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Healthcare Realty

297 hedge funds and large institutions have $5.68B invested in Healthcare Realty in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

4.84% more ownership

Funds ownership: 163.28%168.12% (+4.8%)

2% more funds holding

Funds holding: 292297 (+5)

5% more capital invested

Capital invested by funds: $5.41B → $5.68B (+$268M)

24% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 119

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

79% less call options, than puts

Call options by funds: $337K | Put options by funds: $1.58M

Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
39
Increased
91
Reduced
119
Closed
31
Calls
$337K
Puts
$1.58M
Net Calls
-$1.25M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
251
US Bancorp
Minnesota
$57K +$4.91K +193 +10%
GXMC
252
Global X Management Company
New York
$50K +$20.3K +797 +75%
PCM
253
Poehling Capital Management
Wisconsin
$49K
CFA
254
Carroll Financial Associates
North Carolina
$48K +$10.5K +411 +29%
AA
255
Apriem Advisors
California
$40K +$38.2K +1,500 New
AIM
256
Advantage Investment Management
Iowa
$38K
ME
257
McIlrath & Eck
Washington
$36K -$3.15K -124 -8%
STA
258
Summit Trail Advisors
New York
$36K +$33.6K +1,320 New
CAC
259
Certified Advisory Corp
Florida
$30K +$331 +13 +1%
MAM
260
Meeder Asset Management
Ohio
$27.4K
MFW
261
Mosaic Family Wealth
Missouri
$27K
Federated Hermes
262
Federated Hermes
Pennsylvania
$26K -$4.1M -161,019 -99%
PCP
263
Proficio Capital Partners
Massachusetts
$26K +$25K +982 New
OIA
264
OneDigital Investment Advisors
Kansas
$23K +$3.56K +140 +20%
PCG
265
Private Capital Group
Connecticut
$21K +$1.32K +52 +7%
BWM
266
BerganKDV Wealth Management
Minnesota
$20K
FHA
267
Flagship Harbor Advisors
Massachusetts
$19K +$18.5K +728 New
CIA
268
Cascade Investment Advisors
Oregon
$17.5K
CG
269
Cutler Group
California
$16K +$15.9K +623 New
GI
270
Gradient Investments
Minnesota
$15K -$13.4K -528 -49%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$13K -$2.09K -82 -14%
FWM
272
Focused Wealth Management
New York
$13K
LWS
273
Lucia Wealth Services
California
$13K
PA
274
Parallel Advisors
California
$12K +$7.4K +291 +167%
RE
275
RBC Europe
United Kingdom
$10.7K +$10.1K +398 New

HR Hedge Fund Activity: Q2 2018 in Review

297 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2018, worth a combined $5.68B — up 5% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HR positions and 31 closed out — a net gain of 8 holders — while 91 added to existing stakes and 119 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $129M. The largest seller was Nuveen, cutting an estimated $54.6M.

  • 297 institutional investors held Healthcare Realty (HR) as of Q2 2018, up from 292 in Q1 2018.
  • Funds reported $5.68B of Healthcare Realty stock for Q2 2018, up 5% quarter-over-quarter.
  • 39 funds opened new Healthcare Realty positions in Q2 2018 and 31 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q2 2018 was Principal Financial Group, an estimated $129M added.
  • The largest Healthcare Realty seller in Q2 2018 was Nuveen, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2018.