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Disclosery

UHT UNIVERSAL HEALTH RLTY INCOME

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REIT (common), issuer CIK 798783

162 managers (165 13F filers) reported a position in UHT shares at 2024-12-31, 8,711,094 shares in all. 6 filers opened a position and 21 filers sold out during the quarter.

Managers
162
13F filers
165
New
6
Added
58
Reduced
52
Sold out
21
Shares held by filers
8,711,094

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.2,239,354$83.3M<0.01%+106,57313F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,637,721$60.9M<0.01%-10,73613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP606,751$22.6M<0.01%+15,58113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC336,415$12.5M<0.01%+3,98613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp336,183$12.5M<0.01%+100,32513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding321,699$12M+16,149Timeline
RENAISSANCE TECHNOLOGIES LLC272,310$10.1M0.01%+12,50013F-HRTimeline
ProShare Advisors LLC197,269$7.34M0.02%-125,04113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY193,920$7.22M<0.01%+11,84813F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP191,109$7.11M<0.01%-2,44913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC154,836$5.76M<0.01%+52613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP140,355$5.22M<0.01%+7,57613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co120,764$4.49M<0.01%+2,24113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO113,962$4.24M<0.01%+32,12813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.92,054$3.43M<0.01%+1,86513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,101$2.91M<0.01%+5,44713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC74,157$2.76M<0.01%-8,72313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC68,986$2.57M<0.01%-40,24513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC67,289$2.5M<0.01%+2,45813F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …58,255$2.17M<0.01%+4,97913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,074$1.94M<0.01%-4,46513F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC51,918$1.93M0.01%+8,28213F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…51,818$1.93M0.01%+7,25313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding47,243$1.76M-11,074Timeline
WealthTrust Axiom LLC40,849$1.52M0.45%-1,48213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc35,368$1.32M<0.01%013F-HRTimelineGroup
RHUMBLINE ADVISERS32,825$1.22M<0.01%+21113F-HR/ATimeline
Public Sector Pension Investment Board31,796$1.18M<0.01%+4,80213F-HRTimeline
Nuveen Asset Management, LLCin group TIAA31,439$1.17M<0.01%-12,53913F-HRTimelineGroup
Qube Research & Technologies Ltd30,853$1.15M<0.01%+26,27113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC30,531$1.14M0.01%+1,52013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co26,289$977K<0.01%+1,37813F-HRTimelineGroup
Swiss National Bank25,900$964K<0.01%013F-HRTimeline
DENALI ADVISORS LLC25,500$949K0.1%013F-HRTimeline
HRT FINANCIAL LP24,580$914K<0.01%-36,86913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC23,713$882K<0.01%+86113F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,669$881K<0.01%+6,16413F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC23,616$879K<0.01%-1,50113F-HRTimeline
Code Waechter LLC23,409$871K0.76%+1113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/23,066$859K<0.01%+92513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC22,998$856K<0.01%+15513F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…22,723$845K0.02%-3,37813F-HRTimelineGroup
ALTFEST L J & CO INC22,449$835K0.11%013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…21,744$809K<0.01%-91213F-HRTimeline
ALGERT GLOBAL LLC21,542$802K0.02%+1,19713F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding20,367$758K+8,198Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,225$753K<0.01%+10,42013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…19,913$741K<0.01%-5,50413F-HRTimeline
Asset Management One Co., Ltd.19,070$697K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,567$691K<0.01%13F-HR/ATimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…18,040$671K<0.01%-14413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,318$644K<0.01%-45,02813F-HRTimelineGroup
Wilkinson Global Asset Management LLC17,000$633K0.04%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD16,620$618K<0.01%+1,00013F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC16,185$602K0.01%+8,80513F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND15,309$570K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC15,056$560K<0.01%-1,70913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,651$545K<0.01%-5,68513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.14,489$539K<0.01%-1,14913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,107$533K<0.01%-50313F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …14,042$523K<0.01%-40913F-HRTimelineGroup
State of Alaska, Department of Revenue13,397$497K0.01%-7913F-HRTimeline
IEQ CAPITAL, LLC13,218$492K<0.01%+1,00913F-HRTimeline
Cannell & Spears LLC12,983$483K0.01%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,900$480K0.01%+1,00013F-HRTimelineGroup
Midwest Professional Planners, LTD.12,385$461K0.14%+1,35513F-HRTimeline
AlphaQuest LLC12,347$459K0.06%-3,15713F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…12,290$457K<0.01%-10713F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,715$436K<0.01%+4,69913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,613$432K<0.01%+1,60813F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc11,258$411K<0.01%013F-HRTimelineGroup
LPL Financial LLC11,011$410K<0.01%-6113F-HRTimeline
Crestwood Advisors Group, LLC9,666$360K0.01%+1613F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P9,342$348K0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,705$324K<0.01%+1,23313F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC8,655$322K0.02%013F-HRTimeline
Creative Planningin group Creative Planning8,606$320K<0.01%-2,05513F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…7,690$286K<0.01%-1213F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…7,711$281K<0.01%013F-HRTimelineGroup
ExodusPoint Capital Management, LP7,153$266K<0.01%-5,56813F-HRTimeline
Illinois Municipal Retirement Fund7,108$264K<0.01%+34113F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.6,841$255K<0.01%-53513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,668$248K<0.01%+15113F-HRTimelineGroup
Artisan Partners Limited Partnership6,543$243K<0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,366$237K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC6,356$237K<0.01%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP6,355$236K<0.01%-10,85013F-HRTimelineGroup
Louisiana State Employees Retirement Sy…6,200$231K<0.01%013F-HRTimeline
SG Americas Securities, LLC5,975$222K<0.01%-1,20113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson5,923$220K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC5,890$219K0.02%-93913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,866$218K<0.01%+24113F-HRTimelineGroup
State of Tennessee, Department of Treas…5,848$218K<0.01%-13713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,838$217K<0.01%+16313F-HRTimelineGroup
Man Group plcin group Man Group plc5,621$209K<0.01%-6,77113F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…4,936$181K<0.01%-1913F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,233$158K<0.01%013F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…4,152$155K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,133$154K<0.01%013F-HRTimeline
AMALGAMATED BANK3,742$139K<0.01%-3413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,343$124K<0.01%-1,04013F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,988$122K0.06%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,110$116K<0.01%-3,90313F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND3,003$112K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…2,943$110K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,822$105K<0.01%-26113F-HR/ATimelineGroup
Point72 Asia (Singapore) Pte. Ltd.2,713$101K0.03%-3,48213F-HRTimeline
KLP KAPITALFORVALTNING AS2,700$100K<0.01%13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.2,676$99.6K<0.01%+37613F-HRTimelineGroup
STRS OHIO2,500$93K<0.01%013F-HRTimeline
State of Wyoming2,467$91.8K0.01%+1413F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,423$90.2K<0.01%013F-HRTimeline
Cubist Systematic Strategies, LLC2,278$84.8K<0.01%-3,47613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,207$82.1K<0.01%-2,68313F-HRTimelineGroup
Coastline Trust Co2,000$74.4K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CWM, LLCin group CWM, LLC1,542$57K<0.01%+10513F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,333$49.6K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,308$48.7K<0.01%-14913F-HRTimeline
TRUST CO OF VERMONT870$32.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC709$26.4K<0.01%013F-HRTimeline
Lindbrook Capital, LLC653$24.3K<0.01%-4213F-HRTimeline
MassMutual Private Wealth & Trust, FSB595$22.1K<0.01%+813F-HRTimeline
Rise Advisors, LLC535$19.9K0.01%+1013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\524$19.5K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…517$19.2K<0.01%-3,11213F-HRTimelineGroup
BARRETT & COMPANY, INC.500$18.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.465$17.3K<0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV419$15.6K<0.01%+9613F-HRTimeline
Allworth Financial LP405$15.3K<0.01%-5613F-HRTimeline
Versant Capital Management, Inc403$15K<0.01%+36213F-HRTimeline
LGT Financial Advisors LLC310$11.5K0.03%013F-HRTimeline
UMB Bank, n.a.259$9.64K<0.01%+25213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC250$9.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC252$9.19K<0.01%+6013F-HRTimeline
Sandy Spring Bank242$9.01K<0.01%013F-HRTimeline
GAMMA Investing LLC242$9.01K<0.01%-2713F-HRTimeline
GF FUND MANAGEMENT CO. LTD.237$8.82K<0.01%13F-HRTimeline
Quantbot Technologies LP209$7.78K<0.01%-2,02713F-HRTimeline
Gould Capital, LLC200$7.44K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…149$5.54K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC147$5.47K<0.01%-2313F-HRTimeline
Millstone Evans Group, LLC140$5.21K<0.01%13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.129$5K<0.01%+5813F-HRTimeline
Arax Advisory Partners134$4.99K<0.01%+2913F-HRTimeline
NewEdge Advisors, LLC121$4.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC113$4K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC85$3.16K<0.01%+6713F-HRTimeline
Gen-Wealth Partners Inc80$2.98K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41$1.53K<0.01%+1213F-HRTimelineGroup
PSI Advisors, LLC39$1.45K<0.01%-11513F-HRTimeline
Holos Integrated Wealth LLC33$1.23K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC30$1.18K<0.01%new13F-HRTimeline
NewSquare Capital LLC30$1.12K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC17$633<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13$484<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC13$484<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9$335<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$260<0.01%013F-HRTimelineGroup
Abound Wealth Management5$187<0.01%013F-HRTimeline
Dunhill Financial, LLC1$33<0.01%013F-HRTimeline
Covestor Ltd6$00%+213F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.