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Healthcare Realty

419 hedge funds and large institutions have $7.35B invested in Healthcare Realty in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

6% more funds holding

Funds holding: 394419 (+25)

2.6% more ownership

Funds ownership: 98.99%101.6% (+2.6%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $7.83B → $7.35B (-$476M)

61% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $4.09M

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
149
Reduced
141
Closed
48
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
351
Colonial Trust
South Carolina
$32.8K +$33.4K +1,701 New
BAM
352
Belpointe Asset Management
Nevada
$32.2K +$32.8K +1,669 New
AF
353
Allworth Financial
California
$32K +$2.89K +147 +10%
CNBTD
354
Citizens National Bank Trust Department
Mississippi
$30K
PWMG
355
Prestige Wealth Management Group
New Jersey
$27.1K -$4.83K -246 -15%
Walleye Trading
356
Walleye Trading
New York
$25.9K -$68.3K -3,476 -72%
Toronto Dominion Bank
357
Toronto Dominion Bank
Ontario, Canada
$22K -$17.3K -880 -44%
PFA
358
Pathway Financial Advisers
Indiana
$21K +$21.4K +1,089 New
TPCW
359
TD Private Client Wealth
New York
$20.7K +$4.24K +216 +25%
RDIA
360
RE Dickinson Investment Advisors
Iowa
$19K
ME
361
McIlrath & Eck
Washington
$18.8K +$4.42K +225 +30%
FHA
362
First Horizon Advisors
Tennessee
$18.1K
HIIFS
363
Harel Insurance Investments & Financial Services
Israel
$18K
CAL
364
Capital Analysts LLC
Pennsylvania
$18K +$157 +8 +0.9%
PA
365
Parallel Advisors
California
$17.7K +$8.74K +445 +94%
AWM
366
Accurate Wealth Management
Florida
$17K +$16.3K +830 New
TSW
367
Thompson Siegel & Walmsley
Virginia
$17K
RFA
368
Register Financial Advisors
Georgia
$14.5K +$14.8K +754 New
FWA
369
Freedom Wealth Alliance
Wisconsin
$14.5K +$14.7K +750 New
AWM
370
Accel Wealth Management
Iowa
$13.5K
AWM
371
Activest Wealth Management
Florida
$13.5K
AF
372
Advisornet Financial
Minnesota
$13.1K +$118 +6 +0.9%
GI
373
Gradient Investments
Minnesota
$13K +$196 +10 +2%
CTA
374
Colonial Trust Advisors
South Carolina
$12.8K +$13.1K +665 New
CQS
375
Credential Qtrade Securities
$12.3K

HR Hedge Fund Activity: Q4 2022 in Review

419 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2022, worth a combined $7.35B — down 6.1% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HR positions and 48 closed out — a net gain of 29 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $305M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 419 institutional investors held Healthcare Realty (HR) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.35B of Healthcare Realty stock for Q4 2022, down 6.1% quarter-over-quarter.
  • 77 funds opened new Healthcare Realty positions in Q4 2022 and 48 closed out, a net change of +29 holders.
  • The largest Healthcare Realty buyer in Q4 2022 was Cohen & Steers, an estimated $305M added.
  • The largest Healthcare Realty seller in Q4 2022 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2022.