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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
Amundi
51
Amundi
France
$17.2M -$9.87M -511,264 -36%
Impax Asset Management Group
52
Impax Asset Management Group
United Kingdom
$17.1M +$2.83M +146,707 +19%
Deutsche Bank
53
Deutsche Bank
Germany
$15.8M +$9.43M +488,073 +139%
AllianceBernstein
54
AllianceBernstein
Tennessee
$14.4M -$86.3K -4,468 -0.6%
BNP Paribas Asset Management
55
BNP Paribas Asset Management
France
$14.3M -$4.98M -257,880 -25%
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$14.2M +$10.4M +540,220 +253%
FWIA
57
Fort Washington Investment Advisors
Ohio
$14.2M +$2.26M +117,100 +18%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.9M -$389K -20,125 -3%
CIMLRA
59
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.6M
Millennium Management
60
Millennium Management
New York
$11.8M +$12M +623,061 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$11.2M -$634K -32,831 -5%
AIG
62
American International Group
New York
$10.8M -$248K -12,819 -2%
SI
63
Sapience Investments
California
$10.7M -$258K -13,341 -2%
Prudential Financial
64
Prudential Financial
New Jersey
$10.3M -$454K -23,524 -4%
MHIC
65
Marble Harbor Investment Counsel
Massachusetts
$10.1M +$63K +3,265 +0.6%
Franklin Resources
66
Franklin Resources
California
$10M -$772K -39,958 -7%
Nomura Asset Management
67
Nomura Asset Management
Japan
$9.55M +$284K +14,700 +3%
CCM
68
Channing Capital Management
Illinois
$9.07M -$2.92M -151,374 -24%
Robeco Institutional Asset Management
69
Robeco Institutional Asset Management
Netherlands
$8.84M +$18.8K +973 +0.2%
BIC
70
Beach Investment Counsel
Pennsylvania
$8.58M +$8.79M +455,026 New
Fidelity International
71
Fidelity International
Bermuda
$8.45M
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$8.41M
CS
73
Credit Suisse
Switzerland
$8.36M -$2.24M -115,889 -21%
Barclays
74
Barclays
United Kingdom
$7.94M +$1.92M +99,593 +31%
UIC
75
Uniplan Investment Counsel
Wisconsin
$7.72M -$360K -18,644 -4%

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.