We are live on ! Find out more
HR

Healthcare Realty Trust Incorporated

Delisted

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

276 hedge funds and large institutions have $4.31B invested in Healthcare Realty Trust Incorporated in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 94

1% more capital invested

Capital invested by funds: $4.28B → $4.31B (+$28.6M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 280276 (-4)

16% less call options, than puts

Call options by funds: $849K | Put options by funds: $1.01M

Holders
276
Holders Change
-4
Holders Change %
-1.43%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
101
Reduced
94
Closed
29
Calls
$849K
Puts
$1.01M
Net Calls
-$158K
Net Calls Change
+$830K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$629M +$11.7M +380,343 +2%
BlackRock
2
BlackRock
New York
$620M +$8.07M +263,217 +1%
Principal Financial Group
3
Principal Financial Group
Iowa
$301M +$140M +4,561,549 +82%
State Street
4
State Street
Massachusetts
$219M +$6.79M +221,669 +3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$173M -$6.5M -212,102 -4%
NI
6
Nuance Investments
Missouri
$158M +$33.5M +1,094,157 +26%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$121M -$53.7M -1,751,377 -30%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$114M -$5.42M -176,727 -4%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$102M +$5.65M +184,300 +6%
Goldman Sachs
10
Goldman Sachs
New York
$98.8M -$14.7M -480,840 -13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$95.8M +$2.92M +95,322 +3%
JP Morgan Chase
12
JP Morgan Chase
New York
$86.6M -$8.09M -264,102 -8%
Franklin Resources
13
Franklin Resources
California
$79.5M +$55.2M +1,800,563 +207%
Charles Schwab
14
Charles Schwab
California
$75.6M +$6.54M +213,358 +9%
Northern Trust
15
Northern Trust
Illinois
$74.6M -$6.49M -211,781 -8%
Norges Bank
16
Norges Bank
Norway
$67.2M -$75.8M -2,473,093 -52%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$61.5M +$397K +12,948 +0.6%
N
18
Nuveen
North Carolina
$55.3M -$19.9M -648,266 -26%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$50.9M -$3.74M -122,180 -7%
SI
20
Scout Investments
Missouri
$50.7M +$1.93M +62,961 +4%
Legal & General Group
21
Legal & General Group
United Kingdom
$47.2M +$2.9M +94,645 +6%
Man Group
22
Man Group
United Kingdom
$46.2M +$18.4K +600 +0%
VCM
23
V3 Capital Management
Texas
$44.3M +$45.6M +1,487,500 New
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$43.7M +$24.8M +809,931 +123%
Invesco
25
Invesco
Georgia
$31.2M -$747K -24,388 -2%

HR Hedge Fund Activity: Q3 2021 in Review

276 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q3 2021, worth a combined $4.31B — up 0.67% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HR and 27 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 101 added.

The largest buyer was Principal Financial Group, adding an estimated $140M. The largest seller was Norges Bank, cutting an estimated $75.8M.

  • 276 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q3 2021, down from 280 in Q2 2021.
  • Funds reported $4.31B of Healthcare Realty Trust Incorporated stock for Q3 2021, up 0.67% quarter-over-quarter.
  • 27 funds opened new Healthcare Realty Trust Incorporated positions in Q3 2021 and 29 closed out, a net change of -2 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q3 2021 was Principal Financial Group, an estimated $140M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q3 2021 was Norges Bank, an estimated $75.8M sold.

Based on aggregated 13F filings for Q3 2021.