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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
LCM
101
LDR Capital Management
New York
$4.54M +$312K +16,141 +7%
Allspring Global Investments
102
Allspring Global Investments
North Carolina
$4.39M +$4.09M +211,616 +1,004%
ERSOT
103
Employees Retirement System of Texas
Texas
$4.36M -$2.8M -145,000 -39%
MIM
104
MetLife Investment Management
New Jersey
$4.3M -$99.3K -5,142 -2%
SOADOR
105
State of Alaska Department of Revenue
Alaska
$4.27M -$453K -23,438 -9%
CIP
106
Chartwell Investment Partners
Pennsylvania
$4.23M -$152K -7,895 -3%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$4.22M -$421K -21,816 -9%
GAM
108
Gotham Asset Management
New York
$4.1M +$816K +42,236 +24%
CIM
109
Centersquare Investment Management
Pennsylvania
$3.88M -$2.24K -116 -0.1%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$3.86M +$542K +28,043 +16%
AM
111
AGF Management
Ontario, Canada
$3.6M +$351K +18,191 +11%
LPL Financial
112
LPL Financial
California
$3.54M -$110K -5,705 -3%
PAMS
113
Pictet Asset Management (Switzerland)
Switzerland
$3.48M -$1M -52,038 -22%
COPPSERS
114
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.47M +$245K +12,671 +7%
YCM
115
Yousif Capital Management
Michigan
$3.44M -$125K -6,488 -3%
VRS
116
Virginia Retirement Systems
Virginia
$3.42M -$552K -28,600 -14%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$3.35M +$594K +30,765 +21%
Mariner
118
Mariner
Kansas
$3.32M +$405K +20,958 +14%
TCM
119
Tekla Capital Management
Massachusetts
$3.29M
CYG
120
Clean Yield Group
Vermont
$3.26M +$1.04M +54,043 +45%
Squarepoint
121
Squarepoint
New York
$3.19M +$2.75M +142,197 +529%
Allianz Asset Management
122
Allianz Asset Management
Germany
$3.13M +$890K +46,078 +38%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$3.13M +$4.25K +220 +0.1%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$3.12M -$59.4K -3,074 -2%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$3.12M -$456K -23,613 -13%

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.