Universal Health Realty Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 2.23 M | $87.36 M | -1.67% | 16.12% |
| VANGUARD GROUP INC | 01/29/2026 | 1.61 M | $63.10 M | -0.65% | 11.65% |
| STATE STREET CORP | 02/13/2026 | 544.01 K | $21.33 M | -9.00% | 3.94% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 365.91 K | $14.35 M | 1.60% | 2.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 343.21 K | $13.46 M | -0.29% | 2.48% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 294.82 K | $11.56 M | -9.21% | 2.13% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 227.11 K | $8.90 M | -9.23% | 1.64% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 187.90 K | $7.37 M | -0.49% | 1.36% |
| MORGAN STANLEY | 02/13/2026 | 180.71 K | $7.09 M | 7.74% | 1.31% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 152.77 K | $5.99 M | -1.05% | 1.11% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 133.87 K | $5.25 M | -0.28% | 0.97% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 130.95 K | $5.13 M | 4.39% | 0.95% |
| INVESCO LTD. | 02/19/2026 | 128.51 K | $5.04 M | -5.50% | 0.93% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 111.80 K | $4.38 M | 246.45% | 0.81% |
| NORTHERN TRUST CORP | 02/17/2026 | 109.97 K | $4.31 M | -17.00% | 0.80% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 77.29 K | $3.03 M | -19.20% | 0.56% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 75.09 K | $2.94 M | 25.68% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 71.94 K | $2.82 M | 4.24% | 0.52% |
| CITADEL ADVISORS LLC | 02/17/2026 | 70.57 K | $2.77 M | 100.00% | 0.51% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 68.76 K | $2.70 M | 75.54% | 0.50% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 61.02 K | $2.39 M | -2.67% | 0.44% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 56.60 K | $2.22 M | 16.60% | 0.41% |
| MOORE CAPITAL MANAGEMENT, LP | 02/17/2026 | 50.94 K | $2.00 M | 100.00% | 0.37% |
| LPL FINANCIAL LLC | 02/11/2026 | 50.11 K | $1.96 M | 465.66% | 0.36% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 49.75 K | $1.95 M | 1.65% | 0.36% |
| JPMORGAN CHASE & CO | 02/11/2026 | 40.47 K | $1.59 M | -53.94% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 39.30 K | $1.54 M | 295.92% | 0.28% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 39.28 K | $1.54 M | 59.66% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 38.44 K | $1.51 M | 21.52% | 0.28% |
| WEALTHTRUST AXIOM LLC | 02/13/2026 | 35.97 K | $1.41 M | -2.53% | 0.26% |
| NUVEEN, LLC | 02/12/2026 | 35.93 K | $1.41 M | 26.69% | 0.26% |
| UBS GROUP AG | 01/29/2026 | 33.66 K | $1.32 M | -30.50% | 0.24% |
| IEQ CAPITAL, LLC | 02/13/2026 | 33.26 K | $1.30 M | -2.38% | 0.24% |
| BARCLAYS PLC | 02/13/2026 | 31.31 K | $1.23 M | 6.01% | 0.23% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 29.68 K | $1.16 M | -65.36% | 0.21% |
| RHUMBLINE ADVISERS | 02/13/2026 | 29.67 K | $1.16 M | -9.63% | 0.21% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 28.22 K | $1.11 M | 1.00% | 0.20% |
| ALPS ADVISORS INC | 02/12/2026 | 26.40 K | $1.03 M | -8.14% | 0.19% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 25.88 K | $1.01 M | -12.12% | 0.19% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 25.12 K | $984.73 K | -84.18% | 0.18% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 24.03 K | $942.10 K | 27.95% | 0.17% |
| FMR LLC | 02/17/2026 | 23.75 K | $931.38 K | 19.38% | 0.17% |
| ALTFEST L J & CO INC | 01/23/2026 | 22.45 K | $880.23 K | 0.00% | 0.16% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 22.34 K | $876.00 K | 100.00% | 0.16% |
| MACQUARIE GROUP LTD | 02/13/2026 | 22.34 K | $875.87 K | 100.00% | 0.16% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 21.91 K | $859.04 K | 37.24% | 0.16% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 21.39 K | $838.55 K | -39.87% | 0.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 20.62 K | $809.00 K | 15.93% | 0.15% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2026 | 19.92 K | $781.00 K | -3.47% | 0.14% |
| NOMURA ASSET MANAGEMENT CO LTD | 02/10/2026 | 18.72 K | $734.01 K | 0.00% | 0.14% |
Universal Health Realty Income Trust institutional Ownership - FAQ's
During the previous two years, 276 institutional investors and hedge funds held shares of Universal Health Realty Income Trust. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 206,923
DIMENSIONAL FUND ADVISORS LP: 190,589
ProShare Advisors LLC: 147,086
Invesco Ltd.: 129,044
STIFEL FINANCIAL CORP: 93,638
PRINCIPAL FINANCIAL GROUP INC: 77,665
63.13% of Universal Health Realty Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 12.62 M shares in the last 24 months. This purchase volume represents approximately $544.21 M in transactions.