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Healthcare Realty
HR

Overview Fund Activity

334 hedge funds and large institutions have $5.58B invested in Healthcare Realty in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
6.76%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
139
Reduced
103
Closed
35
Calls
$1.21M
Puts
$19.8M
Net Calls
-$18.6M
Net Calls Change
-$20.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$183M
2
Invesco
Invesco
Georgia
+$46.3M
3
NIPH
NN Investment Partners Holdings
Netherlands
+$10.9M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$10.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.21M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.5M
2
ESCM
Echo Street Capital Management
New York
-$75.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$51.7M
4
AAMU
APG Asset Management US
New York
-$39.5M
5
PR
Payden & Rygel
California
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
301
Arkadios Wealth Advisors
Georgia
$20.7K +$5.13K +201 +33%
FHA
302
First Horizon Advisors
Tennessee
$20K – – –
QCG
303
Quadrant Capital Group
Ohio
$20K +$10.3K +389 +105%
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$5.93K +230 +49%
CFO
305
CVA Family Office
Colorado
$18K +$18K +705 New
Millennium Management
306
Millennium Management
New York
$17.4K +$13K +500,719 +298%
FHA
307
Flagship Harbor Advisors
Massachusetts
$16K -$4.21K -166 -21%
LFG
308
Larson Financial Group
Missouri
$16K -$966 -37 -6%
GI
309
Gradient Investments
Minnesota
$16K +$185 +7 +1%
PFWA
310
Paces Ferry Wealth Advisors
Georgia
$14K +$14K +532 New
PCG
311
Private Capital Group
Connecticut
$13K -$9.82K -368 -43%
RG
312
Retirement Group
California
$13K – – –
RE
313
RBC Europe
United Kingdom
$10.3K – – –
EWM
314
Endurance Wealth Management
Rhode Island
$8K – – –
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
KFS
316
Kelly Financial Services
Massachusetts
$7.15K – – –
LFG
317
LifePlan Financial Group
Ohio
$7K – – –
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.11K -$9.59K -369 -61%
IFAM
319
Institutional & Family Asset Management
Colorado
$6K -$528 -19 -8%
S
320
SignatureFD
Georgia
$6K -$54 -2 -0.9%
GWS
321
Glassman Wealth Services
Virginia
$6K +$2.62K +96 +77%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$5K +$2.45K +105 +96%
MAM
323
Meeder Asset Management
Ohio
$5K +$4.71K +213 +1,638%
BCA
324
Berman Capital Advisors
Georgia
$4K -$4.56K -211 -53%
AssetMark Inc
325
AssetMark Inc
California
$4K +$4K +160 New
11 12
13
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