Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UHT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.3M | $91.5M | +1.5% | 16.292% | 0.00% |
| 2 | STATE STREET CORP | 559K | $22.6M | +2.8% | 4.031% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 353K | $14.3M | +2.9% | 2.545% | 0.00% |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 340K | $13.8M | -7.0% | 2.451% | 0.02% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 220K | $8.9M | -3.1% | 1.586% | 0.01% |
| 6 | Vinva Investment Management Ltd | 47K | $8.6M | — | 0.339% | 0.11% |
| 7 | Bank of New York Mellon Corp | 207K | $8.4M | -29.8% | 1.491% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 191K | $7.7M | +1.4% | 1.374% | 0.00% |
| 9 | MORGAN STANLEY | 163K | $6.6M | -9.6% | 1.177% | 0.00% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 150K | $6.1M | +14.7% | 1.083% | 0.00% |
| 11 | ProShare Advisors LLC | 147K | $6.0M | -3.7% | 1.060% | 0.01% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 147K | $5.9M | +9.5% | 1.057% | 0.00% |
| 13 | Qube Research & Technologies Ltd | 131K | $5.3M | +17.0% | 0.942% | 0.01% |
| 14 | Invesco Ltd. | 129K | $5.2M | +0.4% | 0.930% | 0.00% |
| 15 | TWO SIGMA INVESTMENTS, LP | 129K | $5.2M | +227.3% | 0.927% | 0.00% |
| 16 | NORTHERN TRUST CORP | 118K | $4.8M | +6.9% | 0.848% | 0.00% |
| 17 | STIFEL FINANCIAL CORP | 94K | $3.8M | +21.1% | 0.675% | 0.00% |
| 18 | CITADEL ADVISORS LLC | 81K | $3.3M | -1.8% | 0.582% | 0.00% |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 78K | $3.1M | +8.0% | 0.560% | 0.00% |
| 20 | PANAGORA ASSET MANAGEMENT INC | 75K | $3.1M | +0.5% | 0.544% | 0.01% |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 69K | $2.8M | 0.0% | 0.495% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 69K | $2.8M | +74.5% | 0.494% | 0.00% |
| 23 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 60K | $2.4M | -2.2% | 0.430% | 0.01% |
| 24 | UBS Group AG | 57K | $2.3M | +70.1% | 0.413% | 0.00% |
| 25 | EXCHANGE TRADED CONCEPTS, LLC | 51K | $2.1M | +3.3% | 0.370% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UHT — a direct measure of their conviction.
Filings activity in UHT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 180 | +1.1% | 52.06% | 7.68 pp | $291M | 13% |
| Q4 2025 | 178 | +3.5% | 59.74% | 0.30 pp | $334M | 0.5% |
| Q3 2025 | 172 | +1.2% | 60.04% | 0.60 pp | $335M | 1.0% |
| Q2 2025 | 170 | +1.2% | 60.64% | 2.16 pp | $339M | 3.4% |
| Q1 2025 | 168 | +2.4% | 62.80% | +6.36 pp | $351M | +11% |
| Q4 2024 | 164 | 4.1% | 56.44% | 12.51 pp | $315M | 18% |
| Q3 2024 | 171 | +8.2% | 68.95% | +9.55 pp | $385M | +16% |
| Q2 2024 | 158 | — | 59.40% | — | $332M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UHT stock.
Based on Q1 2026 13F filings, institutional ownership of Universal Health Realty Income Trust stands at 52.1%, held across 180 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UHT, with approximately 2,260,453 shares worth $0.09B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of UHT, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for UHT is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
26 institutions opened new positions in UHT during Q1 2026, while 24 fully exited. 112 added to existing positions and 40 trimmed.
UHT institutional ownership fell by 7.68 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 64.8% of all reported 13F value in UHT, and the top 25 account for 84.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Universal Health Realty Income Trust (UHT) Institutional Ownership