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Healthcare Realty

410 hedge funds and large institutions have $5.95B invested in Healthcare Realty in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 105.08%105.47% (+0.4%)

4% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 153

5% less capital invested

Capital invested by funds: $6.23B → $5.95B (-$283M)

4% less funds holding

Funds holding: 425410 (-15)

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

71% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $3.74M

Holders
410
Holders Change
-15
Holders Change %
-3.53%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
52
Increased
147
Reduced
153
Closed
63
Calls
$1.1M
Puts
$3.74M
Net Calls
-$2.64M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Spire Wealth Management
Virginia
$20.3K +$1.11K +73 +6%
WWM
352
Wolff Wiese Magana
California
$18.4K +$6.69K +440 +61%
HFS
353
Hantz Financial Services
Michigan
$18K +$15.2K +1,000 +781%
BIG
354
Brooklyn Investment Group
New York
$17.9K +$12.7K +834 +284%
T
355
Tidemark
California
$16.2K
RA
356
Rise Advisors
New York
$14.5K +$304 +20 +2%
OLVIG
357
Oliver Lagore Vanvalin Investment Group
Michigan
$13.2K +$11.9K +783 New
C
358
Covestor
United Kingdom
$13K -$91 -6 -0.7%
WIM
359
Westside Investment Management
California
$12.2K +$11.7K +772 New
PCM
360
Peregrine Capital Management
Minnesota
$10.8K
ME
361
McIlrath & Eck
Washington
$10.4K -$3.1K -204 -24%
AF
362
Aviso Financial
Ontario, Canada
$10.2K
NS
363
NBC Securities
Alabama
$10K +$9.88K +650 New
PFBT
364
Parkside Financial Bank & Trust
Missouri
$9.69K +$2.14K +141 +30%
SAM
365
Smartleaf Asset Management
Massachusetts
$9.06K -$12.2K -801 -58%
PC
366
Promus Capital
Illinois
$8.47K
CFS
367
CGC Financial Services
Oregon
$8.41K
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$8.17K -$152 -10 -2%
PWMG
369
Private Wealth Management Group
New Jersey
$7.61K
AF
370
Advisornet Financial
Minnesota
$7.55K -$182 -12 -2%
CTA
371
Colonial Trust Advisors
South Carolina
$7.38K
GIA
372
GHP Investment Advisors
Colorado
$7.15K
TCOV
373
Trust Company of Vermont
Vermont
$7.14K +$6.84K +450 New
CT
374
Clearstead Trust
Maine
$6.58K -$5.92K -389 -48%
LFG
375
Larson Financial Group
Missouri
$6.42K +$122 +8 +2%

HR Hedge Fund Activity: Q2 2025 in Review

410 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2025, worth a combined $5.95B — down 4.5% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of HR and 52 opened new positions — a net loss of 11 holders — while 153 trimmed existing stakes and 147 added.

The largest buyer was BlackRock, adding an estimated $64.6M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $103M.

  • 410 institutional investors held Healthcare Realty (HR) as of Q2 2025, down from 425 in Q1 2025.
  • Funds reported $5.95B of Healthcare Realty stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 52 funds opened new Healthcare Realty positions in Q2 2025 and 63 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2025 was BlackRock, an estimated $64.6M added.
  • The largest Healthcare Realty seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2025.