Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIVERSAL HEALTH RLTY INCOME (UHT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
4Q ▲
Buyers last Q
46%

Smart Money Signals — UHT

Based on 172 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
172 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 — +15% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

79 buying92 selling
Last quarter: 92 funds reduced or exited vs 79 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new UHT position: 17 → 18 → 27 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 20% medium 20% new
103 out of 172 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.
🚀

Acceleration phase — new buyers rushing in

11 → 17 → 18 → 27 → 33 new funds/Q
New funds entering each quarter: 17 → 18 → 27 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 12% 1-2yr 24% new
Of 176 current holders: 113 (64%) 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.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
29 of 172 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in UHT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 0 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: UHT
2026 Q1 Stats Unlock in 21 days 176 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 176 165 6.67%
13F Shares 9M 9M -1.37%
Total Value $341M $345M -1.3%
New Positions 34 27 +7
Increased Positions 46 66 -20
Closed Positions 26 22 +4
Reduced Positions 68 48 +20
Total Calls 3 2 50.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.5 Bullish

Statistics: UHT

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Financial Highlights

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Institutional Holders (2026 Q1)

176 + investors

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

Top 25 institutional holders of UHT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Independent Wealth Network Inc. 0.18% 15,081 $610K
2 ALTFEST L J & CO INC 0.10% 22,449 $909K
3 Medallion Wealth Advisors, LLC 0.06% 2,988 $122K
4 Brooklyn Investment Group 0.02% 19,548 $791K
5 EXCHANGE TRADED CONCEPTS, LLC 0.01% 51,379 $2.1M
6 ProShare Advisors LLC 0.01% 147,086 $6.0M
7 Coastline Trust Co 0.01% 2,000 $81K
8 Joel Isaacson & Co., LLC 0.01% 5,125 $207K
9 State of Alaska, Department of Revenue 0.01% 15,210
10 GAMMA Investing LLC 0.00% 2,562 $104K
11 Louisiana State Employees Retirement System 0.00% 5,700
12 VALLEY NATIONAL ADVISERS INC 0.00% 307
13 Police & Firemen's Retirement System of New Jersey 0.00% 3,784 $153K
14 SIGNATUREFD, LLC 0.00% 1,794 $73K
15 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 11,512
16 Holos Integrated Wealth LLC 0.00% 33 $1K
17 Versant Capital Management, Inc 0.00% 174 $7K
18 True Wealth Design, LLC 0.00% 59 $2K
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 6,706 $274K
20 HARBOR CAPITAL ADVISORS, INC. 0.00% 151
21 Farther Finance Advisors, LLC 0.00% 1,249 $51K
22 MassMutual Private Wealth & Trust, FSB 0.00% 391 $16K
23 STRS OHIO 0.00% 2,200 $89K
24 HARBOR INVESTMENT ADVISORY, LLC 0.00% 100 $4K
25 Physician Wealth Advisors, Inc. 0.00% 33 $1K
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 — 4 quarters in a row: For 4 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?

More sellers than buyers — 46% buying: Last quarter: 92 funds reduced or exited vs 79 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UHT holders?

Elite ownership — 48% AUM from top-100 funds: 29 of 172 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in UHT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UHT?

60% of holders stayed for 2+ years: 103 out of 172 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.

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.