Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Universal Health Rlty Income (UHT)

181 + Investors. Track Smart Money conviction in UHT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
5Q ▲
Buyers last Q
54%

Smart Money Signals — UHT

Based on 181 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added UHT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
181 hedge funds hold UHT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

91 buying76 selling
Last quarter: 91 funds bought or added vs 76 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 28 → 33 → 24. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 19% new
109 out of 181 hedge funds have held UHT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

18 → 19 → 28 → 33 → 24 new funds/Q
New funds entering each quarter: 19 → 28 → 33 → 24. A growing number of institutions are discovering UHT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 183 current holders: 119 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
40 of 181 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UHT

In 2026 Q1, 91 hedge funds were net buyers of UHT (24 opened a new position, 67 added to an existing one), while 76 reduced or exited (53 trimmed, 23 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in UHT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 181.

Hedge Fund Ownership: UHT

How many hedge funds hold UHT — quarterly history vs. share price
Quarterly hedge fund ownership of UHT vs. share price

Market Analysis: UHT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UHT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Universal Health Rlty Income (UHT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UHT has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
UHT
-0.5%
XLRE
+11.1%

UHT outperformed XLRE by -11.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
UHT
+0.0%
XLRE
+4.9%

Since the filing became public, UHT outperformed XLRE by -4.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: UHT
181 + Investors

Track Smart Money conviction in UHT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 181 180 0.56%
13F Shares 7M 9M -17.52%
Total Value $292M $342M -14.62%
New Positions 24 33 -9
Increased Positions 64 48 +16
Closed Positions 23 29 -6
Reduced Positions 53 67 -14
Total Calls 2 3 -33.33%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: UHT

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Short % of Float --

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Institutional Holders (2026 Q1)

181 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UHT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UHT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Total Wealth Planning & Management, Inc. 0.48% 15,997 $647K
2 WealthTrust Axiom LLC 0.35% 34,736 $1.4M
3 Independent Wealth Network Inc. 0.18% 15,081 $610K
4 Altfest L J & Co Inc 0.10% 22,449 $909K
5 Truvestments Capital LLC 0.07% 9,421 $381K
6 Medallion Wealth Advisors, LLC 0.06% 2,988 $122K
7 Wilkinson Global Asset Management LLC 0.05% 17,000 $688K
8 FJ Capital Management LLC 0.04% 9,409 $381K
9 Cambria Investment Management, L.P. 0.04% 15,889 $643K
10 Atom Investors LP 0.03% 9,903 $401K
11 Martingale Asset Management L P 0.03% 25,918 $1.0M
12 Brooklyn Investment Group 0.02% 19,548 $791K
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% 340,130 $13.8M
14 Exchange Traded Concepts, LLC 0.01% 51,379 $2.1M
15 Renaissance Technologies LLC 0.01% 220,110 $8.9M
16 AlphaQuest LLC 0.01% 5,452 $214K
17 Vision Retirement, LLC 0.01% 1,000 $40K
18 Panagora Asset Management Inc 0.01% 75,471 $3.1M
19 Rothschild Investment LLC 0.01% 5,076 $205K
20 ProShare Advisors LLC 0.01% 147,086 $6.0M
21 Tocqueville Asset Management L.P. 0.01% 14,400 $583K
22 Coastline Trust Co 0.01% 2,000 $81K
23 Cannell & Spears LLC 0.01% 9,983 $404K
24 Horizon Investments, LLC 0.01% 17,018 $689K
25 POM Investment Strategies, LLC 0.01% 151 $6K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Universal Health Rlty Income (UHT)

What does the Smart Money Trend signal show for UHT?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added UHT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UHT?

Slight buying edge — 54% buying: Last quarter: 91 funds bought or added vs 76 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UHT holders?

Strong quality — 38% AUM from major funds: 40 of 181 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UHT?

60% of holders stayed for 2+ years: 109 out of 181 hedge funds have held UHT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Universal Health Rlty Income (UHT) following the 2026 Q1 hedge fund 13F filings?

As of today, UHT has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.9% for the XLRE sector ETF — an outperformance of -4.9%. Since the quarter end (March 31, 2026), UHT has gained -0.5% vs +11.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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