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Healthcare Realty
HR

Overview Fund Activity

285 hedge funds and large institutions have $6.2B invested in Healthcare Realty in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
6.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
45
Increased
116
Reduced
86
Closed
33
Calls
$218K
Puts
$52K
Net Calls
+$166K
Net Calls Change
+$171K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$41.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$37.6M
3
Cohen & Steers
Cohen & Steers
New York
+$35.7M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$30.6M
5
BlackRock
BlackRock
New York
+$17.1M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$32.8M
2
Bank of America
Bank of America
North Carolina
-$30.9M
3
ZP
Zimmer Partners
New York
-$30M
4
PI
PGGM Investments
Netherlands
-$20.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Continuum Advisory
Idaho
$201K +$201K +6,704 New
SCM
227
Shelton Capital Management
Colorado
$201K +$201K +6,706 New
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$180K – – –
AF
229
Advisornet Financial
Minnesota
$140K +$140K +4,663 New
YWP
230
YorkBridge Wealth Partners
New York
$138K +$52.3K +1,979 +61%
AIG
231
American International Group
New York
$128K +$128K +4,247 New
GT
232
Glenmede Trust
Pennsylvania
$120K +$60K +2,000 +100%
FMT
233
First Mercantile Trust
Tennessee
$117K -$6.6K -219 -5%
SWP
234
Stratos Wealth Partners
Ohio
$115K +$115K +3,830 New
SIS
235
Sound Income Strategies
Florida
$113K +$113K +4,354 New
FIM
236
Foresters Investment Management
New York
$103K – – –
SWA
237
Sutton Wealth Advisors
Florida
$97.2K – – –
RFM
238
Royal Fund Management
Florida
$93K -$269 -9 -0.3%
ASN
239
Advisory Services Network
Georgia
$89K +$26.4K +878 +42%
IOOF
240
Independent Order of Foresters
Ontario, Canada
$84K -$97.7K -3,242 -54%
DAM
241
Delta Asset Management
Tennessee
$73K – – –
ME
242
McIlrath & Eck
Washington
$65K +$65K +2,150 New
AIM
243
Arcadia Investment Management
Michigan
$64K -$64K – –
NEI
244
Northwest & Ethical Investments
Ontario, Canada
$63.3K -$21K -700 -25%
CAC
245
Certified Advisory Corp
Florida
$56K +$56K +1,870 New
FCMT
246
Founders Capital Management (Texas)
Texas
$50K – – –
AIM
247
Advantage Investment Management
Iowa
$42K – – –
CFA
248
Carroll Financial Associates
North Carolina
$41K – – –
RPC
249
Rossmore Private Capital
Connecticut
$39.4K +$39.4K +1,310 New
AIL
250
AGF Investments LLC
Ontario, Canada
$38K -$5.43K -180 -13%
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