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Healthcare Realty

411 hedge funds and large institutions have $6.86B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $5.16M

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $6.33B → $6.86B (+$526M)

5% more funds holding

Funds holding: 393411 (+18)

2.91% more ownership

Funds ownership: 101.58%104.49% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
411
Holders Change
+18
Holders Change %
+4.58%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
61
Increased
139
Reduced
146
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
Fortis Advisors
Pennsylvania
$548K +$203K +11,428 +61%
SIC
227
Samalin Investment Counsel
New York
$540K -$24.4K -1,378 -4%
CA
228
Commerzbank Aktiengesellschaft
Germany
$538K
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$536K +$73.7K +4,158 +16%
SAM
230
Securian Asset Management
Minnesota
$512K -$34.8K -1,962 -6%
PFA
231
Peak Financial Advisors
Colorado
$497K +$27.1K +1,529 +6%
RJFSA
232
Raymond James Financial Services Advisors
Florida
$492K +$372 +21 +0.1%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$480K -$15.1K -852 -3%
DEA
234
DoubleLine ETF Adviser
Florida
$470K +$459K +25,907 New
AG
235
Algert Global
California
$470K -$221K -12,472 -32%
VHAM
236
Van Hulzen Asset Management
California
$466K +$160K +9,000 +54%
AAG
237
Armstrong Advisory Group
Massachusetts
$458K +$372 +21 +0.1%
NA
238
NewEdge Advisors
Louisiana
$453K -$1.29K -73 -0.3%
S
239
SignatureFD
Georgia
$452K +$14.6K +823 +3%
ICA
240
Infrastructure Capital Advisors
New York
$451K -$5.3K -299 -1%
MML Investors Services
241
MML Investors Services
Massachusetts
$444K +$25.1K +1,416 +6%
GM
242
GeoWealth Management
Illinois
$442K +$142K +7,983 +49%
CNWM
243
Clay Northam Wealth Management
California
$439K -$12.3K -696 -3%
USAA
244
United Services Automobile Association
Texas
$435K -$136K -7,691 -24%
JSW
245
Journey Strategic Wealth
New Jersey
$427K +$417K +23,518 New
SHF
246
Safe Harbor Fiduciary
Florida
$425K +$415K +23,390 New
OTL
247
Oak Thistle LLC
New York
$420K +$95.7K +5,400 +30%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$419K +$88K +4,965 +27%
JWCA
249
J.W. Cole Advisors
Florida
$406K +$2.96K +167 +0.8%
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$394K -$123K -6,937 -24%

HR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2024, worth a combined $6.86B — up 8.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HR positions and 41 closed out — a net gain of 20 holders — while 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Principal Financial Group, cutting an estimated $185M.

  • 411 institutional investors held Healthcare Realty (HR) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $6.86B of Healthcare Realty stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 61 funds opened new Healthcare Realty positions in Q3 2024 and 41 closed out, a net change of +20 holders.
  • The largest Healthcare Realty buyer in Q3 2024 was Bank of America, an estimated $150M added.
  • The largest Healthcare Realty seller in Q3 2024 was Principal Financial Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.