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Healthcare Realty

410 hedge funds and large institutions have $6.84B invested in Healthcare Realty in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 143 increasing their positions, 153 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

15% more capital invested

Capital invested by funds: $5.95B → $6.84B (+$892M)

2.43% more ownership

Funds ownership: 105.47%107.9% (+2.4%)

0% more funds holding

Funds holding: 409410 (+1)

7% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 153

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

65% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $13.8M

Holders
410
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
46
Increased
143
Reduced
153
Closed
40
Calls
$4.84M
Puts
$13.8M
Net Calls
-$8.94M
Net Calls Change
-$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
376
IFP Advisors
Florida
$5.75K +$5.39K +319 New
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$5.68K +$643 +38 +14%
HNW
378
High Note Wealth
Minnesota
$4.81K +$4.51K +267 New
CA
379
Crewe Advisors
Utah
$4.51K
MSWA
380
Marshall & Sterling Wealth Advisors
New York
$4.43K +$4.16K +246 New
PB
381
Pinnacle Bancorp
Nebraska
$4.06K
FFO
382
Fortitude Family Office
Arizona
$3.86K +$3.62K +214 New
SIS
383
Sound Income Strategies
Florida
$3.69K +$3.52K +208 New
KFI
384
Key Financial Inc
Pennsylvania
$3.67K
WOSD
385
WFA of San Diego
California
$3.61K
CPG
386
Cornerstone Planning Group
New Jersey
$3.5K +$2.35K +139 +240%
MAM
387
Meeder Asset Management
Ohio
$3.41K -$637K -37,651 -100%
SSA
388
Schonfeld Strategic Advisors
New York
$2.85K -$6.77M -400,282 -100%
RIL
389
Rothschild Investment LLC
Illinois
$2.76K +$812 +48 +46%
RF
390
Rossby Financial
Florida
$2.08K
HPC
391
HM Payson & Co
Maine
$1.8K
BFS
392
Bare Financial Services
Pennsylvania
$1.8K +$693 +41 +69%
IRC
393
Investors Research Corp
Georgia
$1.75K
NEWAS
394
N.E.W. Advisory Services
Wisconsin
$1.42K
PTC
395
Private Trust Company
Ohio
$1.12K +$203 +12 +24%
PWA
396
Physician Wealth Advisors
Utah
$1.06K
CAL
397
Capital Advisors Ltd
Ohio
$1K
S
398
Sachetta
Massachusetts
$740
TWD
399
True Wealth Design
Ohio
$737 +$693 +41 New
CH
400
Cromwell Holdings
Wyoming
$722

HR Hedge Fund Activity: Q3 2025 in Review

410 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2025, worth a combined $6.84B — up 15% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HR positions and 40 closed out — a net gain of 6 holders — while 143 added to existing stakes and 153 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $243M. The largest seller was Rush Island Management, cutting an estimated $109M.

  • 410 institutional investors held Healthcare Realty (HR) as of Q3 2025, up from 409 in Q2 2025.
  • Funds reported $6.84B of Healthcare Realty stock for Q3 2025, up 15% quarter-over-quarter.
  • 46 funds opened new Healthcare Realty positions in Q3 2025 and 40 closed out, a net change of +6 holders.
  • The largest Healthcare Realty buyer in Q3 2025 was T. Rowe Price Associates, an estimated $243M added.
  • The largest Healthcare Realty seller in Q3 2025 was Rush Island Management, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.