We are live on ! Find out more
HR icon

Healthcare Realty

393 hedge funds and large institutions have $6.33B invested in Healthcare Realty in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.26M

16% more capital invested

Capital invested by funds: $5.48B → $6.33B (+$854M)

0.07% more ownership

Funds ownership: 101.51%101.58% (+0.07%)

5% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

2% less funds holding

Funds holding: 403393 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
393
Holders Change
-10
Holders Change %
-2.48%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
134
Reduced
148
Closed
59
Calls
$35M
Puts
$8.26M
Net Calls
+$26.7M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
326
Sunbelt Securities
Texas
$26.8K
CNBTD
327
Citizens National Bank Trust Department
Mississippi
$25.4K
Jones Financial Companies
328
Jones Financial Companies
Missouri
$24.7K
PWMG
329
Prestige Wealth Management Group
New Jersey
$23.9K +$689 +45 +3%
WAG
330
Wiser Advisor Group
Arizona
$22K +$413 +27 +2%
ATPW
331
Ashton Thomas Private Wealth
Arizona
$21.5K +$20K +1,307 New
SWS
332
SYSTM Wealth Solutions
Illinois
$21K
PFA
333
Pathway Financial Advisers
Indiana
$20.1K +$367 +24 +2%
Group One Trading
334
Group One Trading
Illinois
$17.7K +$16.5K +1,076 New
ME
335
McIlrath & Eck
Washington
$16.9K +$31 +2 +0.2%
T
336
Tidemark
California
$16.8K
CA
337
Continuum Advisory
Idaho
$16.5K
RWMG
338
Redwood Wealth Management Group
New Jersey
$16.5K +$15.3K +1,000 New
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$16.5K +$7.77K +508 +103%
FFA
340
Farther Finance Advisors
California
$16.2K +$2.74K +179 +22%
CFGS
341
Concourse Financial Group Securities
Alabama
$15.8K +$1.5K +98 +11%
C
342
Covestor
United Kingdom
$14K
RFA
343
Register Financial Advisors
Georgia
$13.9K +$245 +16 +2%
SPIA
344
Steward Partners Investment Advisory
New York
$13.3K -$12.3K -802 -50%
OLVIG
345
Oliver Lagore Vanvalin Investment Group
Michigan
$12.9K
PCM
346
Peregrine Capital Management
Minnesota
$11.2K
DF
347
DecisionPoint Financial
Arizona
$10.6K
AF
348
Aviso Financial
Ontario, Canada
$10.5K +$9.79K +640 New
AF
349
Advisornet Financial
Minnesota
$10.5K +$1.96K +128 +25%
LFG
350
Larson Financial Group
Missouri
$9.43K +$8.75K +572 New

HR Hedge Fund Activity: Q2 2024 in Review

393 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2024, worth a combined $6.33B — up 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HR and 56 opened new positions — a net loss of 3 holders — while 148 trimmed existing stakes and 134 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Nuance Investments, cutting an estimated $62.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $6.33B of Healthcare Realty stock for Q2 2024, up 16% quarter-over-quarter.
  • 56 funds opened new Healthcare Realty positions in Q2 2024 and 59 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2024 was Bank of America, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2024 was Nuance Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.