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Healthcare Realty

410 hedge funds and large institutions have $5.95B invested in Healthcare Realty in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 105.08%105.47% (+0.4%)

4% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 153

5% less capital invested

Capital invested by funds: $6.23B → $5.95B (-$283M)

4% less funds holding

Funds holding: 425410 (-15)

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
410
Holders Change
-15
Holders Change %
-3.53%
% 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
147
Reduced
153
Closed
63
Calls
$1.1M
Puts
$3.74M
Net Calls
-$2.64M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
376
Creative Capital Management Investments
California
$5.46K +$5.23K +344 New
AAP
377
Arax Advisory Partners
Colorado
$4.42K -$2.52K -166 -37%
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$4.39K
SOW
379
State of Wyoming
Wyoming
$4K +$3.83K +252 New
CA
380
Crewe Advisors
Utah
$3.96K
PB
381
Pinnacle Bancorp
Nebraska
$3.57K
KFI
382
Key Financial Inc
Pennsylvania
$3.17K +$3.04K +200 New
WOSD
383
WFA of San Diego
California
$3.17K +$3.04K +200 New
AG
384
AmeriFlex Group
Nevada
$2.52K
BTI
385
Blue Trust Inc
Georgia
$2.52K
AGWCA
386
Annis Gardner Whiting Capital Advisors
Florida
$2.32K +$2.22K +146 New
BBHC
387
Brown Brothers Harriman & Co
New York
$1.92K +$1.84K +121 New
RF
388
Rossby Financial
Florida
$1.79K +$1.72K +113 New
RIL
389
Rothschild Investment LLC
Illinois
$1.67K +$1.6K +105 New
HPC
390
HM Payson & Co
Maine
$1.59K
IRC
391
Investors Research Corp
Georgia
$1.54K
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$1.33K -$15 -1 -1%
NEWAS
393
N.E.W. Advisory Services
Wisconsin
$1.25K
SC
394
SouthState Corp
Florida
$1.19K -$912 -60 -44%
AssetMark Inc
395
AssetMark Inc
California
$1.06K -$2.23K -147 -69%
TPWA
396
Twin Peaks Wealth Advisors
California
$1.01K +$928 +61 New
CAL
397
Capital Advisors Ltd
Ohio
$1K
CPG
398
Cornerstone Planning Group
New Jersey
$983
PWA
399
Physician Wealth Advisors
Utah
$936 +$243 +16 +37%
BFS
400
Bare Financial Services
Pennsylvania
$936 +$897 +59 New

HR Hedge Fund Activity: Q2 2025 in Review

410 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2025, worth a combined $5.95B — down 4.5% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of HR and 52 opened new positions — a net loss of 11 holders — while 153 trimmed existing stakes and 147 added.

The largest buyer was BlackRock, adding an estimated $64.6M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $103M.

  • 410 institutional investors held Healthcare Realty (HR) as of Q2 2025, down from 425 in Q1 2025.
  • Funds reported $5.95B of Healthcare Realty stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 52 funds opened new Healthcare Realty positions in Q2 2025 and 63 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2025 was BlackRock, an estimated $64.6M added.
  • The largest Healthcare Realty seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2025.