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Healthcare Realty

393 hedge funds and large institutions have $6.33B invested in Healthcare Realty in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.26M

16% more capital invested

Capital invested by funds: $5.48B → $6.33B (+$854M)

0.07% more ownership

Funds ownership: 101.51%101.58% (+0.07%)

5% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

2% less funds holding

Funds holding: 403393 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
393
Holders Change
-10
Holders Change %
-2.48%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
134
Reduced
148
Closed
59
Calls
$35M
Puts
$8.26M
Net Calls
+$26.7M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ICA
226
Infrastructure Capital Advisors
New York
$414K -$4.58K -299 -1%
NA
227
NewEdge Advisors
Louisiana
$412K +$2.75K +180 +0.7%
CNWM
228
Clay Northam Wealth Management
California
$410K -$3.83K -250 -1%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$409K +$4.33K +283 +1%
S
230
SignatureFD
Georgia
$397K +$104K +6,810 +39%
MML Investors Services
231
MML Investors Services
Massachusetts
$380K -$62.9K -4,109 -15%
PAS
232
Park Avenue Securities
New York
$370K +$5.2K +340 +2%
JWCA
233
J.W. Cole Advisors
Florida
$366K -$27.3K -1,785 -7%
SLAM
234
Swiss Life Asset Management
$349K -$108K -7,067 -25%
Brown Advisory
235
Brown Advisory
Maryland
$346K -$45.9K -3,000 -13%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$343K -$38.4K -2,507 -12%
HCM
237
Hall Capital Management
Rhode Island
$342K
GT
238
Greenleaf Trust
Michigan
$333K +$309K +20,221 New
TRCT
239
Tower Research Capital (TRC)
New York
$332K -$24.1K -1,573 -7%
FA
240
Fortis Advisors
Pennsylvania
$309K +$5.55K +363 +2%
IAIM
241
International Assets Investment Management
Florida
$309K +$287K +18,748 New
HAG
242
HighPoint Advisor Group
Illinois
$306K +$18.4K +1,202 +7%
BCI
243
Brinker Capital Investments
Pennsylvania
$305K +$60.7K +3,968 +27%
OPS
244
Orion Portfolio Solutions
Nebraska
$305K +$60.7K +3,968 +27%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$305K -$9.78K -639 -3%
CWA
246
Canvas Wealth Advisors
Kansas
$301K -$786K -51,389 -75%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$298K +$40.1K +2,623 +17%
ProShare Advisors
248
ProShare Advisors
Maryland
$294K -$11.4K -746 -4%
OTL
249
Oak Thistle LLC
New York
$292K +$271K +17,735 New
CI
250
CX Institutional
Indiana
$291K

HR Hedge Fund Activity: Q2 2024 in Review

393 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2024, worth a combined $6.33B — up 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HR and 56 opened new positions — a net loss of 3 holders — while 148 trimmed existing stakes and 134 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Nuance Investments, cutting an estimated $62.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $6.33B of Healthcare Realty stock for Q2 2024, up 16% quarter-over-quarter.
  • 56 funds opened new Healthcare Realty positions in Q2 2024 and 59 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2024 was Bank of America, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2024 was Nuance Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.