Universal Health Realty Income Trust 13F holders
184 funds reported a position in Universal Health Realty Income Trust in their 13F for the quarter ended 30 June 2026, together 8.6 million shares worth $377.8 million. Against the quarter before, 26 opened a position, 62 added, 54 trimmed and 29 sold out; together they sold a net 230,815 shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC.
Funds holding184-3 on Q1 2026
Shares they held8.6Mworth $377.8 million
Net sold on the quarter230,815 sharesabout $10.1 million at the funds' values
Funds buying to selling88 to 83opened or added, to cut or sold
Opened 26Added 62Held 41Trimmed 54Sold out 29
What each fund did in UHT against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in UHT in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 43 reported a position in Universal Health Realty Income Trust: 1 opened one, 14 added, 8 trimmed and 5 sold out, a net 60,685 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in Universal Health Realty Income Trust in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 375,669 shares worth $16.5 million, 0.0% of its reported book. In the quarter, 6 funds added or opened a position and 1 trimmed or sold out; together they bought a net 357,028 shares, about $15.7 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 375,669 | $16.5 million | 0.0% | +22,565 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 229,241 | $10.1 million | 0.0% | +100,606 | added | 30 June 2026 | 13F |
| Citadel Advisors | 200,666 | $8.8 million | 0.0% | +127,275 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 196,510 | $8.6 million | 0.0% | -23,600 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 125,076 | $5.5 million | 0.0% | +83,304 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 52,970 | $2.3 million | 0.0% | +44,120 | added | 30 June 2026 | 13F |
| FMR LLC | 29,660 | $1.3 million | 0.0% | +2,758 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1,492,098 | 17.32% | $65.4 million | 0.00% | -768,355 | 13F |
| Vanguard Portfolio Management LLC | 845,483 | 9.81% | $37.1 million | 0.00% | -112,303 | 13F |
| Vanguard Capital Management LLC | 560,954 | 6.51% | $24.6 million | 0.00% | -34,299 | 13F |
| State Street Corp. | 377,502 | 4.38% | $16.6 million | 0.00% | -181,758 | 13F |
| Geode Capital Management, LLC | 375,669 | 4.36% | $16.5 million | 0.00% | +22,565 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 353,543 | 4.10% | $15.5 million | 0.02% | +13,413 | 13F |
| Jane Street Group, LLC | 267,488 | 3.10% | $11.7 million | 0.01% | +254,570 | 13F |
| Two Sigma Investments, LP | 229,241 | 2.66% | $10.1 million | 0.01% | +100,606 | 13F |
| Qube Research & Technologies Ltd | 206,730 | 2.40% | $9.1 million | 0.01% | +75,957 | 13F |
| Citadel Advisors LLC | 200,666 | 2.33% | $8.8 million | 0.01% | +127,275 | 13F |
| Renaissance Technologies LLC | 196,510 | 2.28% | $8.6 million | 0.01% | -23,600 | 13F |
| Dimensional Fund Advisors LP | 187,828 | 2.18% | $8.2 million | 0.00% | -2,761 | 13F |
| Bank of New York Mellon Corp | 171,057 | 1.99% | $7.5 million | 0.00% | -35,866 | 13F |
| Nuveen, LLC | 169,846 | 1.97% | $7.4 million | 0.00% | +144,171 | 13F |
| Charles Schwab Investment Management Inc. | 152,908 | 1.77% | $6.7 million | 0.00% | +2,694 | 13F |
| AQR Capital Management LLC | 145,264 | 1.69% | $6.4 million | 0.00% | -1,348 | 13F |
| HRT Financial LP | 132,131 | 1.53% | $5.8 million | 0.01% | +120,734 | 13F |
| Millennium Management LLC | 125,076 | 1.45% | $5.5 million | 0.00% | +83,304 | 13F |
| D. E. Shaw & Co., Inc. | 116,828 | 1.36% | $5.1 million | 0.00% | +110,865 | 13F |
| Northern Trust Corp. | 115,840 | 1.34% | $5.1 million | 0.00% | -1,741 | 13F |
| Morgan Stanley | 112,915 | 1.31% | $5.0 million | 0.00% | -50,415 | 13F |
| Susquehanna International Group, LLP | 108,941 | 1.26% | $4.8 million | 0.00% | +103,741 | 13F |
| Stifel Financial Corp. | 94,934 | 1.10% | $4.2 million | 0.00% | +1,296 | 13F |
| Vanguard Fiduciary Trust Co. | 91,251 | 1.06% | $4.0 million | 0.00% | +540 | 13F |
| Arrowstreet Capital, Limited Partnership | 73,952 | 0.86% | $3.2 million | 0.00% | +5,197 | 13F |
| Goldman Sachs Group Inc. | 72,227 | 0.84% | $3.2 million | 0.00% | +3,692 | 13F |
| Atom Investors LP | 67,302 | 0.78% | $3.0 million | 0.26% | +57,399 | 13F |
| Panagora Asset Management Inc. | 66,505 | 0.77% | $2.9 million | 0.01% | -8,966 | 13F |
| UBS Group AG | 61,108 | 0.71% | $2.7 million | 0.00% | +3,839 | 13F |
| Tudor Investment Corp. Et Al | 60,853 | 0.71% | $2.7 million | 0.01% | new | 13F |
| Bank of America Corp. | 55,047 | 0.64% | $2.4 million | 0.00% | +14,208 | 13F |
| LPL Financial LLC | 53,239 | 0.62% | $2.3 million | 0.00% | +2,783 | 13F |
| Point72 Asset Management, L.P. | 52,970 | 0.61% | $2.3 million | 0.00% | +44,120 | 13F |
| Exchange Traded Concepts, LLC | 52,067 | 0.60% | $2.3 million | 0.01% | +688 | 13F |
| Jain Global LLC | 49,430 | 0.57% | $2.2 million | 0.03% | new | 13F |
| Quantinno Capital Management LP | 41,051 | 0.48% | $1.8 million | 0.00% | +12,601 | 13F |
| JPMorgan Chase & Co. | 34,091 | 0.40% | $1.5 million | 0.00% | +4,919 | 13F |
| WealthTrust Axiom LLC | 32,800 | 0.38% | $1.4 million | 0.32% | -1,936 | 13F |
| Martingale Asset Management L P | 32,619 | 0.38% | $1.4 million | 0.03% | +6,701 | 13F |
| Ieq Capital, LLC | 31,448 | 0.37% | $1.4 million | 0.01% | -1,053 | 13F |
| FMR LLC | 29,660 | 0.34% | $1.3 million | 0.00% | +2,758 | 13F |
| Penserra Capital Management LLC | 29,087 | 0.34% | $1.3 million | 0.01% | +77 | 13F |
| Y-Intercept (Hong Kong) Ltd | 28,629 | 0.33% | $1.3 million | 0.03% | new | 13F |
| Algert Global LLC | 25,141 | 0.29% | $1.1 million | 0.01% | +2,545 | 13F |
| Los Angeles Capital Management LLC | 24,196 | 0.28% | $1.1 million | 0.00% | +6,620 | 13F |
| Altfest L J & Co. Inc. | 22,449 | 0.26% | $984,613 | 0.10% | no change | 13F |
| Nomura Asset Management International Inc. | 22,338 | 0.26% | $980,000 | 0.00% | no change | 13F |
| Macquarie Group Ltd | 22,338 | 0.26% | $979,745 | 0.00% | no change | 13F |
| Wells Fargo & Company | 21,739 | 0.25% | $953,478 | 0.00% | +9,234 | 13F |
| Price T Rowe Associates Inc. | 21,321 | 0.25% | $936,000 | 0.00% | +1,894 | 13F |
The 50 largest of the 184 funds that reported a position in UHT in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on UHT
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 6,000 | $263,160 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 8 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 1.1 million | 8.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 968,178 | 7.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 2.0 million | 14.3% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 16 September 2026 | 7 | $40.74 | SEC |
| 8 September 2026 | 46 | $40.83 | SEC |
| 31 August 2026 | 32 | $41.46 | SEC |
| 25 August 2026 | 735 | $41.84 | SEC |
| 24 August 2026 | 201 | $41.24 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.