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Healthcare Realty

424 hedge funds and large institutions have $6.23B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.19M

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 416424 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.31% less ownership

Funds ownership: 105.38%105.08% (-0.31%)

2% less capital invested

Capital invested by funds: $6.36B → $6.23B (-$124M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
424
Holders Change
+8
Holders Change %
+1.92%
% of All Funds
5.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
143
Reduced
159
Closed
42
Calls
$2.42M
Puts
$1.19M
Net Calls
+$1.23M
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
351
Synergy Investment Management
Florida
$36K
SW
352
SVB Wealth
Massachusetts
$35.1K +$34.5K +2,075 New
M
353
MOTCO
Texas
$33.8K
Jones Financial Companies
354
Jones Financial Companies
Missouri
$33.7K -$17.5K -1,056 -34%
SS
355
Sunbelt Securities
Texas
$27.5K
DB
356
Danske Bank
Denmark
$27K
Group One Trading
357
Group One Trading
Illinois
$27K -$31.6K -1,900 -54%
GSWM
358
Golden State Wealth Management
California
$26.3K +$25.9K +1,557 New
CNBTD
359
Citizens National Bank Trust Department
Mississippi
$26.1K
PWMG
360
Prestige Wealth Management Group
New Jersey
$24.5K
FFA
361
Farther Finance Advisors
California
$24.2K +$1.36K +82 +6%
VCM
362
Versant Capital Management
Arizona
$23.2K +$2.14K +129 +10%
SAM
363
Smartleaf Asset Management
Massachusetts
$23.1K -$4.55K -274 -17%
WAG
364
Wiser Advisor Group
Arizona
$22.4K +$415 +25 +2%
SWM
365
Spire Wealth Management
Virginia
$20.4K
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$18.8K -$2.83K -170 -13%
T
367
Tidemark
California
$17.3K
CA
368
Continuum Advisory
Idaho
$16.9K
RA
369
Rise Advisors
New York
$15.1K -$14.5K -875 -49%
ME
370
McIlrath & Eck
Washington
$14.5K +$17 +1 +0.1%
C
371
Covestor
United Kingdom
$14K +$66 +4 +0.5%
CT
372
Clearstead Trust
Maine
$13.6K +$13.4K +804 New
WWM
373
Wolff Wiese Magana
California
$12.2K
PCM
374
Peregrine Capital Management
Minnesota
$11.5K
IA
375
IFP Advisors
Florida
$11.3K

HR Hedge Fund Activity: Q1 2025 in Review

424 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2025, worth a combined $6.23B — down 1.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $99.1M. The largest seller was Bank of America, cutting an estimated $65.9M.

  • 424 institutional investors held Healthcare Realty (HR) as of Q1 2025, up from 416 in Q4 2024.
  • Funds reported $6.23B of Healthcare Realty stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2025 and 42 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2025 was Massachusetts Financial Services, an estimated $99.1M added.
  • The largest Healthcare Realty seller in Q1 2025 was Bank of America, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.