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Healthcare Realty
HR

Overview Fund Activity

406 hedge funds and large institutions have $6.78B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+17
Holders Change %
+4.37%
% of All Funds
5.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
139
Reduced
145
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$87.1M
3
FCM
Farallon Capital Management
California
+$47.2M
4
Pzena Investment Management
Pzena Investment Management
New York
+$40.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$38.2M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$189M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$75.7M
3
RIM
Rush Island Management
New York
-$74.2M
4
Goldman Sachs
Goldman Sachs
New York
-$73.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
376
Capital Performance Advisors
California
$7.64K +$7.64K +421 New
IAIM
377
International Assets Investment Management
Florida
$6.82K +$5.78K +104,944 +560%
ACM
378
Aster Capital Management
United Arab Emirates
$6.03K +$6.03K +332 New
CA
379
Crewe Advisors
Utah
$4.54K – – –
PB
380
Pinnacle Bancorp
Nebraska
$4.08K – – –
AAP
381
Arax Advisory Partners
Colorado
$3.74K – – –
TSMHT
382
Thurston Springer Miller Herd & Titak
Indiana
$3.7K -$327 -18 -8%
WOSD
383
WFA of San Diego
California
$3.63K – – –
HCP
384
Hexagon Capital Partners
Arkansas
$3.63K – – –
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
CCA
386
Criterion Capital Advisors
Tennessee
$2.8K – – –
TWD
387
True Wealth Design
Ohio
$2.22K +$2.22K +122 New
AWM
388
Abound Wealth Management
Tennessee
$2.11K +$2.11K +116 New
ATS
389
Ashton Thomas Securities
New York
$1.83K +$1.83K +101 New
HPC
390
HM Payson & Co
Maine
$1.82K – – –
IRC
391
Investors Research Corp
Georgia
$1.76K – – –
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$1.53K – – –
CPG
393
Cornerstone Planning Group
New Jersey
$1.05K – – –
FMP
394
Financial Management Professionals
Texas
$1K – – –
CAL
395
Capital Advisors Ltd
Ohio
$1K – – –
S
396
Sachetta
Massachusetts
$926 – – –
PTC
397
Private Trust Company
Ohio
$726 +$726 +40 New
BIG
398
Brooklyn Investment Group
New York
$708 +$708 +39 New
GSEP
399
Golden State Equity Partners
California
$689 +$689 +38 New
CJ
400
Caitlin John
Michigan
$607 +$17 +1 +3%
14 15
16
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