$362 +9 +8%
Optiver Holding
156
Optiver Holding
Netherlands
$4K +$4.1K +102 New
JWM
157
JPL Wealth Management
Colorado
$3.92K +$4.02K +100 New
GWP
158
Gen-Wealth Partners
Michigan
$3.13K
UB
159
UMB Bank
Missouri
$3.09K
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$2.58K +$2.66K +66 New
TWD
161
True Wealth Design
Ohio
$1.8K +$1.17K +29 +171%
CA
162
Clearstead Advisors
Ohio
$1.69K +$1.73K +43 New
QT
163
Quantbot Technologies
New York
$1.49K -$105K -2,606 -99%
HIW
164
Holos Integrated Wealth
Pennsylvania
$1.19K
GEA
165
Glen Eagle Advisors
New Jersey
$1.18K +$1.21K +30 New
CPG
166
Cornerstone Planning Group
New Jersey
$1.1K -$1.57K -39 -72%
SL
167
Salomon & Ludwin
Virginia
$1.04K +$1.09K +27 New
SWM
168
Spire Wealth Management
Virginia
$862 +$885 +22 New
GSWM
169
Golden State Wealth Management
California
$627
SIS
170
Sound Income Strategies
Florida
$617
PFBT
171
Parkside Financial Bank & Trust
Missouri
$392
BTI
172
Blue Trust Inc
Georgia
$392 +$402 +10 New
SS
173
Sunbelt Securities
Texas
$392 +$402 +10 New
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$353
HNB
175
Huntington National Bank
Ohio
$274

UHT Hedge Fund Activity: Q3 2025 in Review

177 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2025, worth a combined $346M — down 0.47% from $347M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UHT positions and 20 closed out — a net gain of 7 holders — while 68 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $3.72M. The largest seller was Bank of New York Mellon, cutting an estimated $4.71M.

  • 177 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2025, up from 171 in Q2 2025.
  • Funds reported $346M of Universal Health Realty Income Trust stock for Q3 2025, down 0.47% quarter-over-quarter.
  • 27 funds opened new Universal Health Realty Income Trust positions in Q3 2025 and 20 closed out, a net change of +7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2025 was BlackRock, an estimated $3.72M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2025 was Bank of New York Mellon, an estimated $4.71M sold.

Based on aggregated 13F filings for Q3 2025.