Skip to content
Disclosery

UHT UNIVERSAL HEALTH RLTY INCOME

Follow

REIT (common), issuer CIK 798783

167 managers (171 13F filers) reported a position in UHT shares at 2025-03-31, 8,774,762 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
167
13F filers
171
New
15
Added
58
Reduced
59
Sold out
9
Shares held by filers
8,774,762

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.2,200,868$90.1M<0.01%-38,48613F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,613,414$66.1M<0.01%-24,30713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP604,492$24.8M<0.01%-2,25913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp427,804$17.5M<0.01%+91,62113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding345,875$14.2M+24,176Timeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC342,756$14M<0.01%+6,34113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC254,610$10.4M0.02%-17,70013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY212,289$8.7M<0.01%+18,36913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP190,104$7.79M<0.01%-1,00513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC183,921$7.53M<0.01%+29,08513F-HRTimelineGroup
ProShare Advisors LLC173,335$7.1M0.02%-23,93413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.141,698$5.8M<0.01%+49,64413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP138,501$5.67M<0.01%-1,85413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co119,698$4.9M<0.01%-1,06613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC95,865$3.93M<0.01%+21,70813F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,173$3.86M<0.01%+16,07213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO92,322$3.78M<0.01%-21,64013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC68,773$2.82M<0.01%+1,48413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding63,129$2.59M+56,774Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …56,429$2.31M<0.01%-1,82613F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…52,261$2.14M0.01%+44313F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC51,610$2.11M0.01%-30813F-HRTimeline
UBS Group AGgroup of 2 filers holding48,223$1.98M+980Timeline
Public Sector Pension Investment Board40,401$1.65M0.01%+8,60513F-HRTimeline
WealthTrust Axiom LLC38,215$1.57M0.48%-2,63413F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc34,089$1.4M<0.01%-1,27913F-HRTimelineGroup
RHUMBLINE ADVISERS32,926$1.35M<0.01%+10113F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,016$1.31M<0.01%-20,05813F-HRTimelineGroup
Nuveen, LLCin group TIAA31,439$1.29M<0.01%13F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC28,504$1.17M0.01%-2,02713F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co28,386$1.16M<0.01%+2,09713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…27,486$1.12M0.02%+4,76313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding26,231$1.07M+5,864Timeline
Swiss National Bank25,500$1.04M<0.01%-40013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,789$1.02M<0.01%+1,12013F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC24,519$1M<0.01%+90313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,493$1M<0.01%+7,17513F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC24,222$992K<0.01%+1,22413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/23,637$969K<0.01%+57113F-HRTimeline
ALTFEST L J & CO INC22,449$920K0.12%013F-HRTimeline
ALGERT GLOBAL LLC21,542$882K0.02%013F-HR/ATimeline
IEQ CAPITAL, LLC21,269$871K0.01%+8,05113F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…20,844$854K<0.01%-90013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC19,282$790K0.01%new13F-HRTimeline
Asset Management One Co., Ltd.19,070$781K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,400$754K<0.01%-16713F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…17,909$734K<0.01%-13113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC17,417$713K0.01%+1,23213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC17,137$702K<0.01%-6,57613F-HR/ATimelineGroup
Man Group plcin group Man Group plc17,044$698K<0.01%+11,42313F-HRTimelineGroup
Wilkinson Global Asset Management LLC17,000$696K0.04%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD16,620$681K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,204$623K<0.01%+55313F-HRTimelineGroup
FMR LLCin group FMR LLC14,991$614K<0.01%-6513F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,400$590K0.01%+1,50013F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …14,042$575K<0.01%013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.13,804$565K<0.01%-68513F-HRTimeline
State of Alaska, Department of Revenue13,230$540K0.01%-16713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,197$536K<0.01%+9013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…12,466$511K<0.01%-7,44713F-HRTimeline
Midwest Professional Planners, LTD.12,408$508K0.16%+2313F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…12,290$503K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,189$499K0.02%+6,29913F-HRTimeline
Total Wealth Planning & Management, Inc.11,350$465K0.48%new13F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc11,258$461K<0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC11,242$460K0.01%+1,57613F-HRTimeline
HRT FINANCIAL LP11,250$460K<0.01%-13,33013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,123$456K<0.01%-49013F-HR/ATimelineGroup
AlphaQuest LLC10,931$448K0.05%-1,41613F-HRTimeline
Cannell & Spears LLC10,783$442K0.01%-2,20013F-HRTimeline
LPL Financial LLC10,583$433K<0.01%-42813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE10,265$420K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,149$416K<0.01%-10,07613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,111$414K<0.01%+1,40613F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P10,052$412K0.01%+71013F-HRTimeline
Code Waechter LLC9,288$380K0.31%-14,12113F-HRTimeline
Creative Planningin group Creative Planning8,981$368K<0.01%+37513F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…8,885$364K<0.01%+1,17413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…7,526$308K<0.01%-16413F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC6,969$285K<0.01%+1,13113F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.6,709$275K<0.01%-13213F-HRTimelineGroup
Artisan Partners Limited Partnership6,543$268K<0.01%013F-HRTimeline
State of Tennessee, Department of Treas…6,459$265K<0.01%+61113F-HRTimeline
Illinois Municipal Retirement Fund6,315$259K<0.01%-79313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,174$253K<0.01%+30813F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS6,114$250K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,068$249K<0.01%-60013F-HRTimelineGroup
Louisiana State Employees Retirement Sy…6,000$246K<0.01%-20013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson5,923$241K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP5,756$236K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC5,654$232K<0.01%-70213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND5,609$230K<0.01%-9,70013F-HR/ATimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…5,549$226K<0.01%+61313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,490$225K<0.01%-6,22513F-HRTimelineGroup
Qube Research & Technologies Ltd5,174$212K<0.01%-25,67913F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,160$211K0.01%-3,49513F-HRTimeline
HighTower Advisors, LLC4,966$203K<0.01%new13F-HRTimeline
SG Americas Securities, LLC4,406$180K<0.01%-1,56913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,259$174K<0.01%+2613F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…4,152$170K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,133$169K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,090$168K<0.01%+74713F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,651$150K<0.01%+54113F-HRTimelineGroup
AMALGAMATED BANK3,641$149K<0.01%-10113F-HRTimeline
Medallion Wealth Advisors, LLC2,988$122K0.06%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,955$121K<0.01%+13313F-HRTimelineGroup
Police & Firemen's Retirement System of…2,943$121K<0.01%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND2,903$119K<0.01%-10013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,761$113K<0.01%+55413F-HRTimelineGroup
KLP KAPITALFORVALTNING AS2,700$111K<0.01%013F-HRTimeline
STRS OHIO2,500$102K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,423$99.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,170$89K<0.01%+62813F-HRTimelineGroup
LSV ASSET MANAGEMENT2,100$86K<0.01%new13F-HRTimeline
Coastline Trust Co2,000$81.9K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
State of Wyoming1,372$56.2K0.01%-1,09513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,333$54.6K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,328$54.4K<0.01%+2013F-HRTimeline
TRUST CO OF VERMONT870$35.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC709$29.2K<0.01%013F-HRTimeline
Lindbrook Capital, LLC616$25.2K<0.01%-3713F-HRTimeline
MassMutual Private Wealth & Trust, FSB592$24.2K<0.01%-313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\567$23.2K<0.01%+4313F-HRTimelineGroup
BARRETT & COMPANY, INC.500$20.5K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.469$19.2K<0.01%+413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC465$19K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…461$18.9K<0.01%-5613F-HRTimelineGroup
GAMMA Investing LLC440$18K<0.01%+19813F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV426$17.5K<0.01%+713F-HRTimeline
Versant Capital Management, Inc420$17.2K<0.01%+1713F-HRTimeline
Rise Advisors, LLC365$14.9K0.01%-17013F-HRTimeline
VALLEY NATIONAL ADVISERS INC307$12K<0.01%new13F-HRTimeline
Larson Financial Group LLC289$11.8K<0.01%+3913F-HRTimeline
GF FUND MANAGEMENT CO. LTD.247$10.1K<0.01%+1013F-HRTimeline
Allworth Financial LP261$10K<0.01%-14413F-HRTimeline
Parallel Advisors, LLC221$9.05K<0.01%+7413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…207$8.48K<0.01%+5813F-HRTimelineGroup
Gould Capital, LLC200$8.19K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP176$7.16K<0.01%+16313F-HR/ATimelineGroup
Brooklyn Investment Group173$7.09K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.161$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Millstone Evans Group, LLC140$5.73K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC113$5K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC121$4.96K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC112$4.57K<0.01%-14013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC100$4.1K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc80$3.28K<0.01%013F-HRTimeline
UMB Bank, n.a.77$3.15K<0.01%-18213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SVB WEALTH LLC65$2.66K<0.01%new13F-HRTimeline
Sterling Capital Management LLC50$2.05K<0.01%-3513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.59$2K<0.01%-7013F-HRTimeline
PSI Advisors, LLC39$1.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…36$1.48K<0.01%-513F-HRTimelineGroup
Holos Integrated Wealth LLC33$1.35K<0.01%013F-HRTimeline
NewSquare Capital LLC30$1.23K<0.01%013F-HRTimeline
Arax Advisory Partners30$1.23K<0.01%-10413F-HRTimeline
Cornerstone Planning Group LLC30$1.16K<0.01%013F-HRTimeline
True Wealth Design, LLC19$779<0.01%+613F-HRTimeline
Sound Income Strategies, LLC17$696<0.01%013F-HRTimeline
Stephens Consulting, LLC10$410<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9$369<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$287<0.01%013F-HRTimelineGroup
Abound Wealth Management5$205<0.01%013F-HRTimeline
Quantbot Technologies LP4$164<0.01%-20513F-HRTimeline
Dunhill Financial, LLC1$36<0.01%013F-HRTimeline
Covestor Ltd9$00%+313F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.