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Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$24.5K -$19.3K -1,000 -43%
CAM
352
Cresset Asset Management
Illinois
$24.4K +$25K +1,295 New
MC
353
Muzinich & Co
New York
$20.7K
ME
354
McIlrath & Eck
Washington
$18.4K +$39 +2 +0.2%
WT
355
Whittier Trust
California
$18.1K -$30.9K -1,600 -63%
RDIA
356
RE Dickinson Investment Advisors
Iowa
$18K
TSW
357
Thompson Siegel & Walmsley
Virginia
$15K
CAL
358
Capital Analysts LLC
Pennsylvania
$15K +$174 +9 +1%
RFA
359
Register Financial Advisors
Georgia
$14.7K +$251 +13 +2%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$14.5K
GI
361
Gradient Investments
Minnesota
$13.2K +$212 +11 +2%
AF
362
Advisornet Financial
Minnesota
$13.1K +$135 +7 +1%
CTA
363
Colonial Trust Advisors
South Carolina
$12.5K
CQS
364
Credential Qtrade Securities
$12.1K
RTC
365
Riverview Trust Company
Washington
$11.8K
FFA
366
Farther Finance Advisors
California
$10.1K +$714 +37 +7%
BWM
367
BerganKDV Wealth Management
Minnesota
$10.1K -$348 -18 -3%
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$10K +$9.87K +511 +2,433%
CFS
369
CGC Financial Services
Oregon
$10K +$10.2K +530 New
PCM
370
Peregrine Capital Management
Minnesota
$9.62K
C
371
Covestor
United Kingdom
$9K -$463 -24 -5%
HWA
372
Heritage Wealth Advisors
Virginia
$8.49K
HIIFS
373
Harel Insurance Investments & Financial Services
Israel
$8K -$1.93K -100 -18%
PFPT
374
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.83K
ZB
375
Zions Bancorporation
Utah
$7.77K +$7.65K +396 +2,475%

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.