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Healthcare Realty
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Overview Fund Activity

413 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 152 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
5.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
63
Increased
146
Reduced
152
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M

Top Buyers

1
SV
Starboard Value
New York
+$342M
2
RIM
Rush Island Management
New York
+$46.6M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$39.3M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$31.4M
5
Northern Trust
Northern Trust
Illinois
+$19.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$210M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$91.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$62.6M
4
FG
Foresight Group
United Kingdom
-$44M
5
AAMU
APG Asset Management US
New York
-$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
276
TBH Global Asset Management
Tennessee
$258K – – –
MFG
277
Merit Financial Group
Georgia
$255K +$43.7K +2,578 +21%
AGA
278
Arkos Global Advisors
Texas
$253K – – –
AWS
279
Atria Wealth Solutions
New York
$252K +$32.6K +1,924 +15%
SSA
280
Schonfeld Strategic Advisors
New York
$245K -$79.8K -4,710 -25%
QCG
281
Quadrant Capital Group
Ohio
$244K +$1.49K +88 +0.6%
AFP
282
Ausdal Financial Partners
Iowa
$242K +$1.97K +116 +0.8%
MWM
283
Modern Wealth Management
Kansas
$241K -$7.64K -451 -3%
IF
284
Intrua Financial
Texas
$239K -$41K -2,416 -15%
SAM
285
Shell Asset Management
Netherlands
$236K – – –
SCM
286
Shelton Capital Management
Colorado
$232K -$24.6K -1,449 -10%
SFA
287
Sequoia Financial Advisors
Ohio
$231K +$4.75K +280 +2%
SWP
288
Sagespring Wealth Partners
Tennessee
$229K +$229K +13,523 New
TPI
289
Trust Point Inc
Wisconsin
$228K +$58.5K +3,450 +34%
FRA
290
Frank Rimerman Advisors
California
$228K – – –
FC
291
Farringdon Capital
United Kingdom
$221K +$221K +13,046 New
FTWA
292
Fifth Third Wealth Advisors
Ohio
$211K – – –
EWA
293
EverSource Wealth Advisors
Alabama
$210K +$161K +9,504 +328%
WIA
294
World Investment Advisors
California
$206K +$206K +12,175 New
BWP
295
Baldwin Wealth Partners
Massachusetts
$205K -$17K -1,000 -8%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$199K +$9.8K +578 +5%
RFN
297
RDA Financial Network
Iowa
$199K – – –
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$195K +$12K +706 +7%
CAS
299
Coppell Advisory Solutions
Texas
$195K -$13K -784 -6%
CW
300
CreativeOne Wealth
Kansas
$190K -$9.22K -544 -5%
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