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HR

Healthcare Realty Trust Incorporated

Delisted

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

286 hedge funds and large institutions have $4B invested in Healthcare Realty Trust Incorporated in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 78

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

1% more funds holding

Funds holding: 282286 (+4)

2% more capital invested

Capital invested by funds: $3.92B → $4B (+$87M)

91% less call options, than puts

Call options by funds: $48K | Put options by funds: $563K

Holders
286
Holders Change
+4
Holders Change %
+1.42%
% of All Funds
5.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
112
Reduced
78
Closed
36
Calls
$48K
Puts
$563K
Net Calls
-$515K
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
CSat Investment Advisory
Michigan
$13K +$1.64K +57 +15%
PCG
252
Private Capital Group
Connecticut
$12K -$978 -34 -8%
CA
253
Clearstead Advisors
Ohio
$12K
TFS
254
TrustCore Financial Services
Tennessee
$10K
FHA
255
First Horizon Advisors
Tennessee
$10K +$9.55K +332 New
PA
256
Parallel Advisors
California
$9K
ST
257
Smithfield Trust
Pennsylvania
$9K +$4.6K +160 +110%
AF
258
Allworth Financial
California
$8K
GAM
259
Gemmer Asset Management
California
$8K
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$8K +$1.44K +50 +24%
EW
261
Evoke Wealth
California
$7K
QCG
262
Quadrant Capital Group
Ohio
$7K
LC
263
Lindbrook Capital
California
$7K +$633 +22 +11%
S
264
SignatureFD
Georgia
$7K +$719 +25 +12%
PFGIA
265
Patriot Financial Group Insurance Agency
Massachusetts
$6K
RFA
266
Reilly Financial Advisors
California
$6K
SIS
267
Sound Income Strategies
Florida
$6K
JWM
268
Jeppson Wealth Management
California
$6K +$5.75K +200 New
APA
269
American Portfolios Advisors
New York
$5.12K
GWS
270
Glassman Wealth Services
Virginia
$4K +$1.35K +47 +61%
OIA
271
Optimum Investment Advisors
Illinois
$3K -$5.18K -180 -64%
HPC
272
HM Payson & Co
Maine
$3K
WEC
273
Winslow Evans & Crocker
Massachusetts
$3K
MAM
274
Meeder Asset Management
Ohio
$2K -$718K -24,940 -100%
CAW
275
Cornerstone Advisors (Washington)
Washington
$2K -$5.07K -176 -73%

HR Hedge Fund Activity: Q3 2020 in Review

286 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q3 2020, worth a combined $4B — up 2.2% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HR positions and 36 closed out — a net gain of 5 holders — while 112 added to existing stakes and 78 trimmed.

The largest buyer was Resolution Capital, adding an estimated $32.2M. The largest seller was PGGM Investments, exiting entirely with an estimated $183M sold.

  • 286 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q3 2020, up from 282 in Q2 2020.
  • Funds reported $4B of Healthcare Realty Trust Incorporated stock for Q3 2020, up 2.2% quarter-over-quarter.
  • 41 funds opened new Healthcare Realty Trust Incorporated positions in Q3 2020 and 36 closed out, a net change of +5 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q3 2020 was Resolution Capital, an estimated $32.2M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q3 2020 was PGGM Investments, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2020.