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Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$46.8M
BC
27
Brookfield Corp
Ontario, Canada
$45.3M -$548K -28,373 -1%
SEI Investments
28
SEI Investments
Pennsylvania
$44.2M +$483K +25,014 +1%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$39.3M +$60.3K +3,122 +0.2%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$38.9M +$5.79M +299,615 +17%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$37.8M +$1.43M +74,280 +4%
LIMS
32
Lasalle Investment Management Securities
Maryland
$36.8M -$212K -10,991 -0.6%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$36.8M -$3.86M -200,000 -9%
ACM
34
AEW Capital Management
Massachusetts
$36.5M +$221K +11,430 +0.6%
Morgan Stanley
35
Morgan Stanley
New York
$35.6M -$4.61M -238,471 -11%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$28.5M -$151K -7,808 -0.5%
WMSA
37
Weiss Multi-Strategy Advisers
New York
$26.7M +$7.42M +384,499 +37%
Swiss National Bank
38
Swiss National Bank
Switzerland
$25.8M -$2.65M -137,100 -9%
Citadel Advisors
39
Citadel Advisors
Florida
$24.4M +$14.5M +751,103 +139%
JP Morgan Chase
40
JP Morgan Chase
New York
$23.8M -$59.7M -3,090,535 -71%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$22.9M +$618K +32,016 +3%
Macquarie Group
42
Macquarie Group
Australia
$22.4M +$19.4M +1,005,401 +551%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$21.5M -$881K -45,607 -4%
VCM
44
V3 Capital Management
Texas
$21.4M -$1.22M -63,000 -5%
Goldman Sachs
45
Goldman Sachs
New York
$21.2M +$14.8K +767 +0.1%
N
46
Nuveen
North Carolina
$19.4M -$3.45M -178,477 -15%
Ameriprise
47
Ameriprise
Minnesota
$19.1M -$3.75M -194,358 -16%
Bank of America
48
Bank of America
North Carolina
$19M -$15.5M -800,486 -44%
Asset Management One
49
Asset Management One
Japan
$18.6M +$421K +21,786 +2%
RJA
50
Raymond James & Associates
Florida
$17.3M -$237K -12,275 -1%

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.