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UHT

Universal Health Realty Income Trust

158 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $307M → $342M (+$35.6M)

2.73% more ownership

Funds ownership: 60.45%63.19% (+2.7%)

1% more funds holding

Funds holding: 157158 (+1)

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
60
Reduced
45
Closed
23
Calls
$199K
Puts
Net Calls
+$199K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$82.7M +$385K +10,547 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.2M -$9.6M -262,596 -12%
State Street
3
State Street
Massachusetts
$22.7M -$638K -17,463 -3%
ProShare Advisors
4
ProShare Advisors
Maryland
$13M +$4.98M +136,308 +69%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$12.8M +$339K +9,275 +3%
Mirae Asset Global ETFs Holdings
6
Mirae Asset Global ETFs Holdings
Hong Kong
$11.9M +$11.1M +303,642 New
Renaissance Technologies
7
Renaissance Technologies
New York
$10.1M -$80.4K -2,200 -0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$9.54M +$238K +6,502 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.54M +$164K +4,474 +2%
Morgan Stanley
10
Morgan Stanley
New York
$6.83M +$871K +23,822 +16%
Ameriprise
11
Ameriprise
Minnesota
$5.99M +$729K +19,959 +15%
Northern Trust
12
Northern Trust
Illinois
$5.16M -$110K -3,000 -2%
Charles Schwab
13
Charles Schwab
California
$4.55M +$437K +11,954 +11%
Invesco
14
Invesco
Georgia
$4.34M -$69.1K -1,892 -2%
Millennium Management
15
Millennium Management
New York
$3.31M -$43.5K -1,190 -1%
Stifel Financial
16
Stifel Financial
Missouri
$2.75M +$658 +18 +0%
Principal Financial Group
17
Principal Financial Group
Iowa
$2.61M -$98.2K -2,688 -4%
DIA
18
Dean Investment Associates
Ohio
$2.54M +$941K +25,752 +66%
Bank of America
19
Bank of America
North Carolina
$2.35M +$916K +25,067 +72%
Goldman Sachs
20
Goldman Sachs
New York
$2.32M +$1.62M +44,435 +300%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$1.98M -$655K -17,922 -26%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.94M -$193K -5,269 -10%
N
23
Nuveen
North Carolina
$1.72M +$484K +13,250 +43%
Jane Street
24
Jane Street
New York
$1.67M +$425K +11,617 +37%
WA
25
WealthTrust Axiom
Pennsylvania
$1.67M -$7.97K -218 -0.5%

UHT Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2024, worth a combined $342M — up 12% from $307M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UHT positions and 23 closed out — a net gain of 3 holders — while 60 added to existing stakes and 45 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $4.98M. The largest seller was Vanguard Group, cutting an estimated $9.6M.

  • 158 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2024, up from 157 in Q1 2024.
  • Funds reported $342M of Universal Health Realty Income Trust stock for Q2 2024, up 12% quarter-over-quarter.
  • 26 funds opened new Universal Health Realty Income Trust positions in Q2 2024 and 23 closed out, a net change of +3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2024 was ProShare Advisors, an estimated $4.98M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2024 was Vanguard Group, an estimated $9.6M sold.

Based on aggregated 13F filings for Q2 2024.