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Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
26
Pzena Investment Management
New York
$37.7M +$6.31K +359 +0%
UBS AM
27
UBS AM
Illinois
$35.7M -$623K -35,447 -2%
Goldman Sachs
28
Goldman Sachs
New York
$33.1M -$641K -36,461 -2%
CIMLRA
29
CBRE Investment Management Listed Real Assets
Pennsylvania
$32.9M -$14.6M -830,322 -30%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$32.1M +$8.7K +495 +0%
LIMS
31
Lasalle Investment Management Securities
Maryland
$31.4M +$32.6M +1,852,412 New
CS
32
Candriam SCA
Luxembourg
$29.3M +$20.3M +1,155,745 +201%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$28.9M +$459K +26,106 +2%
N
34
Nuveen
North Carolina
$26.5M +$4.94M +281,030 +22%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$26.3M +$20.3M +1,153,657 +290%
JP Morgan Chase
36
JP Morgan Chase
New York
$24.5M -$20.3M -1,154,079 -44%
Invesco
37
Invesco
Georgia
$23.2M -$5.12M -290,901 -18%
KHCM
38
Kettle Hill Capital Management
New York
$22M +$11.4M +645,803 +99%
BNP Paribas Asset Management
39
BNP Paribas Asset Management
France
$21.5M +$6.59M +374,549 +42%
BIC
40
Beach Investment Counsel
Pennsylvania
$21.2M -$6.27M -356,515 -22%
Ameriprise
41
Ameriprise
Minnesota
$20.4M -$255K -14,501 -1%
UBS Group
42
UBS Group
Switzerland
$19.9M +$13.8M +783,577 +201%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$17.9M -$368K -20,946 -2%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$16M -$545K -30,989 -3%
GAM
45
Gotham Asset Management
New York
$15.7M +$2.37M +134,622 +17%
ACM
46
AEW Capital Management
Massachusetts
$15.6M +$15.2M +865,840 +1,582%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$15.4M -$1.89M -107,254 -11%
MHIC
48
Marble Harbor Investment Counsel
Massachusetts
$14.4M +$543K +30,888 +4%
Renaissance Technologies
49
Renaissance Technologies
New York
$13.9M -$4.14M -235,400 -22%
Principal Financial Group
50
Principal Financial Group
Iowa
$13.8M -$517K -29,378 -3%

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.