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Healthcare Realty
HR

Overview Fund Activity

406 hedge funds and large institutions have $6.78B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+17
Holders Change %
+4.37%
% of All Funds
5.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
139
Reduced
145
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$87.1M
3
FCM
Farallon Capital Management
California
+$47.2M
4
Pzena Investment Management
Pzena Investment Management
New York
+$40.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$38.2M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$189M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$75.7M
3
RIM
Rush Island Management
New York
-$74.2M
4
Goldman Sachs
Goldman Sachs
New York
-$73.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
226
Samalin Investment Counsel
New York
$540K -$25K -1,378 -4%
CA
227
Commerzbank Aktiengesellschaft
Germany
$538K – – –
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$536K +$75.5K +4,158 +16%
SAM
229
Securian Asset Management
Minnesota
$512K -$35.6K -1,962 -6%
PFA
230
Peak Financial Advisors
Colorado
$497K +$27.8K +1,529 +6%
RJFSA
231
Raymond James Financial Services Advisors
Florida
$492K +$381 +21 +0.1%
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$480K -$15.5K -852 -3%
DEA
233
DoubleLine ETF Adviser
Florida
$470K +$470K +25,907 New
AG
234
Algert Global
California
$470K -$226K -12,472 -32%
VHAM
235
Van Hulzen Asset Management
California
$466K +$163K +9,000 +54%
AAG
236
Armstrong Advisory Group
Massachusetts
$458K +$381 +21 +0.1%
NA
237
NewEdge Advisors
Louisiana
$453K -$1.33K -73 -0.3%
S
238
SignatureFD
Georgia
$452K +$14.9K +823 +3%
ICA
239
Infrastructure Capital Advisors
New York
$451K -$5.43K -299 -1%
MML Investors Services
240
MML Investors Services
Massachusetts
$444K +$25.7K +1,416 +6%
GM
241
GeoWealth Management
Illinois
$442K +$145K +7,983 +49%
CNWM
242
Clay Northam Wealth Management
California
$439K -$12.6K -696 -3%
USAA
243
United Services Automobile Association
Texas
$435K -$140K -7,691 -24%
JSW
244
Journey Strategic Wealth
New Jersey
$427K +$427K +23,518 New
SHF
245
Safe Harbor Fiduciary
Florida
$425K +$425K +23,390 New
OTL
246
Oak Thistle LLC
New York
$420K +$98K +5,400 +30%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$419K +$90.2K +4,965 +27%
JWCA
248
J.W. Cole Advisors
Florida
$406K +$3.03K +167 +0.8%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$394K -$126K -6,937 -24%
I
250
InceptionR
California
$394K +$394K +21,681 New
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