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Healthcare Realty

415 hedge funds and large institutions have $6.51B invested in Healthcare Realty in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 152 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $6.84B → $6.51B (-$335M)

14% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 152

Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.75M
Puts
$659K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
326
SageView Advisory Group
California
$31.8K
AUB
327
Atlantic Union Bankshares
Virginia
$30.5K
BC
328
Broadwater Capital
Massachusetts
$29.2K
SS
329
Sunbelt Securities
Texas
$27.6K
WSFS
330
Wilmington Savings Fund Society
Delaware
$27.1K
CNBTD
331
Citizens National Bank Trust Department
Mississippi
$26.2K
Jones Financial Companies
332
Jones Financial Companies
Missouri
$26K
AA
333
Ancora Advisors
Ohio
$24.8K
SAM
334
Smartleaf Asset Management
Massachusetts
$24.7K
FFA
335
Farther Finance Advisors
California
$24.2K
WAG
336
Wiser Advisor Group
Arizona
$23.6K
VCM
337
Versant Capital Management
Arizona
$23.6K
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$22.6K
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$22.5K
TFA
340
Transamerica Financial Advisors
Florida
$21.7K
APW
341
Atlantic Private Wealth
North Carolina
$21.6K
SWM
342
Spire Wealth Management
Virginia
$20.4K
OC
343
Optima Capital
Oregon
$20.1K
WWM
344
Wolff Wiese Magana
California
$19.7K
DSC
345
Daytona Street Capital
Missouri
$18.2K
CT
346
Clearstead Trust
Maine
$17.6K
BCWM
347
Bartlett & Co Wealth Management
Ohio
$17.1K
NRG
348
Nemes Rush Group
Michigan
$16.9K
DT
349
DV Trading
Illinois
$16.9K
UBS AM
350
UBS AM
Illinois
$16.5K