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HR

Healthcare Realty Trust Incorporated

Delisted

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

276 hedge funds and large institutions have $4.31B invested in Healthcare Realty Trust Incorporated in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 94

1% more capital invested

Capital invested by funds: $4.28B → $4.31B (+$28.6M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 280276 (-4)

16% less call options, than puts

Call options by funds: $849K | Put options by funds: $1.01M

Holders
276
Holders Change
-4
Holders Change %
-1.43%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
101
Reduced
94
Closed
29
Calls
$849K
Puts
$1.01M
Net Calls
-$158K
Net Calls Change
+$830K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$60K -$14.6K -475 -19%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$50K +$123 +4 +0.2%
CAL
228
Capital Analysts LLC
Pennsylvania
$41K -$1.16K -38 -3%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$33K +$33.6K +1,095 New
TSW
230
Thompson Siegel & Walmsley
Virginia
$32K
PO
231
Private Ocean
California
$30K +$30.6K +1,000 New
WT
232
Whittier Trust
California
$28K
APA
233
American Portfolios Advisors
New York
$24.2K +$19.7K +644 +379%
Loomis, Sayles & Company
234
Loomis, Sayles & Company
Massachusetts
$24K +$8.79K +287 +57%
PB
235
Pinnacle Bancorp
Nebraska
$22K
BCA
236
Berman Capital Advisors
Georgia
$18K +$9.16K +299 +90%
IRAG
237
Investment Research & Advisory Group
Georgia
$15K
IA
238
IFP Advisors
Florida
$15K +$15.3K +500 New
HWA
239
Heritage Wealth Advisors
Virginia
$13.4K
PA
240
Parallel Advisors
California
$13K +$3.98K +130 +43%
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$61 +2 +0.5%
FCA
242
FinTrust Capital Advisors
South Carolina
$11K
JWM
243
Janiczek Wealth Management
Colorado
$10K
PCG
244
Private Capital Group
Connecticut
$10K
FPS
245
Fieldpoint Private Securities
Connecticut
$9K
S
246
SignatureFD
Georgia
$9K
QCG
247
Quadrant Capital Group
Ohio
$8K -$214 -7 -3%
AF
248
Allworth Financial
California
$8K
GAM
249
Gemmer Asset Management
California
$8K
ST
250
Smithfield Trust
Pennsylvania
$8K

HR Hedge Fund Activity: Q3 2021 in Review

276 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q3 2021, worth a combined $4.31B — up 0.67% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HR and 27 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 101 added.

The largest buyer was Principal Financial Group, adding an estimated $140M. The largest seller was Norges Bank, cutting an estimated $75.8M.

  • 276 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q3 2021, down from 280 in Q2 2021.
  • Funds reported $4.31B of Healthcare Realty Trust Incorporated stock for Q3 2021, up 0.67% quarter-over-quarter.
  • 27 funds opened new Healthcare Realty Trust Incorporated positions in Q3 2021 and 29 closed out, a net change of -2 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q3 2021 was Principal Financial Group, an estimated $140M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q3 2021 was Norges Bank, an estimated $75.8M sold.

Based on aggregated 13F filings for Q3 2021.