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Healthcare Realty

393 hedge funds and large institutions have $6.33B invested in Healthcare Realty in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.26M

16% more capital invested

Capital invested by funds: $5.48B → $6.33B (+$854M)

0.07% more ownership

Funds ownership: 101.51%101.58% (+0.07%)

5% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

2% less funds holding

Funds holding: 403393 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
393
Holders Change
-10
Holders Change %
-2.48%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
134
Reduced
148
Closed
59
Calls
$35M
Puts
$8.26M
Net Calls
+$26.7M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
276
Sequoia Financial Advisors
Ohio
$220K -$65.9K -4,305 -24%
SIMG
277
Sonora Investment Management Group
Arizona
$218K
VA
278
Vident Advisory
Georgia
$218K +$7.56K +494 +4%
BWP
279
Baldwin Wealth Partners
Massachusetts
$216K
MWM
280
Modern Wealth Management
Kansas
$213K
FTWA
281
Fifth Third Wealth Advisors
Ohio
$204K +$189K +12,380 New
FFN
282
Focus Financial Network
Minnesota
$202K -$7.08K -463 -4%
NW
283
Naviter Wealth
Arkansas
$196K
CIA
284
Choate Investment Advisors
Massachusetts
$195K
RFN
285
RDA Financial Network
Iowa
$193K -$6.88K -450 -4%
IFG
286
Independent Financial Group
California
$189K
SPC
287
Sigma Planning Corp
Michigan
$188K -$5.19K -339 -3%
LNWWM
288
Laird Norton Wetherby Wealth Management
California
$186K -$658 -43 -0.4%
PPW
289
Pasadena Private Wealth
California
$184K -$11K -716 -6%
Mirae Asset Global Investments
290
Mirae Asset Global Investments
South Korea
$183K +$505 +33 +0.3%
JC
291
JB Capital
Connecticut
$180K -$10.1K -661 -6%
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$178K -$29.4K -1,923 -15%
CIAS
293
Capital Investment Advisory Services
North Carolina
$177K
AWM
294
Accel Wealth Management
Iowa
$176K +$164K +10,700 New
AIA
295
Arrow Investment Advisors
Maryland
$174K +$162K +10,563 New
SOAMC
296
Spirit of America Management Corp
New York
$165K
KBC Group
297
KBC Group
Belgium
$162K +$22K +1,439 +17%
DAM
298
Delta Asset Management
Tennessee
$150K -$16K -1,045 -10%
A
299
AlphaQuest
New York
$142K -$954K -62,372 -88%
HGERS
300
Householder Group Estate & Retirement Specialist
Arizona
$118K +$11.5K +749 +12%

HR Hedge Fund Activity: Q2 2024 in Review

393 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2024, worth a combined $6.33B — up 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HR and 56 opened new positions — a net loss of 3 holders — while 148 trimmed existing stakes and 134 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Nuance Investments, cutting an estimated $62.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $6.33B of Healthcare Realty stock for Q2 2024, up 16% quarter-over-quarter.
  • 56 funds opened new Healthcare Realty positions in Q2 2024 and 59 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2024 was Bank of America, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2024 was Nuance Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.