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Healthcare Realty
HR

Overview Fund Activity

307 hedge funds and large institutions have $5.31B invested in Healthcare Realty in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
7.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
50
Increased
103
Reduced
101
Closed
38
Calls
$202K
Puts
$834K
Net Calls
-$632K
Net Calls Change
+$614K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$180M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$69.4M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$59.3M
4
Fidelity International
Fidelity International
Bermuda
+$48.6M
5
Principal Financial Group
Principal Financial Group
Iowa
+$41.6M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$389M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$155M
3
ZP
Zimmer Partners
New York
-$113M
4
LPC
Long Pond Capital
New York
-$51.3M
5
CIM
Centersquare Investment Management
Pennsylvania
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
251
Sound Income Strategies
Florida
$84K – – –
SWP
252
Stratos Wealth Partners
Ohio
$84K +$84K +3,155 New
CH
253
Canton Hathaway
Rhode Island
$80K +$80K +3,000 New
SWA
254
Sutton Wealth Advisors
Florida
$79.6K – – –
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$77K -$9.59K -358 -11%
PI
256
PineBridge Investments
New York
$73K – – –
RCAG
257
Rehmann Capital Advisory Group
Michigan
$66.6K +$480 +18 +0.7%
DAM
258
Delta Asset Management
Tennessee
$65K – – –
CGT
259
Capital Guardian Trust
California
$59K +$59K +2,228 New
RFM
260
Royal Fund Management
Florida
$58K -$5.48K -209 -9%
TRCT
261
Tower Research Capital (TRC)
New York
$51K -$307K -11,502 -86%
CFA
262
Carroll Financial Associates
North Carolina
$48K – – –
US Bancorp
263
US Bancorp
Minnesota
$47K -$9.33K -350 -17%
AIL
264
AGF Investments LLC
Ontario, Canada
$44K +$5.88K +225 +15%
CFGS
265
Concourse Financial Group Securities
Alabama
$44K +$44K +1,650 New
CBT
266
Capital Bank & Trust
California
$43K +$43K +1,624 New
ME
267
McIlrath & Eck
Washington
$39K +$3.35K +126 +9%
AIM
268
Advantage Investment Management
Iowa
$37K – – –
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$36K +$22.6K +845 +169%
Parallax Volatility Advisers
270
Parallax Volatility Advisers
California
$31K +$31K +1,148 New
CAC
271
Certified Advisory Corp
Florida
$30K +$319 +12 +1%
MAM
272
Meeder Asset Management
Ohio
$27K – – –
PCP
273
Proficio Capital Partners
Massachusetts
$26K – – –
MFW
274
Mosaic Family Wealth
Missouri
$26K – – –
OIA
275
OneDigital Investment Advisors
Kansas
$22K – – –
9 10
11
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