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Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
351
Farther Finance Advisors
California
$22.9K +$1.71K +97 +8%
TWD
352
True Wealth Design
Ohio
$22.8K +$21.5K +1,225 +1,004%
WAG
353
Wiser Advisor Group
Arizona
$22.1K -$967 -55 -4%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$21.7K +$4.99K +284 +28%
PFA
355
Pathway Financial Advisers
Indiana
$21.4K +$369 +21 +2%
VCM
356
Versant Capital Management
Arizona
$21.1K +$14K +794 +176%
SWM
357
Spire Wealth Management
Virginia
$20.4K +$21.2K +1,205 New
T
358
Tidemark
California
$17.3K
CA
359
Continuum Advisory
Idaho
$16.9K
CFGS
360
Concourse Financial Group Securities
Alabama
$16.2K +$369 +21 +2%
CAL
361
Capital Analysts LLC
Pennsylvania
$16K +$211 +12 +1%
ME
362
McIlrath & Eck
Washington
$14.5K -$3.04K -173 -17%
C
363
Covestor
United Kingdom
$14K +$106 +6 +0.7%
FFO
364
Fortitude Family Office
Arizona
$13.6K +$14.1K +804 New
OLVIG
365
Oliver Lagore Vanvalin Investment Group
Michigan
$13.3K
WWM
366
Wolff Wiese Magana
California
$12.2K +$12.7K +721 New
PCM
367
Peregrine Capital Management
Minnesota
$11.5K
IA
368
IFP Advisors
Florida
$11.3K +$1.85K +105 +19%
PWM
369
Parkworth Wealth Management
California
$11.3K +$11.7K +667 New
AF
370
Aviso Financial
Ontario, Canada
$10.8K
DF
371
DecisionPoint Financial
Arizona
$10.2K
PC
372
Promus Capital
Illinois
$9.05K +$9.39K +534 New
CFS
373
CGC Financial Services
Oregon
$8.98K
CFD
374
Creative Financial Designs
Indiana
$8.37K +$141 +8 +2%
PWMG
375
Private Wealth Management Group
New Jersey
$8.14K

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.