We are live on ! Find out more
HR icon

Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.7K -$17.4K -900 -15%
HNB
327
Huntington National Bank
Ohio
$93.2K -$8.03K -416 -8%
ASBI
328
American State Bank (Iowa)
Iowa
$78K -$9.58K -496 -11%
SAM
329
Storebrand Asset Management
Norway
$60.2K
JMF
330
Johnson Midwest Financial
Iowa
$53.3K
GRP
331
Global Retirement Partners
California
$48.2K +$560 +29 +1%
SPIA
332
Steward Partners Investment Advisory
New York
$47K
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$42.7K +$33.6K +1,742 +335%
VC
334
Vestor Capital
Illinois
$41K
HI
335
Harbour Investments
Wisconsin
$37.7K
M
336
MOTCO
Texas
$37.7K
IGWM
337
ICA Group Wealth Management
Colorado
$37.6K -$73.4K -3,800 -66%
HFM
338
Harvest Fund Management
China
$37K
CFGS
339
Concourse Financial Group Securities
Alabama
$35.2K -$3.36K -174 -9%
CFB
340
Cullen/Frost Bankers
Texas
$34.4K +$579 +30 +2%
SS
341
Sunbelt Securities
Texas
$30.7K
AF
342
Allworth Financial
California
$30.6K +$19.2K +994 +158%
CT
343
Colonial Trust
South Carolina
$29.9K -$58 -3 -0.2%
PA
344
Parallel Advisors
California
$29.6K -$15K -776 -33%
DWMG
345
DB Wealth Management Group
California
$29.6K -$9.1K -471 -23%
CNBTD
346
Citizens National Bank Trust Department
Mississippi
$29.1K
OLVIG
347
Oliver Lagore Vanvalin Investment Group
Michigan
$28.9K +$27.4K +1,420 +1,257%
IA
348
IFP Advisors
Florida
$27.3K +$116 +6 +0.4%
PWMG
349
Prestige Wealth Management Group
New Jersey
$26.5K
CSS
350
Cubist Systematic Strategies
Connecticut
$26.4K +$27K +1,400 New

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.