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 63.62% institutional investors, 8.08% insiders, and 28.30% retail investors. Blackrock is the largest institutional shareholder, holding 15.32% of UHT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.00% of its assets in Universal Health Realty Income Trust shares.
UHT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Health Realty Income Trust | 63.62% | 8.08% | 28.30% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Healthcare REIT Stocks | 81.60% | 3.99% | 14.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.11M | 15.32% | $82.68M |
| Vanguard group | 1.92M | 13.94% | $75.24M |
| State street | 579.65K | 4.20% | $22.69M |
| Proshare advisors | 332.73K | 2.41% | $13.02M |
| Geode capital management | 327.39K | 2.37% | $12.82M |
| Mirae asset global etfs | 303.64K | 2.20% | $11.88M |
| Renaissance | 258.81K | 1.88% | $10.13M |
| Bank of new york mellon | 243.62K | 1.77% | $9.54M |
| Dimensional fund advisors lp | 192.77K | 1.40% | $7.54M |
| Morgan stanley | 174.46K | 1.26% | $6.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dean capital management | 23.99K | 1.21% | $938.85K |
| Wealthtrust axiom | 42.57K | 0.55% | $1.67M |
| Dean investment associates | 65.01K | 0.36% | $2.54M |
| Midwest professional planners | 9.75K | 0.13% | $381.76K |
| Legato capital management | 23.99K | 0.13% | $938.85K |
| Altfest l j | 22.45K | 0.12% | $879.00K |
| Quest partners | 13.36K | 0.07% | $522.79K |
| Denali advisors | 5.40K | 0.06% | $211.36K |
| Wilkinson global asset management | 17.00K | 0.04% | $665.38K |
| Nebula research & development | 5.85K | 0.04% | $228.97K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global etfs | 303.64K | 0.03% | 303.64K |
| Proshare advisors | 332.73K | 0.03% | 136.31K |
| Goldman sachs group | 59.25K | 0.00% | 44.44K |
| Dean investment associates | 65.01K | 0.36% | 25.75K |
| Bank of america corp /de/ | 60.07K | 0.00% | 25.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 1.92M | 0.00% | -262.60K |
| Principal financial group | - | - | -66.61K |
| Susquehanna group, llp | 6.84K | - | -18.85K |
| State of new jersey common pension fund d | 50.65K | 0.01% | -17.92K |
| State street | 579.65K | 0.00% | -17.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 303.64K | 0.03% | 303.64K | $11.88M |
| Aqr capital management | 18.62K | 0.00% | 18.62K | $728.63K |
| Exoduspoint capital management, lp | 15.62K | 0.00% | 15.62K | $611.00K |
| Arrowstreet capital, limited partnership | 10.44K | 0.00% | 10.44K | $409.00K |
| Marshall wace, llp | 10.10K | 0.00% | 10.10K | $395.24K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Parkside financial bank & trust | -6.00 |
| Fny investment advisers | -100.00 |
| Fidelis capital partners | -130.00 |
| Amundi | -135.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 156 | 2.63% | 8,348,604 | -6.54% | 60 | 1.44% | 75 | 13.64% | 52 | -3.70% |
| Dec 31, 2023 | 152 | -4.40% | 8,933,035 | 0.76% | 64 | 1.57% | 66 | 8.20% | 54 | 1.89% |
| Sep 30, 2023 | 159 | 1.92% | 8,865,224 | -1.49% | 64 | 1.51% | 61 | -1.61% | 53 | -5.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 831.62K | 6.00% | 426.00 |
| Vanguard Real Estate Index Investor | 517.28K | 3.73% | -960.00 |
| Vanguard Total Stock Mkt Idx Inv | 397.03K | 2.87% | -9.57K |
| iShares Russell 2000 ETF | 357.01K | 2.58% | -742.00 |
| Global X SuperDividend™ US ETF | 304.60K | 2.20% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 198.43K | 1.43% | -928.00 |
| Vanguard Small Cap Index | 157.49K | 1.14% | 366.00 |
| ProShares Russell 2000 Dividend Growers | 156.64K | 1.13% | - |
| Fidelity Small Cap Index | 139.03K | 1.00% | -352.00 |
| TMA Global Health Care REIT Mother Fund | 118.57K | 0.86% | -20.94K |
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 |
|---|---|---|
| 2024 Q2 | 2 | - |
| 2023 Q2 | 1 | - |
| 2023 Q1 | 2 | - |
| 2022 Q4 | - | - |
| 2022 Q3 | 2 | - |
UHT Ownership FAQ
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