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 62.90% institutional investors, 8.16% insiders, and 28.94% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.74% of UHT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.51% of its assets in Universal Health Realty Income Trust shares.
UHT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Health Realty Income Trust | 62.90% | 8.16% | 28.94% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Healthcare REIT Stocks | 82.64% | 3.59% | 13.77% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.17M | 15.74% | $86.87M |
| Blackrock | 2.11M | 15.32% | $82.68M |
| Vanguard group | 1.64M | 11.86% | $60.94M |
| State street | 579.65K | 4.20% | $22.69M |
| Geode capital management | 336.42K | 2.44% | $12.52M |
| Bank of new york mellon | 336.18K | 2.43% | $12.51M |
| Mirae asset global etfs | 321.33K | 2.33% | $11.96M |
| Renaissance | 272.31K | 1.97% | $10.13M |
| Proshare advisors | 197.27K | 1.43% | $7.34M |
| Dimensional fund advisors lp | 191.11K | 1.38% | $7.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wealthtrust axiom | 37.43K | 0.44% | $1.50M |
| Midwest professional planners | 12.47K | 0.13% | $498.38K |
| Altfest l j | 22.45K | 0.11% | $897.29K |
| Wilkinson global asset management | 17.00K | 0.04% | $679.49K |
| Fj capital management | 8.28K | 0.04% | $330.83K |
| Mirae asset global etfs | 321.33K | 0.03% | $11.96M |
| Algert global | 23.40K | 0.02% | $935.00K |
| Proshare advisors | 197.27K | 0.02% | $7.34M |
| Quadrant capital group | 11.32K | 0.02% | $452.46K |
| Penserra capital management | 27.00K | 0.02% | $1.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | 336.18K | 0.00% | 100.33K |
| Jpmorgan chase | 113.96K | 0.00% | 32.13K |
| Bank of america corp /de/ | 60.07K | 0.00% | 25.07K |
| Morgan stanley | 174.46K | 0.00% | 23.82K |
| Mirae asset global etfs | 321.33K | 0.03% | 16.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Proshare advisors | 197.27K | 0.02% | -125.04K |
| Dean investment associates | - | - | -92.88K |
| Millennium management | - | - | -68.99K |
| Dean capital management | - | - | -57.26K |
| Jane street group | 17.32K | 0.00% | -45.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Horizon investments | 11.85K | 0.01% | 11.85K | $473.52K |
| Fj capital management | 8.28K | 0.04% | 8.28K | $330.83K |
| Vestcor | 5.75K | 0.01% | 5.75K | $230.00K |
| Ameritas advisory services | 372.00 | 0.00% | 372.00 | $14.86K |
| Hoey investments | 250.00 | 0.00% | 250.00 | $9.99K |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Mendota financial group | -2.00 |
| Stephens consulting | -10.00 |
| Ronald blue trust | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 171 | 8.92% | 8,784,280 | 0.41% | 63 | 1.58% | 85 | -1.16% | 47 | 6.82% |
| Jun 30, 2024 | 156 | - | 8,748,437 | 4.79% | 63 | 1.73% | 85 | 13.33% | 44 | -15.38% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 763.86K | 5.51% | 136.00 |
| Vanguard Real Estate Index Investor | 488.73K | 3.52% | 973.00 |
| Vanguard Total Stock Mkt Idx Inv | 408.69K | 2.95% | -7.66K |
| Vanguard US Total Market Shares ETF | 406.60K | 2.94% | 662.00 |
| Global X SuperDividend™ US ETF | 356.10K | 2.57% | 388.00 |
| iShares Russell 2000 ETF | 311.44K | 2.24% | -5.88K |
| Vanguard Small Cap Index | 157.49K | 1.14% | 366.00 |
| ProShares Russell 2000 Dividend Growers | 146.22K | 1.05% | - |
| Fidelity Small Cap Index | 136.99K | 0.99% | -1.58K |
| Vanguard Institutional Extnd Mkt Idx Tr | 134.98K | 0.97% | -57.60K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Mar 07, 2023 | MILLER ALAN B | President, and CEO | Buy | $97.62K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2024 Q2 | 2 | - |
| 2023 Q2 | 1 | - |
| 2023 Q1 | 2 | - |
| 2022 Q4 | - | - |
UHT Ownership FAQ
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