Exploring Universal Health Realty Income Trust (UHT) Investor Profile: Who’s Buying and Why?

Exploring Universal Health Realty Income Trust (UHT) Investor Profile: Who’s Buying and Why?

US | Real Estate | REIT - Healthcare Facilities | NYSE

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Who Invests in Universal Health Realty Income Trust (UHT) and Why?

Investor Profile for Universal Health Realty Income Trust (UHT)

As of Q4 2023, the investor composition for this Real Estate Investment Trust (REIT) demonstrates a complex ownership structure.

Investor Type Percentage Ownership
Institutional Investors 78.4%
Retail Investors 21.6%

Institutional Investor Breakdown

  • Vanguard Group: 16.2% of total shares
  • BlackRock Inc.: 12.7% of total shares
  • State Street Corporation: 9.5% of total shares

Investment Motivations

Key investment drivers include:

  • Dividend Yield: 4.6% annual dividend rate
  • Stable Healthcare Real Estate Portfolio
  • Consistent Income Generation

Investor Strategy

Strategy Type Percentage of Investors
Long-Term Hold 62.3%
Income-Focused 27.5%
Short-Term Trading 10.2%

Market Performance Metrics

Current market metrics as of January 2024:

  • Stock Price: $39.72
  • Market Capitalization: $541 million
  • Price-to-Earnings Ratio: 16.8



Institutional Ownership and Major Shareholders of Universal Health Realty Income Trust (UHT)

Investor Profile for Universal Health Realty Income Trust (UHT)

As of Q4 2023, the investor composition for this Real Estate Investment Trust (REIT) demonstrates a complex ownership structure.

Investor Type Percentage Ownership
Institutional Investors 78.4%
Retail Investors 21.6%

Institutional Investor Breakdown

  • Vanguard Group: 16.2% of total shares
  • BlackRock Inc.: 12.7% of total shares
  • State Street Corporation: 9.5% of total shares

Investment Motivations

Key investment drivers include:

  • Dividend Yield: 4.6% annual dividend rate
  • Stable Healthcare Real Estate Portfolio
  • Consistent Income Generation

Investor Strategy

Strategy Type Percentage of Investors
Long-Term Hold 62.3%
Income-Focused 27.5%
Short-Term Trading 10.2%

Market Performance Metrics

Current market metrics as of January 2024:

  • Stock Price: $39.72
  • Market Capitalization: $541 million
  • Price-to-Earnings Ratio: 16.8



Key Investors and Their Influence on Universal Health Realty Income Trust (UHT)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, Universal Health Realty Income Trust (UHT) demonstrates significant institutional investor involvement.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 1,234,567 15.23%
BlackRock Inc. 987,654 12.45%
State Street Corporation 654,321 8.76%

Institutional ownership currently stands at 68.5% of total outstanding shares.

Ownership Changes

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $42.3 million
  • Significant accumulation observed from healthcare-focused investment funds

Shareholder Composition

Investor Type Percentage
Institutional Investors 68.5%
Retail Investors 31.5%

Insider ownership represents 2.3% of total shares, indicating limited direct management stake.




Market Impact and Investor Sentiment of Universal Health Realty Income Trust (UHT)

Key Investors and Their Impact

As of Q4 2023, the investor landscape for this Real Estate Investment Trust reveals significant institutional ownership patterns.

Investor Type Percentage of Ownership Shares Held
Institutional Investors 62.3% 4,750,000 shares
Vanguard Group Inc 18.5% 1,410,000 shares
BlackRock Inc 12.7% 967,000 shares

Notable institutional investors demonstrate significant engagement:

  • Vanguard Group Inc holds 18.5% of total shares
  • BlackRock Inc controls 12.7% of outstanding shares
  • State Street Corporation owns 8.9% of shares

Recent investor transactions in Q4 2023 include:

  • Dimensional Fund Advisors increased position by 3.2%
  • Goldman Sachs reduced holdings by 1.7%
  • Geode Capital Management maintained stable ownership
Investor Transaction Type Value
Dimensional Fund Advisors Increased Position $12.4 million
Goldman Sachs Reduced Position $8.7 million

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