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Healthcare Realty
HR

Overview Fund Activity

416 hedge funds and large institutions have $7.35B invested in Healthcare Realty in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 140 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+26
Holders Change %
+6.67%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
77
Increased
149
Reduced
140
Closed
47
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$299M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$108M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$51.9M
4
BlackRock
BlackRock
New York
+$30M
5
NI
Nuance Investments
Missouri
+$28.4M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$72.5M
2
RC
Resolution Capital
Australia
-$56.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$51.7M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$42.3M
5
Prudential Financial
Prudential Financial
New Jersey
-$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
376
NewEdge Advisors
Louisiana
$11.7K +$11.7K +1,946 New
BHWM
377
Beaird Harris Wealth Management
Texas
$11.2K +$11.2K +579 New
Bessemer Group
378
Bessemer Group
New Jersey
$11K -$14.7K -774 -57%
PCM
379
Peregrine Capital Management
Minnesota
$10K +$10K +510 New
EL
380
EMFO LLC
Florida
$9.64K – – –
AF
381
Affiance Financial
Minnesota
$9.64K +$9.64K +500 New
FFA
382
Farther Finance Advisors
California
$9.64K +$9.64K +500 New
MSCM
383
McElhenny Sheffield Capital Management
Texas
$9.64K +$9.64K +500 New
CFD
384
Creative Financial Designs
Indiana
$9.12K – – –
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$9K +$2.07K +109 +30%
HWA
386
Heritage Wealth Advisors
Virginia
$8.67K -$3.85K -200 -31%
CS
387
Comerica Securities
Michigan
$8.09K +$8.09K +420 New
PFP
388
Pinnacle Financial Partners
Tennessee
$8K +$8K +415 New
LC
389
Lindbrook Capital
California
$7.59K +$4.93K +256 +186%
MSFP
390
Mark Sheptoff Financial Planning
Connecticut
$7.27K – – –
BAM
391
Baldrige Asset Management
Pennsylvania
$6K +$6K +286 New
UB
392
UMB Bank
Missouri
$6K +$6K +300 New
CSS
393
Cubist Systematic Strategies
Connecticut
$5.84K +$5.84K +303 New
HWMA
394
Heritage Wealth Management (Arizona)
Arizona
$5.4K +$5.4K +280 New
KFS
395
Kelly Financial Services
Massachusetts
$5.3K – – –
PB
396
Pinnacle Bancorp
Nebraska
$4K +$4K +225 New
WOSD
397
WFA of San Diego
California
$3.85K +$3.85K +200 New
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$3.45K – – –
JWM
399
Janiczek Wealth Management
Colorado
$2.95K +$2.95K +140 New
QL
400
Quarry LP
New York
$2.45K +$2.45K +127 New
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