UHTNYSEReal Estate Investment TrustsFiscal year ends December 31
UNIVERSAL HEALTH REALTY INCOME TRUST
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$36.70−1.45 (-3.80%)
Close on Oct 19, 2026
- Market cap
- $509.43M
- P/E (TTM)
- 26.4
- Dividend yield
- 8.07%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
62.0%
9M of 14M shares
Institutional holders
185
30 new, 29 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $453.38K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 968,178 | 6.97% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 1,140,147 | 8.20% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UHT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,492,098 | 10.74% | $65.44M | −768,355 | 0.00% |
| Vanguard Portfolio Management LLC | 845,483 | 6.08% | $37.08M | −112,303 | 0.00% |
| Vanguard Capital Management LLC | 560,954 | 4.04% | $24.60M | −34,299 | 0.00% |
| State Street Corp | 377,502 | 2.72% | $16.56M | −181,758 | 0.00% |
| Geode Capital Management, LLC | 375,669 | 2.70% | $16.48M | +22,565 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 353,543 | 2.54% | $15.51M | +13,413 | 0.02% |
| Jane Street Group, LLC | 267,488 | 1.92% | $11.73M | +254,570 | 0.00% |
| Two Sigma Investments, LP | 229,241 | 1.65% | $10.05M | +100,606 | 0.01% |
| Qube Research & Technologies Ltd | 206,730 | 1.49% | $9.07M | +75,957 | 0.01% |
| Citadel Advisors LLC | 200,666 | 1.44% | $8.80M | +127,275 | 0.00% |
| Renaissance Technologies LLC | 196,510 | 1.41% | $8.62M | −23,600 | 0.01% |
| Dimensional Fund Advisors LP | 187,828 | 1.35% | $8.24M | −2,761 | 0.00% |
| Bank of New York Mellon Corp | 171,057 | 1.23% | $7.50M | −35,866 | 0.00% |
| Nuveen, LLC | 169,846 | 1.22% | $7.45M | +144,171 | 0.00% |
| Charles Schwab Investment Management Inc | 152,908 | 1.10% | $6.71M | +2,694 | 0.00% |
| Aqr Capital Management LLC | 145,264 | 1.05% | $6.37M | −1,348 | 0.00% |
| Hrt Financial LP | 132,131 | 0.95% | $5.80K | +120,734 | 0.00% |
| Millennium Management LLC | 125,076 | 0.90% | $5.49M | +83,304 | 0.00% |
| D. E. Shaw & Co., Inc. | 116,828 | 0.84% | $5.12M | +110,865 | 0.00% |
| Northern Trust Corp | 115,840 | 0.83% | $5.08M | −1,741 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 185 | 9M | 62.0% | 30 / 62 | 54 / 29 | 2M | 2M |
| Q1 2026 | 187 | 9M | 63.8% | 26 / 66 | 54 / 19 | 2M | 0M |
| Q4 2025 | 183 | 9M | 62.8% | 34 / 46 | 67 / 28 | 1M | 1M |
| Q3 2025 | 177 | 9M | 64.2% | 27 / 68 | 51 / 20 | 1M | 0M |
| Q2 2025 | 171 | 9M | 62.6% | 18 / 71 | 44 / 16 | 0M | 0M |
| Q1 2025 | 170 | 9M | 63.1% | 16 / 58 | 59 / 9 | 0M | 0M |
| Q4 2024 | 164 | 9M | 62.7% | 14 / 57 | 53 / 21 | 0M | 1M |
| Q3 2024 | 173 | 9M | 64.3% | 23 / 63 | 48 / 7 | 3M | 0M |
| Q2 2024 | 159 | 9M | 63.3% | 27 / 59 | 46 / 23 | 1M | 1M |
| Q1 2024 | 157 | 9M | 62.7% | 33 / 43 | 52 / 27 | 1M | 1M |
| Q4 2023 | 152 | 9M | 65.5% | 17 / 51 | 52 / 21 | 1M | 0M |
| Q3 2023 | 159 | 9M | 63.9% | 15 / 45 | 54 / 9 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UHT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 487,904 | 3.51% | $21.18M | 0.03% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 399,923 | 2.88% | $17.54M | 0.00% | Jun 30, 2026 |
| Global X SuperDividend U.S. ETF | 350,291 | 2.52% | $15.21M | 1.94% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 344,748 | 2.48% | $15.12M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 149,990 | 1.08% | $6.51M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 148,476 | 1.07% | $6.51M | 0.01% | Jun 30, 2026 |
| ProShares Russell 2000 Dividend Growers ETF | 144,537 | 1.04% | $5.99M | 0.91% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 110,508 | 0.80% | $4.85M | 0.03% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 94,854 | 0.68% | $4.16M | 0.03% | Jun 30, 2026 |
| Vanguard Real Estate Ii Index Fund | 86,090 | 0.62% | $3.74M | 0.03% | Jul 31, 2026 |
| Dfa Real Estate Securities Portfolio | 70,810 | 0.51% | $3.07M | 0.04% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 69,390 | 0.50% | $2.88M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 66,167 | 0.48% | $2.74M | 0.02% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 61,078 | 0.44% | $2.53M | 0.01% | May 31, 2026 |
| Invesco S&P SmallCap Low Volatility ETF | 54,371 | 0.39% | $2.25M | 0.96% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Alan B. Miller | President, and CEO, Director | 230,351 | 1.66% | Jun 11, 2026 |
| Charles F. Boyle | Senior Vice President and CFO | 47,404 | 0.34% | Jun 11, 2026 |
| Cheryl K. Ramagano | SVP, Operations and Treasurer | 49,611 | 0.36% | Jun 11, 2026 |
| Karla J. Peterson | Vice President | 6,184 | 0.04% | Jun 11, 2026 |
| Gayle L. Capozzalo | Director | 5,169 | 0.04% | Jun 11, 2026 |
| James P. Morey | Director | 4,769 | 0.03% | Jun 11, 2026 |
| Rebecca A. Guzman | Director | 3,296 | 0.02% | Jun 11, 2026 |
| Marc D. Miller | Director | 8,023 | 0.06% | Jun 11, 2026 |
| Robert F. McCadden | Director | 14,069 | 0.10% | Jun 11, 2026 |
| Michael Allan Domb | Director | 13,169 | 0.09% | Jun 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marc D. Miller Director | Jun 10, 2026 | Award | +819 | – | – | 8,023 |
| Robert F. McCadden Director | Jun 10, 2026 | Award | +819 | – | – | 14,069 |
| Charles F. Boyle Senior Vice President and CFO | Jun 10, 2026 | Award | +3,631 | – | – | 47,404 |
| Karla J. Peterson Vice President | Jun 10, 2026 | Award | +1,598 | – | – | 6,184 |
| Michael Allan Domb Director | Jun 10, 2026 | Award | +819 | – | – | 13,169 |
| Rebecca A. Guzman Director | Jun 10, 2026 | Award | +819 | – | – | 3,296 |
| James P. Morey Director | Jun 10, 2026 | Award | +819 | – | – | 4,769 |
| Gayle L. Capozzalo Director | Jun 10, 2026 | Award | +819 | – | – | 5,169 |
| Cheryl K. Ramagano SVP, Operations and Treasurer | Jun 10, 2026 | Award | +3,631 | – | – | 49,611 |
| Alan B. Miller President, and CEO, Director | Jun 10, 2026 | Award | +6,247 | – | – | 188,351 |
| Karla J. Peterson Vice President | Jun 5, 2026 | Tax withholding | −462 | $40.38 | $18.66K | 4,586 |
| Alan B. Miller President, and CEO, Director | Oct 29, 2025 | Buy | +12,247 | $37.02 | $453.38K | 182,104 |
| Rebecca A. Guzman Director | Jun 11, 2025 | Award | +821 | – | – | 2,477 |
| Karla J. Peterson Vice President | Jun 11, 2025 | Award | +1,540 | – | – | 5,048 |
| James P. Morey Director | Jun 11, 2025 | Award | +821 | – | – | 3,950 |
| Marc D. Miller Director | Jun 11, 2025 | Award | +821 | – | – | 7,204 |
| Alan B. Miller President, and CEO, Director | Jun 11, 2025 | Award | +6,021 | – | – | 169,857 |
| Robert F. McCadden Director | Jun 11, 2025 | Award | +821 | – | – | 13,250 |
| Michael Allan Domb Director | Jun 11, 2025 | Award | +821 | – | – | 12,350 |
| Charles F. Boyle Senior Vice President and CFO | Jun 11, 2025 | Award | +3,499 | – | – | 43,773 |
| Gayle L. Capozzalo Director | Jun 11, 2025 | Award | +821 | – | – | 4,350 |
| Cheryl K. Ramagano SVP, Operations and Treasurer | Jun 11, 2025 | Award | +3,499 | – | – | 45,980 |
| Karla J. Peterson Vice President | Jun 7, 2025 | Tax withholding | −350 | $40.26 | $14.09K | 3,508 |
| Karla J. Peterson Vice President | Jun 5, 2024 | Award | +1,556 | – | – | 3,858 |
| Charles F. Boyle Senior Vice President and CFO | Jun 5, 2024 | Award | +3,536 | – | – | 40,274 |
| Alan B. Miller President, and CEO, Director | Jun 5, 2024 | Award | +6,083 | – | – | 163,836 |
| Cheryl K. Ramagano SVP, Operations and Treasurer | Jun 5, 2024 | Award | +3,536 | – | – | 42,481 |
| Robert F. McCadden Director | Jun 5, 2024 | Award | +785 | – | – | 12,429 |
| James P. Morey Director | Jun 5, 2024 | Award | +785 | – | – | 3,129 |
| Rebecca A. Guzman Director | Jun 5, 2024 | Award | +785 | – | – | 1,656 |
| Marc D. Miller Director | Jun 5, 2024 | Award | +785 | – | – | 6,383 |
| Michael Allan Domb Director | Jun 5, 2024 | Award | +785 | – | – | 11,529 |
| Gayle L. Capozzalo Director | Jun 5, 2024 | Award | +785 | – | – | 3,529 |
| Robert F. McCadden Director | May 9, 2024 | Buy | +2,000 | $37.38 | $74.76K | 11,644 |
| Alan B. Miller President, and CEO, Director | Apr 26, 2024 | Buy | +6,000 | $34.65 | $207.90K | 157,753 |
| Karla J. Peterson Vice President | Jun 7, 2023 | Award | +1,180 | – | – | 2,302 |
| Rebecca A. Guzman Director | Jun 7, 2023 | Award | +598 | – | – | 871 |
| Marc D. Miller Director | Jun 7, 2023 | Award | +598 | – | – | 5,598 |
| Michael Allan Domb Director | Jun 7, 2023 | Award | +598 | – | – | 10,744 |
| Robert F. McCadden Director | Jun 7, 2023 | Award | +598 | – | – | 9,644 |
| Alan B. Miller President, and CEO, Director | Jun 7, 2023 | Award | +4,612 | – | – | 151,753 |
| Cheryl K. Ramagano SVP, Operations and Treasurer | Jun 7, 2023 | Award | +2,682 | – | – | 38,945 |
| Gayle L. Capozzalo Director | Jun 7, 2023 | Award | +598 | – | – | 2,744 |
| James P. Morey Director | Jun 7, 2023 | Award | +598 | – | – | 2,344 |
| Charles F. Boyle Senior Vice President and CFO | Jun 7, 2023 | Award | +2,682 | – | – | 36,738 |
| Alan B. Miller President, and CEO, Director | May 3, 2023 | Buy | +2,395 | $43.18 | $103.42K | 147,141 |
| Robert F. McCadden Director | Mar 10, 2023 | Buy | +1,000 | $48.12 | $48.12K | 9,046 |
| Alan B. Miller President, and CEO, Director | Mar 7, 2023 | Buy | +2,000 | $48.81 | $97.62K | 144,746 |
| Rebecca A. Guzman Director | Nov 30, 2022 | Award | +273 | – | – | 273 |
| Alan B. Miller President, and CEO, Director | Sep 14, 2022 | Buy | +2,000 | $48.32 | $96.64K | 142,746 |
| Alan B. Miller President, and CEO, Director | Sep 8, 2022 | Buy | +2,000 | $48.90 | $97.80K | 140,746 |
| Karla J. Peterson Vice President | Sep 7, 2022 | Award | +1,122 | – | – | 1,122 |
| Marc D. Miller Director | Jun 8, 2022 | Award | +546 | – | – | 5,000 |
| Gayle L. Capozzalo Director | Jun 8, 2022 | Award | +546 | – | – | 2,146 |
| Michael Allan Domb Director | Jun 8, 2022 | Award | +546 | – | – | 10,146 |
| Charles F. Boyle Senior Vice President and CFO | Jun 8, 2022 | Award | +2,378 | – | – | 34,056 |
| Alan B. Miller President, and CEO, Director | Jun 8, 2022 | Award | +4,091 | – | – | 138,746 |
| Robert F. McCadden Director | Jun 8, 2022 | Award | +546 | – | – | 8,046 |
| Cheryl K. Ramagano SVP, Operations and Treasurer | Jun 8, 2022 | Award | +2,378 | – | – | 36,263 |
| James P. Morey Director | Jun 8, 2022 | Award | +546 | – | – | 1,746 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.