We are live on ! Find out more
HR icon

Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
376
Parkside Financial Bank & Trust
Missouri
$7.97K
MTIC
377
Missouri Trust & Investment Company
Missouri
$7.97K +$8.27K +470 New
CTA
378
Colonial Trust Advisors
South Carolina
$7.88K
CT
379
Colonial Trust
South Carolina
$7.88K +$8.18K +465 New
AF
380
Advisornet Financial
Minnesota
$7.75K -$3.38K -192 -30%
GIA
381
GHP Investment Advisors
Colorado
$7.64K
LFG
382
Larson Financial Group
Missouri
$6.59K -$3.39K -193 -33%
AAP
383
Arax Advisory Partners
Colorado
$6.54K +$3.17K +180 +87%
T
384
Transce3nd
Texas
$6.27K +$6.51K +370 New
RMP
385
Richards, Merrill & Peterson
Washington
$5.93K +$6.16K +350 New
HNW
386
High Note Wealth
Minnesota
$4.29K +$4.45K +253 New
CA
387
Crewe Advisors
Utah
$4.24K
PB
388
Pinnacle Bancorp
Nebraska
$3.81K
HCP
389
Hexagon Capital Partners
Arkansas
$3.39K
CFB
390
Cullen/Frost Bankers
Texas
$2.85K -$6.89K -392 -70%
CCA
391
Criterion Capital Advisors
Tennessee
$2.8K
AG
392
AmeriFlex Group
Nevada
$2.71K +$2.85K +162 New
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$2.54K -$264 -15 -9%
CPG
394
Cornerstone Planning Group
New Jersey
$1.81K +$844 +48 +83%
HPC
395
HM Payson & Co
Maine
$1.7K
PAM
396
Parvin Asset Management
South Dakota
$1.7K +$1.76K +100 New
IRC
397
Investors Research Corp
Georgia
$1.64K
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$1.38K
CAL
399
Capital Advisors Ltd
Ohio
$1K
S
400
Sachetta
Massachusetts
$865

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.