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Healthcare Realty

362 hedge funds and large institutions have $5.99B invested in Healthcare Realty in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

6% more funds holding

Funds holding: 343362 (+19)

1% less capital invested

Capital invested by funds: $6.05B → $5.99B (-$59.5M)

6% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $2.47M

7.82% less ownership

Funds ownership: 161.5%153.68% (-7.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
53
Increased
129
Reduced
115
Closed
32
Calls
$2.32M
Puts
$2.47M
Net Calls
-$153K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Harbour Investments
Wisconsin
$186K +$188K +6,727 New
BA
277
Bellwether Advisors
Nebraska
$167K
CH
278
Canton Hathaway
Rhode Island
$165K
BFC
279
Bedel Financial Consulting
Indiana
$163K
US Bancorp
280
US Bancorp
Minnesota
$139K -$33.9K -1,213 -19%
CI
281
Clal Insurance
Israel
$139K +$140K +4,993 New
FF
282
FourThought Financial
Florida
$126K
Mitsubishi UFJ Trust & Banking
283
Mitsubishi UFJ Trust & Banking
Japan
$122K +$28.7K +1,027 +30%
LWM
284
Liberty Wealth Management
California
$121K
SSWG
285
Seven Springs Wealth Group
Tennessee
$118K
SWM
286
Spire Wealth Management
Virginia
$114K +$115K +4,119 New
CF
287
Centaurus Financial
California
$102K +$104K +3,704 New
SWA
288
Sutton Wealth Advisors
Florida
$82.4K
LS
289
Leelyn Smith
Illinois
$82K -$6.99K -250 -8%
HFA
290
Hoover Financial Advisors
Pennsylvania
$79K
NFG
291
Next Financial Group
Texas
$78K -$5.59K -200 -7%
JMF
292
Johnson Midwest Financial
Iowa
$78K -$2.01K -72 -2%
Acadian Asset Management
293
Acadian Asset Management
Massachusetts
$76K -$787K -28,148 -91%
Lazard Asset Management
294
Lazard Asset Management
New York
$70K +$3.19K +114 +5%
DAM
295
Delta Asset Management
Tennessee
$67K
IA
296
IFP Advisors
Florida
$65K +$4.47K +160 +7%
SFS
297
Sowell Financial Services
Arkansas
$64K -$24.5K -875 -28%
SIC
298
Salem Investment Counselors
North Carolina
$58K
DWMG
299
DB Wealth Management Group
California
$56K
GRP
300
Global Retirement Partners
California
$48K

HR Hedge Fund Activity: Q1 2021 in Review

362 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2021, worth a combined $5.99B — down 0.98% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HR positions and 32 closed out — a net gain of 21 holders — while 129 added to existing stakes and 115 trimmed.

The largest buyer was PGGM Investments, adding an estimated $55M. The largest seller was Pictet Asset Management (UK), cutting an estimated $110M.

  • 362 institutional investors held Healthcare Realty (HR) as of Q1 2021, up from 343 in Q4 2020.
  • Funds reported $5.99B of Healthcare Realty stock for Q1 2021, down 0.98% quarter-over-quarter.
  • 53 funds opened new Healthcare Realty positions in Q1 2021 and 32 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q1 2021 was PGGM Investments, an estimated $55M added.
  • The largest Healthcare Realty seller in Q1 2021 was Pictet Asset Management (UK), an estimated $110M sold.

Based on aggregated 13F filings for Q1 2021.