Universal Health Realty Income Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:UHT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
09 May 24	BuyUS$74,760	Robert McCadden	Individual		2,000	US$37.38
26 Apr 24	BuyUS$207,881	Alan Miller	Individual		6,000	US$34.65

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UHT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	5,985	0.0432%
Individual Insiders	289,104	2.09%
Public Companies	787,543	5.69%
General Public	3,596,782	26%
Institutions	9,170,154	66.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 60.05% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.4%	BlackRock, Inc.	2,132,781	US$78.8m	0.97%	no data
11.9%	The Vanguard Group, Inc.	1,648,457	US$60.9m	-14.3%	no data
5.69%	Universal Health Services, Inc.	787,543	US$29.1m	0%	no data
4.27%	State Street Global Advisors, Inc.	591,170	US$21.8m	1.99%	no data
2.4%	Geode Capital Management, LLC	332,429	US$12.3m	1.54%	no data
2.33%	ProShare Advisors LLC	322,310	US$11.9m	-3.13%	0.03%
2.21%	Mirae Asset Global Investments Co., Ltd.	305,550	US$11.3m	0.5%	0.01%
1.88%	Renaissance Technologies LLC	259,810	US$9.6m	0.39%	0.01%
1.7%	BNY Asset Management	235,858	US$8.7m	-3.18%	no data
1.4%	Dimensional Fund Advisors LP	193,558	US$7.2m	0.41%	no data
1.18%	Alan Miller	163,836	US$6.1m	0%	no data
1.11%	Columbia Management Investment Advisers, LLC	154,310	US$5.7m	0.91%	no data
1.09%	Mellon Investments Corporation	151,278	US$5.6m	0%	no data
0.96%	Northern Trust Global Investments	132,779	US$4.9m	0.64%	no data
0.86%	Charles Schwab Investment Management, Inc.	118,523	US$4.4m	1.87%	no data
0.79%	Millennium Management LLC	109,231	US$4.0m	29%	no data
0.7%	Eaton Vance Management	96,691	US$3.6m	5.28%	no data
0.67%	Dean Investment Associates, LLC	92,880	US$3.4m	42.9%	0.48%
0.62%	Morgan Stanley, Investment Banking and Brokerage Investments	85,376	US$3.2m	3.68%	no data
0.58%	Invesco Capital Management LLC	80,784	US$3.0m	-19.6%	no data
0.52%	Stifel Asset Management Corp.	72,654	US$2.7m	3.52%	no data
0.48%	Principal Global Investors, LLC	66,607	US$2.5m	0%	no data
0.45%	Jane Street Group, LLC, Asset Management Arm	62,346	US$2.3m	45.9%	no data
0.44%	Hudson River Trading LLC, Asset Management Arm	61,449	US$2.3m	58.1%	0.01%
0.42%	UBS Asset Management AG	58,317	US$2.2m	11.2%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 12:19
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Universal Health Realty Income Trust is covered by 4 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Tsoupros	BofA Global Research
Omotayo Okusanya	Jefferies LLC
Satish Kambhampati	Virtua Research Inc.