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Disclosery

UHT UNIVERSAL HEALTH RLTY INCOME

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REIT (common), issuer CIK 798783

168 managers (172 13F filers) reported a position in UHT shares at 2025-06-30, 8,693,180 shares in all. 17 filers opened a position and 16 filers sold out during the quarter.

Managers
168
13F filers
172
New
17
Added
71
Reduced
44
Sold out
16
Shares held by filers
8,693,180

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.2,173,427$86.9M<0.01%-27,44113F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,604,189$64.1M<0.01%-9,22513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP601,264$24M<0.01%-3,22813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp441,836$17.7M<0.01%+14,03213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding365,472$14.6M+19,597Timeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC344,184$13.8M<0.01%+1,42813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC255,010$10.2M0.01%+40013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY194,443$7.77M<0.01%-17,84613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP189,687$7.58M<0.01%-41713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.154,328$6.17M<0.01%+12,63013F-HRTimelineGroup
ProShare Advisors LLC151,511$6.06M0.01%-21,82413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC148,108$5.92M<0.01%-35,81313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP132,503$5.3M<0.01%-5,99813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co123,568$4.94M<0.01%+3,87013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP95,031$3.8M<0.01%+85813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO86,587$3.46M<0.01%-5,73513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding73,207$2.93M+10,078Timeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC69,682$2.79M<0.01%+90913F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC59,634$2.38M0.01%+8,02413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,759$2.31M<0.01%-38,10613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding57,273$2.29M+9,050Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …53,574$2.14M<0.01%-2,85513F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…52,261$2.09M0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,848$2.03M<0.01%+26,05913F-HRTimelineGroup
Public Sector Pension Investment Board43,384$1.73M0.01%+2,98313F-HRTimeline
WealthTrust Axiom LLC37,432$1.5M0.44%-78313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc36,114$1.44M<0.01%+2,02513F-HRTimelineGroup
RHUMBLINE ADVISERS33,990$1.36M<0.01%+1,06413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC31,189$1.25M<0.01%+14,05213F-HR/ATimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co29,450$1.18M<0.01%+1,06413F-HRTimelineGroup
Nuveen, LLCin group TIAA28,363$1.13M<0.01%-3,07613F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC27,474$1.1M0.01%-1,03013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,394$1.09M<0.01%-4,62213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…27,004$1.08M0.02%-48213F-HRTimelineGroup
Swiss National Bank25,500$1.02M<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding24,422$976K-1,809Timeline
IEQ CAPITAL, LLC24,079$962K0.01%+2,81013F-HRTimeline
ALGERT GLOBAL LLC23,402$935K0.02%+1,86013F-HR/ATimeline
ALTFEST L J & CO INC22,449$897K0.11%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.21,205$848K<0.01%+7,40113F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…20,744$829K<0.01%-10013F-HRTimeline
Man Group plcin group Man Group plc20,727$828K<0.01%+3,68313F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC19,658$786K0.01%+37613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC19,412$776K<0.01%-5,10713F-HRTimeline
Asset Management One Co., Ltd.19,070$762K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,901$755K<0.01%-5,32113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,409$736K<0.01%+913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…18,156$726K<0.01%+24713F-HRTimeline
FMR LLCin group FMR LLC17,370$694K<0.01%+2,37913F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD17,220$688K<0.01%+60013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/17,025$681K<0.01%-6,61213F-HRTimeline
Wilkinson Global Asset Management LLC17,000$679K0.04%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,710$628K<0.01%+50613F-HRTimelineGroup
SG Americas Securities, LLC15,217$608K<0.01%+10,81113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,400$576K0.01%013F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …14,042$561K<0.01%013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,753$558K<0.01%+55613F-HRTimelineGroup
State of Alaska, Department of Revenue13,790$549K0.01%+56013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC12,831$513K<0.01%-4,58613F-HRTimeline
Midwest Professional Planners, LTD.12,469$498K0.13%+6113F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P12,354$494K0.01%+2,30213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…12,290$491K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,082$483K<0.01%+95913F-HR/ATimelineGroup
Horizon Investments, LLC11,847$474K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd11,669$466K<0.01%+6,49513F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,320$452K0.02%-86913F-HRTimeline
Crestwood Advisors Group, LLC11,276$451K0.01%+3413F-HRTimeline
Total Wealth Planning & Management, Inc.11,266$450K0.39%-8413F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc11,258$450K<0.01%013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS11,163$446K<0.01%+5,04913F-HRTimeline
LPL Financial LLC10,906$436K<0.01%+32313F-HRTimeline
Creative Planningin group Creative Planning10,877$435K<0.01%+1,89613F-HRTimelineGroup
HRT FINANCIAL LP10,573$422K<0.01%-67713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,119$404K<0.01%+813F-HRTimelineGroup
Cannell & Spears LLC9,983$399K0.01%-80013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…8,885$355K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,815$352K<0.01%-15,67813F-HRTimelineGroup
FJ Capital Management LLC8,277$331K0.04%new13F-HRTimeline
Quantinno Capital Management LP7,767$310K<0.01%+2,01113F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE7,212$288K<0.01%-3,05313F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.6,909$276K<0.01%new13F-HRTimelineGroup
Illinois Municipal Retirement Fund6,856$274K<0.01%+54113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,808$272K<0.01%+63413F-HRTimelineGroup
Artisan Partners Limited Partnership6,543$262K<0.01%013F-HRTimeline
Louisiana State Employees Retirement Sy…6,000$240K<0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson5,923$237K<0.01%013F-HRTimelineGroup
Vestcor Inc5,747$230K0.01%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND5,609$224K<0.01%013F-HR/ATimeline
State of Tennessee, Department of Treas…5,578$223K<0.01%-88113F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,145$206K0.01%-1513F-HRTimeline
LSV ASSET MANAGEMENT5,100$204K<0.01%+3,00013F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…5,093$204K<0.01%-45613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,532$182K<0.01%+44213F-HR/ATimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,456$178K<0.01%+19713F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…4,152$166K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,796$152K<0.01%-33713F-HRTimeline
AMALGAMATED BANK3,641$146K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,640$145K<0.01%-2,01413F-HRTimeline
CWM, LLCin group CWM, LLC3,325$133K<0.01%+1,15513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,181$127K<0.01%+22613F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC2,988$119K0.05%013F-HRTimeline
Police & Firemen's Retirement System of…2,943$118K<0.01%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND2,917$117K<0.01%+1413F-HRTimeline
State of Wyoming2,873$115K0.01%+1,50113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,819$113K<0.01%-83213F-HRTimelineGroup
KLP KAPITALFORVALTNING AS2,700$108K<0.01%013F-HRTimeline
Quantbot Technologies LP2,644$106K<0.01%+2,64013F-HRTimeline
STRS OHIO2,500$99.9K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,423$96.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC2,223$88.9K<0.01%+89513F-HRTimeline
Brooklyn Investment Group2,045$81.7K0.01%+1,87213F-HR/ATimeline
Coastline Trust Co2,000$79.9K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ameritas Investment Partners, Inc.group of 2 filers holding1,705$68.1K+372Timeline
HANTZ FINANCIAL SERVICES, INC.1,517$61K<0.01%+1,35613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,063$42.5K<0.01%+60213F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.979$39.1K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…970$38.8K<0.01%-1,79113F-HRTimelineGroup
GAMMA Investing LLC888$35.5K<0.01%+44813F-HRTimeline
TRUST CO OF VERMONT870$34.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\648$25.9K<0.01%+8113F-HRTimelineGroup
Farther Finance Advisors, LLC598$23.9K<0.01%-11113F-HRTimeline
MassMutual Private Wealth & Trust, FSB584$23.3K<0.01%-813F-HRTimeline
Larson Financial Group LLC571$22.8K<0.01%+28213F-HRTimeline
BARRETT & COMPANY, INC.500$20K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.473$18.9K<0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV435$17.4K<0.01%+913F-HRTimeline
Rise Advisors, LLC398$15.9K0.01%+3313F-HRTimeline
VALLEY NATIONAL ADVISERS INC307$12K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC250$9.99K<0.01%new13F-HRTimeline
Parallel Advisors, LLC239$9.55K<0.01%+1813F-HRTimeline
GF FUND MANAGEMENT CO. LTD.237$9.47K<0.01%-1013F-HRTimeline
MAI Capital Management214$8.55K<0.01%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.213$8.51K<0.01%new13F-HRTimelineGroup
Gould Capital, LLC200$7.99K0.01%013F-HRTimeline
Allworth Financial LP193$7.71K<0.01%-6813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP189$7.54K<0.01%+1313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…175$6.99K<0.01%+13913F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC166$6.63K<0.01%+6613F-HRTimeline
Millstone Evans Group, LLC140$5.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC113$5K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc123$4.92K<0.01%-29713F-HRTimeline
NewEdge Advisors, LLC121$4.84K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…110$4.4K<0.01%-9713F-HRTimelineGroup
IFP Advisors, Inc102$4.08K<0.01%new13F-HRTimeline
Sterling Capital Management LLC83$3.32K<0.01%+3313F-HR/ATimeline
Gen-Wealth Partners Inc80$3.2K<0.01%013F-HRTimeline
UMB Bank, n.a.79$3.16K<0.01%+213F-HR/ATimeline
Cornerstone Planning Group LLC54$2.12K<0.01%+2413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.59$2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC50$2K<0.01%-6213F-HRTimeline
NewSquare Capital LLC42$1.68K<0.01%+1213F-HRTimeline
Holos Integrated Wealth LLC33$1.28K<0.01%013F-HRTimeline
Arax Advisory Partners30$1.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.27$1.08K<0.01%new13F-HRTimeline
Covestor Ltd12$1K<0.01%+313F-HRTimeline
Physician Wealth Advisors, Inc.24$960<0.01%new13F-HRTimeline
Essential Partners LLC18$719<0.01%13F-HRTimeline
True Wealth Design, LLC17$680<0.01%-213F-HRTimeline
Sound Income Strategies, LLC17$679<0.01%013F-HRTimeline
Golden State Wealth Management, LLC16$640<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC13$520<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust10$400<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10$397<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9$360<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$280<0.01%013F-HRTimelineGroup
Abound Wealth Management5$200<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5$200<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.