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Healthcare Realty

424 hedge funds and large institutions have $6.23B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.19M

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 416424 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.31% less ownership

Funds ownership: 105.38%105.08% (-0.31%)

2% less capital invested

Capital invested by funds: $6.36B → $6.23B (-$124M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
424
Holders Change
+8
Holders Change %
+1.92%
% of All Funds
5.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
143
Reduced
159
Closed
42
Calls
$2.42M
Puts
$1.19M
Net Calls
+$1.23M
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$117K
WTC
327
WhitTier Trust Company
Nevada
$114K
GFM
328
GF Fund Management
China
$108K -$3.66K -220 -3%
KIM
329
Kestra Investment Management
Texas
$102K +$101K +6,048 New
CI Investments Inc
330
CI Investments Inc
Ontario, Canada
$93K +$582 +35 +0.6%
AF
331
Allworth Financial
California
$86.7K +$5.95K +358 +7%
HCA
332
Harbor Capital Advisors
Illinois
$84K +$11.5K +695 +16%
HNB
333
Huntington National Bank
Ohio
$83.2K -$13.8K -828 -14%
Mitsubishi UFJ Trust & Banking
334
Mitsubishi UFJ Trust & Banking
Japan
$82.3K +$80.9K +4,870 New
LC
335
Lindbrook Capital
California
$79.4K +$19.6K +1,180 +34%
BCMLT
336
Beacon Capital Management LLC (Tennessee)
Tennessee
$75.9K +$1.36K +82 +2%
BC
337
Broadwater Capital
Massachusetts
$72.7K
EWA
338
EverSource Wealth Advisors
Alabama
$71.6K -$136K -8,169 -66%
HI
339
Harbour Investments
Wisconsin
$67.7K
WSFS
340
Wilmington Savings Fund Society
Delaware
$62.4K -$9.97K -600 -14%
MCM
341
MAI Capital Management
Ohio
$57K +$415 +25 +0.7%
AT
342
Avalon Trust
New Mexico
$53K +$52.2K +3,139 New
CAM
343
Creekmur Asset Management
Illinois
$52.6K +$133 +8 +0.3%
UB
344
UMB Bank
Missouri
$51.1K +$21.3K +1,279 +73%
PS
345
Principal Securities
Iowa
$49.3K
FGAM
346
Financial Gravity Asset Management
Texas
$47.9K +$47.1K +2,833 New
QC
347
Quent Capital
New York
$44.7K +$5.92K +356 +16%
SAM
348
Storebrand Asset Management
Norway
$42.3K
MSG
349
Main Street Group
Virginia
$41.3K +$10.7K +645 +36%
AIM
350
Anchor Investment Management
South Carolina
$37.6K +$37K +2,226 New

HR Hedge Fund Activity: Q1 2025 in Review

424 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2025, worth a combined $6.23B — down 1.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $99.1M. The largest seller was Bank of America, cutting an estimated $65.9M.

  • 424 institutional investors held Healthcare Realty (HR) as of Q1 2025, up from 416 in Q4 2024.
  • Funds reported $6.23B of Healthcare Realty stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2025 and 42 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2025 was Massachusetts Financial Services, an estimated $99.1M added.
  • The largest Healthcare Realty seller in Q1 2025 was Bank of America, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.