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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.34M |
| 2 |
Bank of New York Mellon
New York
|
+$4.09M |
| 3 |
JP Morgan Chase
New York
|
+$1.31M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$1.07M |
| 5 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$664K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
-$5.09M |
| 2 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$4.25M |
| 3 |
DCM
Dean Capital Management
Overland Park,
Kansas
|
-$2.62M |
| 4 |
Jane Street
New York
|
-$1.83M |
| 5 |
LCM
Legato Capital Management
San Francisco,
California
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
DZ Bank
Frankfurt Am Main,
Germany
| – | -$36.6K | -800 | Closed |
|
|
GEA
177
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$29.2K | -638 | Closed |
|
|
GWM
178
Geneos Wealth Management
Englewood,
Colorado
| – | -$19.9K | -436 | Closed |
|
|
PD
179
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$15.6K | -342 | Closed |
|
|
PWMG
180
Private Wealth Management Group
Princeton,
New Jersey
| – | -$2.29K | -50 | Closed |
|
|
CPA
181
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.56K | -34 | Closed |
|
|
HWM
182
Hemington Wealth Management
Falls Church,
Virginia
| – | -$1K | -34 | Closed |
|
|
BTI
183
Blue Trust Inc
Alpharetta,
Georgia
| – | -$783 | -20 | Closed |
|
|
MFG
184
Mendota Financial Group
Madison,
Wisconsin
| – | -$92 | -2 | Closed |
|
|
C
185
Covestor
London,
United Kingdom
| – | +$81 | +2 | +50% |
|
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.