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 50.23% institutional investors, 8.21% insiders, and 41.56% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.22% of UHT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.69% of its assets in Universal Health Realty Income Trust shares.
UHT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Health Realty Income Trust | 50.23% | 8.21% | 41.56% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Healthcare REIT Stocks | 65.26% | 3.78% | 30.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.24M | 16.22% | $83.33M |
| 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 | 40.85K | 0.45% | $1.52M |
| Midwest professional planners | 12.38K | 0.14% | $460.85K |
| Altfest l j | 22.45K | 0.11% | $835.33K |
| Denali advisors | 25.50K | 0.10% | $949.00K |
| Quest partners | 12.35K | 0.06% | $459.43K |
| Wilkinson global asset management | 17.00K | 0.04% | $632.57K |
| Point72 asia (singapore) pte. | 2.71K | 0.03% | $100.94K |
| Lgt financial advisors | 310.00 | 0.03% | $11.54K |
| Mirae asset global etfs | 321.33K | 0.03% | $11.96M |
| Rothschild investment | 8.65K | 0.02% | $322.05K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.24M | 0.00% | 106.57K |
| Bank of new york mellon | 336.18K | 0.00% | 100.33K |
| Jpmorgan chase | 113.96K | 0.00% | 32.13K |
| Qube research | 30.85K | 0.00% | 26.27K |
| Bank of america corp /de/ | 60.07K | 0.00% | 25.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Proshare advisors | 197.27K | 0.02% | -125.04K |
| Dean investment associates | - | - | -92.88K |
| Dean capital management | - | - | -57.26K |
| Jane street group | 17.32K | 0.00% | -45.03K |
| Millennium management | 68.99K | 0.00% | -40.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 18.57K | 0.00% | 18.57K | $690.90K |
| Susquehanna fundamental investments | 13.85K | 0.01% | 13.85K | $515.32K |
| Martingale asset management l p | 9.34K | 0.01% | 9.34K | $347.62K |
| Quadrature capital | 6.37K | 0.00% | 6.37K | $236.94K |
| Mirae asset global investments | 378.00 | 0.00% | 378.00 | $14.65K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Parkside financial bank & trust | -6.00 |
| Hemington wealth management | -34.00 |
| Capital performance advisors llp | -34.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 787.79K | 5.69% | 544.00 |
| Vanguard Real Estate Index Investor | 505.88K | 3.65% | -3.24K |
| Vanguard US Total Market Shares ETF | 406.60K | 2.94% | 662.00 |
| Vanguard Total Stock Mkt Idx Inv | 396.92K | 2.87% | 1.15K |
| iShares Russell 2000 ETF | 344.48K | 2.49% | 1.08K |
| Global X SuperDividend™ US ETF | 337.86K | 2.44% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 187.88K | 1.36% | 482.00 |
| ProShares Russell 2000 Dividend Growers | 168.48K | 1.22% | - |
| Vanguard Small Cap Index | 157.49K | 1.14% | 366.00 |
| Fidelity Small Cap Index | 137.19K | 0.99% | -2.57K |
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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