HR icon

Healthcare Realty
HR

Overview Fund Activity

325 hedge funds and large institutions have $4.78B invested in Healthcare Realty in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
58
Increased
114
Reduced
110
Closed
37
Calls
$200K
Puts
$704K
Net Calls
-$504K
Net Calls Change
+$128K

Top Buyers

1
LIMS
Lasalle Investment Management Securities
Maryland
+$57.3M
2
CC
Carlson Capital
Texas
+$52.5M
3
Victory Capital Management
Victory Capital Management
Texas
+$41.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$39.7M
5
American Century Companies
American Century Companies
Missouri
+$38.9M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$366M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$167M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$34M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$33.3M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$7.9K – – –
MIM
302
MetLife Investment Management
New Jersey
$7.14K -$51 -2 -0.7%
LFG
303
LifePlan Financial Group
Ohio
$7K – – –
IFAM
304
Institutional & Family Asset Management
Colorado
$6K -$1.47K -60 -20%
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$5K -$3K – –
QCG
306
Quadrant Capital Group
Ohio
$5K +$4.98K +251 +25,100%
PA
307
Parallel Advisors
California
$4K -$9.33K -406 -70%
AC
308
Avestar Capital
New York
$4K – – –
OFW
309
Omnia Family Wealth
Florida
$3K – – –
KCM
310
Karp Capital Management
California
$3K +$3K +100 New
ER
311
Enlightenment Research
Florida
$3K +$3K +100 New
PMFA
312
Plante Moran Financial Advisors
Michigan
$3K +$3K +125 New
BCA
313
Berman Capital Advisors
Georgia
$3K +$3K +152 New
AAMU
314
Amundi Asset Management US
Massachusetts
$2.69K -$1.99K -78,758 -43%
PCG
315
Private Capital Group
Connecticut
$2K -$16.2K -525 -89%
GWMIA
316
Global Wealth Management Investment Advisory
Florida
$2K +$2K +75 New
VFA
317
Valeo Financial Advisors
Indiana
$1K -$389 -21 -28%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$1K – – –
TWA
319
TCI Wealth Advisors
Arizona
$1K – – –
EARNEST Partners
320
EARNEST Partners
Georgia
$1K – – –
AIA
321
Alera Investment Advisors
Illinois
$1K +$1K +29 New
LFG
322
Larson Financial Group
Missouri
$1K +$1K +37 New
CC
323
Claybrook Capital
Massachusetts
$1K +$1K +41 New
WDL
324
Well Done LLC
Michigan
$1K +$1K +41 New
LC
325
Lindbrook Capital
California
$1K +$1K +73 New
11 12
13
14 15