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HR

Healthcare Realty Trust Incorporated

Delisted

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

266 hedge funds and large institutions have $4.28B invested in Healthcare Realty Trust Incorporated in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 117 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,350% more call options, than puts

Call options by funds: $927K | Put options by funds: $6K

102% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 58

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

2% more funds holding

Funds holding: 260266 (+6)

1% more capital invested

Capital invested by funds: $4.23B → $4.28B (+$55.1M)

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
5.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
117
Reduced
58
Closed
26
Calls
$927K
Puts
$6K
Net Calls
+$921K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$657M +$15.9M +480,142 +2%
BlackRock
2
BlackRock
New York
$642M +$27M +813,036 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$267M -$22.3M -673,730 -8%
State Street
4
State Street
Massachusetts
$246M -$14.5M -437,939 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$220M +$7.22M +217,765 +3%
Principal Financial Group
6
Principal Financial Group
Iowa
$175M +$10.3M +310,886 +6%
Goldman Sachs
7
Goldman Sachs
New York
$134M +$4.26M +128,328 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$125M +$40.1M +1,210,109 +48%
Morgan Stanley
9
Morgan Stanley
New York
$123M +$1.1M +33,219 +0.9%
RC
10
Resolution Capital
Australia
$120M +$16.6M +500,280 +16%
Northern Trust
11
Northern Trust
Illinois
$118M +$2.43M +73,274 +2%
N
12
Nuveen
North Carolina
$96.3M +$24M +724,030 +34%
Charles Schwab
13
Charles Schwab
California
$83.1M +$4.56M +137,600 +6%
Victory Capital Management
14
Victory Capital Management
Texas
$83.1M +$2.13M +64,091 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$78.8M +$7.7M +232,218 +11%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$69.2M +$2.11M +63,558 +3%
Invesco
17
Invesco
Georgia
$52.2M -$152M -4,577,220 -75%
Norges Bank
18
Norges Bank
Norway
$51.6M +$2.91M +87,698 +6%
Wells Fargo
19
Wells Fargo
California
$43.7M -$6.46M -194,784 -13%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$40.9M +$2.64M +79,478 +7%
Fidelity International
21
Fidelity International
Bermuda
$40.6M +$13.8M +415,214 +52%
JP Morgan Chase
22
JP Morgan Chase
New York
$36.9M +$19.7M +594,112 +116%
EVM
23
Eaton Vance Management
Massachusetts
$32.7M +$6.63M +199,798 +26%
Legal & General Group
24
Legal & General Group
United Kingdom
$29.4M +$2.08M +62,659 +8%
HRES
25
Heitman Real Estate Securities
Illinois
$26.1M +$26M +782,862 New

HR Hedge Fund Activity: Q4 2019 in Review

266 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q4 2019, worth a combined $4.28B — up 1.3% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HR positions and 26 closed out — a net gain of 11 holders — while 117 added to existing stakes and 58 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $40.1M. The largest seller was Invesco, cutting an estimated $152M.

  • 266 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q4 2019, up from 260 in Q3 2019.
  • Funds reported $4.28B of Healthcare Realty Trust Incorporated stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 37 funds opened new Healthcare Realty Trust Incorporated positions in Q4 2019 and 26 closed out, a net change of +11 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q4 2019 was Bank of New York Mellon, an estimated $40.1M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q4 2019 was Invesco, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.