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Healthcare Realty

424 hedge funds and large institutions have $6.23B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.19M

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 416424 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.31% less ownership

Funds ownership: 105.38%105.08% (-0.31%)

2% less capital invested

Capital invested by funds: $6.36B → $6.23B (-$124M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
424
Holders Change
+8
Holders Change %
+1.92%
% of All Funds
5.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
143
Reduced
159
Closed
42
Calls
$2.42M
Puts
$1.19M
Net Calls
+$1.23M
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
276
Norinchukin Bank
Japan
$276K +$11.3K +679 +4%
KBC Group
277
KBC Group
Belgium
$276K -$2.81M -169,148 -91%
AA
278
ALPS Advisors
Colorado
$273K -$29.3K -1,763 -10%
WIA
279
World Investment Advisors
California
$270K +$62.9K +3,787 +31%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$265K +$69.4K +4,176 +36%
NA
281
NewEdge Advisors
Louisiana
$257K -$198K -11,937 -44%
TGAM
282
TBH Global Asset Management
Tennessee
$257K
AWS
283
Atria Wealth Solutions
New York
$257K +$5.05K +304 +2%
ProShare Advisors
284
ProShare Advisors
Maryland
$255K -$24.8K -1,492 -9%
AGA
285
Arkos Global Advisors
Texas
$253K
HAG
286
HighPoint Advisor Group
Illinois
$251K +$3.44K +207 +1%
SFA
287
Sequoia Financial Advisors
Ohio
$250K +$19.5K +1,171 +9%
MFG
288
Merit Financial Group
Georgia
$248K -$6.98K -420 -3%
SWP
289
Sagespring Wealth Partners
Tennessee
$243K +$14.7K +884 +7%
MWM
290
Modern Wealth Management
Kansas
$241K +$332 +20 +0.1%
PI
291
PFG Investments
New York
$238K -$39K -2,348 -14%
GEM
292
Global Endowment Management
North Carolina
$238K +$234K +14,078 New
Verition Fund Management
293
Verition Fund Management
Connecticut
$237K -$1.21M -72,852 -84%
SAM
294
Shell Asset Management
Netherlands
$236K +$1.05K +63 +0.5%
GS
295
GWN Securities
Florida
$230K +$226K +13,608 New
CGH
296
Crossmark Global Holdings
Texas
$228K +$224K +13,487 New
IF
297
Intrua Financial
Texas
$226K -$12.2K -735 -5%
SCM
298
Shelton Capital Management
Colorado
$222K -$9.55K -575 -4%
FTWA
299
Fifth Third Wealth Advisors
Ohio
$209K -$2.11K -127 -1%
DTL
300
Dynamic Technology Lab
Singapore
$205K +$202K +12,159 New

HR Hedge Fund Activity: Q1 2025 in Review

424 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2025, worth a combined $6.23B — down 1.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $99.1M. The largest seller was Bank of America, cutting an estimated $65.9M.

  • 424 institutional investors held Healthcare Realty (HR) as of Q1 2025, up from 416 in Q4 2024.
  • Funds reported $6.23B of Healthcare Realty stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2025 and 42 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2025 was Massachusetts Financial Services, an estimated $99.1M added.
  • The largest Healthcare Realty seller in Q1 2025 was Bank of America, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.