undamentalytics Newsletter

Universal Health Realty Income Trust: which funds bought and sold

Institutions that bought and sold Universal Health Realty Income Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 90 institutions that filed 13F reports for both quarters added to or opened positions in Universal Health Realty Income Trust, and 81 cut or closed them. Together they sold a net 184K shares, −2.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 694K shares (+64.0%); index fund managers were net sellers of 1.2M shares (−23.4%). 29 opened a new position and 28 sold out entirely.

Bought, Q2 2026 90 institutions, 29 of them new holders Sold, Q2 2026 81 institutions, 28 of them sold out
Net change, all compared −184K shares (−2.1%)
Net change, active managers +694K shares (+64.0%), 23 bought, 6 sold

Buyers versus sellers

institutions compared, 210
Active managers and hedge funds 23 bought · 6 sold · +694K
Index fund managers 3 bought · 7 sold · −1.2M
Other institutions 64 bought · 68 sold · +354K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC +255K +1970.7% 267K $11.7M
Nuveen, LLC +144K +561.5% 170K $7.4M
Citadel Advisors LLC Hedge fund +127K +173.4% 201K $8.8M
HRT Financial LP +121K +1059.3% 132K $5.8M
D. E. Shaw & Co., Inc. Hedge fund +111K +1859.2% 117K $5.1M
Susquehanna International Group, LLP +104K +1995.0% 109K $4.8M
Two Sigma Investments, LP Hedge fund +101K +78.2% 229K $10.1M
Millennium Management LLC Hedge fund +83K +199.4% 125K $5.5M
Qube Research & Technologies Ltd Hedge fund +76K +58.1% 207K $9.1M
Tudor Investment Corp Et Al Hedge fund +61K New position 61K $2.7M
Atom Investors LP +57K +579.6% 67K $3M
Jain Global LLC Hedge fund +49K New position 49K $2.2M
Point72 Asset Management, L.P. Hedge fund +44K +498.5% 53K $2.3M
Y-Intercept (Hong Kong) Ltd +29K New position 29K $1.3M
Geode Capital Management, LLC Index funds +23K +6.4% 376K $16.5M
Quantbot Technologies LP Hedge fund +18K New position 18K $785,840
Squarepoint Ops LLC Hedge fund +15K +263.6% 21K $906,148
Bank Of America Corp +14K +34.8% 55K $2.4M
State Board Of Administration Of Florida Retirement System +14K New position 14K $596,496
Mirae Asset Global Etfs Holdings Ltd. +13K +3.9% 354K $15.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds −768K −34.0% 1.5M $65.4M
State Street Corp Index funds −182K −32.5% 378K $16.6M
Proshare Advisors LLC Index funds −147K Sold out 0 —
Vanguard Portfolio Management LLC Index funds −112K −11.7% 845K $37.1M
Invesco Ltd. −108K −84.0% 21K $902,991
Principal Financial Group Inc −60K −77.4% 18K $770,226
Public Sector Pension Investment Board −60K Sold out 0 —
Morgan Stanley −50K −30.9% 113K $5M
Bank Of New York Mellon Corp −36K −17.3% 171K $7.5M
Vanguard Capital Management LLC Index funds −34K −5.8% 561K $24.6M
Renaissance Technologies LLC Hedge fund −24K −10.7% 197K $8.6M
Legal & General Group PLC −19K −93.8% 1,291 $56,623
Mackenzie Financial Corp −19K Sold out 0 —
Ameriprise Financial Inc −19K −79.2% 4,946 $216,902
Alps Advisors Inc −18K −74.3% 6,268 $274,914
Cambria Investment Management, L.P. −16K Sold out 0 —
Acadian Asset Management LLC Active manager −15K Sold out 0 —
Prudential Financial Inc −13K Sold out 0 —
Rhumbline Advisers Index funds −12K −40.9% 18K $789,379
New York State Teachers Retirement System −10K −89.3% 1,227 $54,000

New positions

largest by value
InstitutionSharesValue June 30, 2026
Tudor Investment Corp Et AlHedge fund 61K $2.7M
Jain Global LLCHedge fund 49K $2.2M
Y-Intercept (Hong Kong) Ltd 29K $1.3M
Quantbot Technologies LPHedge fund 18K $785,840
State Board Of Administration Of Florida Retirement System 14K $596,496
Exoduspoint Capital Management, LPHedge fund 10K $451,407
Fifth Third Wealth Advisors LLC 9,265 $406,363
Xtx Topco Ltd 8,016 $351,582
HSBC Holdings PLC 8,026 $351,459
Anchyra Partners LLC 7,908 $346,845

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Proshare Advisors LLCIndex funds 147K $6M
Public Sector Pension Investment Board 60K $2.4M
Mackenzie Financial Corp 19K $783,054
Cambria Investment Management, L.P. 16K $643,028
Acadian Asset Management LLCActive manager 15K $593,000
Prudential Financial Inc 13K $538,696
Quadrant Capital Group LLC 10K $414,413
Thrivent Financial For Lutherans 9,253 $374,000
Illinois Municipal Retirement Fund 6,758 $273,496
Gsa Capital Partners LLP 6,613 $268,000

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
183
Ten largest holders
57.0%
of 13F-reported shares
Index fund managers
46.8%
of 13F-reported shares
Active managers and hedge funds
20.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 6 6 3 +694K +64.0%
Index fund managers 3 7 0 1 −1.2M −23.4%
Other institutions 64 68 23 24 +354K +14.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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