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Healthcare Realty

410 hedge funds and large institutions have $5.95B invested in Healthcare Realty in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 105.08%105.47% (+0.4%)

4% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 153

5% less capital invested

Capital invested by funds: $6.23B → $5.95B (-$283M)

4% less funds holding

Funds holding: 425410 (-15)

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

71% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $3.74M

Holders
410
Holders Change
-15
Holders Change %
-3.53%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
52
Increased
147
Reduced
153
Closed
63
Calls
$1.1M
Puts
$3.74M
Net Calls
-$2.64M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
451
Peak Financial Advisors
Colorado
-$193K -11,413 Closed
AT
452
Avalon Trust
New Mexico
-$53K -3,139 Closed
QC
453
Quent Capital
New York
-$44.7K -2,646 Closed
SIM
454
Synergy Investment Management
Florida
-$36K -2,131 Closed
SW
455
SVB Wealth
Massachusetts
-$35.1K -2,075 Closed
GSWM
456
Golden State Wealth Management
California
-$26.3K -1,557 Closed
WAG
457
Wiser Advisor Group
Arizona
-$22.4K -1,327 Closed
CA
458
Continuum Advisory
Idaho
-$16.9K -1,000 Closed
CFD
459
Creative Financial Designs
Indiana
-$8.5K -503 Closed
RMP
460
Richards, Merrill & Peterson
Washington
-$5.92K -350 Closed
GWS
461
Greykasell Wealth Strategies
California
-$5.75K -340 Closed
HNW
462
High Note Wealth
Minnesota
-$5.39K -319 Closed
MSWA
463
Marshall & Sterling Wealth Advisors
New York
-$5.29K -313 Closed
Optiver Holding
464
Optiver Holding
Netherlands
-$3.4K -201 Closed
HCP
465
Hexagon Capital Partners
Arkansas
-$3.38K -200 Closed
CA
466
Clearstead Advisors
Ohio
-$2.96K -175 Closed
LIMS
467
Lasalle Investment Management Securities
Maryland
-$2.91K -172 Closed
FMP
468
Financial Management Professionals
Texas
-$693 -41 Closed
HFS
469
Hughes Financial Services
Virginia
-$508 -30 Closed
TFM
470
TFC Financial Management
Massachusetts
-$474 -28 Closed
DF
471
Dunhill Financial
United Kingdom
-$441 -26 Closed
TWD
472
True Wealth Design
Ohio
-$288 -17 Closed
MG
473
Mather Group
Illinois
-$101 -6 Closed
PWA
474
Principia Wealth Advisory
Texas
-$16 -1 Closed

HR Hedge Fund Activity: Q2 2025 in Review

410 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2025, worth a combined $5.95B — down 4.5% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of HR and 52 opened new positions — a net loss of 11 holders — while 153 trimmed existing stakes and 147 added.

The largest buyer was BlackRock, adding an estimated $64.6M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $103M.

  • 410 institutional investors held Healthcare Realty (HR) as of Q2 2025, down from 425 in Q1 2025.
  • Funds reported $5.95B of Healthcare Realty stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 52 funds opened new Healthcare Realty positions in Q2 2025 and 63 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2025 was BlackRock, an estimated $64.6M added.
  • The largest Healthcare Realty seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2025.