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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
VLKIM
126
Van Lanschot Kempen Investment Management
Netherlands
$3.09M +$2.79M +144,734 +767%
GC
127
Guggenheim Capital
Illinois
$3.06M -$57.8K -2,992 -2%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$3.04M +$273K +14,112 +10%
Jane Street
129
Jane Street
New York
$2.96M +$2.47M +127,929 +437%
PDN
130
Pensionfund DSM Netherlands
Netherlands
$2.96M +$232K +12,000 +8%
CCB
131
Country Club Bank
Missouri
$2.92M +$3M +155,412 New
PCA
132
Providence Capital Advisors
North Carolina
$2.86M +$57.7K +2,988 +2%
First Trust Advisors
133
First Trust Advisors
Illinois
$2.84M +$1.82M +94,342 +168%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$2.77M -$287K -14,852 -9%
Holocene Advisors
135
Holocene Advisors
New York
$2.71M
BFA
136
Bragg Financial Advisors
North Carolina
$2.65M +$383K +19,834 +16%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$2.63M +$339K +17,561 +14%
Toronto Dominion Bank
138
Toronto Dominion Bank
Ontario, Canada
$2.5M -$269K -13,926 -9%
LOIM
139
Liberty One Investment Management
Illinois
$2.33M +$223K +11,537 +10%
VanEck Associates
140
VanEck Associates
New York
$2.33M +$129K +6,681 +6%
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$2.33M
Natixis Advisors
142
Natixis Advisors
Massachusetts
$2.3M +$26.4K +1,367 +1%
MYAM
143
Meiji Yasuda Asset Management
Japan
$2.18M
GCM
144
Greenland Capital Management
New York
$2.17M +$2.22M +115,000 New
GFS
145
GYL Financial Synergies
Connecticut
$2.17M -$35.2K -1,824 -2%
Truist Financial
146
Truist Financial
North Carolina
$2.13M +$67.4K +3,492 +3%
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$2.1M +$197K +10,200 +10%
UM
148
UniSuper Management
Australia
$2.09M +$2.14M +111,000 New
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$2.08M -$19.4K -1,003 -0.9%
Stifel Financial
150
Stifel Financial
Missouri
$2.07M +$809K +41,890 +62%

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.