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UHT

Universal Health Realty Income Trust

170 hedge funds and large institutions have $359M invested in Universal Health Realty Income Trust in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $324M → $359M (+$35.2M)

4% more funds holding

Funds holding: 164170 (+6)

0.46% more ownership

Funds ownership: 62.9%63.36% (+0.46%)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

Holders
170
Holders Change
+6
Holders Change %
+3.66%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
58
Reduced
59
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$90.1M -$1.51M -38,486 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$66.1M -$954K -24,307 -1%
State Street
3
State Street
Massachusetts
$24.8M -$88.7K -2,259 -0.4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.5M +$3.6M +91,621 +27%
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$14.2M +$949K +24,188 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14M +$249K +6,341 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$10.4M -$695K -17,700 -6%
Morgan Stanley
8
Morgan Stanley
New York
$8.7M +$721K +18,369 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.79M -$39.5K -1,005 -0.5%
Ameriprise
10
Ameriprise
Minnesota
$7.53M +$1.14M +29,085 +19%
ProShare Advisors
11
ProShare Advisors
Maryland
$7.1M -$940K -23,934 -12%
Invesco
12
Invesco
Georgia
$5.8M +$1.95M +49,644 +54%
Northern Trust
13
Northern Trust
Illinois
$5.67M -$72.8K -1,854 -1%
Charles Schwab
14
Charles Schwab
California
$4.9M -$41.8K -1,066 -0.9%
Goldman Sachs
15
Goldman Sachs
New York
$3.93M +$852K +21,708 +29%
Stifel Financial
16
Stifel Financial
Missouri
$3.86M +$631K +16,072 +21%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.78M -$849K -21,640 -19%
Principal Financial Group
18
Principal Financial Group
Iowa
$2.82M +$58.3K +1,484 +2%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$2.31M -$71.7K -1,826 -3%
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$2.14M +$17.4K +443 +0.9%
PAM
21
Panagora Asset Management
Massachusetts
$2.11M -$12.1K -308 -0.6%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.73M +$1.4M +35,774 +563%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.65M +$338K +8,605 +27%
WA
24
WealthTrust Axiom
Pennsylvania
$1.57M -$103K -2,634 -6%
UBS Group
25
UBS Group
Switzerland
$1.42M +$38.5K +980 +3%

UHT Hedge Fund Activity: Q1 2025 in Review

170 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2025, worth a combined $359M — up 11% from $324M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 9 closed out — a net gain of 6 holders — while 58 added to existing stakes and 59 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.6M. The largest seller was Millennium Management, exiting entirely with an estimated $2.57M sold.

  • 170 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2025, up from 164 in Q4 2024.
  • Funds reported $359M of Universal Health Realty Income Trust stock for Q1 2025, up 11% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q1 2025 and 9 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2025 was Bank of New York Mellon, an estimated $3.6M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2025 was Millennium Management, an estimated $2.57M sold.

Based on aggregated 13F filings for Q1 2025.