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Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
226
MML Investors Services
Massachusetts
$454K +$40.4K +2,299 +9%
S
227
SignatureFD
Georgia
$448K +$26.7K +1,516 +6%
PL
228
Perpetual Ltd
Australia
$442K +$458K +26,060 New
ICA
229
Infrastructure Capital Advisors
New York
$441K +$21K +1,196 +5%
DEA
230
DoubleLine ETF Adviser
Florida
$441K +$2.27K +129 +0.5%
SIC
231
Sage Investment Counsel
Tennessee
$431K +$447K +25,445 New
AAG
232
Armstrong Advisory Group
Massachusetts
$428K +$352 +20 +0.1%
SHF
233
Safe Harbor Fiduciary
Florida
$413K +$17.1K +975 +4%
IIM
234
INTECH Investment Management
Florida
$410K +$425K +24,182 New
PAG
235
Private Advisor Group
New Jersey
$409K -$109K -6,227 -21%
USAA
236
United Services Automobile Association
Texas
$406K
JSW
237
Journey Strategic Wealth
New Jersey
$404K +$5.61K +319 +1%
CYG
238
Clean Yield Group
Vermont
$400K -$291K -16,557 -41%
GWM
239
Geneos Wealth Management
Colorado
$399K +$414K +23,556 New
Brown Advisory
240
Brown Advisory
Maryland
$398K +$56.1K +3,191 +16%
OTL
241
Oak Thistle LLC
New York
$387K -$4.82K -274 -1%
KAS
242
Kestra Advisory Services
Texas
$387K +$402K +22,855 New
GWMR
243
GC Wealth Management RIA
Massachusetts
$384K +$133K +7,569 +50%
AC
244
AlphaCore Capital
California
$375K +$389K +22,112 New
JWCA
245
J.W. Cole Advisors
Florida
$369K -$10.1K -574 -3%
QCM
246
Quantinno Capital Management
New York
$367K +$181K +10,287 +91%
QC
247
Quantessence Capital
New York
$359K +$373K +21,195 New
A
248
AlphaQuest
New York
$356K -$3.52M -200,331 -91%
CAM
249
Cresset Asset Management
Illinois
$356K +$369K +21,012 New
SCM
250
Sterling Capital Management
North Carolina
$356K +$114K +6,489 +45%

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.