HR icon

Healthcare Realty

416 hedge funds and large institutions have $6.51B invested in Healthcare Realty in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $6.84B → $6.51B (-$335M)

15% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 153

Holders
416
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.75M
Puts
$659K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
326
MOTCO
Texas
$33.9K
SAG
327
SageView Advisory Group
California
$31.8K
AUB
328
Atlantic Union Bankshares
Virginia
$30.5K
BC
329
Broadwater Capital
Massachusetts
$29.2K
SS
330
Sunbelt Securities
Texas
$27.6K
WSFS
331
Wilmington Savings Fund Society
Delaware
$27.1K
CNBTD
332
Citizens National Bank Trust Department
Mississippi
$26.2K
Jones Financial Companies
333
Jones Financial Companies
Missouri
$26K
AA
334
Ancora Advisors
Ohio
$24.8K
SAM
335
Smartleaf Asset Management
Massachusetts
$24.7K
FFA
336
Farther Finance Advisors
California
$24.2K
WAG
337
Wiser Advisor Group
Arizona
$23.6K
VCM
338
Versant Capital Management
Arizona
$23.6K
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$22.6K
Rockefeller Capital Management
340
Rockefeller Capital Management
New York
$22.5K
TFA
341
Transamerica Financial Advisors
Florida
$21.7K
APW
342
Atlantic Private Wealth
North Carolina
$21.6K
SWM
343
Spire Wealth Management
Virginia
$20.4K
OC
344
Optima Capital
Oregon
$20.1K
WWM
345
Wolff Wiese Magana
California
$19.7K
DSC
346
Daytona Street Capital
Missouri
$18.2K
CT
347
Clearstead Trust
Maine
$17.6K
BCWM
348
Bartlett & Co Wealth Management
Ohio
$17.1K
NRG
349
Nemes Rush Group
Michigan
$16.9K
DT
350
DV Trading
Illinois
$16.9K