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Healthcare Realty
HR

Overview Fund Activity

406 hedge funds and large institutions have $6.78B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+17
Holders Change %
+4.37%
% of All Funds
5.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
139
Reduced
145
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$87.1M
3
FCM
Farallon Capital Management
California
+$47.2M
4
Pzena Investment Management
Pzena Investment Management
New York
+$40.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$38.2M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$189M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$75.7M
3
RIM
Rush Island Management
New York
-$74.2M
4
Goldman Sachs
Goldman Sachs
New York
-$73.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
276
HighPoint Advisor Group
Illinois
$270K -$21.5K -1,269 -7%
Mirae Asset Global Investments
277
Mirae Asset Global Investments
South Korea
$267K +$67.5K +3,715 +34%
MWM
278
Modern Wealth Management
Kansas
$267K +$32K +1,765 +14%
SCM
279
Sterling Capital Management
North Carolina
$263K +$263K +14,494 New
MAM
280
Meeder Asset Management
Ohio
$263K +$258K +14,232 +5,474%
QCG
281
Quadrant Capital Group
Ohio
$260K +$9.31K +513 +4%
AFP
282
Ausdal Financial Partners
Iowa
$257K -$1.67K -92 -0.6%
TCM
283
Triumph Capital Management
Colorado
$254K +$254K +13,992 New
SAM
284
Shell Asset Management
Netherlands
$252K +$252K +13,895 New
SIMG
285
Sonora Investment Management Group
Arizona
$250K -$30.1K -1,660 -11%
DFCM
286
Dark Forest Capital Management
Puerto Rico
$244K +$244K +13,461 New
FRA
287
Frank Rimerman Advisors
California
$244K – – –
SFA
288
Sequoia Financial Advisors
Ohio
$242K -$109 -6 -0%
BWP
289
Baldwin Wealth Partners
Massachusetts
$238K – – –
AWS
290
Atria Wealth Solutions
New York
$235K +$235K +12,961 New
OPS
291
Orion Portfolio Solutions
Nebraska
$228K -$108K -5,953 -32%
BCI
292
Brinker Capital Investments
Pennsylvania
$228K -$108K -5,953 -32%
CAS
293
Coppell Advisory Solutions
Texas
$228K -$15.5K -850 -6%
MFG
294
Merit Financial Group
Georgia
$227K +$227K +12,488 New
FTWA
295
Fifth Third Wealth Advisors
Ohio
$226K +$1.76K +97 +0.8%
CWA
296
Canvas Wealth Advisors
Kansas
$218K -$89.8K -4,950 -29%
CW
297
CreativeOne Wealth
Kansas
$213K +$213K +11,762 New
RFN
298
RDA Financial Network
Iowa
$213K – – –
KBC Group
299
KBC Group
Belgium
$208K +$29.5K +1,625 +17%
QCM
300
Quantinno Capital Management
New York
$206K +$206K +11,345 New
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