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Healthcare Realty

362 hedge funds and large institutions have $5.99B invested in Healthcare Realty in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

6% more funds holding

Funds holding: 343362 (+19)

1% less capital invested

Capital invested by funds: $6.05B → $5.99B (-$59.5M)

6% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $2.47M

7.82% less ownership

Funds ownership: 161.5%153.68% (-7.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
53
Increased
129
Reduced
115
Closed
32
Calls
$2.32M
Puts
$2.47M
Net Calls
-$153K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
301
Heritage Wealth Management (Arizona)
Arizona
$45K +$45.3K +1,620 New
EVM
302
Eaton Vance Management
Massachusetts
$43K +$43.4K +1,551 New
AWA
303
Arkadios Wealth Advisors
Georgia
$41K +$10.8K +386 +34%
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$40K
Ensign Peak Advisors
305
Ensign Peak Advisors
Utah
$38K -$979 -35 -2%
SFO
306
Standard Family Office
South Dakota
$38K
WT
307
Whittier Trust
California
$37K
ME
308
McIlrath & Eck
Washington
$37K +$56 +2 +0.2%
APWA
309
Atlas Private Wealth Advisors
New Jersey
$36K
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$35K -$31.7K -1,135 -47%
CAC
311
Certified Advisory Corp
Florida
$35K +$35.5K +1,268 New
AF
312
Allworth Financial
California
$34K
AIL
313
AGF Investments LLC
Ontario, Canada
$33K +$33K +1,182 New
CFD
314
Creative Financial Designs
Indiana
$31K -$5.59K -200 -15%
SPIA
315
Steward Partners Investment Advisory
New York
$30.5K +$14.6K +521 +89%
CFA
316
Carroll Financial Associates
North Carolina
$30K
RFA
317
Reilly Financial Advisors
California
$30K
AWM
318
Accel Wealth Management
Iowa
$28K -$8.39K -300 -23%
QCG
319
Quadrant Capital Group
Ohio
$28K -$1.68K -60 -6%
CWC
320
Carolinas Wealth Consulting
North Carolina
$27K +$308 +11 +1%
BWM
321
BerganKDV Wealth Management
Minnesota
$23K +$84 +3 +0.4%
JFGIW
322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$9.09K +325 +76%
BCA
324
Berman Capital Advisors
Georgia
$20K +$17.6K +631 +482%
CFO
325
CVA Family Office
Colorado
$19K

HR Hedge Fund Activity: Q1 2021 in Review

362 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2021, worth a combined $5.99B — down 0.98% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HR positions and 32 closed out — a net gain of 21 holders — while 129 added to existing stakes and 115 trimmed.

The largest buyer was PGGM Investments, adding an estimated $55M. The largest seller was Pictet Asset Management (UK), cutting an estimated $110M.

  • 362 institutional investors held Healthcare Realty (HR) as of Q1 2021, up from 343 in Q4 2020.
  • Funds reported $5.99B of Healthcare Realty stock for Q1 2021, down 0.98% quarter-over-quarter.
  • 53 funds opened new Healthcare Realty positions in Q1 2021 and 32 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q1 2021 was PGGM Investments, an estimated $55M added.
  • The largest Healthcare Realty seller in Q1 2021 was Pictet Asset Management (UK), an estimated $110M sold.

Based on aggregated 13F filings for Q1 2021.