As of the latest SEC filings, UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) is held by 187 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $30,983,508.24 in market value, representing 0.03% of its portfolio.
Funds holding UNIVERSAL HEALTH REALTY INCOME TRUST (UHT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UHT
- CIK:
- 0000798783
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $30,983,508.24 | 765,592 | Mar 31, 2026 | May 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.03% | $19,926,475.80 | 489,594 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $17,693,767.29 | 437,207 | Mar 31, 2026 | May 28, 2026 |
|
DIV
Global X SuperDividend U.S. ETF
|
ETF | Independent / Boutique | 1.84% | $13,799,701.30 | 339,059 | Apr 30, 2026 | Jun 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $13,006,046.25 | 321,375 | Mar 31, 2026 | May 28, 2026 |
|
SMDV
ProShares Russell 2000 Dividend Growers ETF
|
ETF | ProShares | 0.99% | $6,533,403.60 | 149,780 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,815,215.24 | 143,692 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,473,173.20 | 134,476 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.03% | $4,697,312.43 | 116,069 | Mar 31, 2026 | May 28, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.04% | $3,838,741.38 | 94,854 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.03% | $3,725,020.68 | 92,044 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.03% | $3,521,771.00 | 86,530 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.03% | $3,036,261.75 | 75,025 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,029,757.96 | 69,458 | Feb 28, 2026 | Apr 24, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $2,881,967.00 | 70,810 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,792,421.54 | 64,017 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,702,259.00 | 61,950 | Feb 28, 2026 | Apr 24, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.04% | $2,647,061.76 | 65,408 | Mar 31, 2026 | May 28, 2026 |
|
XSLV
Invesco S&P SmallCap Low Volatility ETF
|
ETF | Invesco | 0.98% | $2,348,413.56 | 53,838 | Feb 28, 2026 | Apr 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $2,093,715.45 | 51,735 | Mar 31, 2026 | May 26, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $2,020,755.00 | 49,650 | Apr 30, 2026 | Jun 24, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.08% | $1,969,270.20 | 48,660 | Mar 31, 2026 | May 28, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.04% | $1,906,979.16 | 43,718 | Feb 28, 2026 | Apr 28, 2026 |
|
XSHD
Invesco S&P SmallCap High Dividend Low Volatility ETF
|
ETF | Invesco | 2.43% | $1,801,942.20 | 41,310 | Feb 28, 2026 | Apr 28, 2026 |
|
USRT
iShares Core U.S. REIT ETF
|
ETF | BlackRock / iShares | 0.05% | $1,717,784.20 | 42,206 | Apr 30, 2026 | Jun 24, 2026 |
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