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Healthcare Realty

393 hedge funds and large institutions have $6.33B invested in Healthcare Realty in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.26M

16% more capital invested

Capital invested by funds: $5.48B → $6.33B (+$854M)

0.07% more ownership

Funds ownership: 101.51%101.58% (+0.07%)

5% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

2% less funds holding

Funds holding: 403393 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
393
Holders Change
-10
Holders Change %
-2.48%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
134
Reduced
148
Closed
59
Calls
$35M
Puts
$8.26M
Net Calls
+$26.7M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$2.01M
AAM
127
Advisors Asset Management
Colorado
$1.97M +$105K +6,836 +6%
PS
128
Presima Securities
Quebec, Canada
$1.96M +$6.12K +400 +0.3%
Osaic Holdings
129
Osaic Holdings
Arizona
$1.95M -$1.19M -78,025 -40%
HF
130
HRT Financial
New York
$1.92M +$350K +22,908 +25%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$1.89M +$645K +42,157 +58%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$1.87M +$34.8K +2,277 +2%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$1.84M
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$1.81M
UOC
135
UBS O'Connor
Illinois
$1.79M -$994K -64,962 -37%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$1.77M -$38.3K -2,500 -2%
UM
137
UniSuper Management
Australia
$1.77M -$19.9K -1,300 -1%
ASRS
138
Arizona State Retirement System
Arizona
$1.76M +$31.2K +2,041 +2%
TFCM
139
Taylor Frigon Capital Management
Arizona
$1.72M -$12.3K -803 -0.8%
Prudential Financial
140
Prudential Financial
New Jersey
$1.71M -$5.09M -332,946 -76%
Creative Planning
141
Creative Planning
Kansas
$1.69M +$827K +54,024 +111%
Holocene Advisors
142
Holocene Advisors
New York
$1.69M -$4.32M -282,408 -73%
NYLIM
143
New York Life Investment Management
New York
$1.67M +$68.8K +4,495 +5%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$1.66M +$345K +22,522 +29%
CSS
145
Cubist Systematic Strategies
Connecticut
$1.63M +$1.52M +99,183 New
WBC
146
Westpac Banking Corp
Australia
$1.54M +$46K +3,007 +3%
CYG
147
Clean Yield Group
Vermont
$1.54M -$2.02M -131,760 -59%
PS
148
Pensionfund Sabic
Netherlands
$1.51M
SOMRS
149
State of Michigan Retirement System
Michigan
$1.5M -$36.7K -2,400 -3%
II
150
IFM Investors
Australia
$1.46M +$1.35M +88,392 New

HR Hedge Fund Activity: Q2 2024 in Review

393 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2024, worth a combined $6.33B — up 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HR and 56 opened new positions — a net loss of 3 holders — while 148 trimmed existing stakes and 134 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Nuance Investments, cutting an estimated $62.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $6.33B of Healthcare Realty stock for Q2 2024, up 16% quarter-over-quarter.
  • 56 funds opened new Healthcare Realty positions in Q2 2024 and 59 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2024 was Bank of America, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2024 was Nuance Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.