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Healthcare Realty
HR

Overview Fund Activity

338 hedge funds and large institutions have $5.48B invested in Healthcare Realty in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
–
Holders Change %
0%
% of All Funds
7.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
43
Increased
137
Reduced
102
Closed
37
Calls
$1.17M
Puts
$21K
Net Calls
+$1.15M
Net Calls Change
+$515K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$128M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$58.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$55.1M
4
CVA
Ceredex Value Advisors
Florida
+$47.5M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$46M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$67.6M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$51.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$48.3M
4
LIMS
Lasalle Investment Management Securities
Maryland
-$30M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
251
AMJ Financial Wealth Management
Virginia
$213K – – –
IWS
252
Insight Wealth Strategies
California
$213K +$3.5K +144 +2%
SFP
253
Shepherd Financial Partners
Massachusetts
$210K -$38.6K -1,594 -16%
KFGK
254
Keystone Financial Group (Kentucky)
Kentucky
$209K +$1.29K +53 +0.6%
AIG
255
American International Group
New York
$208K +$9.09K +375 +5%
SWM
256
SeaCrest Wealth Management
New York
$207K – – –
ARMT
257
Amica Retiree Medical Trust
Rhode Island
$194K – – –
WTC
258
WhitTier Trust Company
Nevada
$187K – – –
SWA
259
Sutton Wealth Advisors
Florida
$174K +$95.9K +3,950 +123%
CAN
260
Claraphi Advisory Network
United States
$170K +$170K +6,997 New
CH
261
Canton Hathaway
Rhode Island
$146K – – –
BFC
262
Bedel Financial Consulting
Indiana
$144K – – –
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$130K +$37.9K +1,552 +41%
SOAMC
264
Spirit of America Management Corp
New York
$121K – – –
SFS
265
Sowell Financial Services
Arkansas
$97K +$73 +3 +0.1%
LS
266
Leelyn Smith
Illinois
$80K +$4.83K +200 +6%
US Bancorp
267
US Bancorp
Minnesota
$78K -$46.6K -1,930 -37%
SIS
268
Sound Income Strategies
Florida
$76K – – –
NFG
269
Next Financial Group
Texas
$73K -$14.5K -599 -17%
QCG
270
Quadrant Capital Group
Ohio
$73K -$2.06K -85 -3%
ASN
271
Advisory Services Network
Georgia
$66K +$687 +28 +1%
VanEck Associates
272
VanEck Associates
New York
$64K +$34.6K +1,431 +118%
DAM
273
Delta Asset Management
Tennessee
$59K – – –
HFM
274
Harvest Fund Management
China
$58K -$4.79K -200 -8%
EI
275
Ellevest Inc
New York
$54K +$9.51K +395 +21%
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