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Healthcare Realty

410 hedge funds and large institutions have $6.84B invested in Healthcare Realty in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 143 increasing their positions, 153 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

15% more capital invested

Capital invested by funds: $5.95B → $6.84B (+$892M)

2.43% more ownership

Funds ownership: 105.47%107.9% (+2.4%)

0% more funds holding

Funds holding: 409410 (+1)

7% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 153

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

65% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $13.8M

Holders
410
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
46
Increased
143
Reduced
153
Closed
40
Calls
$4.84M
Puts
$13.8M
Net Calls
-$8.94M
Net Calls Change
-$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T
351
Tidemark
California
$18.4K
NRG
352
Nemes Rush Group
Michigan
$18K +$16.9K +1,000 New
TFA
353
Transamerica Financial Advisors
Florida
$17.7K +$16.6K +982 New
RA
354
Rise Advisors
New York
$16.7K +$203 +12 +1%
SGK
355
Steigerwald Gordon & Koch
Virginia
$16.2K +$15.2K +900 New
EP
356
Essential Partners
California
$15.7K +$13.9K +820 +1,708%
C
357
Covestor
United Kingdom
$15K -$34 -2 -0.2%
WIM
358
Westside Investment Management
California
$14.2K
ME
359
McIlrath & Eck
Washington
$13.8K +$1.91K +113 +17%
PCM
360
Peregrine Capital Management
Minnesota
$12.3K
PFBT
361
Parkside Financial Bank & Trust
Missouri
$12K +$879 +52 +9%
AF
362
Aviso Financial
Ontario, Canada
$11.5K
PC
363
Promus Capital
Illinois
$9.63K
CFS
364
CGC Financial Services
Oregon
$9.56K
AssetMark Inc
365
AssetMark Inc
California
$9.45K +$7.73K +457 +682%
AF
366
Advisornet Financial
Minnesota
$8.71K +$118 +7 +1%
PWMG
367
Private Wealth Management Group
New Jersey
$8.65K
AG
368
AmeriFlex Group
Nevada
$8.62K +$5.34K +316 +195%
CTA
369
Colonial Trust Advisors
South Carolina
$8.38K
GIA
370
GHP Investment Advisors
Colorado
$8.13K
NS
371
NBC Securities
Alabama
$7.84K -$3.64K -215 -33%
CA
372
Clearstead Advisors
Ohio
$7.46K +$7K +414 New
LFG
373
Larson Financial Group
Missouri
$7.39K +$101 +6 +1%
BBHC
374
Brown Brothers Harriman & Co
New York
$7.16K +$4.67K +276 +228%
MWPCG
375
Measured Wealth Private Client Group
New Hampshire
$6.31K +$5.92K +350 New

HR Hedge Fund Activity: Q3 2025 in Review

410 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2025, worth a combined $6.84B — up 15% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HR positions and 40 closed out — a net gain of 6 holders — while 143 added to existing stakes and 153 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $243M. The largest seller was Rush Island Management, cutting an estimated $109M.

  • 410 institutional investors held Healthcare Realty (HR) as of Q3 2025, up from 409 in Q2 2025.
  • Funds reported $6.84B of Healthcare Realty stock for Q3 2025, up 15% quarter-over-quarter.
  • 46 funds opened new Healthcare Realty positions in Q3 2025 and 40 closed out, a net change of +6 holders.
  • The largest Healthcare Realty buyer in Q3 2025 was T. Rowe Price Associates, an estimated $243M added.
  • The largest Healthcare Realty seller in Q3 2025 was Rush Island Management, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.