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Healthcare Realty

419 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, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

6% more funds holding

Funds holding: 394419 (+25)

2.6% more ownership

Funds ownership: 98.99%101.6% (+2.6%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $7.83B → $7.35B (-$476M)

61% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $4.09M

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.73%
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
141
Closed
48
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
376
Riverview Trust Company
Washington
$12K +$12.3K +625 New
BWM
377
BerganKDV Wealth Management
Minnesota
$12K +$550 +28 +5%
NA
378
NewEdge Advisors
Louisiana
$11.7K +$38.2K +1,946 New
BHWM
379
Beaird Harris Wealth Management
Texas
$11.2K +$11.4K +579 New
Bessemer Group
380
Bessemer Group
New Jersey
$11K -$15.2K -774 -57%
PCM
381
Peregrine Capital Management
Minnesota
$10K +$10K +510 New
EL
382
EMFO LLC
Florida
$9.63K
AF
383
Affiance Financial
Minnesota
$9.63K +$9.82K +500 New
FFA
384
Farther Finance Advisors
California
$9.63K +$9.82K +500 New
MSCM
385
McElhenny Sheffield Capital Management
Texas
$9.63K +$9.82K +500 New
CFD
386
Creative Financial Designs
Indiana
$9.12K
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$9K +$2.14K +109 +30%
HWA
388
Heritage Wealth Advisors
Virginia
$8.67K -$3.93K -200 -31%
CS
389
Comerica Securities
Michigan
$8.09K +$8.25K +420 New
PFPT
390
Pinnacle Financial Partners (Tennessee)
Tennessee
$8K +$8.15K +415 New
LC
391
Lindbrook Capital
California
$7.59K +$5.03K +256 +186%
MSFP
392
Mark Sheptoff Financial Planning
Connecticut
$7.26K
BAM
393
Baldrige Asset Management
Pennsylvania
$6K +$5.62K +286 New
UB
394
UMB Bank
Missouri
$6K +$5.89K +300 New
CSS
395
Cubist Systematic Strategies
Connecticut
$5.84K +$5.95K +303 New
HWMA
396
Heritage Wealth Management (Arizona)
Arizona
$5.4K +$5.5K +280 New
KFS
397
Kelly Financial Services
Massachusetts
$5.3K
PB
398
Pinnacle Bancorp
Nebraska
$4K +$4.42K +225 New
WOSD
399
WFA of San Diego
California
$3.85K +$3.93K +200 New
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$3.45K

HR Hedge Fund Activity: Q4 2022 in Review

419 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2022, worth a combined $7.35B — down 6.1% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HR positions and 48 closed out — a net gain of 29 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $305M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 419 institutional investors held Healthcare Realty (HR) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.35B of Healthcare Realty stock for Q4 2022, down 6.1% quarter-over-quarter.
  • 77 funds opened new Healthcare Realty positions in Q4 2022 and 48 closed out, a net change of +29 holders.
  • The largest Healthcare Realty buyer in Q4 2022 was Cohen & Steers, an estimated $305M added.
  • The largest Healthcare Realty seller in Q4 2022 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2022.