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Healthcare Realty
HR

Overview Fund Activity

381 hedge funds and large institutions have $6.03B invested in Healthcare Realty in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 128 increasing their positions, 147 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-10
Holders Change %
-2.56%
% of All Funds
6.44%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
55
Increased
128
Reduced
147
Closed
58
Calls
$50.1M
Puts
$8.1M
Net Calls
+$42M
Net Calls Change
-$177M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$91.1M
2
CCM
Channing Capital Management
Illinois
+$80.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$73.7M
4
CVA
Ceredex Value Advisors
Florida
+$70.4M
5
American Century Companies
American Century Companies
Missouri
+$67.3M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$179M
2
Cohen & Steers
Cohen & Steers
New York
-$169M
3
DKCM
Davidson Kempner Capital Management
New York
-$137M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$96M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
226
Jeppson Wealth Management
California
$540K +$38.4K +1,376 +8%
SPC
227
Sigma Planning Corp
Michigan
$537K -$27.3K -976 -5%
MCC
228
Money Concepts Capital
Florida
$516K -$167K -5,780 -24%
NA
229
NewEdge Advisors
Louisiana
$499K -$38.7K -1,387 -7%
LMIM
230
Lockheed Martin Investment Management
Maryland
$493K -$175K -6,270 -26%
CAN
231
Cetera Advisor Networks
California
$484K +$56.4K +2,020 +13%
FRM
232
Fox Run Management
Connecticut
$476K +$476K +17,041 New
ADBIC
233
A.D. Beadell Investment Counsel
Wisconsin
$455K -$39K -1,400 -8%
RIM
234
Redpoint Investment Management
Australia
$444K -$40.8K -1,463 -8%
JPMPWA
235
J.P. Morgan Private Wealth Advisors
California
$442K -$215K -7,704 -33%
VI
236
Vestcor Inc
New Brunswick, Canada
$441K -$7.14M -255,553 -94%
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$435K -$316K -11,335 -42%
HAG
238
HighPoint Advisor Group
Illinois
$428K +$428K +14,813 New
Stifel Financial
239
Stifel Financial
Missouri
$424K -$889K -31,807 -68%
AGA
240
Arkos Global Advisors
Texas
$408K – – –
CG
241
Cutler Group
California
$400K +$393K +14,081 +5,374%
KAS
242
Kestra Advisory Services
Texas
$384K +$384K +13,310 New
HEIP
243
Hudson Edge Investment Partners
New Jersey
$383K +$383K +14,095 New
BFG
244
Barber Financial Group
Kansas
$382K -$782 -28 -0.2%
BCI
245
Brinker Capital Investments
Pennsylvania
$378K -$161K -5,787 -30%
RFN
246
RDA Financial Network
Iowa
$364K -$2.79K -100 -0.8%
AWS
247
Atria Wealth Solutions
New York
$362K +$142K +5,081 +65%
GT
248
Glenview Trust
Kentucky
$359K – – –
AG
249
Algert Global
California
$358K -$289K -10,380 -45%
Mariner
250
Mariner
Kansas
$355K -$68.4K -2,452 -16%
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