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Healthcare Realty

424 hedge funds and large institutions have $6.23B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.19M

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 416424 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.31% less ownership

Funds ownership: 105.38%105.08% (-0.31%)

2% less capital invested

Capital invested by funds: $6.36B → $6.23B (-$124M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
424
Holders Change
+8
Holders Change %
+1.92%
% of All Funds
5.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
143
Reduced
159
Closed
42
Calls
$2.42M
Puts
$1.19M
Net Calls
+$1.23M
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
301
Baldwin Wealth Partners
Massachusetts
$204K
FCM
302
Farallon Capital Management
California
$203K -$54M -3,252,000 -100%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$202K +$3.27K +197 +2%
EF
304
Empowered Funds
Pennsylvania
$202K +$199K +11,953 New
FFN
305
Focus Financial Network
Minnesota
$201K +$12.7K +762 +7%
RFN
306
RDA Financial Network
Iowa
$198K
TCWA
307
Turtle Creek Wealth Advisors
Texas
$196K +$193K +11,600 New
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$195K +$192K +11,534 New
SA
309
Sanctuary Advisors
Indiana
$195K +$192K +11,534 New
PFA
310
Peak Financial Advisors
Colorado
$193K +$12.1K +728 +7%
AG
311
Algert Global
California
$186K -$2.8M -168,220 -94%
JC
312
JB Capital
Connecticut
$185K +$864 +52 +0.5%
CIAS
313
Capital Investment Advisory Services
North Carolina
$182K
Fidelity International
314
Fidelity International
Bermuda
$179K +$61.5K +3,700 +54%
CYG
315
Clean Yield Group
Vermont
$175K -$220K -13,250 -56%
CCA
316
Checchi Capital Advisers
California
$174K +$171K +10,285 New
IAN
317
Integrated Advisors Network
Texas
$172K +$170K +10,202 New
CAS
318
Coppell Advisory Solutions
Texas
$172K -$9.31K -560 -5%
Mirae Asset Global Investments
319
Mirae Asset Global Investments
South Korea
$152K -$17.2K -1,037 -10%
PA
320
Parallel Advisors
California
$147K +$6.35K +382 +5%
CCM
321
Coldstream Capital Management
Washington
$146K +$143K +8,635 New
DAM
322
Delta Asset Management
Tennessee
$145K -$6.86K -413 -5%
GI
323
GAMMA Investing
California
$138K +$4.69K +282 +4%
SOAMC
324
Spirit of America Management Corp
New York
$135K
QL
325
Quarry LP
New York
$124K +$77.2K +4,646 +174%

HR Hedge Fund Activity: Q1 2025 in Review

424 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2025, worth a combined $6.23B — down 1.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $99.1M. The largest seller was Bank of America, cutting an estimated $65.9M.

  • 424 institutional investors held Healthcare Realty (HR) as of Q1 2025, up from 416 in Q4 2024.
  • Funds reported $6.23B of Healthcare Realty stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2025 and 42 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2025 was Massachusetts Financial Services, an estimated $99.1M added.
  • The largest Healthcare Realty seller in Q1 2025 was Bank of America, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.