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Healthcare Realty

424 hedge funds and large institutions have $6.23B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.19M

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 416424 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.31% less ownership

Funds ownership: 105.38%105.08% (-0.31%)

2% less capital invested

Capital invested by funds: $6.36B → $6.23B (-$124M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
424
Holders Change
+8
Holders Change %
+1.92%
% of All Funds
5.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
143
Reduced
159
Closed
42
Calls
$2.42M
Puts
$1.19M
Net Calls
+$1.23M
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
376
Aviso Financial
Ontario, Canada
$10.8K
PC
377
Promus Capital
Illinois
$9.03K
CFS
378
CGC Financial Services
Oregon
$8.96K
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$8.87K -$41.4K -2,490 -83%
CFD
380
Creative Financial Designs
Indiana
$8.5K +$150 +9 +2%
AF
381
Advisornet Financial
Minnesota
$8.25K +$499 +30 +7%
PWMG
382
Private Wealth Management Group
New Jersey
$8.11K
PFBT
383
Parkside Financial Bank & Trust
Missouri
$7.94K
CTA
384
Colonial Trust Advisors
South Carolina
$7.86K
GIA
385
GHP Investment Advisors
Colorado
$7.62K
AAP
386
Arax Advisory Partners
Colorado
$7.52K +$980 +59 +15%
LFG
387
Larson Financial Group
Missouri
$6.69K +$116 +7 +2%
RMP
388
Richards, Merrill & Peterson
Washington
$5.92K
GWS
389
Greykasell Wealth Strategies
California
$5.75K +$5.65K +340 New
HNW
390
High Note Wealth
Minnesota
$5.39K +$1.1K +66 +26%
MSWA
391
Marshall & Sterling Wealth Advisors
New York
$5.29K +$5.2K +313 New
BIG
392
Brooklyn Investment Group
New York
$4.97K +$4.82K +290 +7,250%
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$4.68K +$2.11K +127 +85%
CA
394
Crewe Advisors
Utah
$4.22K
PB
395
Pinnacle Bancorp
Nebraska
$3.8K
AssetMark Inc
396
AssetMark Inc
California
$3.62K +$3.24K +195 +1,026%
Optiver Holding
397
Optiver Holding
Netherlands
$3.4K +$3.34K +201 New
HCP
398
Hexagon Capital Partners
Arkansas
$3.38K
CA
399
Clearstead Advisors
Ohio
$2.96K +$2.91K +175 New
LIMS
400
Lasalle Investment Management Securities
Maryland
$2.91K -$30.8M -1,852,240 -100%

HR Hedge Fund Activity: Q1 2025 in Review

424 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2025, worth a combined $6.23B — down 1.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $99.1M. The largest seller was Bank of America, cutting an estimated $65.9M.

  • 424 institutional investors held Healthcare Realty (HR) as of Q1 2025, up from 416 in Q4 2024.
  • Funds reported $6.23B of Healthcare Realty stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2025 and 42 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2025 was Massachusetts Financial Services, an estimated $99.1M added.
  • The largest Healthcare Realty seller in Q1 2025 was Bank of America, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.