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HR

Healthcare Realty Trust Incorporated

Delisted

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

235 hedge funds and large institutions have $3.4B invested in Healthcare Realty Trust Incorporated in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

2% more funds holding

Funds holding: 230235 (+5)

8% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 79

13% less capital invested

Capital invested by funds: $3.93B → $3.4B (-$529M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $912K

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
5.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
85
Reduced
79
Closed
18
Calls
Puts
$912K
Net Calls
-$912K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
201
Kavar Capital Partners Group
Kansas
$50K +$51.4K +1,800 New
FIM
202
Foresters Investment Management
New York
$48K
AIL
203
AGF Investments LLC
Ontario, Canada
$42K +$10.1K +355 +30%
SPIA
204
Steward Partners Investment Advisory
New York
$41K +$42.8K +1,500 New
AG
205
Advisor Group
Arizona
$38K -$2.88K -101 -7%
Victory Capital Management
206
Victory Capital Management
Texas
$37K
TSW
207
Thompson Siegel & Walmsley
Virginia
$30K -$6.63K -232 -18%
WT
208
Whittier Trust
California
$26K
FHA
209
First Horizon Advisors
Tennessee
$23K
DSC
210
Duncker Streett & Co
Missouri
$21K +$3.77K +132 +21%
SWP
211
Stratos Wealth Partners
Ohio
$19K
MCWS
212
McKinley Carter Wealth Services
West Virginia
$16K +$16.9K +590 New
IWM
213
IHT Wealth Management
Illinois
$14K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$10K -$2.2K -77 -17%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$10K +$2K +70 +23%
TFS
216
TrustCore Financial Services
Tennessee
$9K
RWP
217
RWA Wealth Partners
Massachusetts
$8K +$8.63K +302 New
AF
218
Allworth Financial
California
$7K
GAM
219
Gemmer Asset Management
California
$7K
QCG
220
Quadrant Capital Group
Ohio
$6K
RFA
221
Reilly Financial Advisors
California
$6K
SIS
222
Sound Income Strategies
Florida
$6K
SWP
223
Strategic Wealth Partners
Ohio
$6K
PA
224
Parallel Advisors
California
$5K +$29 +1 +0.5%
WEC
225
Winslow Evans & Crocker
Massachusetts
$4.85K -$2.51K -88 -33%

HR Hedge Fund Activity: Q1 2018 in Review

235 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q1 2018, worth a combined $3.4B — down 13% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HR positions and 18 closed out — a net gain of 7 holders — while 85 added to existing stakes and 79 trimmed.

The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $35.3M. The largest seller was Fidelity Investments, cutting an estimated $32.7M.

  • 235 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q1 2018, up from 230 in Q4 2017.
  • Funds reported $3.4B of Healthcare Realty Trust Incorporated stock for Q1 2018, down 13% quarter-over-quarter.
  • 25 funds opened new Healthcare Realty Trust Incorporated positions in Q1 2018 and 18 closed out, a net change of +7 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q1 2018 was CBRE Investment Management Listed Real Assets, an estimated $35.3M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q1 2018 was Fidelity Investments, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2018.