Universal Health Realty Income Trust (UHT) Ownership

36.58 ↓0.08 (-0.22%)
As of March 28, 2024, 3:53pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Universal Health Realty Income Trust (UHT), owning a total of 2.4 million shares. Combined, the top 28 institutional holders of UHT own 58.71% of the company with a total of 8.1 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of UHT by 69 thousand shares. 6 institutions bought 102,927 total additional shares and increased their ownership by an average of 9.90%. However 4 institutions sold 34,237 total shares and decreased their ownership by an average of 7.77%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Universal Health Realty Income Trust increased by a net total of 68,690 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.215%2.839%2,379,80465,6942023-12-31
Renaissance Technologies Corp1.900%1.468%262,7103,8002023-12-31
Dimensional Fund Advisors, Inc.1.338%-5.552%185,020-10,8762023-12-31
ProShare Advisors LLC1.335%5.043%184,5968,8632023-12-31
Amvescap Plc.0.867%2.507%119,8322,9312023-12-31
Stifel Financial Corp0.592%-19.716%81,858-20,1032023-12-31
Principal Financial Group Inc0.511%-1.166%70,604-8332023-12-31
State of New Jersey Common Pension Fd D0.456%14.983%63,0678,2182023-12-31
Dean C H & Associates Inc0.395%32.569%54,62913,4212023-12-31
UBS Asset Mgmt Americas Inc0.361%-4.633%49,918-2,4252023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.215%2.839%2,379,80465,6942023-12-31
Vanguard Group Inc16.136%-0.597%2,230,598-13,4012023-09-30
State Street Corporation5.929%1.210%819,6039,8002023-09-30
Geode Capital Management, LLC2.150%-2.383%297,160-7,2542023-09-30
Bank of New York Mellon Corp2.077%-2.803%287,151-8,2802023-09-30
Renaissance Technologies Corp1.900%1.468%262,7103,8002023-12-31
Dimensional Fund Advisors, Inc.1.338%-5.552%185,020-10,8762023-12-31
ProShare Advisors LLC1.335%5.043%184,5968,8632023-12-31
Northern Trust Corp1.108%-1.426%153,227-2,2172023-09-30
Amvescap Plc.0.867%2.507%119,8322,9312023-12-31
NORGES BANK0.777%7.424%107,4587,4262022-12-31
Legal & General Group PLC0.775%-1.016%107,191-1,1002023-09-30
Morgan Stanley - Brokerage Accounts0.762%-1.130%105,379-1,2042023-09-30
Charles Schwab Investment Management Inc0.719%2.229%99,3662,1672023-09-30
Millennium Management LLC0.657%188.815%90,76059,3352023-09-30
Stifel Financial Corp0.592%-19.716%81,858-20,1032023-12-31
Principal Financial Group Inc0.511%-1.166%70,604-8332023-12-31
State of New Jersey Common Pension Fd D0.456%14.983%63,0678,2182023-12-31
Goldman Sachs Group Inc0.437%-9.200%60,287-6,1082022-09-30
Nuveen Asset Management, LLC0.405%-8.979%55,884-5,5132022-09-30
Dean C H & Associates Inc0.395%32.569%54,62913,4212023-12-31
UBS Asset Mgmt Americas Inc0.361%-4.633%49,918-2,4252023-12-31
UBS Group AG0.340%51.731%46,98816,0202023-06-30
Ameriprise Financial Inc0.321%-9.071%44,419-4,4312023-09-30
JPMorgan Chase & Co0.319%-9.564%44,157-4,6702023-09-30
Barclays PLC0.286%-8.772%39,405-3,7892023-03-31
ALPS Advisors Inc0.279%0.524%38,5502012022-09-30
WEALTHTRUST AXIOM LLC0.260%1.732%35,9446122023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Universal Health Realty Income Trust (UHT), owning a total of 868 thousand shares. Combined, the top 29 mutual fund holders of UHT own 39.58% of the company with a total of 5.5 million shares.

In the latest ownership report on February 29th 2024, the top 29 fund holders increased their combined ownership of UHT by 93 thousand shares. 9 funds bought 110,430 total additional shares and increased their ownership by an average of 11.97%. However 4 funds sold 17,587 total shares and decreased their ownership by an average of 1.08%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Universal Health Realty Income Trust increased by a net total of 92,843 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.276%0.162%867,6301,4042024-02-29
Vanguard Real Estate Index Investor3.876%-0.077%535,855-4112024-02-29
Vanguard Total Stock Mkt Idx Inv2.868%-4.110%396,452-16,9922024-02-29
iShares Russell 2000 ETF2.362%-0.016%326,500-532024-02-29
Vanguard Small Cap Index2.320%0.959%320,7803,0482024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.484%0.594%205,1411,2112024-02-29
Global X SuperDividend™ US ETF1.423%99.855%196,70998,2832024-02-29
Vanguard Small Cap Growth Index Inv1.302%1.678%179,9662,9702024-02-29
ProShares Russell 2000 Dividend Growers1.269%0.000%175,38402024-02-29
SPDR® Portfolio S&P 600 Sm Cap ETF0.841%0.020%116,287232024-02-29
iShares Russell 2000 Growth ETF0.812%-0.117%112,268-1312024-02-29
Vanguard Tax-Managed Small Cap Adm0.719%0.000%99,34802024-02-29
iShares S&P Small-Cap 600 Value ETF0.605%0.273%83,6372282024-02-29
Vanguard Real Estate II Index0.602%0.076%83,189632024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.588%4.096%81,3193,2002024-02-29
Invesco S&P SmallCap Low Volatility ETF0.545%0.000%75,36602024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.276%0.162%867,6301,4042024-02-29
Vanguard Real Estate Index Investor3.876%-0.077%535,855-4112024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.958%15.181%408,90053,8932023-03-31
Vanguard Total Stock Mkt Idx Inv2.868%-4.110%396,452-16,9922024-02-29
iShares Russell 2000 ETF2.362%-0.016%326,500-532024-02-29
Vanguard Small Cap Index2.320%0.959%320,7803,0482024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.484%0.594%205,1411,2112024-02-29
Global X SuperDividend™ US ETF1.423%99.855%196,70998,2832024-02-29
Vanguard Extended Market Index Investor1.342%-0.032%185,445-592023-08-31
Vanguard Small Cap Growth Index Inv1.302%1.678%179,9662,9702024-02-29
ProShares Russell 2000 Dividend Growers1.269%0.000%175,38402024-02-29
TMA Global Health Care REIT Mother Fund1.009%2.679%139,5153,6402023-10-18
Fidelity Small Cap Index0.998%1.558%137,9792,1172023-12-31
Fidelity® Small Cap Index0.955%2.301%132,0132,9692023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.841%0.020%116,287232024-02-29
iShares Russell 2000 Growth ETF0.812%-0.117%112,268-1312024-02-29
Vanguard Tax-Managed Small Cap Adm0.719%0.000%99,34802024-02-29
Vanguard Strategic Equity Inv0.686%0.000%94,85402023-12-31
iShares S&P Small-Cap 600 Growth ETF0.609%0.000%84,22302023-11-30
iShares S&P Small-Cap 600 Value ETF0.605%0.273%83,6372282024-02-29
Vanguard Real Estate II Index0.602%0.076%83,189632024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.588%4.096%81,3193,2002024-02-29
DFA Real Estate Securities I0.572%-2.588%79,113-2,1022024-01-31
Invesco S&P SmallCap Low Volatility ETF0.545%0.000%75,36602024-02-29
Fidelity Extended Market Index0.530%2.191%73,3111,5722023-12-31
Fidelity® Extended Market Index0.519%0.000%71,73902023-11-30
Vanguard Strategic Small-Cap Equity Inv0.517%7.963%71,4615,2712023-12-31
Dean Small Cap Value SA0.497%8.973%68,7395,6602023-06-30
Dean Small Cap Value0.496%16.615%68,3969,7452023-04-30

Discussions

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gangganggang

$UHT Looks like a solid reversal - retesting support right now
definitely thinking about swinging this

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bulls_only

$UHT when this finally break out we could see huge upside

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MyToiletBroke

$UHT Shorts talk the talk but cant walk the walk

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micmic

$UHT Buy the dip.

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a

$UHT only getting stronger

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