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Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
276
PFG Investments
New York
$331K +$2.2K +114 +0.7%
SPC
277
Sigma Planning Corp
Michigan
$329K +$12.4K +644 +4%
AA
278
ALPS Advisors
Colorado
$322K -$69.6K -3,602 -17%
SIMG
279
Sonora Investment Management Group
Arizona
$313K -$24.1K -1,250 -7%
SSA
280
Schonfeld Strategic Advisors
New York
$308K +$315K +16,306 New
MFS
281
Mirabella Financial Services
United Kingdom
$302K +$309K +16,006 New
MAM
282
Mastrapasqua Asset Management
Tennessee
$301K -$1.14K -59 -0.4%
BC
283
Bridgefront Capital
Texas
$294K +$301K +15,575 New
CCA
284
Checchi Capital Advisers
California
$293K +$26.4K +1,368 +10%
DC
285
Davenport & Co
Virginia
$291K -$14K -725 -4%
FMN
286
Financial Management Network
California
$287K +$1.8K +93 +0.6%
TGAM
287
TBH Global Asset Management
Tennessee
$287K
RDWM
288
Red Door Wealth Management
Tennessee
$283K +$290K +15,024 New
VHAM
289
Van Hulzen Asset Management
California
$281K +$10.8K +560 +4%
AGA
290
Arkos Global Advisors
Texas
$276K
BAMF
291
BI Asset Management Fondsmaeglerselskab
Denmark
$272K +$161K +8,321 +137%
FWM
292
FFT Wealth Management
Pennsylvania
$259K -$18.2K -942 -6%
JC
293
JB Capital
Connecticut
$257K -$13.1K -680 -5%
BWP
294
Baldwin Wealth Partners
Massachusetts
$247K -$19.3K -1,000 -7%
AIMCA
295
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$243K
RFN
296
RDA Financial Network
Iowa
$240K
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$240K
Mirae Asset Global Investments
298
Mirae Asset Global Investments
South Korea
$235K -$57.2K -2,963 -19%
DWM
299
Dakota Wealth Management
Florida
$234K +$39.4K +2,041 +20%
PAM
300
Panagora Asset Management
Massachusetts
$231K +$1.85K +96 +0.8%

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.