HR icon

Healthcare Realty

406 hedge funds and large institutions have $5.89B invested in Healthcare Realty in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

71% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $3.74M

Holders
406
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.1M
Puts
$3.74M
Net Calls
Net Calls Change

Top Buyers

1 +$67.3M
2 +$40M
3 +$27.7M
4
RIM
Rush Island Management
New York
+$27.4M
5
AAMU
APG Asset Management US
New York
+$27M

Top Sellers

1 -$108M
2 -$43.7M
3 -$29.1M
4
Cohen & Steers
Cohen & Steers
New York
-$23.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$4.39K
SOW
377
State of Wyoming
Wyoming
$4K
CA
378
Crewe Advisors
Utah
$3.96K
PB
379
Pinnacle Bancorp
Nebraska
$3.57K
KFI
380
Key Financial Inc
Pennsylvania
$3.17K
WOSD
381
WFA of San Diego
California
$3.17K
AG
382
AmeriFlex Group
Nevada
$2.52K
BTI
383
Blue Trust Inc
Georgia
$2.52K
AGWCA
384
Annis Gardner Whiting Capital Advisors
Florida
$2.32K
BBHC
385
Brown Brothers Harriman & Co
New York
$1.92K
RF
386
Rossby Financial
Florida
$1.79K
RIL
387
Rothschild Investment LLC
Illinois
$1.67K
HPC
388
HM Payson & Co
Maine
$1.59K
IRC
389
Investors Research Corp
Georgia
$1.54K
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$1.33K
NEWAS
391
N.E.W. Advisory Services
Wisconsin
$1.25K
SC
392
SouthState Corp
Florida
$1.19K
AssetMark Inc
393
AssetMark Inc
California
$1.06K
TPWA
394
Twin Peaks Wealth Advisors
California
$1.01K
CAL
395
Capital Advisors Ltd
Ohio
$1K
CPG
396
Cornerstone Planning Group
New Jersey
$983
PWA
397
Physician Wealth Advisors
Utah
$936
BFS
398
Bare Financial Services
Pennsylvania
$936
PTC
399
Private Trust Company
Ohio
$793
S
400
Sachetta
Massachusetts
$651