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Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
301
CIM Investment Management
Pennsylvania
$229K
BC
302
Bartlett & Co
Ohio
$229K +$234K +12,120 New
BCWM
303
Bartlett & Co Wealth Management
Ohio
$229K +$234K +12,120 New
PGFC
304
Peapack-Gladstone Financial Corp
New Jersey
$226K -$46.3K -2,400 -17%
VEA
305
Virtus ETF Advisers
New York
$226K -$73.7K -3,814 -24%
MLICM
306
Metropolitan Life Insurance Company (MetLife)
New York
$219K -$1.95K -101 -0.9%
PA
307
Profund Advisors
Maryland
$216K -$42.2K -2,185 -16%
NRI
308
NFP Retirement Inc
California
$212K +$7.57K +392 +4%
DAM
309
Delta Asset Management
Tennessee
$208K
HCM
310
Hall Capital Management
Rhode Island
$203K
IFG
311
Independent Financial Group
California
$201K +$205K +10,631 New
AAS
312
Avantax Advisory Services
Texas
$196K +$1.91K +99 +1%
CA
313
Claro Advisors
Massachusetts
$195K +$425 +22 +0.2%
CIAS
314
Capital Investment Advisory Services
North Carolina
$195K
AWS
315
Atria Wealth Solutions
New York
$194K +$199K +10,292 New
GF
316
Gabelli Funds
New York
$189K
SOAMC
317
Spirit of America Management Corp
New York
$189K
AAS
318
Ameritas Advisory Services
Nebraska
$188K -$44K -2,281 -18%
VI
319
Vestcor Inc
New Brunswick, Canada
$170K +$154 +8 +0.1%
WTC
320
WhitTier Trust Company
Nevada
$128K
S
321
SignatureFD
Georgia
$121K +$2.38K +123 +2%
BCMLT
322
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K
QCG
323
Quadrant Capital Group
Ohio
$107K -$74.2K -3,844 -40%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$103K +$106K +5,475 New
OAM
325
Ostrum Asset Management
France
$95.7K +$77 +4 +0.1%

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.