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HR

Healthcare Realty Trust Incorporated

Delisted

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

280 hedge funds and large institutions have $4.28B invested in Healthcare Realty Trust Incorporated in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 119 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 85

2% more capital invested

Capital invested by funds: $4.18B → $4.28B (+$104M)

4% less funds holding

Funds holding: 292280 (-12)

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

95% less call options, than puts

Call options by funds: $50K | Put options by funds: $1.04M

Holders
280
Holders Change
-12
Holders Change %
-4.11%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
119
Reduced
85
Closed
33
Calls
$50K
Puts
$1.04M
Net Calls
-$988K
Net Calls Change
+$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$626M +$18.9M +606,813 +3%
BlackRock
2
BlackRock
New York
$621M -$6.41M -205,877 -1%
State Street
3
State Street
Massachusetts
$215M +$3.33M +106,844 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$181M +$9.18M +294,617 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$175M -$15.8M -506,685 -8%
Principal Financial Group
6
Principal Financial Group
Iowa
$167M +$4.01M +128,719 +2%
Norges Bank
7
Norges Bank
Norway
$143M +$50.7M +1,627,714 +52%
NI
8
Nuance Investments
Missouri
$127M +$30.9M +992,620 +31%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$121M +$6.4M +205,551 +5%
Goldman Sachs
10
Goldman Sachs
New York
$115M +$5.27M +169,121 +5%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$97.8M +$14.9M +479,231 +17%
JP Morgan Chase
12
JP Morgan Chase
New York
$95.8M -$36M -1,157,144 -27%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$94.3M +$5.84M +187,444 +6%
Northern Trust
14
Northern Trust
Illinois
$82M -$2.05M -65,870 -2%
N
15
Nuveen
North Carolina
$75.7M -$7.96M -255,697 -9%
Charles Schwab
16
Charles Schwab
California
$70.2M +$2.54M +81,582 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$61.9M +$890K +28,585 +1%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$55.4M +$4.95M +158,893 +9%
JG
19
Jefferies Group
New York
$51.3M +$52.9M +1,699,750 New
SI
20
Scout Investments
Missouri
$49.5M +$6.16M +197,799 +14%
Man Group
21
Man Group
United Kingdom
$46.9M +$333K +10,700 +0.7%
Legal & General Group
22
Legal & General Group
United Kingdom
$45M -$3.14M -100,689 -6%
Invesco
23
Invesco
Georgia
$32.4M +$5.16M +165,675 +18%
Millennium Management
24
Millennium Management
New York
$27.8M +$6.35M +203,878 +28%
Victory Capital Management
25
Victory Capital Management
Texas
$27.5M -$23M -737,213 -45%

HR Hedge Fund Activity: Q2 2021 in Review

280 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q2 2021, worth a combined $4.28B — up 2.5% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of HR and 23 opened new positions — a net loss of 10 holders — while 85 trimmed existing stakes and 119 added.

The largest buyer was Jefferies Group, opening a new position worth an estimated $52.9M. The largest seller was JP Morgan Chase, cutting an estimated $36M.

  • 280 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q2 2021, down from 292 in Q1 2021.
  • Funds reported $4.28B of Healthcare Realty Trust Incorporated stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 23 funds opened new Healthcare Realty Trust Incorporated positions in Q2 2021 and 33 closed out, a net change of -10 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q2 2021 was Jefferies Group, an estimated $52.9M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q2 2021 was JP Morgan Chase, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2021.