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Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
251
Clay Northam Wealth Management
California
$356K -$56.7K -3,224 -13%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$352K +$76.5K +4,350 +27%
Capstone Investment Advisors
253
Capstone Investment Advisors
New York
$351K +$364K +20,724 New
HRES
254
Heitman Real Estate Securities
Illinois
$349K -$833K -47,388 -70%
Corient Private Wealth
255
Corient Private Wealth
Florida
$348K +$24.5K +1,393 +7%
GT
256
Greenleaf Trust
Michigan
$343K -$2.16K -123 -0.6%
PAS
257
Park Avenue Securities
New York
$342K +$13.9K +793 +4%
BC
258
Bayforest Capital
United Kingdom
$333K +$345K +19,645 New
Baillie Gifford & Co
259
Baillie Gifford & Co
United Kingdom
$333K -$331K -18,814 -49%
TRCT
260
Tower Research Capital (TRC)
New York
$326K -$213K -12,126 -39%
ECM
261
Evergreen Capital Management
Washington
$325K +$19.7K +1,118 +6%
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$320K -$49.9K -2,840 -13%
AA
263
ALPS Advisors
Colorado
$304K +$11K +625 +4%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$301K +$10.6K +600 +3%
CI
265
CX Institutional
Indiana
$301K +$1.85K +105 +0.6%
US Bancorp
266
US Bancorp
Minnesota
$299K -$21.9K -1,246 -7%
GFPC
267
Global Financial Private Client
Florida
$293K
TCM
268
Triumph Capital Management
Colorado
$292K +$56.9K +3,238 +23%
CMMS
269
Comprehensive Money Management Services
Florida
$290K +$301K +17,118 New
BCI
270
Brinker Capital Investments
Pennsylvania
$285K +$74.2K +4,218 +34%
OPS
271
Orion Portfolio Solutions
Nebraska
$285K +$74.2K +4,218 +34%
ProShare Advisors
272
ProShare Advisors
Maryland
$281K +$13.3K +756 +5%
PI
273
PFG Investments
New York
$279K +$158 +9 +0.1%
NB
274
Norinchukin Bank
Japan
$266K -$12.9K -736 -4%
HAG
275
HighPoint Advisor Group
Illinois
$261K +$2.36K +134 +0.8%

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.