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Healthcare Realty
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Overview Fund Activity

340 hedge funds and large institutions have $6.05B invested in Healthcare Realty in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+6
Holders Change %
+1.8%
% of All Funds
6.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
124
Reduced
121
Closed
35
Calls
$2.2M
Puts
$1.19M
Net Calls
+$1.01M
Net Calls Change
+$19.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$280M
2
PI
PGGM Investments
Netherlands
+$74.1M
3
American Century Companies
American Century Companies
Missouri
+$73.1M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$67.2M
5
Principal Financial Group
Principal Financial Group
Iowa
+$51.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$207M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$166M
3
CIM
Centersquare Investment Management
Pennsylvania
-$54.4M
4
Fidelity International
Fidelity International
Bermuda
-$52.9M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
251
AMJ Financial Wealth Management
Virginia
$238K -$3.5K -127 -1%
VHAM
252
Van Hulzen Asset Management
California
$234K +$234K +8,500 New
SWM
253
SeaCrest Wealth Management
New York
$231K – – –
IRF
254
IBM Retirement Fund
New York
$219K -$88.1K -3,199 -29%
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$219K – – –
Rafferty Asset Management
256
Rafferty Asset Management
New York
$216K +$216K +7,848 New
WTC
257
WhitTier Trust Company
Nevada
$212K – – –
SOAMC
258
Spirit of America Management Corp
New York
$207K – – –
PRC
259
Pearl River Capital
Michigan
$205K -$93.7K -3,407 -31%
US Bancorp
260
US Bancorp
Minnesota
$172K +$28.2K +1,023 +20%
BA
261
Bellwether Advisors
Nebraska
$167K +$167K +6,074 New
CH
262
Canton Hathaway
Rhode Island
$165K – – –
BFC
263
Bedel Financial Consulting
Indiana
$163K – – –
PI
264
PEAK6 Investments
Illinois
$138K +$138K +5,017 New
FF
265
FourThought Financial
Florida
$126K +$126K +4,583 New
LWM
266
Liberty Wealth Management
California
$121K +$121K +4,180 New
SSWG
267
Seven Springs Wealth Group
Tennessee
$118K – – –
Mitsubishi UFJ Trust & Banking
268
Mitsubishi UFJ Trust & Banking
Japan
$94K -$108K -3,964 -54%
SIS
269
Sound Income Strategies
Florida
$91K -$7.69K -280 -8%
LS
270
Leelyn Smith
Illinois
$89K -$13.5K -490 -13%
SFS
271
Sowell Financial Services
Arkansas
$86K -$2.58K -94 -3%
NFG
272
Next Financial Group
Texas
$83K – – –
SWA
273
Sutton Wealth Advisors
Florida
$82.2K – – –
HFA
274
Hoover Financial Advisors
Pennsylvania
$79K +$79K +2,808 New
JMF
275
Johnson Midwest Financial
Iowa
$79K +$79K +2,884 New
9 10
11
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