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Healthcare Realty
HR

Overview Fund Activity

381 hedge funds and large institutions have $6.03B invested in Healthcare Realty in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 128 increasing their positions, 147 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-10
Holders Change %
-2.56%
% of All Funds
6.44%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
55
Increased
128
Reduced
147
Closed
58
Calls
$50.1M
Puts
$8.1M
Net Calls
+$42M
Net Calls Change
-$177M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$91.1M
2
CCM
Channing Capital Management
Illinois
+$80.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$73.7M
4
CVA
Ceredex Value Advisors
Florida
+$70.4M
5
American Century Companies
American Century Companies
Missouri
+$67.3M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$179M
2
Cohen & Steers
Cohen & Steers
New York
-$169M
3
DKCM
Davidson Kempner Capital Management
New York
-$137M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$96M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
326
ACG Wealth
Georgia
$28K +$28K +1,008 New
ME
327
McIlrath & Eck
Washington
$27K +$28 +1 +0.1%
S
328
SignatureFD
Georgia
$27K +$9.06K +326 +50%
MC
329
Muzinich & Co
New York
$24K – – –
SPIA
330
Steward Partners Investment Advisory
New York
$22K – – –
PFA
331
Professional Financial Advisors
Nebraska
$21K – – –
AWM
332
Accel Wealth Management
Iowa
$21K – – –
AF
333
Advisornet Financial
Minnesota
$19K +$10.9K +383 +134%
GI
334
Gradient Investments
Minnesota
$18K +$192 +7 +1%
MAM
335
Meeder Asset Management
Ohio
$18K +$5.25K +185 +41%
BWM
336
BerganKDV Wealth Management
Minnesota
$17K -$7.56K -264 -31%
SIS
337
Sound Income Strategies
Florida
$17K – – –
LFG
338
Larson Financial Group
Missouri
$16K -$1.09K -39 -6%
RG
339
Retirement Group
California
$14K – – –
EL
340
EMFO LLC
Florida
$14K – – –
CFD
341
Creative Financial Designs
Indiana
$13K – – –
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$12K +$2.92K +99 +32%
MSFP
343
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
C
344
Covestor
United Kingdom
$11K +$81 +3 +0.7%
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$11K +$2.29K +82 +26%
CIM
346
Chiron Investment Management
New York
$11K +$11K +409 New
FCA
347
FinTrust Capital Advisors
South Carolina
$9K +$9K +363 New
KFS
348
Kelly Financial Services
Massachusetts
$7.68K – – –
PFBT
349
Parkside Financial Bank & Trust
Missouri
$7K -$449 -15 -6%
FPS
350
Fieldpoint Private Securities
Connecticut
$7K +$2.56K +88 +58%
12 13
14
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