SEC 13F Intelligence

UHTUNIVERSAL HEALTH RLTY INCOME

CUSIP 91359E105 · Yahoo Finance ↗ · Google Finance ↗

Universal Health Rlty Income (UHT) has 186 institutional holders in Filings Flow’s 13F database, together reporting 8.89M shares worth $359M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
186
Q1 2026
Reported Value
$359M
Ticker
UHT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 114Q4 ’18Q1 ’19: 116Q2 ’19: 123Q2 ’19Q3 ’19: 132Q2 ’21: 142Q2 ’21Q4 ’21: 147Q4 ’22: 150Q4 ’22Q4 ’25: 179Q1 ’26: 186Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $2.2BQ4 ’18Q1 ’19: $2.7BQ2 ’19: $2.9BQ2 ’19Q3 ’19: $4.2BQ2 ’21: $3.6BQ2 ’21Q4 ’21: $3.8BQ4 ’22: $94MQ4 ’22Q4 ’25: $333MQ1 ’26: $359MQ1 ’26Q2 ’26: $624,119filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Total Wealth Planning & Management, Inc.$135M AUM0.48%$647,39916.0KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.35%$1M34.7KQ1 2026OLDER
Independent Wealth Network Inc.$337M AUM0.18%$610,32815.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.14%$39M957.8KQ1 2026OLDER
VARCOV Co.$268M AUM0.12%$307,5637.8KQ4 2025OLDER
Midwest Professional Planners, LTD.$425M AUM0.12%$492,97712.6KQ3 2025OLDER
Vinva Investment Management Ltd$8.1B AUM0.11%$9M47.0KQ1 2026OLDER
ALTFEST L J & CO INC$935M AUM0.10%$908,51122.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.08%$4M90.7KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.07%$381,2759.4KQ1 2026OLDER
Wilkinson Global Asset Management LLC$1.3B AUM0.05%$687,99017.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.05%$24M595.3KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.04%$380,7829.4KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.04%$120,9243.0KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$643,02815.9KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.03%$2M50.9KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.03%$400,7749.9KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M25.9KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$791,10819.5KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$180,6134.6KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.02%$14M340.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$764,67719.5KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M51.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$9M220.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.01%$197,7364.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$414,41310.2KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$541,09813.8KQ4 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$3M75.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$205,4265.1KQ1 2026OLDER
Vision Retirement, LLC$373M AUM0.01%$39,2101.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M62.8KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.01%$6M147.1KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.01%$582,76814.4KQ1 2026OLDER
Coastline Trust Co$1.0B AUM0.01%$80,9402.0KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.01%$404,01210.0KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$688,71817.0KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M59.7KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.01%$20,235500Q1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$409,88010.1KQ1 2026OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.01%$207,4095.1KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M32.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$5M130.8KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$374,7529.3KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$904,01922.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$14,834379Q3 2025OLDER
Gould Capital, LLC$165M AUM0.00%$8,094200Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$987,75124.4KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$5M128.6KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$230,6795.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M93.6KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.00%$273,4966.8KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$5,666140Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$375,3669.6KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$276,6936.8KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$232,0065.9KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$711,30117.6KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$25,496630Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M146.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$209,3115.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$70,0011.6KQ2 2026
Quarry LP$558M AUM0.00%$16,311416Q4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$317,6097.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$269,3336.9KQ4 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$704,86617.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$757,59818.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$595,43514.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M28.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$3M77.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$62,3641.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$8M190.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$91M2.26MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$119,0632.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$304,4967.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$904,00022.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$8M206.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M68.8KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$34,113870Q4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$43,6271.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$153,1383.8KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$72,6031.8KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$221,9775.5KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M38.8KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M30.4KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$6,816167Q1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$3,23880Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$14,839379Q3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$238,8986.1KQ3 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$12,465308Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$783,05419.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$355,2058.8KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$4,047100Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$6M150.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$63M1.61MQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$14M353.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$236,9925.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$5M129.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$7,730191Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$23M559.3KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$8,695213Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$22,259550Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M41.8KQ1 2026OLDER
Holos Integrated Wealth LLC$198M AUM0.00%$1,37733Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$204,5765.1KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$14,468369Q4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$538,69613.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$2,38859Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M117.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$6,754154Q2 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$201,7835.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$998,83525.5KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$380,4949.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$273,7536.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M50.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M80.7KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$464,08611.8KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$50,7471.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$358,1608.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$24,842613Q2 2026
HighTower Advisors, LLC$94.2B AUM0.00%$417,36710.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$367,7209.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$7M180.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$105,7592.7KQ3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$218,4205.6KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$25,828638Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$29,826737Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$124,5073.1KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.00%$256,5516.5KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$241,0536.2KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$12,343305Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$89,0342.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M57.3KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$518,70412.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M68.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$226,9965.6KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$4,386100Q2 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$434,72910.7KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$71918Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$201,8245.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M25.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$9,673239Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$229,9515.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$397,0119.8KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$97124Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$960,61023.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$150,2023.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$94,9092.4KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$506,32112.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$36,909912Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$840,72420.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$46,1111.2KQ4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,33633Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$2,85270Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$559,13413.8KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$1,17530Q3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,21430Q1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$8,539218Q3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$466,95211.9KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$87720Q2 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$241,3236.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$427,40410.6KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$216,6365.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$549,13813.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$225,9445.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M40.8KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,34758Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,94173Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$232,0635.9KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$5,261130Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$90,0352.2KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$506,09112.5KQ2 2026
IFP Advisors, Inc$4.8B AUM0.00%$4,492111Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$78719.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$3,11471Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M29.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$603,00314.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$522,79112.9KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$62716Q4 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$812Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$12,025307Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$1M26.9KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$118,0112.9KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$3,92697Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$12,384306Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$1975Q4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.00%$1,48838Q3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$3248Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$11,281288Q3 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$69117Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$39210Q3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$28,248698Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$86222Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$19,061471Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$12,671313Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$100,5682.5KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1213Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$39,203985Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$105,0002.6KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$4,897121Q2 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$7,730191Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3649Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$812Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$39210Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2366Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2747Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,15778Q2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$2025Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1183Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$401Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.