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Healthcare Realty

411 hedge funds and large institutions have $6.86B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $5.16M

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $6.33B → $6.86B (+$526M)

5% more funds holding

Funds holding: 393411 (+18)

2.91% more ownership

Funds ownership: 101.58%104.49% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
411
Holders Change
+18
Holders Change %
+4.58%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
61
Increased
139
Reduced
146
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
301
Quantinno Capital Management
New York
$206K +$201K +11,345 New
FFN
302
Focus Financial Network
Minnesota
$205K
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$203K +$6.7K +378 +3%
LNWWM
304
Laird Norton Wetherby Wealth Management
California
$201K -$4.2K -237 -2%
JC
305
JB Capital
Connecticut
$200K +$2.23K +126 +1%
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
$198K -$321K -18,131 -62%
SA
307
Sanctuary Advisors
Indiana
$194K +$198K +11,187 New
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$189K +$192K +10,824 New
PPW
309
Pasadena Private Wealth
California
$188K -$14.1K -796 -7%
CIAS
310
Capital Investment Advisory Services
North Carolina
$188K -$7.25K -409 -4%
NW
311
Naviter Wealth
Arkansas
$185K -$30.1K -1,700 -14%
TPI
312
Trust Point Inc
Wisconsin
$182K +$178K +10,024 New
DAM
313
Delta Asset Management
Tennessee
$163K -$2.22K -125 -1%
PA
314
Parallel Advisors
California
$149K +$21.1K +1,190 +17%
SOAMC
315
Spirit of America Management Corp
New York
$145K -$35.5K -2,000 -20%
GI
316
GAMMA Investing
California
$135K +$33.2K +1,875 +34%
WTC
317
WhitTier Trust Company
Nevada
$128K
BCWM
318
Bartlett & Co Wealth Management
Ohio
$126K
HGERS
319
Householder Group Estate & Retirement Specialist
Arizona
$125K -$4.66K -263 -4%
CFM
320
Catalyst Funds Management
Australia
$114K +$69.1K +3,900 +163%
HNB
321
Huntington National Bank
Ohio
$107K +$12.9K +728 +14%
GRP
322
Global Retirement Partners
California
$94.5K +$21.4K +1,209 +30%
MSG
323
Main Street Group
Virginia
$93.4K +$91.2K +5,145 New
HCA
324
Harbor Capital Advisors
Illinois
$89K +$87.3K +4,924 New
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.7K

HR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2024, worth a combined $6.86B — up 8.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HR positions and 41 closed out — a net gain of 20 holders — while 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Principal Financial Group, cutting an estimated $185M.

  • 411 institutional investors held Healthcare Realty (HR) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $6.86B of Healthcare Realty stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 61 funds opened new Healthcare Realty positions in Q3 2024 and 41 closed out, a net change of +20 holders.
  • The largest Healthcare Realty buyer in Q3 2024 was Bank of America, an estimated $150M added.
  • The largest Healthcare Realty seller in Q3 2024 was Principal Financial Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.