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Healthcare Realty

419 hedge funds and large institutions have $7.35B invested in Healthcare Realty in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

6% more funds holding

Funds holding: 394419 (+25)

2.6% more ownership

Funds ownership: 98.99%101.6% (+2.6%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $7.83B → $7.35B (-$476M)

61% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $4.09M

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
149
Reduced
141
Closed
48
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
301
Hall Capital Management
Rhode Island
$207K
DWM
302
Dakota Wealth Management
Florida
$203K +$207K +10,559 New
CIP
303
Cornerstone Investment Partners
Georgia
$203K +$207K +10,531 New
CCA
304
Checchi Capital Advisers
California
$202K +$206K +10,477 New
AWS
305
Atria Wealth Solutions
New York
$200K -$6.54K -333 -3%
CA
306
Claro Advisors
Massachusetts
$199K +$203K +10,335 New
PCIA
307
Prime Capital Investment Advisors
Kansas
$196K +$6.29K +320 +3%
AAS
308
Avantax Advisory Services
Texas
$195K +$4.18K +213 +2%
SOAMC
309
Spirit of America Management Corp
New York
$193K
GF
310
Gabelli Funds
New York
$193K +$196K +10,000 New
VI
311
Vestcor Inc
New Brunswick, Canada
$174K +$1.14K +58 +0.6%
KC
312
Kellner Capital
New York
$170K +$173K +8,800 New
SAM
313
Shell Asset Management
Netherlands
$158K -$29.6K -1,507 -16%
JIR
314
James Investment Research
Ohio
$155K
IA
315
IFP Advisors
Florida
$151K +$30.1K +1,533 +33%
HGERS
316
Householder Group Estate & Retirement Specialist
Arizona
$148K -$2.95K -150 -2%
BAMF
317
BI Asset Management Fondsmaeglerselskab
Denmark
$145K +$147K +7,508 New
Allspring Global Investments
318
Allspring Global Investments
North Carolina
$136K -$1.2K -61 -0.9%
WTC
319
WhitTier Trust Company
Nevada
$130K
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$124K -$36.3K -1,846 -22%
IGWM
321
ICA Group Wealth Management
Colorado
$123K -$326K -16,606 -72%
QCG
322
Quadrant Capital Group
Ohio
$116K +$43.6K +2,218 +58%
BCMLT
323
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K -$14.1K -716 -11%
Dimensional Fund Advisors
324
Dimensional Fund Advisors
Texas
$101K +$114K +5,826 +0.1%
ASN
325
Advisory Services Network
Georgia
$99.5K +$101K +5,162 New

HR Hedge Fund Activity: Q4 2022 in Review

419 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2022, worth a combined $7.35B — down 6.1% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HR positions and 48 closed out — a net gain of 29 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $305M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 419 institutional investors held Healthcare Realty (HR) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.35B of Healthcare Realty stock for Q4 2022, down 6.1% quarter-over-quarter.
  • 77 funds opened new Healthcare Realty positions in Q4 2022 and 48 closed out, a net change of +29 holders.
  • The largest Healthcare Realty buyer in Q4 2022 was Cohen & Steers, an estimated $305M added.
  • The largest Healthcare Realty seller in Q4 2022 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2022.