Titelia

Funds holding Universal Health Realty Income Trust

ISIN US91359E1055 · United States · LEI 549300L4MWZL4IH6H172

Fund holders
162
Of which ETFs
42 120 other funds
Value held
≈ 165.6M $ 165.6M $ · 14K €
Share of capital
27.6 % of 13.9M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 487,90421.2M $0.03 %3.51 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 399,92317.5M $0.00 %2.88 %as of Jun 30, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 350,29115.2M $1.94 %2.52 %as of Jul 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 344,74815.1M $0.02 %2.48 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 149,9906.5M $0.02 %1.08 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 148,4766.5M $0.01 %1.07 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 144,5376M $0.91 %1.04 %as of May 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 110,5084.8M $0.03 %0.80 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 94,8544.2M $0.03 %0.68 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 86,0903.7M $0.03 %0.62 %as of Jul 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 70,8103.1M $0.04 %0.51 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 69,3902.9M $0.01 %0.50 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 66,1672.7M $0.02 %0.48 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 61,0782.5M $0.01 %0.44 %as of May 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 54,3712.3M $0.96 %0.39 %as of May 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 49,6502.2M $0.03 %0.36 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 48,6602.1M $0.07 %0.35 %as of Jun 30, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 48,4562.1M $0.05 %0.35 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 44,4381.8M $0.03 %0.32 %as of May 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 43,8151.9M $0.13 %0.32 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 43,4051.8M $2.48 %0.31 %as of May 31, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 33,4321.4M $0.52 %0.24 %as of May 31, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 32,8851.4M $1.07 %0.24 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 31,8421.4M $0.02 %0.23 %as of Jul 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 29,4331.3M $0.04 %0.21 %as of Jul 31, 2026 ↗
Hoya Capital High Dividend Yield ETF ETF Series Solutions 29,1921.2M $1.16 %0.21 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 26,1221.1M $0.02 %0.19 %as of Jun 30, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 25,1771.1M $0.03 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 25,1611M $0.00 %0.18 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 22,9821M $0.02 %0.17 %as of Jun 30, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 22,8961M $0.11 %0.16 %as of Jun 30, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 22,338979.7K $0.25 %0.16 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 22,121970.2K $0.05 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 21,599895.3K $0.00 %0.16 %as of May 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 19,103837.9K $0.33 %0.14 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 19,054789.8K $0.03 %0.14 %as of May 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 18,976786.6K $0.42 %0.14 %as of May 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 18,767777.9K $0.10 %0.14 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 17,982780.8K $0.02 %0.13 %as of Jul 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 16,833730.9K $0.04 %0.12 %as of Jul 31, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 16,753727.4K $0.04 %0.12 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 16,441721.1K $0.03 %0.12 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 14,645642.3K $0.00 %0.11 %as of Jun 30, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 14,594640.1K $0.04 %0.11 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 14,551638.2K $0.08 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 14,335628.7K $0.02 %0.10 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 14,065616.9K $0.03 %0.10 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 13,777604.3K $0.04 %0.10 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 12,398543.8K $0.00 %0.09 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 11,486476.1K $0.03 %0.08 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 11,029483.7K $0.03 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,496435.1K $0.03 %0.08 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 10,243444.8K $0.00 %0.07 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 10,082437.8K $0.02 %0.07 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 9,895434K $0.03 %0.07 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 9,718426.2K $0.03 %0.07 %as of Jun 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 9,471415.4K $0.03 %0.07 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,177402.5K $0.01 %0.07 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 8,965371.6K $0.04 %0.06 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 8,750383.8K $0.02 %0.06 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,673380.4K $0.02 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,110336.2K $0.00 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7,432322.7K $0.00 %0.05 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 7,205312.8K $0.00 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 6,736295.4K $0.02 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,652291.8K $0.00 %0.05 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,516285.8K $0.02 %0.05 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 6,402280.8K $0.01 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 6,233270.6K $0.02 %0.04 %as of Jul 31, 2026 ↗
Arrow Dow Jones Global Yield ETF Arrow ETF Trust 6,082264.1K $0.71 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,389236.4K $0.00 %0.04 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,366222.4K $0.08 %0.04 %as of May 31, 2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 5,213216.1K $1.93 %0.04 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 5,169226.7K $0.03 %0.04 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 5,142225.5K $0.00 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 4,898203K $0.01 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,878211.8K $0.01 %0.04 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,687205.6K $0.02 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,588201.2K $0.01 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,530198.7K $0.01 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,263187K $0.02 %0.03 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,072178.6K $0.01 %0.03 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4,050177.6K $0.04 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,987174.9K $0.02 %0.03 %as of Jun 30, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 3,342138.5K $0.02 %0.02 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 3,257142.9K $0.00 %0.02 %as of Jun 30, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 3,040126K $0.00 %0.02 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,999131.5K $0.02 %0.02 %as of Jun 30, 2026 ↗
Artisan Value Income Fund Artisan Partners Funds Inc. 2,977130.6K $1.60 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,956129.7K $0.06 %0.02 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 2,938128.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,904127.4K $0.02 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 2,591107.4K $0.01 %0.02 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,24997.7K $0.02 %0.02 %as of Jul 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,06890.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,04489.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 1,98582.3K $0.03 %0.01 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,97485.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,96286.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 1,94584.5K $0.04 %0.01 %as of Jul 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 2.48 %as of May 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 1.94 %as of Jul 31, 2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 1.93 %as of May 31, 2026 ↗
Artisan Value Income Fund Artisan Partners Funds Inc. 1.60 %as of Jun 30, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1.51 %as of May 31, 2026 ↗
Hoya Capital High Dividend Yield ETF ETF Series Solutions 1.16 %as of May 31, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.07 %as of May 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.96 %as of May 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.91 %as of May 31, 2026 ↗
Arrow Dow Jones Global Yield ETF Arrow ETF Trust 0.71 %as of Jul 31, 2026 ↗

Quarter after quarter

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

QuarterHoldersChangeSharesChange
2026Q3161-253,830,903-23.4 %
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
BlackRock, Inc. 8.20 %1,140,147as of Jun 30, 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