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Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
276
TBH Global Asset Management
Tennessee
$258K
MFG
277
Merit Financial Group
Georgia
$255K +$45.3K +2,578 +21%
AGA
278
Arkos Global Advisors
Texas
$253K
AWS
279
Atria Wealth Solutions
New York
$252K +$33.8K +1,924 +15%
SSA
280
Schonfeld Strategic Advisors
New York
$245K -$82.8K -4,710 -25%
QCG
281
Quadrant Capital Group
Ohio
$244K +$1.55K +88 +0.6%
AFP
282
Ausdal Financial Partners
Iowa
$242K +$2.04K +116 +0.8%
MWM
283
Modern Wealth Management
Kansas
$241K -$7.93K -451 -3%
IF
284
Intrua Financial
Texas
$239K -$42.5K -2,416 -15%
SAM
285
Shell Asset Management
Netherlands
$236K
SCM
286
Shelton Capital Management
Colorado
$232K -$25.5K -1,449 -10%
SFA
287
Sequoia Financial Advisors
Ohio
$231K +$4.92K +280 +2%
SWP
288
Sagespring Wealth Partners
Tennessee
$229K +$238K +13,523 New
TPI
289
Trust Point Inc
Wisconsin
$228K +$60.7K +3,450 +34%
FRA
290
Frank Rimerman Advisors
California
$228K
FC
291
Farringdon Capital
United Kingdom
$221K +$229K +13,046 New
FTWA
292
Fifth Third Wealth Advisors
Ohio
$211K
EWA
293
EverSource Wealth Advisors
Alabama
$210K +$167K +9,504 +328%
WIA
294
World Investment Advisors
California
$206K +$214K +12,175 New
BWP
295
Baldwin Wealth Partners
Massachusetts
$205K -$17.6K -1,000 -8%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$199K +$10.2K +578 +5%
RFN
297
RDA Financial Network
Iowa
$199K
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$195K +$12.4K +706 +7%
CAS
299
Coppell Advisory Solutions
Texas
$195K -$13.8K -784 -6%
CW
300
CreativeOne Wealth
Kansas
$190K -$9.57K -544 -5%

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.