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Healthcare Realty

421 hedge funds and large institutions have $6.52B invested in Healthcare Realty in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

924% more call options, than puts

Call options by funds: $6.75M | Put options by funds: $659K

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

3% more funds holding

Funds holding: 410421 (+11)

1.42% more ownership

Funds ownership: 107.9%109.33% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $6.84B → $6.52B (-$327M)

15% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 155

Holders
421
Holders Change
+11
Holders Change %
+2.68%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
57
Increased
132
Reduced
155
Closed
38
Calls
$6.75M
Puts
$659K
Net Calls
+$6.09M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
376
Elyxium Wealth
California
$6.08K +$6.39K +359 New
TWD
377
True Wealth Design
Ohio
$5.95K +$5.52K +310 +756%
MWPCG
378
Measured Wealth Private Client Group
New Hampshire
$5.93K
RIL
379
Rothschild Investment LLC
Illinois
$5.41K +$2.95K +166 +108%
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$5.34K
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$5.3K -$49.3K -2,768 -90%
MGI
382
Miller Global Investments
Texas
$5.27K +$5.53K +311 New
CA
383
Clearstead Advisors
Ohio
$4.85K -$2.28K -128 -31%
HNW
384
High Note Wealth
Minnesota
$4.42K -$107 -6 -2%
CA
385
Crewe Advisors
Utah
$4.24K
AG
386
AmeriFlex Group
Nevada
$4.05K -$4.25K -239 -50%
PB
387
Pinnacle Bancorp
Nebraska
$3.81K
SIS
388
Sound Income Strategies
Florida
$3.63K +$36 +2 +1%
FFO
389
Fortitude Family Office
Arizona
$3.63K
CPG
390
Cornerstone Planning Group
New Jersey
$3.46K +$267 +15 +8%
TAM
391
Tucker Asset Management
Colorado
$3.46K +$3.63K +204 New
KFI
392
Key Financial Inc
Pennsylvania
$3.39K
WOSD
393
WFA of San Diego
California
$3.39K
APW
394
Aventura Private Wealth
Florida
$3.39K +$3.56K +200 New
IAIM
395
International Assets Investment Management
Florida
$2.42K +$2.54K +143 New
SG
396
Sankala Group
Colorado
$2.34K +$2.26K +127 New
FHA
397
Flagship Harbor Advisors
Massachusetts
$2.25K +$2.37K +133 New
BFS
398
Bare Financial Services
Pennsylvania
$2.19K +$516 +29 +29%
RF
399
Rossby Financial
Florida
$1.92K
HPC
400
HM Payson & Co
Maine
$1.7K