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HR

Healthcare Realty Trust Incorporated

Delisted

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

223 hedge funds and large institutions have $3.64B invested in Healthcare Realty Trust Incorporated in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $312K | Put options by funds: $273K

8% more capital invested

Capital invested by funds: $3.37B → $3.64B (+$269M)

9% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 85

5% less funds holding

Funds holding: 234223 (-11)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
223
Holders Change
-11
Holders Change %
-4.7%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
77
Reduced
85
Closed
22
Calls
$312K
Puts
$273K
Net Calls
+$39K
Net Calls Change
-$366K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$599M +$15.1M +486,685 +3%
BlackRock
2
BlackRock
New York
$487M +$457M +14,756,694 +6,758%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$262M +$18.2M +586,826 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$222M -$15.7M -505,800 -7%
State Street
5
State Street
Massachusetts
$187M +$2.3M +74,308 +1%
Morgan Stanley
6
Morgan Stanley
New York
$172M +$56.4M +1,822,804 +52%
Invesco
7
Invesco
Georgia
$158M -$74M -2,390,400 -33%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$145M -$3.81M -123,275 -3%
Northern Trust
9
Northern Trust
Illinois
$101M +$1.46M +47,081 +2%
PI
10
PGGM Investments
Netherlands
$90.1M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$80.4M -$5.5M -177,634 -7%
Macquarie Group
12
Macquarie Group
Australia
$62.3M +$5.29M +170,919 +10%
CCM
13
Channing Capital Management
Illinois
$60.9M +$11.6M +373,681 +25%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$51M +$2.1M +68,016 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$48.6M -$1.82M -58,768 -4%
AAM
16
Aberdeen Asset Management
United Kingdom
$47M +$6.51M +210,479 +17%
Millennium Management
17
Millennium Management
New York
$42.9M -$33.5M -1,082,543 -45%
N
18
Nuveen
North Carolina
$42.8M +$625K +20,214 +2%
Charles Schwab
19
Charles Schwab
California
$41.5M +$2.34M +75,531 +6%
Norges Bank
20
Norges Bank
Norway
$35.8M -$1.32M -42,764 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$35.3M +$1.89M +61,016 +6%
DPIM
22
Duff & Phelps Investment Management
Illinois
$33M -$7.39M -238,912 -19%
AllianceBernstein
23
AllianceBernstein
Tennessee
$27.4M +$10.5M +338,822 +67%
Federated Hermes
24
Federated Hermes
Pennsylvania
$21.9M -$341K -11,034 -2%
AAMU
25
Amundi Asset Management US
Massachusetts
$21M -$15.3K -494 -0.1%

HR Hedge Fund Activity: Q1 2017 in Review

223 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q1 2017, worth a combined $3.64B — up 8% from $3.37B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HR and 19 opened new positions — a net loss of 3 holders — while 85 trimmed existing stakes and 77 added.

The largest buyer was BlackRock, adding an estimated $457M. The largest seller was Invesco, cutting an estimated $74M.

  • 223 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q1 2017, down from 234 in Q4 2016.
  • Funds reported $3.64B of Healthcare Realty Trust Incorporated stock for Q1 2017, up 8% quarter-over-quarter.
  • 19 funds opened new Healthcare Realty Trust Incorporated positions in Q1 2017 and 22 closed out, a net change of -3 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q1 2017 was BlackRock, an estimated $457M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q1 2017 was Invesco, an estimated $74M sold.

Based on aggregated 13F filings for Q1 2017.