Universal Health Realty Income Trust
US ˙ NYSE ˙ US91359E1055

SecurityUHT / Universal Health Realty Income Trust
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership111 shares
Latest Disclosed Value $ 4,492
IFP Advisors, Inc reports 35.37% increase in ownership of UHT / Universal Health Realty Income Trust

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 111 shares of Universal Health Realty Income Trust (US:UHT) valued at $4,492 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 82 shares of Universal Health Realty Income Trust. This represents a change in shares of 35.37% during the quarter. The current value of the position is $4,482 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F UNIVERSAL HEALTH RLTY INCOME cs 91359E105 111 29 35.37 4 33.33 0.0001
2026-02-06 2025-12-31 13F UNIVERSAL HEALTH RLTY INCOME cs 91359E105 82 -72 -46.75 3 -50.00 0.0001
2026-02-06 2025-09-30 13F/A-1 UNIVERSAL HEALTH RLTY INCOMESH BEN INT cs 91359E105 154 52 50.98 6 50.00 0.0002
2025-12-02 2025-09-30 13F UNIVERSAL HEALTH RLTY INCOMESH BEN INT cs 91359E105 154 52 6 0.0002
2025-07-24 2025-06-30 13F UNIVERSAL HEALTH RLTY INCOMESH BEN INT cs 91359E105 102 102 4 0.0001
2021-07-13 2021-06-30 13F UNIVERSAL HEALTH RLTY INCOME SH BEN INT Stock 91359E105 0 0 0 0.0000
2021-04-30 2021-03-31 13F UNIVERSAL HEALTH RLTY INCOME SH BEN INT Stock 91359E105 0 0 0 0.0000
2021-01-25 2020-12-31 13F UNIVERSAL HEALTH RLTY INCM T SH BEN INT Stock 91359E105 0 0 0 0.0000
2020-10-29 2020-09-30 13F UNIVERSAL HEALTH RLTY INCM T SH BEN INT Stock 91359E105 0 0 0 0.0000
2020-08-05 2020-06-30 13F UNIVERSAL HEALTH RLTY INCM T SH BEN INT Stock 91359E105 0 0 0 0.0000
2020-05-12 2020-03-31 13F UNIVERSAL HEALTH RLTY INCM T SH BEN INT Stock 91359E105 0 0 0 0.0000
2020-01-17 2019-12-31 13F UNIVERSAL HEALTH RLTY INCM T SH BEN INT Stock 91359E105 0 0 0 0.0000
2019-11-07 2019-09-30 13F UNIVERSAL HEALTH RLTY INCM T SH BEN INT Stock 91359E105 0 -1,088 -100.00 0 -100.00
2019-05-15 2019-03-31 13F UNIVERSAL HEALTH REALTYINCOME TRUST SHARESBENEFICIAL INTEREST Stock 91359E105 1,088 -815 -42.83 84 -28.21 0.0115
2019-06-03 2018-12-31 13F/A-10 UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 1,903 -1,436 -43.01 117 -52.82 0.0071
2019-01-23 2018-12-31 13F UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 1,903 -1,436 117 0.0071
2019-06-03 2018-09-30 13F/A-9 UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 3,339 1,313 64.81 248 90.77 0.0101
2018-10-25 2018-09-30 13F UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 3,339 1,313 248 0.0101
2019-06-03 2018-06-30 13F/A-8 UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 2,026 1,976 3,952.00 130 3,150.00 0.0055
2018-08-07 2018-06-30 13F UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 2,026 1,692 130
2019-06-03 2018-03-31 13F/A-7 UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 50 0 0.00 4 0.00 0.0002
2018-05-09 2018-03-31 13F UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 334 284 20
2019-06-03 2017-12-31 13F/A-6 UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 50 0 0.00 4 0.00 0.0002
2018-01-24 2017-12-31 13F UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 50 0 4
2017-10-30 2017-09-30 13F UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 50 50 0.00 4 0.00 0.0002
2016-08-22 2016-06-30 13F UNIVERSAL HEALTH REALTYINCOME TRUST SHARESBENEFICIAL INTEREST Stock 91359E105 0 -1,088 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 UNIVERSAL HEALTH REALTYINCOME TRUST SHARESBENEFICIAL INTEREST Stock 91359E105 1,088 1,088 84 0.0115
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.