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Healthcare Realty

424 hedge funds and large institutions have $6.23B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.19M

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 416424 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.31% less ownership

Funds ownership: 105.38%105.08% (-0.31%)

2% less capital invested

Capital invested by funds: $6.36B → $6.23B (-$124M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
424
Holders Change
+8
Holders Change %
+1.92%
% of All Funds
5.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
143
Reduced
159
Closed
42
Calls
$2.42M
Puts
$1.19M
Net Calls
+$1.23M
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$38.3M +$6.17M +371,529 +20%
Pzena Investment Management
27
Pzena Investment Management
New York
$37.6M
UBS AM
28
UBS AM
Illinois
$37.3M +$1.72M +103,277 +5%
Bank of America
29
Bank of America
North Carolina
$33.7M -$65.9M -3,967,833 -67%
CIM
30
Centersquare Investment Management
Pennsylvania
$30.8M +$30.3M +1,824,518 New
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$27.8M -$1.07M -64,124 -4%
Invesco
32
Invesco
Georgia
$26.2M +$3M +180,530 +13%
CS
33
Candriam SCA
Luxembourg
$26.1M -$3.09M -186,211 -11%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$23.7M +$2.27M +136,553 +11%
Goldman Sachs
35
Goldman Sachs
New York
$23.3M -$9.46M -569,501 -29%
KHCM
36
Kettle Hill Capital Management
New York
$22.7M +$796K +47,924 +4%
Universal-Beteiligungs- und Servicegesellschaft
37
Universal-Beteiligungs- und Servicegesellschaft
Germany
$22.3M +$21.9M +1,318,625 New
N
38
Nuveen
North Carolina
$21.2M -$5.07M -305,134 -20%
GAM
39
Gotham Asset Management
New York
$21.1M +$5.36M +322,288 +35%
Ameriprise
40
Ameriprise
Minnesota
$19.4M -$914K -54,976 -5%
BIC
41
Beach Investment Counsel
Pennsylvania
$18.7M -$2.33M -140,448 -11%
ACM
42
AEW Capital Management
Massachusetts
$17.7M +$2.14M +128,890 +14%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$17.5M -$307K -18,505 -2%
CIMLRA
44
CBRE Investment Management Listed Real Assets
Pennsylvania
$15.9M -$16.6M -997,990 -51%
MHIC
45
Marble Harbor Investment Counsel
Massachusetts
$14.4M +$68.9K +4,144 +0.5%
Principal Financial Group
46
Principal Financial Group
Iowa
$13.8M +$14.1K +850 +0.1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$13.1M -$2.16M -130,049 -14%
SCM
48
SKBA Capital Management
California
$12.8M +$3.51M +211,128 +39%
CCM
49
Chilton Capital Management
Texas
$11.8M -$1.03M -62,070 -8%
UBS Group
50
UBS Group
Switzerland
$11.6M -$8.05M -484,164 -41%

HR Hedge Fund Activity: Q1 2025 in Review

424 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2025, worth a combined $6.23B — down 1.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $99.1M. The largest seller was Bank of America, cutting an estimated $65.9M.

  • 424 institutional investors held Healthcare Realty (HR) as of Q1 2025, up from 416 in Q4 2024.
  • Funds reported $6.23B of Healthcare Realty stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2025 and 42 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2025 was Massachusetts Financial Services, an estimated $99.1M added.
  • The largest Healthcare Realty seller in Q1 2025 was Bank of America, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.