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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: 1 β†’ 2 (+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 β†’ $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: 280 β†’ 276 (-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
TWA
251
TCI Wealth Advisors
Arizona
$8K – – –
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$6K -$10.1K -330 -61%
KFI
253
Key Financial Inc
Pennsylvania
$6K – – –
RFA
254
Reilly Financial Advisors
California
$6K – – –
SIS
255
Sound Income Strategies
Florida
$6K – – –
PHK
256
Point72 Hong Kong
Hong Kong
$5K -$188K -6,128 -97%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
MA
258
MUFG Americas
New York
$5K +$4.72K +154 New
PA
259
PSI Advisors
Florida
$5K +$5.21K +170 New
GWS
260
Glassman Wealth Services
Virginia
$4K – – –
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$3.79K -$58.1K -1,896 -1%
AssetMark Inc
262
AssetMark Inc
California
$3K -$249K -8,117 -99%
HPC
263
HM Payson & Co
Maine
$3K – – –
Simplex Trading
264
Simplex Trading
Illinois
$3K – – –
BWM
265
BerganKDV Wealth Management
Minnesota
$2K – – –
EW
266
Evoke Wealth
California
$2K – – –
IFAM
267
Institutional & Family Asset Management
Colorado
$2K – – –
LWA
268
Lenox Wealth Advisors
New York
$2K – – –
BIA
269
Bell Investment Advisors
California
$2K +$2.02K +66 New
ED
270
Exane Derivatives
France
$1.4K – – –
CFA
271
Carroll Financial Associates
North Carolina
$1K -$57.8K -1,885 -97%
CFGS
272
Concourse Financial Group Securities
Alabama
$1K -$245 -8 -16%
PWMG
273
Prestige Wealth Management Group
New Jersey
$1K – – –
Renaissance Technologies
274
Renaissance Technologies
New York
– -$9.76M -323,300 Closed
HWC
275
Hill Winds Capital
New York
– -$4.08M -135,000 Closed

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 β€” up 0.67% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HR and 27 opened new positions β€” a net loss of 2 holders β€” 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.