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Healthcare Realty

419 hedge funds and large institutions have $7.35B invested in Healthcare Realty in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

6% more funds holding

Funds holding: 394419 (+25)

2.6% more ownership

Funds ownership: 98.99%101.6% (+2.6%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $7.83B → $7.35B (-$476M)

61% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $4.09M

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
149
Reduced
141
Closed
48
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$48.8M +$6.64M +338,194 +15%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$48.7M +$12M +609,199 +32%
UBS AM
28
UBS AM
Illinois
$44M +$1.54M +78,383 +4%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$40.8M -$3.6M -183,086 -8%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$37.9M +$2.71M +138,209 +8%
Goldman Sachs
31
Goldman Sachs
New York
$37.2M -$26.5M -1,350,193 -41%
SEI Investments
32
SEI Investments
Pennsylvania
$36.7M +$6.53M +332,632 +21%
ACM
33
AEW Capital Management
Massachusetts
$33.5M +$16.6M +846,110 +95%
LIMS
34
Lasalle Investment Management Securities
Maryland
$32.2M +$17.8M +905,686 +118%
Swiss National Bank
35
Swiss National Bank
Switzerland
$29.8M -$2.03M -103,200 -6%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$28.6M -$2.42M -123,234 -8%
Morgan Stanley
37
Morgan Stanley
New York
$28.5M -$5.95M -303,029 -17%
Amundi
38
Amundi
France
$28.4M +$554K +28,209 +2%
William Blair Investment Management
39
William Blair Investment Management
Illinois
$25.9M +$1.72M +87,379 +7%
Bank of America
40
Bank of America
North Carolina
$25.8M -$4.66M -237,121 -15%
AllianceBernstein
41
AllianceBernstein
Tennessee
$23.6M -$3.48M -177,327 -13%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$23.2M +$3.53M +179,796 +18%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$23M +$1.09M +55,495 +5%
VCM
44
V3 Capital Management
Texas
$22.6M -$346K -17,600 -1%
BNP Paribas Asset Management
45
BNP Paribas Asset Management
France
$22.1M -$2.17M -110,518 -9%
Ameriprise
46
Ameriprise
Minnesota
$20.4M +$2.48M +126,369 +14%
WIC
47
Willis Investment Counsel
Georgia
$20.2M
WCP
48
Waterfront Capital Partners
New York
$19.2M +$19.6M +996,000 New
Citadel Advisors
49
Citadel Advisors
Florida
$18.5M -$6.46M -328,625 -25%
Asset Management One
50
Asset Management One
Japan
$18.5M +$737K +37,518 +4%

HR Hedge Fund Activity: Q4 2022 in Review

419 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2022, worth a combined $7.35B — down 6.1% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HR positions and 48 closed out — a net gain of 29 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $305M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 419 institutional investors held Healthcare Realty (HR) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.35B of Healthcare Realty stock for Q4 2022, down 6.1% quarter-over-quarter.
  • 77 funds opened new Healthcare Realty positions in Q4 2022 and 48 closed out, a net change of +29 holders.
  • The largest Healthcare Realty buyer in Q4 2022 was Cohen & Steers, an estimated $305M added.
  • The largest Healthcare Realty seller in Q4 2022 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2022.