We are live on ! Find out more
HR icon

Healthcare Realty

424 hedge funds and large institutions have $6.23B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.19M

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 416424 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.31% less ownership

Funds ownership: 105.38%105.08% (-0.31%)

2% less capital invested

Capital invested by funds: $6.36B → $6.23B (-$124M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
424
Holders Change
+8
Holders Change %
+1.92%
% of All Funds
5.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
143
Reduced
159
Closed
42
Calls
$2.42M
Puts
$1.19M
Net Calls
+$1.23M
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
226
LECAP Asset Management
United Kingdom
$441K -$314K -18,887 -42%
PL
227
Perpetual Ltd
Australia
$440K
JSW
228
Journey Strategic Wealth
New Jersey
$435K +$32K +1,924 +8%
SIC
229
Sage Investment Counsel
Tennessee
$431K +$1.4K +84 +0.3%
AAG
230
Armstrong Advisory Group
Massachusetts
$428K
PAG
231
Private Advisor Group
New Jersey
$423K +$15.3K +920 +4%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$422K -$71K -4,270 -15%
GWMR
233
GC Wealth Management RIA
Massachusetts
$417K +$33.4K +2,009 +9%
IIM
234
INTECH Investment Management
Florida
$411K +$1.89K +114 +0.5%
S
235
SignatureFD
Georgia
$410K -$35.9K -2,163 -8%
SHF
236
Safe Harbor Fiduciary
Florida
$409K -$2.53K -152 -0.6%
USAA
237
United Services Automobile Association
Texas
$394K -$7.58K -456 -2%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$392K -$139K -8,360 -26%
CAM
239
Cresset Asset Management
Illinois
$391K +$35.2K +2,121 +10%
FRA
240
Frank Rimerman Advisors
California
$383K +$153K +9,216 +69%
IC
241
IEQ Capital
California
$378K -$274K -16,516 -42%
FRM
242
Fox Run Management
Connecticut
$370K +$364K +21,884 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$357K -$104K -6,236 -23%
PHS
244
Pekin Hardy Strauss
Illinois
$355K +$349K +21,000 New
Pacer Advisors
245
Pacer Advisors
Pennsylvania
$349K -$833K -50,128 -71%
HRES
246
Heitman Real Estate Securities
Illinois
$348K
DEA
247
DoubleLine ETF Adviser
Florida
$347K -$91.6K -5,513 -21%
GT
248
Greenleaf Trust
Michigan
$339K -$2.99K -180 -0.9%
CNWM
249
Clay Northam Wealth Management
California
$335K -$19.1K -1,150 -5%
Cerity Partners
250
Cerity Partners
New York
$333K -$631K -37,944 -66%

HR Hedge Fund Activity: Q1 2025 in Review

424 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2025, worth a combined $6.23B — down 1.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $99.1M. The largest seller was Bank of America, cutting an estimated $65.9M.

  • 424 institutional investors held Healthcare Realty (HR) as of Q1 2025, up from 416 in Q4 2024.
  • Funds reported $6.23B of Healthcare Realty stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2025 and 42 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2025 was Massachusetts Financial Services, an estimated $99.1M added.
  • The largest Healthcare Realty seller in Q1 2025 was Bank of America, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.