Universal Health Realty Income Trust Ownership | Who Owns Universal Health Realty Income Trust?
Universal Health Realty Income Trust Ownership Summary
Universal Health Realty Income Trust is owned by 52.78% institutional investors, 8.25% insiders, and 38.98% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.12% of UHT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.52% of its assets in Universal Health Realty Income Trust shares.
UHT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Health Realty Income Trust | 52.78% | 8.25% | 38.98% |
| Sector | Real Estate Stocks | 42.65% | 9.09% | 48.26% |
| Industry | Healthcare REIT Stocks | 53.49% | 2.70% | 43.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.23M | 16.12% | $87.36M |
| Blackrock | 2.11M | 15.32% | $82.68M |
| Vanguard group | 1.61M | 11.65% | $63.10M |
| State street | 597.78K | 4.33% | $23.41M |
| Mirae asset global etfs | 360.14K | 2.61% | $14.11M |
| Geode capital management | 343.21K | 2.48% | $13.46M |
| Bank of new york mellon | 294.82K | 2.13% | $11.56M |
| Renaissance | 227.11K | 1.64% | $8.90M |
| Dimensional fund advisors lp | 187.90K | 1.36% | $7.37M |
| Morgan stanley | 180.71K | 1.31% | $7.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wealthtrust axiom | 36.90K | 0.39% | $1.45M |
| Total wealth planning & management | 12.70K | 0.37% | $498.01K |
| Arrow investment advisors | 5.18K | 0.23% | $203.30K |
| Independent wealth network | 15.08K | 0.18% | $610.33K |
| Altfest l j | 22.45K | 0.10% | $880.23K |
| Truvestments capital | 10.57K | 0.07% | $414.02K |
| Wilkinson global asset management | 17.00K | 0.05% | $666.57K |
| Gsa capital partners llp | 12.96K | 0.04% | $508.00K |
| Fj capital management | 9.41K | 0.04% | $368.55K |
| Mirae asset global etfs | 360.14K | 0.02% | $14.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lpl financial | 50.11K | 0.00% | 41.25K |
| Bank of america corp /de/ | 60.07K | 0.00% | 25.07K |
| Qube research | 32.27K | 0.00% | 20.60K |
| Public sector pension investment board | 62.69K | 0.01% | 19.31K |
| Panagora asset management | 75.08K | 0.01% | 15.34K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dean investment associates | - | - | -92.88K |
| Millennium management | - | - | -68.99K |
| State of new jersey common pension fund d | - | - | -62.84K |
| Dean capital management | - | - | -57.26K |
| Jpmorgan chase | 40.47K | 0.00% | -47.39K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bailard | 13.80K | 0.01% | 13.80K | $541.10K |
| Total wealth planning & management | 12.70K | 0.37% | 12.70K | $498.01K |
| Truvestments capital | 10.57K | 0.07% | 10.57K | $414.02K |
| Mercer global advisors inc /adv | 8.21K | 0.00% | 8.21K | $321.61K |
| Guggenheim capital | 6.18K | 0.00% | 6.18K | $242.03K |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Mendota financial group | -2.00 |
| Abound wealth management | -5.00 |
| Annis gardner whiting capital advisors | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 134 | -24.29% | 7,292,458 | -17.38% | 52 | 1.29% | 52 | -44.68% | 51 | -3.77% |
| Sep 30, 2025 | 168 | -2.33% | 8,789,677 | 0.83% | 63 | 1.60% | 88 | -1.12% | 53 | 17.78% |
| Jun 30, 2025 | 168 | - | 8,687,760 | -1.01% | 62 | 1.56% | 85 | 14.86% | 45 | -22.41% |
| Mar 31, 2025 | 166 | 3.11% | 8,774,453 | 0.79% | 63 | 1.60% | 73 | 2.82% | 59 | 18.00% |
| Dec 31, 2024 | 125 | -27.33% | 6,934,674 | -21.63% | 50 | 1.22% | 55 | -35.29% | 37 | -22.92% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 765.93K | 5.52% | 335.00 |
| Vanguard Real Estate Index Investor | 490.38K | 3.53% | -3.73K |
| Vanguard Total Stock Mkt Idx Inv | 438.14K | 3.16% | 14.18K |
| Vanguard US Total Market Shares ETF | 406.60K | 2.94% | 662.00 |
| Global X SuperDividend™ US ETF | 333.98K | 2.41% | - |
| iShares Russell 2000 ETF | 318.79K | 2.30% | -2.58K |
| Vanguard Small Cap Index | 157.49K | 1.14% | 366.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 143.83K | 1.04% | 3.23K |
| ProShares Russell 2000 Dividend Growers | 143.48K | 1.03% | - |
| Fidelity Small Cap Index | 130.44K | 0.94% | -1.69K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 29, 2025 | MILLER ALAN B | President, and CEO | Buy | $453.40K |
| May 09, 2024 | McCadden Robert F | - | Buy | $74.76K |
| Apr 26, 2024 | MILLER ALAN B | President, and CEO | Buy | $207.88K |
| May 03, 2023 | MILLER ALAN B | President, and CEO | Buy | $103.41K |
| Mar 10, 2023 | McCadden Robert F | - | Buy | $48.12K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | - |
| 2025 Q2 | - | - |
| 2024 Q2 | 2 | - |
| 2023 Q2 | 1 | - |
| 2023 Q1 | 2 | - |
UHT Ownership FAQ
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