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Healthcare Realty
HR

Overview Fund Activity

406 hedge funds and large institutions have $6.78B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+17
Holders Change %
+4.37%
% of All Funds
5.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
139
Reduced
145
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$87.1M
3
FCM
Farallon Capital Management
California
+$47.2M
4
Pzena Investment Management
Pzena Investment Management
New York
+$40.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$38.2M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$189M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$75.7M
3
RIM
Rush Island Management
New York
-$74.2M
4
Goldman Sachs
Goldman Sachs
New York
-$73.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
301
Focus Financial Network
Minnesota
$205K – – –
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$203K +$6.86K +378 +3%
LNWWM
303
Laird Norton Wetherby Wealth Management
California
$201K -$4.3K -237 -2%
JC
304
JB Capital
Connecticut
$200K +$2.29K +126 +1%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$198K -$330K -18,131 -62%
SA
306
Sanctuary Advisors
Indiana
$194K +$194K +11,187 New
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$189K +$189K +10,824 New
PPW
308
Pasadena Private Wealth
California
$188K -$14.4K -796 -7%
CIAS
309
Capital Investment Advisory Services
North Carolina
$188K -$7.42K -409 -4%
NW
310
Naviter Wealth
Arkansas
$185K -$30.9K -1,700 -14%
TPI
311
Trust Point Inc
Wisconsin
$182K +$182K +10,024 New
DAM
312
Delta Asset Management
Tennessee
$163K -$2.27K -125 -1%
PA
313
Parallel Advisors
California
$149K +$21.6K +1,190 +17%
SOAMC
314
Spirit of America Management Corp
New York
$145K -$36.3K -2,000 -20%
GI
315
GAMMA Investing
California
$135K +$34K +1,875 +34%
WTC
316
WhitTier Trust Company
Nevada
$128K – – –
BCWM
317
Bartlett & Co Wealth Management
Ohio
$126K – – –
HGERS
318
Householder Group Estate & Retirement Specialist
Arizona
$125K -$4.74K -263 -4%
CFM
319
Catalyst Funds Management
Australia
$114K +$70.8K +3,900 +163%
HNB
320
Huntington National Bank
Ohio
$107K +$13.2K +728 +14%
GRP
321
Global Retirement Partners
California
$94.5K +$21.9K +1,209 +30%
MSG
322
Main Street Group
Virginia
$93.4K +$93.4K +5,145 New
HCA
323
Harbor Capital Advisors
Illinois
$89K +$89K +4,924 New
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.7K – – –
WSFS
325
Wilmington Savings Fund Society
Delaware
$77.9K +$77.9K +4,291 New
11 12
13
14 15