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Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
376
Mark Sheptoff Financial Planning
Connecticut
$7.11K
TWM
377
Tradition Wealth Management
Minnesota
$6K
Bessemer Group
378
Bessemer Group
New Jersey
$6K +$5.85K +303 New
UB
379
UMB Bank
Missouri
$5.66K
LC
380
Lindbrook Capital
California
$5.41K -$6.49K -336 -54%
CP
381
Castleview Partners
Texas
$4.54K
PB
382
Pinnacle Bancorp
Nebraska
$4.24K
HCP
383
Hexagon Capital Partners
Arkansas
$3.77K +$3.86K +200 New
WOSD
384
WFA of San Diego
California
$3.77K +$3.86K +200 New
SIS
385
Strategic Investment Solutions
Illinois
$3.71K
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$3.11K
PTC
387
Private Trust Company
Ohio
$2.72K -$3.07K -159 -52%
HIA
388
Harbor Investment Advisory
Maryland
$1.89K
HPC
389
HM Payson & Co
Maine
$1.89K
TCOV
390
Trust Company of Vermont
Vermont
$1.89K +$1.93K +100 New
GWS
391
Glassman Wealth Services
Virginia
$1.85K +$1.8K +93 +1,860%
IRC
392
Investors Research Corp
Georgia
$1.83K
TPCW
393
TD Private Client Wealth
New York
$1.72K -$22.1K -1,142 -93%
PFG
394
Piershale Financial Group
Illinois
$1.02K
FMP
395
Financial Management Professionals
Texas
$1K
EWA
396
EverSource Wealth Advisors
Alabama
$962 +$193 +10 +24%
EARNEST Partners
397
EARNEST Partners
Georgia
$660
PFBT
398
Parkside Financial Bank & Trust
Missouri
$642
RWML
399
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$585
VCM
400
Versant Capital Management
Arizona
$321

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.