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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
AAM
126
Advisors Asset Management
Colorado
$2.36M +$195K +11,082 +9%
BMSSC
127
B. Metzler seel. Sohn & Co
Germany
$2.34M -$4.41M -250,550 -64%
NAAA
128
New Age Alpha Advisors
New York
$2.28M +$2.36M +134,289 New
AIA
129
Armor Investment Advisors
North Carolina
$2.26M +$116K +6,608 +5%
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.21M +$2.3M +130,513 New
Creative Planning
131
Creative Planning
Kansas
$2.2M +$53.7K +3,053 +2%
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
$2.15M +$2.23M +126,861 New
Stifel Financial
133
Stifel Financial
Missouri
$2.13M +$720K +40,937 +48%
PS
134
Presima Securities
Quebec, Canada
$2.04M
Pictet Asset Management
135
Pictet Asset Management
Switzerland
$2.03M -$30.8K -1,749 -1%
PI
136
PineBridge Investments
New York
$1.93M +$598K +34,018 +43%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$1.92M -$98.3K -5,590 -5%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$1.9M -$853K -48,500 -30%
YCM
139
Yousif Capital Management
Michigan
$1.87M -$352K -20,002 -15%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$1.81M -$302K -17,159 -14%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$1.8M +$1.27M +72,457 +213%
ASRS
142
Arizona State Retirement System
Arizona
$1.79M -$64K -3,642 -3%
CWM
143
CIBC World Markets
New York
$1.75M +$125K +7,106 +7%
UM
144
UniSuper Management
Australia
$1.68M -$148K -8,400 -8%
TFCM
145
Taylor Frigon Capital Management
Arizona
$1.67M -$50.2K -2,857 -3%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$1.67M -$38.7K -2,200 -2%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$1.66M -$161K -9,133 -9%
Verition Fund Management
148
Verition Fund Management
Connecticut
$1.47M +$456K +25,944 +43%
Osaic Holdings
149
Osaic Holdings
Arizona
$1.46M -$101K -5,719 -6%
Nomura Holdings
150
Nomura Holdings
Japan
$1.45M +$1.5M +85,511 New

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.