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Healthcare Realty

393 hedge funds and large institutions have $6.33B invested in Healthcare Realty in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.26M

16% more capital invested

Capital invested by funds: $5.48B → $6.33B (+$854M)

0.07% more ownership

Funds ownership: 101.51%101.58% (+0.07%)

5% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

2% less funds holding

Funds holding: 403393 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
393
Holders Change
-10
Holders Change %
-2.48%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
134
Reduced
148
Closed
59
Calls
$35M
Puts
$8.26M
Net Calls
+$26.7M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFP Advisors
Florida
$9.43K +$4.1K +268 +88%
Bessemer Group
352
Bessemer Group
New Jersey
$9K +$8.28K +541 New
CFS
353
CGC Financial Services
Oregon
$8.73K
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$8.49K -$964 -63 -11%
PWMG
355
Private Wealth Management Group
New Jersey
$7.91K +$6.49K +424 +757%
CFD
356
Creative Financial Designs
Indiana
$7.87K +$138 +9 +2%
PFBT
357
Parkside Financial Bank & Trust
Missouri
$7.75K -$4.18K -273 -37%
CTA
358
Colonial Trust Advisors
South Carolina
$7.66K
OWA
359
Opal Wealth Advisors
New York
$7.58K +$7.04K +460 New
VCM
360
Versant Capital Management
Arizona
$7.42K
SAM
361
Smartleaf Asset Management
Massachusetts
$6.17K -$1.02K -67 -15%
BTI
362
Blue Trust Inc
Georgia
$6.14K +$6.64K +434 New
CP
363
Castleview Partners
Texas
$5.62K
UB
364
UMB Bank
Missouri
$4.68K -$2.26K -148 -34%
MAM
365
Meeder Asset Management
Ohio
$4.29K +$3.98K +260 New
CA
366
Crewe Advisors
Utah
$4.12K
JWM
367
Janiczek Wealth Management
Colorado
$3.87K -$7.79K -509 -68%
PB
368
Pinnacle Bancorp
Nebraska
$3.71K
TSMHT
369
Thurston Springer Miller Herd & Titak
Indiana
$3.66K +$3.4K +222 New
AAP
370
Arax Advisory Partners
Colorado
$3.4K -$490 -32 -13%
HCP
371
Hexagon Capital Partners
Arkansas
$3.3K
WOSD
372
WFA of San Diego
California
$3.3K +$3.06K +200 New
CCA
373
Criterion Capital Advisors
Tennessee
$2.8K
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$2.72K
WIA
375
Wetzel Investment Advisors
Indiana
$2.35K +$2.54K +166 New

HR Hedge Fund Activity: Q2 2024 in Review

393 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2024, worth a combined $6.33B — up 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HR and 56 opened new positions — a net loss of 3 holders — while 148 trimmed existing stakes and 134 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Nuance Investments, cutting an estimated $62.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $6.33B of Healthcare Realty stock for Q2 2024, up 16% quarter-over-quarter.
  • 56 funds opened new Healthcare Realty positions in Q2 2024 and 59 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2024 was Bank of America, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2024 was Nuance Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.