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Healthcare Realty

411 hedge funds and large institutions have $6.86B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $5.16M

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $6.33B → $6.86B (+$526M)

5% more funds holding

Funds holding: 393411 (+18)

2.91% more ownership

Funds ownership: 101.58%104.49% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
411
Holders Change
+18
Holders Change %
+4.58%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
61
Increased
139
Reduced
146
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
376
Parkside Financial Bank & Trust
Missouri
$8.53K
CTA
377
Colonial Trust Advisors
South Carolina
$8.44K
GIA
378
GHP Investment Advisors
Colorado
$8.19K +$8K +451 New
VCM
379
Versant Capital Management
Arizona
$8.17K
CPA
380
Capital Performance Advisors
California
$7.64K +$7.46K +421 New
IAIM
381
International Assets Investment Management
Florida
$6.82K +$1.86M +104,944 +560%
ACM
382
Aster Capital Management
United Arab Emirates
$6.03K +$5.89K +332 New
CA
383
Crewe Advisors
Utah
$4.54K
PB
384
Pinnacle Bancorp
Nebraska
$4.08K
AAP
385
Arax Advisory Partners
Colorado
$3.74K
TSMHT
386
Thurston Springer Miller Herd & Titak
Indiana
$3.7K -$319 -18 -8%
HCP
387
Hexagon Capital Partners
Arkansas
$3.63K
WOSD
388
WFA of San Diego
California
$3.63K
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$3K
CCA
390
Criterion Capital Advisors
Tennessee
$2.8K
TWD
391
True Wealth Design
Ohio
$2.21K +$2.16K +122 New
AWM
392
Abound Wealth Management
Tennessee
$2.11K +$2.06K +116 New
ATS
393
Ashton Thomas Securities
New York
$1.83K +$1.79K +101 New
HPC
394
HM Payson & Co
Maine
$1.81K
IRC
395
Investors Research Corp
Georgia
$1.76K
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$1.52K
CPG
397
Cornerstone Planning Group
New Jersey
$1.05K
CAL
398
Capital Advisors Ltd
Ohio
$1K
FMP
399
Financial Management Professionals
Texas
$1K
S
400
Sachetta
Massachusetts
$926

HR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2024, worth a combined $6.86B — up 8.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HR positions and 41 closed out — a net gain of 20 holders — while 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Principal Financial Group, cutting an estimated $185M.

  • 411 institutional investors held Healthcare Realty (HR) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $6.86B of Healthcare Realty stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 61 funds opened new Healthcare Realty positions in Q3 2024 and 41 closed out, a net change of +20 holders.
  • The largest Healthcare Realty buyer in Q3 2024 was Bank of America, an estimated $150M added.
  • The largest Healthcare Realty seller in Q3 2024 was Principal Financial Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.