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HR

Healthcare Realty Trust Incorporated

Delisted

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

292 hedge funds and large institutions have $4.18B invested in Healthcare Realty Trust Incorporated in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 102

4% more capital invested

Capital invested by funds: $4.03B → $4.18B (+$151M)

6% less funds holding

Funds holding: 309292 (-17)

37% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 38

97% less call options, than puts

Call options by funds: $46K | Put options by funds: $1.34M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
292
Holders Change
-17
Holders Change %
-5.5%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
115
Reduced
102
Closed
38
Calls
$46K
Puts
$1.34M
Net Calls
-$1.29M
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$629M +$33.3M +1,107,393 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$610M +$21.9M +728,967 +4%
State Street
3
State Street
Massachusetts
$213M +$5.18M +172,081 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$191M +$14.9M +496,878 +9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$173M +$1.26M +41,948 +0.7%
Principal Financial Group
6
Principal Financial Group
Iowa
$164M -$12.2M -404,141 -7%
JP Morgan Chase
7
JP Morgan Chase
New York
$131M +$16.9M +560,677 +15%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$115M -$7.72M -256,795 -6%
Goldman Sachs
9
Goldman Sachs
New York
$110M +$15.2M +506,031 +16%
NI
10
Nuance Investments
Missouri
$97.5M +$4.29M +142,762 +5%
Norges Bank
11
Norges Bank
Norway
$94M +$52.4M +1,742,542 +128%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$89M +$13.9M +460,636 +19%
Northern Trust
13
Northern Trust
Illinois
$84.4M -$6.57M -218,545 -7%
N
14
Nuveen
North Carolina
$83.8M -$5.52M -183,360 -6%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$83.6M +$40.6M +1,348,400 +96%
Charles Schwab
16
Charles Schwab
California
$68M +$3.85M +128,017 +6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$61.3M -$1.52M -50,502 -2%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$50.8M +$5.34M +177,547 +12%
Victory Capital Management
19
Victory Capital Management
Texas
$50M -$2.15M -71,590 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$48.3M +$3.35M +111,406 +8%
Man Group
21
Man Group
United Kingdom
$46.7M -$4.91M -163,194 -10%
SI
22
Scout Investments
Missouri
$43.7M +$21.4M +710,665 +97%
VLKIM
23
Van Lanschot Kempen Investment Management
Netherlands
$28.7M +$2.28M +75,928 +9%
CVA
24
Ceredex Value Advisors
Florida
$28.2M -$1.59M -52,800 -5%
Invesco
25
Invesco
Georgia
$27.5M -$6.69M -222,326 -20%

HR Hedge Fund Activity: Q1 2021 in Review

292 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q1 2021, worth a combined $4.18B — up 3.7% from $4.03B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of HR and 24 opened new positions — a net loss of 14 holders — while 102 trimmed existing stakes and 115 added.

The largest buyer was Norges Bank, adding an estimated $52.4M. The largest seller was Morgan Stanley, cutting an estimated $58.4M.

  • 292 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q1 2021, down from 309 in Q4 2020.
  • Funds reported $4.18B of Healthcare Realty Trust Incorporated stock for Q1 2021, up 3.7% quarter-over-quarter.
  • 24 funds opened new Healthcare Realty Trust Incorporated positions in Q1 2021 and 38 closed out, a net change of -14 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q1 2021 was Norges Bank, an estimated $52.4M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q1 2021 was Morgan Stanley, an estimated $58.4M sold.

Based on aggregated 13F filings for Q1 2021.