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Healthcare Realty
HR

Overview Fund Activity

406 hedge funds and large institutions have $6.78B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+17
Holders Change %
+4.37%
% of All Funds
5.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
139
Reduced
145
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$87.1M
3
FCM
Farallon Capital Management
California
+$47.2M
4
Pzena Investment Management
Pzena Investment Management
New York
+$40.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$38.2M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$189M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$75.7M
3
RIM
Rush Island Management
New York
-$74.2M
4
Goldman Sachs
Goldman Sachs
New York
-$73.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
251
Greenleaf Trust
Michigan
$369K +$2.25K +124 +0.6%
Brown Advisory
252
Brown Advisory
Maryland
$368K -$12.3K -680 -3%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$367K +$23K +1,283 +7%
CWM
254
Connecticut Wealth Management
Connecticut
$363K +$363K +20,000 New
PAS
255
Park Avenue Securities
New York
$352K -$55.5K -3,061 -14%
SSA
256
Schonfeld Strategic Advisors
New York
$348K +$348K +19,170 New
Corient Private Wealth
257
Corient Private Wealth
Florida
$347K +$34.5K +1,903 +11%
Truist Financial
258
Truist Financial
North Carolina
$343K -$117K -6,421 -25%
US Bancorp
259
US Bancorp
Minnesota
$343K +$44.9K +2,475 +15%
ECM
260
Evergreen Capital Management
Washington
$327K +$7.13K +393 +2%
CI
261
CX Institutional
Indiana
$321K – – –
AA
262
ALPS Advisors
Colorado
$314K +$29.9K +1,646 +11%
GFPC
263
Global Financial Private Client
Florida
$314K – – –
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$312K -$23.6K -1,301 -7%
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$309K +$309K +17,018 New
IF
266
Intrua Financial
Texas
$300K -$10.4K -572 -3%
PI
267
PFG Investments
New York
$298K +$73 +4 +0%
NB
268
Norinchukin Bank
Japan
$298K -$15.7K -866 -5%
Focus Partners Wealth
269
Focus Partners Wealth
Massachusetts
$298K +$9.08K +500 +3%
ProShare Advisors
270
ProShare Advisors
Maryland
$287K -$36.5K -2,010 -11%
VA
271
Vident Advisory
Georgia
$283K +$43.3K +2,385 +18%
TGAM
272
TBH Global Asset Management
Tennessee
$276K – – –
SCM
273
Shelton Capital Management
Colorado
$275K – – –
GWMR
274
GC Wealth Management RIA
Massachusetts
$274K +$25.1K +1,381 +10%
AGA
275
Arkos Global Advisors
Texas
$271K – – –
9 10
11
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