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Healthcare Realty

410 hedge funds and large institutions have $5.95B invested in Healthcare Realty in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 105.08%105.47% (+0.4%)

4% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 153

5% less capital invested

Capital invested by funds: $6.23B → $5.95B (-$283M)

4% less funds holding

Funds holding: 425410 (-15)

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

71% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $3.74M

Holders
410
Holders Change
-15
Holders Change %
-3.53%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
52
Increased
147
Reduced
153
Closed
63
Calls
$1.1M
Puts
$3.74M
Net Calls
-$2.64M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$66.4K +$63.7K +4,187 New
AAS
327
Ameritas Advisory Services
Nebraska
$59.7K +$57.2K +3,763 New
WSFS
328
Wilmington Savings Fund Society
Delaware
$58.5K
EWA
329
EverSource Wealth Advisors
Alabama
$55.2K -$11.5K -757 -18%
SWP
330
Strategic Wealth Partners
Ohio
$55.1K +$52.8K +3,473 New
MIM
331
MTM Investment Management
South Carolina
$53K +$50.9K +3,344 New
CAM
332
Creekmur Asset Management
Illinois
$49.5K +$137 +9 +0.3%
PS
333
Principal Securities
Iowa
$49.1K +$2.87K +189 +6%
UB
334
UMB Bank
Missouri
$46.2K -$1.72K -113 -4%
FGC
335
Financial Gravity Companies
Texas
$44.9K +$43.1K +2,833 New
DB
336
Danske Bank
Denmark
$41.2K +$15.2K +1,000 +63%
SAM
337
Storebrand Asset Management
Norway
$39.7K
MCM
338
MAI Capital Management
Ohio
$39.2K -$13.7K -899 -27%
MSG
339
Main Street Group
Virginia
$38.8K
AIM
340
Anchor Investment Management
South Carolina
$36.1K +$730 +48 +2%
HI
341
Harbour Investments
Wisconsin
$31.8K -$30.4K -2,000 -50%
M
342
MOTCO
Texas
$30.7K
Jones Financial Companies
343
Jones Financial Companies
Missouri
$29.4K -$2.19K -144 -7%
SS
344
Sunbelt Securities
Texas
$27.6K
FFA
345
Farther Finance Advisors
California
$26.9K +$4K +263 +18%
IA
346
IFP Advisors
Florida
$24.5K -$10.2K -669 Closed
CNBTD
347
Citizens National Bank Trust Department
Mississippi
$24.5K
PWMG
348
Prestige Wealth Management Group
New Jersey
$23K
VCM
349
Versant Capital Management
Arizona
$21.6K -$167 -11 -0.8%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$21.3K +$3.47K +228 +20%

HR Hedge Fund Activity: Q2 2025 in Review

410 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2025, worth a combined $5.95B — down 4.5% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of HR and 52 opened new positions — a net loss of 11 holders — while 153 trimmed existing stakes and 147 added.

The largest buyer was BlackRock, adding an estimated $64.6M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $103M.

  • 410 institutional investors held Healthcare Realty (HR) as of Q2 2025, down from 425 in Q1 2025.
  • Funds reported $5.95B of Healthcare Realty stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 52 funds opened new Healthcare Realty positions in Q2 2025 and 63 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2025 was BlackRock, an estimated $64.6M added.
  • The largest Healthcare Realty seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2025.