Universal Health Realty Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.13 M | $97.57 M | 100.00% | 15.45% |
| VANGUARD GROUP INC | 11/13/2024 | 1.65 M | $75.42 M | -14.25% | 11.94% |
| STATE STREET CORP | 11/14/2024 | 591,170 | $27.05 M | 1.99% | 4.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 332,429 | $15.21 M | 1.54% | 2.41% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 305,040 | $13.96 M | 0.46% | 2.21% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 259,810 | $11.89 M | 0.39% | 1.88% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 235,858 | $10.79 M | -3.18% | 1.71% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 193,558 | $8.86 M | 0.41% | 1.40% |
| MORGAN STANLEY | 11/14/2024 | 182,072 | $8.33 M | 4.36% | 1.32% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 154,310 | $7.06 M | 0.91% | 1.12% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 118,523 | $5.42 M | 1.87% | 0.86% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 109,231 | $5.00 M | 29.02% | 0.79% |
| DEAN INVESTMENT ASSOCIATES, LLC | 11/15/2024 | 92,880 | $4.25 M | 42.87% | 0.67% |
| INVESCO LTD. | 11/12/2024 | 90,189 | $4.13 M | -18.72% | 0.65% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 82,880 | $3.79 M | 39.89% | 0.60% |
| JPMORGAN CHASE & CO | 11/08/2024 | 81,834 | $3.74 M | 64.93% | 0.59% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 72,654 | $3.32 M | 3.52% | 0.53% |
| PRINCIPAL FINANCIAL GROUP INC | 12/19/2024 | 64,831 | $2.97 M | -2.67% | 0.47% |
| JANE STREET GROUP, LLC | 11/15/2024 | 62,346 | $2.85 M | 45.90% | 0.45% |
| HRT FINANCIAL LP | 11/12/2024 | 61,449 | $2.81 M | 58.14% | 0.45% |
| DEAN CAPITAL MANAGEMENT | 11/14/2024 | 57,260 | $2.62 M | 138.71% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 56,539 | $2.59 M | -5.87% | 0.41% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 53,276 | $2.44 M | 410.45% | 0.39% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/04/2024 | 44,565 | $2.04 M | -12.01% | 0.32% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 43,978 | $2.01 M | 0.00% | 0.32% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 43,636 | $2.00 M | 338.86% | 0.32% |
| WEALTHTRUST AXIOM LLC | 11/13/2024 | 42,331 | $1.94 M | -0.55% | 0.31% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/07/2024 | 36,398 | $1.67 M | 51.74% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 36,289 | $1.66 M | -0.73% | 0.26% |
| UBS GROUP AG | 11/14/2024 | 33,516 | $1.53 M | -0.33% | 0.24% |
| RHUMBLINE ADVISERS | 11/12/2024 | 32,614 | $1.49 M | -2.27% | 0.24% |
| ALPS ADVISORS INC | 11/12/2024 | 29,011 | $1.33 M | -4.07% | 0.21% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 26,994 | $1.23 M | -3.57% | 0.20% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/12/2024 | 26,101 | $1.19 M | 22.56% | 0.19% |
| SWISS NATIONAL BANK | 11/07/2024 | 25,900 | $1.18 M | 0.00% | 0.19% |
| DENALI ADVISORS LLC | 11/13/2024 | 25,500 | $1.17 M | 372.22% | 0.18% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 25,417 | $1.16 M | 59.67% | 0.18% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 25,117 | $1.15 M | 12.19% | 0.18% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 24,911 | $1.14 M | -9.81% | 0.18% |
| 10/10/2024 | 23,398 | $1.07 M | 100.00% | 0.17% | |
| BARCLAYS PLC | 11/19/2024 | 22,852 | $1.05 M | 392.08% | 0.17% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/25/2024 | 22,656 | $1.04 M | -3.90% | 0.16% |
| ALTFEST L J & CO INC | 11/05/2024 | 22,449 | $1.03 M | 0.00% | 0.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 22,141 | $1.01 M | 10.22% | 0.16% |
| ALGERT GLOBAL LLC | 11/12/2024 | 20,345 | $931,000 | 187.97% | 0.15% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 20,336 | $930,386 | 1.11% | 0.15% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/30/2024 | 19,070 | $872,453 | 4.99% | 0.14% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 18,184 | $831,918 | 0.98% | 0.13% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 17,505 | $800,854 | -5.97% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 17,205 | $787,129 | 74.19% | 0.12% |
Universal Health Realty Income Trustinstitutional Ownership - FAQ's
During the previous two years, 237 institutional investors and hedge funds held shares of Universal Health Realty Income Trust. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 2.13 M
VANGUARD GROUP INC: 1.65 M
STATE STREET CORP: 591,170
GEODE CAPITAL MANAGEMENT, LLC: 332,429
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 305,040
RENAISSANCE TECHNOLOGIES LLC: 259,810
64.09% of Universal Health Realty Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 12.20 M shares in the last 24 months. This purchase volume represents approximately $452.18 M in transactions.