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Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Colony Group
Massachusetts
$591K -$44.8K -2,318 -7%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$586K +$66.2K +3,426 +12%
CCM
228
Chilton Capital Management
Texas
$586K +$45.2K +2,342 +8%
GFPC
229
Global Financial Private Client
Florida
$578K
Aviva
230
Aviva
United Kingdom
$552K
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$550K +$60.9K +3,153 +12%
CNWM
232
Clay Northam Wealth Management
California
$544K
D.E. Shaw & Co
233
D.E. Shaw & Co
New York
$544K +$210K +10,868 +61%
MSRPS
234
Maryland State Retirement & Pension System
Maryland
$540K
Creative Planning
235
Creative Planning
Kansas
$535K +$132K +6,826 +32%
EGM
236
Engineers Gate Manager
New York
$534K +$547K +28,337 New
PAG
237
Private Advisor Group
New Jersey
$523K +$34.4K +1,782 +7%
PCM
238
Penserra Capital Management
California
$517K +$16.3K +843 +3%
MGP
239
Metis Global Partners
California
$513K +$525K +27,178 New
YIH
240
Y-Intercept (HK)
Hong Kong
$499K +$511K +26,451 New
MCC
241
Money Concepts Capital
Florida
$498K -$2.11M -109,129 -81%
NYLIM
242
New York Life Investment Management
New York
$495K +$266K +13,795 +111%
SAM
243
Shell Asset Management
Netherlands
$491K +$346K +17,898 +220%
Wealth Enhancement Advisory Services
244
Wealth Enhancement Advisory Services
Minnesota
$484K +$300K +15,554 +154%
I
245
InceptionR
California
$481K +$493K +25,507 New
AFP
246
Ausdal Financial Partners
Iowa
$477K +$3.13K +162 +0.6%
KeyBank National Association
247
KeyBank National Association
Ohio
$476K -$14.2K -736 -3%
HEIP
248
Hudson Edge Investment Partners
New Jersey
$474K -$12.3K -635 -2%
PP
249
Prudential plc
United Kingdom
$474K -$150K -7,768 -24%
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$471K -$161K -8,341 -25%

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.