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Healthcare Realty

403 hedge funds and large institutions have $5.88B invested in Healthcare Realty in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 145 increasing their positions, 152 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-18
Holders Change %
-4.28%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
52
Increased
145
Reduced
152
Closed
63
Calls
$1.1M
Puts
$3.74M
Net Calls
-$2.64M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
376
Crewe Advisors
Utah
$3.97K
PB
377
Pinnacle Bancorp
Nebraska
$3.57K
KFI
378
Key Financial Inc
Pennsylvania
$3.17K +$3.17K +200 New
WOSD
379
WFA of San Diego
California
$3.17K +$3.17K +200 New
AG
380
AmeriFlex Group
Nevada
$2.52K
BTI
381
Blue Trust Inc
Georgia
$2.52K
AGWCA
382
Annis Gardner Whiting Capital Advisors
Florida
$2.32K +$2.32K +146 New
BBHC
383
Brown Brothers Harriman & Co
New York
$1.92K +$1.92K +121 New
RF
384
Rossby Financial
Florida
$1.79K +$1.79K +113 New
RIL
385
Rothschild Investment LLC
Illinois
$1.67K +$1.67K +105 New
IRC
386
Investors Research Corp
Georgia
$1.54K
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$1.33K -$16 -1 -1%
NEWAS
388
N.E.W. Advisory Services
Wisconsin
$1.25K
SC
389
SouthState Corp
Florida
$1.19K -$952 -60 -44%
AssetMark Inc
390
AssetMark Inc
California
$1.06K -$2.33K -147 -69%
TPWA
391
Twin Peaks Wealth Advisors
California
$1.01K +$1.01K +61 New
CAL
392
Capital Advisors Ltd
Ohio
$1K
CPG
393
Cornerstone Planning Group
New Jersey
$983
PWA
394
Physician Wealth Advisors
Utah
$936 +$254 +16 +37%
BFS
395
Bare Financial Services
Pennsylvania
$936 +$936 +59 New
PTC
396
Private Trust Company
Ohio
$793 +$254 +16 +47%
S
397
Sachetta
Massachusetts
$651 -$159 -10 -20%
CH
398
Cromwell Holdings
Wyoming
$634 +$634 +40 New
TSMHT
399
Thurston Springer Miller Herd & Titak
Indiana
$539
Kayne Anderson Rudnick Investment Management
400
Kayne Anderson Rudnick Investment Management
California
$492 +$492 +31 New