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Healthcare Realty

362 hedge funds and large institutions have $5.99B invested in Healthcare Realty in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

6% more funds holding

Funds holding: 343362 (+19)

1% less capital invested

Capital invested by funds: $6.05B → $5.99B (-$59.5M)

6% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $2.47M

7.82% less ownership

Funds ownership: 161.5%153.68% (-7.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
53
Increased
129
Reduced
115
Closed
32
Calls
$2.32M
Puts
$2.47M
Net Calls
-$153K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
Larson Financial Group
Missouri
$17K
GI
327
Gradient Investments
Minnesota
$17K +$419 +15 +2%
HNB
328
Huntington National Bank
Ohio
$17K +$17.5K +625 +62,500%
SWM
329
Selective Wealth Management
Virginia
$17K +$17.5K +625 New
RG
330
Retirement Group
California
$14K
RE
331
RBC Europe
United Kingdom
$11K
MSFP
332
Mark Sheptoff Financial Planning
Connecticut
$10K
S
333
SignatureFD
Georgia
$10K
EI
334
Ellevest Inc
New York
$10K +$4.25K +152 +68%
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$9K -$895 -32 -8%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$9K
KFS
337
Kelly Financial Services
Massachusetts
$7.58K
Walleye Capital
338
Walleye Capital
New York
$7.11K +$1.95M +69,770 +37%
PCG
339
Private Capital Group
Connecticut
$7K -$15.7K -561 -68%
IFAM
340
Institutional & Family Asset Management
Colorado
$7K
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.48K
TFO
342
Tarbox Family Office
California
$6K
HWA
343
Heritage Wealth Advisors
Virginia
$5.52K +$5.59K +200 New
PFBT
344
Parkside Financial Bank & Trust
Missouri
$5K +$3.97K +142 +374%
EW
345
Evoke Wealth
California
$5K +$5K +179 New
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.31K +190 New
GWS
347
Glassman Wealth Services
Virginia
$4K -$1.17K -42 -22%
DWP
348
Destiny Wealth Partners
Florida
$4K
Nisa Investment Advisors
349
Nisa Investment Advisors
Missouri
$3.36K -$342K -12,232 -9%
COCM
350
Charter Oak Capital Management
New Hampshire
$3K

HR Hedge Fund Activity: Q1 2021 in Review

362 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2021, worth a combined $5.99B — down 0.98% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HR positions and 32 closed out — a net gain of 21 holders — while 129 added to existing stakes and 115 trimmed.

The largest buyer was PGGM Investments, adding an estimated $55M. The largest seller was Pictet Asset Management (UK), cutting an estimated $110M.

  • 362 institutional investors held Healthcare Realty (HR) as of Q1 2021, up from 343 in Q4 2020.
  • Funds reported $5.99B of Healthcare Realty stock for Q1 2021, down 0.98% quarter-over-quarter.
  • 53 funds opened new Healthcare Realty positions in Q1 2021 and 32 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q1 2021 was PGGM Investments, an estimated $55M added.
  • The largest Healthcare Realty seller in Q1 2021 was Pictet Asset Management (UK), an estimated $110M sold.

Based on aggregated 13F filings for Q1 2021.