Titelia

Funds holding Universal Health Realty Income Trust

ISIN US91359E1055 · United States · LEI 549300L4MWZL4IH6H172

Fund holders
187
Of which ETFs
53 134 other funds
Value held
≈ 205.1M $ 205.1M $ · 14K €
Share of capital
36.0 % of 13.9M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 765,59231M $0.03 %5.51 %as of Mar 31, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 489,59419.9M $0.03 %3.52 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 437,20717.7M $0.00 %3.15 %as of Mar 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 339,05913.8M $1.84 %2.44 %as of Apr 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 321,37513M $0.02 %2.31 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 149,7806.5M $0.99 %1.08 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 143,6925.8M $0.01 %1.03 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 134,4765.5M $0.02 %0.97 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 116,0694.7M $0.03 %0.84 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 94,8543.8M $0.04 %0.68 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 92,0443.7M $0.03 %0.66 %as of Mar 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 86,5303.5M $0.03 %0.62 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 75,0253M $0.03 %0.54 %as of Mar 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 70,8102.9M $0.04 %0.51 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 69,4583M $0.01 %0.50 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 65,4082.6M $0.04 %0.47 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 64,0172.8M $0.02 %0.46 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 61,9502.7M $0.01 %0.45 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 53,8382.3M $0.98 %0.39 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 51,7352.1M $0.03 %0.37 %as of Mar 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 49,6502M $0.03 %0.36 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 48,6602M $0.08 %0.35 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 43,7181.9M $0.04 %0.31 %as of Feb 28, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 42,2061.7M $0.05 %0.30 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 41,3101.8M $2.43 %0.30 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 39,7751.6M $0.04 %0.29 %as of Mar 31, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 33,4321.5M $0.48 %0.24 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 32,4801.3M $0.11 %0.23 %as of Mar 31, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 31,8341.4M $1.12 %0.23 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 29,4601.2M $0.03 %0.21 %as of Mar 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 29,2111.2M $0.04 %0.21 %as of Apr 30, 2026 ↗
Hoya Capital High Dividend Yield ETF ETF Series Solutions 27,9571.2M $1.23 %0.20 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 27,8611.1M $0.02 %0.20 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 25,1611.1M $0.00 %0.18 %as of Feb 28, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 24,360991.5K $0.03 %0.18 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 23,584954.4K $0.02 %0.17 %as of Mar 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 23,442948.7K $0.12 %0.17 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 23,050932.8K $0.05 %0.17 %as of Mar 31, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 22,338904K $0.26 %0.16 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 21,312862.5K $0.32 %0.15 %as of Mar 31, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 20,826908.4K $1.09 %0.15 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 20,317886.2K $0.03 %0.15 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 19,994809.2K $0.02 %0.14 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 19,215777.6K $0.03 %0.14 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 18,775819K $0.41 %0.14 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 18,669814.3K $0.00 %0.13 %as of Feb 28, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 17,286703.5K $0.04 %0.12 %as of Apr 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 16,753681.8K $0.03 %0.12 %as of Apr 30, 2026 ↗
Cambria Global Real Estate ETF Cambria ETF Trust 15,889646.7K $1.26 %0.11 %as of Apr 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 15,616681.2K $0.10 %0.11 %as of Feb 28, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 15,261617.6K $0.03 %0.11 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 14,599594.2K $0.02 %0.11 %as of Apr 30, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 14,594590.6K $0.05 %0.11 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 14,551588.9K $0.09 %0.10 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 14,500586.8K $0.00 %0.10 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 14,373581.7K $0.00 %0.10 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 14,130571.8K $0.03 %0.10 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 13,777557.6K $0.04 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 13,648552.3K $0.02 %0.10 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 11,513502.2K $0.03 %0.08 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 11,000445.2K $0.03 %0.08 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 10,788439.1K $0.02 %0.08 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,365452.1K $0.03 %0.07 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 10,243416.9K $0.00 %0.07 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 10,033408.3K $0.03 %0.07 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 9,755394.8K $0.03 %0.07 %as of Mar 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 9,649390.5K $0.04 %0.07 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 9,644390.3K $0.03 %0.07 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 9,508384.8K $0.03 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,673351K $0.02 %0.06 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,520344.8K $0.03 %0.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 8,499344K $0.03 %0.06 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 8,399366.4K $0.04 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,110353.8K $0.00 %0.06 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 7,626308.6K $0.01 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7,432302.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,652269.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,631268.4K $0.00 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,516263.7K $0.03 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 6,508264.9K $0.03 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,380259.7K $0.00 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 6,259253.3K $0.02 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 6,050244.8K $0.02 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 5,617228.6K $0.02 %0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 5,289214K $0.03 %0.04 %as of Mar 31, 2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 5,223227.8K $2.13 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 4,996217.9K $0.02 %0.04 %as of Feb 28, 2026 ↗
Arrow Dow Jones Global Yield ETF Arrow ETF Trust 4,995203.3K $0.64 %0.04 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,860197.8K $0.01 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,588185.7K $0.01 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,530183.3K $0.01 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 4,493181.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 4,404178.2K $0.01 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 4,391177.7K $0.03 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,263172.5K $0.02 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,072164.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 3,757152K $0.04 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,741151.4K $0.02 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,316134.2K $0.02 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 3,285132.9K $0.00 %0.02 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 2.43 %as of Feb 28, 2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 2.13 %as of Feb 28, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 1.84 %as of Apr 30, 2026 ↗
Artisan Value Income Fund Artisan Partners Funds Inc. 1.57 %as of Mar 31, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1.53 %as of Feb 28, 2026 ↗
Cambria Global Real Estate ETF Cambria ETF Trust 1.26 %as of Apr 30, 2026 ↗
Hoya Capital High Dividend Yield ETF ETF Series Solutions 1.23 %as of Feb 28, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.12 %as of Feb 28, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 1.09 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.99 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2186+44,999,477+9.3 %
2026Q1182-94,573,391-9.5 %
2025Q4191-55,050,797-1.9 %
2025Q3196+15,147,542-1.0 %
2025Q2195+65,200,297+7.4 %
2025Q1189+14,842,016-7.1 %
2024Q4188+75,213,529-3.4 %
2024Q3181+55,395,398+0.4 %
2024Q2176+35,375,558+10.6 %
2024Q1173-154,860,777-10.9 %
2023Q41885,453,326

Institutional managers

185 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,260,45391.5M $as of Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC957,78638.8M $as of Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC595,25324.1M $as of Mar 31, 2026
STATE STREET CORP559,26022.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC353,10414.3M $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.340,13013.8M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC220,1108.9M $as of Mar 31, 2026
Bank of New York Mellon Corp206,9238.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP190,5897.7M $as of Mar 31, 2026
MORGAN STANLEY163,3306.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC150,2146.1M $as of Mar 31, 2026
ProShare Advisors LLC147,0866M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC146,6125.9M $as of Mar 31, 2026
Qube Research & Technologies Ltd130,7735.3M $as of Mar 31, 2026
Invesco Ltd.129,0445.2M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP128,6355.2M $as of Mar 31, 2026
NORTHERN TRUST CORP117,5814.8M $as of Mar 31, 2026
STIFEL FINANCIAL CORP93,6383.8M $as of Mar 31, 2026
VANGUARD FIDUCIARY TRUST CO90,7113.7M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC77,6653.1M $as of Mar 31, 2026
PANAGORA ASSET MANAGEMENT INC75,4713.1M $as of Mar 31, 2026
CITADEL ADVISORS LLC73,3913M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP68,7552.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC68,5352.8M $as of Mar 31, 2026
Public Sector Pension Investment Board59,6812.4M $as of Mar 31, 2026

Declared shareholders of Universal Health Realty Income Trust

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.97 %968,178as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Universal Health Realty Income Trust". https://titelia.com/en/stocks/universal-health-realty-income-trust-US91359E1055