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HR

Healthcare Realty Trust Incorporated

Delisted

HR was delisted on the 20th of July, 2022.

280 hedge funds and large institutions have $4.28B invested in Healthcare Realty Trust Incorporated in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 119 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 85

2% more capital invested

Capital invested by funds: $4.18B → $4.28B (+$104M)

4% less funds holding

Funds holding: 292280 (-12)

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

95% less call options, than puts

Call options by funds: $50K | Put options by funds: $1.04M

Holders
280
Holders Change
-12
Holders Change %
-4.11%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
119
Reduced
85
Closed
33
Calls
$50K
Puts
$1.04M
Net Calls
-$988K
Net Calls Change
+$306K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$75K
CFA
227
Carroll Financial Associates
North Carolina
$58K +$60.4K +1,938 New
BU
228
BBVA USA
Alabama
$56K +$58.5K +1,880 New
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$50K +$93 +3 +0.2%
CAL
230
Capital Analysts LLC
Pennsylvania
$43K -$1.12K -36 -2%
TSW
231
Thompson Siegel & Walmsley
Virginia
$33K
WT
232
Whittier Trust
California
$28K
FF
233
FourThought Financial
Florida
$24K +$19.3K +620 +350%
PB
234
Pinnacle Bancorp
Nebraska
$22K
FWM
235
FFT Wealth Management
Pennsylvania
$21K +$21.8K +699 New
ASN
236
Advisory Services Network
Georgia
$19K +$20K +642 New
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$16K +$10.3K +330 +159%
IRAG
238
Investment Research & Advisory Group
Georgia
$15K
Loomis, Sayles & Company
239
Loomis, Sayles & Company
Massachusetts
$15K +$15.8K +507 New
HWA
240
Heritage Wealth Advisors
Virginia
$13.6K
QT
241
Quantbot Technologies
New York
$13K -$83K -2,665 -86%
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$62 +2 +0.5%
NICM
243
Neo Ivy Capital Management
New York
$12K +$12.5K +402 New
FCA
244
FinTrust Capital Advisors
South Carolina
$11K -$529 -17 -4%
JWM
245
Janiczek Wealth Management
Colorado
$10K
PCG
246
Private Capital Group
Connecticut
$10K
BCA
247
Berman Capital Advisors
Georgia
$10K +$2.8K +90 +37%
AIG
248
American International Group
New York
$9.94K -$229K -7,344 -2%
PA
249
Parallel Advisors
California
$9K -$31 -1 -0.3%
FPS
250
Fieldpoint Private Securities
Connecticut
$9K

HR Hedge Fund Activity: Q2 2021 in Review

280 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q2 2021, worth a combined $4.28B — up 2.5% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of HR and 23 opened new positions — a net loss of 10 holders — while 85 trimmed existing stakes and 119 added.

The largest buyer was Jefferies Group, opening a new position worth an estimated $52.9M. The largest seller was JP Morgan Chase, cutting an estimated $36M.

  • 280 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q2 2021, down from 292 in Q1 2021.
  • Funds reported $4.28B of Healthcare Realty Trust Incorporated stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 23 funds opened new Healthcare Realty Trust Incorporated positions in Q2 2021 and 33 closed out, a net change of -10 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q2 2021 was Jefferies Group, an estimated $52.9M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q2 2021 was JP Morgan Chase, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2021.