We are live on ! Find out more
HR icon

Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
326
Harbour Investments
Wisconsin
$67.9K
LC
327
Lindbrook Capital
California
$59.7K +$4.1K +233 +7%
Group One Trading
328
Group One Trading
Illinois
$59.3K +$61.5K +3,496 New
MCM
329
MAI Capital Management
Ohio
$56.7K +$58.9K +3,347 New
CAM
330
Creekmur Asset Management
Illinois
$52.6K +$123 +7 +0.2%
Jones Financial Companies
331
Jones Financial Companies
Missouri
$52K +$22K +1,249 +69%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$51.1K +$21.3K +1,211 +67%
PS
333
Principal Securities
Iowa
$49.3K +$317 +18 +0.6%
QL
334
Quarry LP
New York
$45.3K +$387 +22 +0.8%
Lazard Asset Management
335
Lazard Asset Management
New York
$45K +$47.1K +2,679 New
SAM
336
Storebrand Asset Management
Norway
$42.4K
QC
337
Quent Capital
New York
$38.8K +$1.11K +63 +3%
CIAM
338
Caitong International Asset Management
Hong Kong
$38.5K +$39.9K +2,271 New
SIM
339
Synergy Investment Management
Florida
$36.1K +$37.5K +2,131 New
M
340
MOTCO
Texas
$33.9K
MSG
341
Main Street Group
Virginia
$30.5K -$58.8K -3,345 -65%
RA
342
Rise Advisors
New York
$30K +$510 +29 +2%
HGERS
343
Householder Group Estate & Retirement Specialist
Arizona
$30K -$90.6K -5,153 -74%
UB
344
UMB Bank
Missouri
$29.6K +$7.21K +410 +31%
SAM
345
Smartleaf Asset Management
Massachusetts
$27.4K +$10.8K +612 +59%
DB
346
Danske Bank
Denmark
$27.1K -$8.79K -500 -24%
SS
347
Sunbelt Securities
Texas
$27.1K
FGC
348
Financial Gravity Companies
Texas
$26.8K +$27.9K +1,584 New
CNBTD
349
Citizens National Bank Trust Department
Mississippi
$26.2K
PWMG
350
Prestige Wealth Management Group
New Jersey
$24.6K

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.