We are live on ! Find out more
HR icon

Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
401
Physician Wealth Advisors
Utah
$729 +$756 +43 New
FMP
402
Financial Management Professionals
Texas
$695
PTC
403
Private Trust Company
Ohio
$678
CJ
404
Caitlin John
Michigan
$594
TSMHT
405
Thurston Springer Miller Herd & Titak
Indiana
$576 -$2.99K -170 -83%
RWML
406
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$525
DF
407
Dunhill Financial
United Kingdom
$442
WA
408
WPG Advisers
Maryland
$339 +$352 +20 New
AssetMark Inc
409
AssetMark Inc
California
$322 +$334 +19 New
BTI
410
Blue Trust Inc
Georgia
$288 -$12.2K -693 -98%
WCM
411
WealthTrak Capital Management
Virginia
$255 +$264 +15 New
BGAI
412
Bruce G. Allen Investments
Colorado
$254
MCM
413
MV Capital Management
Maryland
$204 +$70 +4 +50%
RIL
414
Rothschild Investment LLC
Illinois
$170 +$176 +10 New
MG
415
Mather Group
Illinois
$102
BIG
416
Brooklyn Investment Group
New York
$52 -$615 -35 -90%
AWM
417
Activest Wealth Management
Florida
$34 +$35 +2 New
RWS
418
Retirement Wealth Solutions
Wisconsin
$4
T. Rowe Price Investment Management
419
T. Rowe Price Investment Management
Maryland
-$62.6M -3,451,464 Closed
Arrowstreet Capital
420
Arrowstreet Capital
Massachusetts
-$20.1M -1,108,812 Closed
Tudor Investment Corp
421
Tudor Investment Corp
Connecticut
-$15.9M -876,229 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
422
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$14.5M -800,000 Closed
CSS
423
Cubist Systematic Strategies
Connecticut
-$6.24M -344,008 Closed
QT
424
Quantbot Technologies
New York
-$5.07M -279,181 Closed
EGM
425
Engineers Gate Manager
New York
-$4.82M -265,583 Closed

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.