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Healthcare Realty
HR

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 %
ASN
276
Advisory Services Network
Georgia
$78K -$2K -73 -2%
CWP
277
Concord Wealth Partners
Virginia
$69K +$69K +2,500 New
DAM
278
Delta Asset Management
Tennessee
$67K – – –
Lazard Asset Management
279
Lazard Asset Management
New York
$67K +$30.6K +1,125 +84%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$66K +$18.2K +659 +38%
IA
281
IFP Advisors
Florida
$62K +$4.43K +159 +8%
SIC
282
Salem Investment Counselors
North Carolina
$58K +$18K +650 +45%
DWMG
283
DB Wealth Management Group
California
$56K +$56K +2,042 New
GRP
284
Global Retirement Partners
California
$48K +$582 +21 +1%
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$40K -$1.26K -46 -3%
Ensign Peak Advisors
286
Ensign Peak Advisors
Utah
$39K +$39K +1,425 New
BHWM
287
Bay Harbor Wealth Management
Maryland
$38K – – –
SFO
288
Standard Family Office
South Dakota
$38K +$38K +1,374 New
WT
289
Whittier Trust
California
$37K +$37K +1,338 New
APWA
290
Atlas Private Wealth Advisors
New Jersey
$36K -$19.4K -700 -35%
CFD
291
Creative Financial Designs
Indiana
$36K – – –
ME
292
McIlrath & Eck
Washington
$36K +$54 +2 +0.2%
AWM
293
Accel Wealth Management
Iowa
$36K +$36K +1,300 New
AF
294
Allworth Financial
California
$34K – – –
LIM
295
Longfellow Investment Management
Massachusetts
$34K +$34K +1,234 New
CFA
296
Carroll Financial Associates
North Carolina
$30K – – –
AWA
297
Arkadios Wealth Advisors
Georgia
$30K +$8.32K +311 +38%
QCG
298
Quadrant Capital Group
Ohio
$30K +$8.96K +323 +43%
RFA
299
Reilly Financial Advisors
California
$30K +$30K +1,100 New
CWC
300
Carolinas Wealth Consulting
North Carolina
$27K -$1.65K -59 -6%
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