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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
COPPSERS
101
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.27M +$820K +46,617 +32%
SCM
102
Sophron Capital Management
New Jersey
$3.19M +$3.31M +188,291 New
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$3.17M +$493K +28,060 +18%
MOACM
104
Mutual of America Capital Management
New York
$3.17M -$1.77M -100,655 -35%
First Trust Advisors
105
First Trust Advisors
Illinois
$3.16M +$1.3M +73,989 +66%
KBC Group
106
KBC Group
Belgium
$3.14M +$3.06M +174,026 +1,520%
Franklin Resources
107
Franklin Resources
California
$3.04M -$26.4K -1,504 -0.8%
CIBC World Market
108
CIBC World Market
Ontario, Canada
$3.04M +$1.88M +106,884 +148%
AG
109
Algert Global
California
$3.04M +$2.7M +153,307 +591%
Raymond James Financial
110
Raymond James Financial
Florida
$3.02M +$3.13M +178,102 New
Bessemer Group
111
Bessemer Group
New Jersey
$2.93M +$7.37K +419 +0.2%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$2.93M -$720K -40,935 -19%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$2.91M -$135K -7,700 -4%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$2.89M -$84.5K -4,805 -3%
Citigroup
115
Citigroup
New York
$2.88M +$277K +15,769 +10%
AB
116
Amalgamated Bank
New York
$2.87M -$86.3K -4,910 -3%
VanEck Associates
117
VanEck Associates
New York
$2.74M -$92.2K -5,242 -3%
Macquarie Group
118
Macquarie Group
Australia
$2.72M -$357K -20,307 -11%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$2.63M -$190K -10,830 -7%
PDN
120
Pensionfund DSM Netherlands
Netherlands
$2.56M -$651K -37,000 -20%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$2.5M +$2.6M +147,709 New
LCM
122
LDR Capital Management
New York
$2.4M -$2.55M -145,240 -51%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$2.4M +$140K +7,972 +6%
Squarepoint
124
Squarepoint
New York
$2.39M -$872K -49,594 -26%
RAM
125
Resona Asset Management
Japan
$2.39M +$6.33K +360 +0.3%

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.