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Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
301
Focus Financial Network
Minnesota
$188K -$3.45K -196 -2%
CWA
302
Canvas Wealth Advisors
Kansas
$186K -$17.6K -1,000 -8%
AIS
303
Accredited Investor Services
Minnesota
$185K +$192K +10,918 New
JC
304
JB Capital
Connecticut
$184K -$3.02K -172 -2%
CIAS
305
Capital Investment Advisory Services
North Carolina
$183K +$7.58K +431 +4%
PFA
306
Peak Financial Advisors
Colorado
$181K -$294K -16,711 -61%
Mirae Asset Global Investments
307
Mirae Asset Global Investments
South Korea
$171K -$80.2K -4,562 -31%
OGC
308
One68 Global Capital
New York
$170K +$176K +10,000 New
DAM
309
Delta Asset Management
Tennessee
$152K
PA
310
Parallel Advisors
California
$141K +$1.64K +93 +1%
SOAMC
311
Spirit of America Management Corp
New York
$136K
GI
312
GAMMA Investing
California
$134K +$7.75K +441 +6%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$117K
Fidelity International
314
Fidelity International
Bermuda
$117K -$3.03M -172,457 -96%
WTC
315
WhitTier Trust Company
Nevada
$115K -$4.91K -279 -4%
GFM
316
GF Fund Management
China
$112K +$116K +6,597 New
HNB
317
Huntington National Bank
Ohio
$97.4K -$2.62K -149 -3%
CI Investments Inc
318
CI Investments Inc
Ontario, Canada
$92K +$72.8K +4,141 +315%
AF
319
Allworth Financial
California
$84.9K +$49.2K +2,797 +119%
LDB
320
Lee, Danner & Bass
Tennessee
$84.8K +$87.9K +5,000 New
GRP
321
Global Retirement Partners
California
$78.3K -$10.3K -586 -11%
BCMLT
322
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.7K +$1.28K +73 +2%
BC
323
Broadwater Capital
Massachusetts
$72.9K
WSFS
324
Wilmington Savings Fund Society
Delaware
$72.7K
HCA
325
Harbor Capital Advisors
Illinois
$72K -$11.9K -674 -14%

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.