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Healthcare Realty

410 hedge funds and large institutions have $5.95B invested in Healthcare Realty in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 105.08%105.47% (+0.4%)

4% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 153

5% less capital invested

Capital invested by funds: $6.23B → $5.95B (-$283M)

4% less funds holding

Funds holding: 425410 (-15)

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

71% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $3.74M

Holders
410
Holders Change
-15
Holders Change %
-3.53%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
52
Increased
147
Reduced
153
Closed
63
Calls
$1.1M
Puts
$3.74M
Net Calls
-$2.64M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Modern Wealth Management
Kansas
$205K -$20.5K -1,351 -9%
SCM
277
Shelton Capital Management
Colorado
$201K -$6.55K -431 -3%
AIA
278
Arrow Investment Advisors
Maryland
$198K +$190K +12,477 New
EF
279
Empowered Funds
Pennsylvania
$194K +$4.26K +280 +2%
BWP
280
Baldwin Wealth Partners
Massachusetts
$192K
KIM
281
Kestra Investment Management
Texas
$191K +$85.6K +5,628 +93%
CC
282
Centiva Capital
New York
$191K +$183K +12,065 New
FTWA
283
Fifth Third Wealth Advisors
Ohio
$191K -$4.52K -297 -2%
FCM
284
Farallon Capital Management
California
$190K
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$190K
IF
286
Intrua Financial
Texas
$188K -$23K -1,510 -11%
FFN
287
Focus Financial Network
Minnesota
$187K -$882 -58 -0.5%
RFN
288
RDA Financial Network
Iowa
$186K
TCWA
289
Turtle Creek Wealth Advisors
Texas
$184K +$137 +9 +0.1%
SAM
290
Shell Asset Management
Netherlands
$183K -$37.2K -2,445 -18%
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$183K
CAS
292
Coppell Advisory Solutions
Texas
$180K +$3.8K +250 +2%
GS
293
GWN Securities
Florida
$178K -$36.1K -2,371 -17%
JC
294
JB Capital
Connecticut
$176K +$2.51K +165 +2%
ECM
295
Evergreen Capital Management
Washington
$175K -$88.1K -5,791 -34%
AG
296
Algert Global
California
$175K
IAN
297
Integrated Advisors Network
Texas
$174K +$12K +792 +8%
CCM
298
Coldstream Capital Management
Washington
$173K +$34.3K +2,255 +26%
CIAS
299
Capital Investment Advisory Services
North Carolina
$171K
US Bancorp
300
US Bancorp
Minnesota
$164K -$103K -6,752 -39%

HR Hedge Fund Activity: Q2 2025 in Review

410 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2025, worth a combined $5.95B — down 4.5% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of HR and 52 opened new positions — a net loss of 11 holders — while 153 trimmed existing stakes and 147 added.

The largest buyer was BlackRock, adding an estimated $64.6M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $103M.

  • 410 institutional investors held Healthcare Realty (HR) as of Q2 2025, down from 425 in Q1 2025.
  • Funds reported $5.95B of Healthcare Realty stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 52 funds opened new Healthcare Realty positions in Q2 2025 and 63 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2025 was BlackRock, an estimated $64.6M added.
  • The largest Healthcare Realty seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2025.