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Healthcare Realty

442 hedge funds and large institutions have $6.37B invested in Healthcare Realty in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,148% more call options, than puts

Call options by funds: $6.79M | Put options by funds: $544K

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

42% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 118

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 421442 (+21)

2% less capital invested

Capital invested by funds: $6.52B → $6.37B (-$150M)

2.03% less ownership

Funds ownership: 109.33%107.3% (-2%)

Holders
442
Holders Change
+21
Holders Change %
+4.99%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
67
Increased
168
Reduced
118
Closed
37
Calls
$6.79M
Puts
$544K
Net Calls
+$6.25M
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
401
Cornerstone Planning Group
New Jersey
$3.71K -$456 -26 -12%
SIS
402
Sound Income Strategies
Florida
$3.64K +$35 +2 +1%
FFO
403
Fortitude Family Office
Arizona
$3.64K
APW
404
Aventura Private Wealth
Florida
$3.4K
KFI
405
Key Financial Inc
Pennsylvania
$3.4K
WOSD
406
WFA of San Diego
California
$3.4K
BFS
407
Bare Financial Services
Pennsylvania
$3.3K +$1.14K +65 +50%
CFO
408
CVA Family Office
Colorado
$2.6K +$2.68K +153 New
BHWM
409
Beaird Harris Wealth Management
Texas
$2.55K +$2.63K +150 New
WPA
410
Wealth Preservation Advisors
Tennessee
$2.46K +$2.54K +145 New
SG
411
Sankala Group
Colorado
$2.19K
PWA
412
Physician Wealth Advisors
Utah
$2K +$1.03K +59 +100%
RF
413
Rossby Financial
Florida
$1.94K
TPWA
414
Twin Peaks Wealth Advisors
California
$1.78K +$1.84K +105 New
TWC
415
TD Waterhouse Canada
Ontario, Canada
$1.71K +$1.75K +100 New
DB
416
Danske Bank
Denmark
$1.7K -$43.8K -2,500 -96%
HPC
417
HM Payson & Co
Maine
$1.7K
IRC
418
Investors Research Corp
Georgia
$1.65K
HHCP
419
Hilton Head Capital Partners
South Carolina
$1.38K -$35 -2 -2%
NEWAS
420
N.E.W. Advisory Services
Wisconsin
$1.34K
IAIM
421
International Assets Investment Management
Florida
$1.24K -$1.25K -71 -50%
DF
422
Dunhill Financial
United Kingdom
$1.15K +$842 +48 +253%
MCM
423
Manchester Capital Management
Vermont
$1.14K
PTC
424
Private Trust Company
Ohio
$1.05K
CFM
425
Cornerstone Financial Management
Massachusetts
$1.02K