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Healthcare Realty

411 hedge funds and large institutions have $6.86B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $5.16M

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $6.33B → $6.86B (+$526M)

5% more funds holding

Funds holding: 393411 (+18)

2.91% more ownership

Funds ownership: 101.58%104.49% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
411
Holders Change
+18
Holders Change %
+4.58%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
61
Increased
139
Reduced
146
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
426
Swiss Life Asset Management
-$349K -21,192 Closed
KAS
427
Kestra Advisory Services
Texas
-$277K -16,836 Closed
Korea Investment Corp
428
Korea Investment Corp
South Korea
-$273K -16,575 Closed
Wolverine Trading
429
Wolverine Trading
Illinois
-$273K -15,392 Closed
BFM
430
Boothbay Fund Management
New York
-$236K -14,291 Closed
HWM
431
Heirloom Wealth Management
Colorado
-$231K -14,019 Closed
CIA
432
Choate Investment Advisors
Massachusetts
-$195K -11,825 Closed
IFG
433
Independent Financial Group
California
-$189K -11,442 Closed
SPC
434
Sigma Planning Corp
Michigan
-$188K -11,384 Closed
AWM
435
Accel Wealth Management
Iowa
-$176K -10,700 Closed
AIA
436
Arrow Investment Advisors
Maryland
-$174K -10,563 Closed
EC
437
EntryPoint Capital
New York
-$113K -6,873 Closed
Lazard Asset Management
438
Lazard Asset Management
New York
-$52K -3,188 Closed
ATPW
439
Ashton Thomas Private Wealth
Arizona
-$21.5K -1,307 Closed
SWS
440
SYSTM Wealth Solutions
Illinois
-$21K -1,272 Closed
Group One Trading
441
Group One Trading
Illinois
-$19.1K -1,076 Closed
RWMG
442
Redwood Wealth Management Group
New Jersey
-$16.5K -1,000 Closed
RFA
443
Register Financial Advisors
Georgia
-$13.9K -844 Closed
OWA
444
Opal Wealth Advisors
New York
-$7.58K -460 Closed
CP
445
Castleview Partners
Texas
-$5.62K -341 Closed
WIA
446
Wetzel Investment Advisors
Indiana
-$2.35K -166 Closed
VNA
447
Valley National Advisers
Pennsylvania
-$2K -145 Closed
IC
448
Innealta Capital
Texas
-$478 -29 Closed
CWP
449
Concord Wealth Partners
Virginia
-$461 -28 Closed
AssetMark Inc
450
AssetMark Inc
California
-$445 -27 Closed

HR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2024, worth a combined $6.86B — up 8.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HR positions and 41 closed out — a net gain of 20 holders — while 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Principal Financial Group, cutting an estimated $185M.

  • 411 institutional investors held Healthcare Realty (HR) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $6.86B of Healthcare Realty stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 61 funds opened new Healthcare Realty positions in Q3 2024 and 41 closed out, a net change of +20 holders.
  • The largest Healthcare Realty buyer in Q3 2024 was Bank of America, an estimated $150M added.
  • The largest Healthcare Realty seller in Q3 2024 was Principal Financial Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.