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Healthcare Realty
HR

Overview Fund Activity

413 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 152 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
5.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
63
Increased
146
Reduced
152
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M

Top Buyers

1
SV
Starboard Value
New York
+$342M
2
RIM
Rush Island Management
New York
+$46.6M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$39.3M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$31.4M
5
Northern Trust
Northern Trust
Illinois
+$19.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$210M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$91.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$62.6M
4
FG
Foresight Group
United Kingdom
-$44M
5
AAMU
APG Asset Management US
New York
-$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$21.7K +$4.81K +284 +28%
PFA
352
Pathway Financial Advisers
Indiana
$21.4K +$356 +21 +2%
VCM
353
Versant Capital Management
Arizona
$21.1K +$13.5K +794 +176%
SWM
354
Spire Wealth Management
Virginia
$20.4K +$20.4K +1,205 New
T
355
Tidemark
California
$17.3K – – –
CA
356
Continuum Advisory
Idaho
$17K – – –
CFGS
357
Concourse Financial Group Securities
Alabama
$16.2K +$346 +21 +2%
CAL
358
Capital Analysts LLC
Pennsylvania
$16K +$201 +12 +1%
ME
359
McIlrath & Eck
Washington
$14.5K -$2.93K -173 -17%
C
360
Covestor
United Kingdom
$14K +$104 +6 +0.7%
FFO
361
Fortitude Family Office
Arizona
$13.6K +$13.6K +804 New
OLVIG
362
Oliver Lagore Vanvalin Investment Group
Michigan
$13.3K – – –
WWM
363
Wolff Wiese Magana
California
$12.2K +$12.2K +721 New
PCM
364
Peregrine Capital Management
Minnesota
$11.5K – – –
IA
365
IFP Advisors
Florida
$11.3K +$1.78K +105 +19%
PWM
366
Parkworth Wealth Management
California
$11.3K +$11.3K +667 New
AF
367
Aviso Financial
Ontario, Canada
$10.8K – – –
DF
368
DecisionPoint Financial
Arizona
$10.2K – – –
PC
369
Promus Capital
Illinois
$9.05K +$9.05K +534 New
CFS
370
CGC Financial Services
Oregon
$8.98K – – –
CFD
371
Creative Financial Designs
Indiana
$8.37K +$136 +8 +2%
PWMG
372
Private Wealth Management Group
New Jersey
$8.14K – – –
PFBT
373
Parkside Financial Bank & Trust
Missouri
$7.97K – – –
MTIC
374
Missouri Trust & Investment Company
Missouri
$7.97K +$7.97K +470 New
CTA
375
Colonial Trust Advisors
South Carolina
$7.88K – – –
13 14
15
16 17