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Healthcare Realty
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Overview Fund Activity

406 hedge funds and large institutions have $6.78B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+17
Holders Change %
+4.37%
% of All Funds
5.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
139
Reduced
145
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$87.1M
3
FCM
Farallon Capital Management
California
+$47.2M
4
Pzena Investment Management
Pzena Investment Management
New York
+$40.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$38.2M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$189M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$75.7M
3
RIM
Rush Island Management
New York
-$74.2M
4
Goldman Sachs
Goldman Sachs
New York
-$73.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
426
Boothbay Fund Management
New York
– -$236K -14,291 Closed
HWM
427
Heirloom Wealth Management
Colorado
– -$231K -14,019 Closed
CIA
428
Choate Investment Advisors
Massachusetts
– -$195K -11,825 Closed
SPC
429
Sigma Planning Corp
Michigan
– -$188K -11,384 Closed
AWM
430
Accel Wealth Management
Iowa
– -$176K -10,700 Closed
AIA
431
Arrow Investment Advisors
Maryland
– -$174K -10,563 Closed
EC
432
EntryPoint Capital
New York
– -$113K -6,873 Closed
Lazard Asset Management
433
Lazard Asset Management
New York
– -$52K -3,188 Closed
ATPW
434
Ashton Thomas Private Wealth
Arizona
– -$21.5K -1,307 Closed
SWS
435
SYSTM Wealth Solutions
Illinois
– -$21K -1,272 Closed
Group One Trading
436
Group One Trading
Illinois
– -$17.7K -1,076 Closed
RWMG
437
Redwood Wealth Management Group
New Jersey
– -$16.5K -1,000 Closed
RFA
438
Register Financial Advisors
Georgia
– -$13.9K -844 Closed
OWA
439
Opal Wealth Advisors
New York
– -$7.58K -460 Closed
CP
440
Castleview Partners
Texas
– -$5.62K -341 Closed
WIA
441
Wetzel Investment Advisors
Indiana
– -$2.35K -166 Closed
VNA
442
Valley National Advisers
Pennsylvania
– -$2K -145 Closed
IC
443
Innealta Capital
Texas
– -$478 -29 Closed
CWP
444
Concord Wealth Partners
Virginia
– -$461 -28 Closed
AssetMark Inc
445
AssetMark Inc
California
– -$445 -27 Closed
HIA
446
Harbor Investment Advisory
Maryland
– -$264 -16 Closed
RI
447
Ridgewood Investments
New Jersey
– -$11 -1 Closed
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