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HR

Healthcare Realty Trust Incorporated

Delisted

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

309 hedge funds and large institutions have $4.03B invested in Healthcare Realty Trust Incorporated in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

8% more funds holding

Funds holding: 286309 (+23)

1% more capital invested

Capital invested by funds: $4B → $4.03B (+$23.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $393K | Put options by funds: $1.37M

Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
55
Increased
109
Reduced
91
Closed
27
Calls
$393K
Puts
$1.37M
Net Calls
-$976K
Net Calls Change
-$461K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$582M +$22M +731,537 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$574M +$12.3M +407,596 +2%
State Street
3
State Street
Massachusetts
$203M +$1.67M +55,677 +0.8%
Principal Financial Group
4
Principal Financial Group
Iowa
$172M +$148M +4,913,675 +545%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$172M -$2.44M -81,085 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$168M +$2.67M +88,837 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$120M -$8.2M -272,859 -6%
JP Morgan Chase
8
JP Morgan Chase
New York
$112M +$87.1M +2,897,042 +332%
Goldman Sachs
9
Goldman Sachs
New York
$92.4M -$5.07M -168,593 -5%
NI
10
Nuance Investments
Missouri
$91M +$55.5M +1,845,377 +150%
Northern Trust
11
Northern Trust
Illinois
$88.8M -$2.37M -78,724 -3%
N
12
Nuveen
North Carolina
$87.2M +$41.5M +1,380,001 +88%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$73.2M -$2.06M -68,613 -3%
Morgan Stanley
14
Morgan Stanley
New York
$65.4M +$11.6M +384,746 +21%
Charles Schwab
15
Charles Schwab
California
$62.6M +$4.89M +162,661 +8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$61.4M -$1.35M -44,992 -2%
Fidelity International
17
Fidelity International
Bermuda
$51.9M -$41M -1,365,163 -44%
Victory Capital Management
18
Victory Capital Management
Texas
$50.9M -$7.91M -263,264 -13%
Man Group
19
Man Group
United Kingdom
$50.5M +$51.2M +1,704,909 New
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$44.3M +$17.3M +575,862 +63%
Legal & General Group
21
Legal & General Group
United Kingdom
$43.8M +$4.92M +163,718 +12%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$41.7M +$517K +17,200 +1%
Norges Bank
23
Norges Bank
Norway
$40.2M -$1.04M -34,613 -2%
Invesco
24
Invesco
Georgia
$33.4M -$129M -4,299,151 -79%
WCP
25
Waterfront Capital Partners
New York
$29.6M +$17.4M +579,107 +138%

HR Hedge Fund Activity: Q4 2020 in Review

309 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q4 2020, worth a combined $4.03B — up 0.59% from $4B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 27 closed out — a net gain of 28 holders — while 109 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $148M. The largest seller was Invesco, cutting an estimated $129M.

  • 309 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q4 2020, up from 286 in Q3 2020.
  • Funds reported $4.03B of Healthcare Realty Trust Incorporated stock for Q4 2020, up 0.59% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty Trust Incorporated positions in Q4 2020 and 27 closed out, a net change of +28 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q4 2020 was Principal Financial Group, an estimated $148M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q4 2020 was Invesco, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2020.