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Healthcare Realty

411 hedge funds and large institutions have $6.86B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $5.16M

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $6.33B → $6.86B (+$526M)

5% more funds holding

Funds holding: 393411 (+18)

2.91% more ownership

Funds ownership: 101.58%104.49% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
411
Holders Change
+18
Holders Change %
+4.58%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
61
Increased
139
Reduced
146
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
276
Arkos Global Advisors
Texas
$271K
HAG
277
HighPoint Advisor Group
Illinois
$270K -$22.5K -1,269 -7%
Mirae Asset Global Investments
278
Mirae Asset Global Investments
South Korea
$267K +$65.9K +3,715 +34%
MWM
279
Modern Wealth Management
Kansas
$267K +$31.3K +1,765 +14%
SCM
280
Sterling Capital Management
North Carolina
$263K +$257K +14,494 New
MAM
281
Meeder Asset Management
Ohio
$263K +$252K +14,232 +5,474%
QCG
282
Quadrant Capital Group
Ohio
$260K +$9.1K +513 +4%
AFP
283
Ausdal Financial Partners
Iowa
$257K -$1.63K -92 -0.6%
TCM
284
Triumph Capital Management
Colorado
$254K +$248K +13,992 New
SAM
285
Shell Asset Management
Netherlands
$252K +$246K +13,895 New
SIMG
286
Sonora Investment Management Group
Arizona
$250K -$29.4K -1,660 -11%
DFCM
287
Dark Forest Capital Management
Puerto Rico
$244K +$239K +13,461 New
FRA
288
Frank Rimerman Advisors
California
$244K
SFA
289
Sequoia Financial Advisors
Ohio
$242K -$106 -6 -0%
BWP
290
Baldwin Wealth Partners
Massachusetts
$238K
AWS
291
Atria Wealth Solutions
New York
$235K +$230K +12,961 New
BCI
292
Brinker Capital Investments
Pennsylvania
$228K -$106K -5,953 -32%
OPS
293
Orion Portfolio Solutions
Nebraska
$228K -$106K -5,953 -32%
CAS
294
Coppell Advisory Solutions
Texas
$228K -$15.1K -850 -6%
MFG
295
Merit Financial Group
Georgia
$227K +$221K +12,488 New
FTWA
296
Fifth Third Wealth Advisors
Ohio
$226K +$1.72K +97 +0.8%
CWA
297
Canvas Wealth Advisors
Kansas
$218K -$87.8K -4,950 -29%
CW
298
CreativeOne Wealth
Kansas
$213K +$209K +11,762 New
RFN
299
RDA Financial Network
Iowa
$213K
KBC Group
300
KBC Group
Belgium
$208K +$28.8K +1,625 +17%

HR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2024, worth a combined $6.86B — up 8.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HR positions and 41 closed out — a net gain of 20 holders — while 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Principal Financial Group, cutting an estimated $185M.

  • 411 institutional investors held Healthcare Realty (HR) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $6.86B of Healthcare Realty stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 61 funds opened new Healthcare Realty positions in Q3 2024 and 41 closed out, a net change of +20 holders.
  • The largest Healthcare Realty buyer in Q3 2024 was Bank of America, an estimated $150M added.
  • The largest Healthcare Realty seller in Q3 2024 was Principal Financial Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.