We are live on ! Find out more
HR icon

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
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$1.39M -$7.12K -465 -0.5%
Wellington Management Group
152
Wellington Management Group
Massachusetts
$1.35M -$32K -2,089 -2%
Victory Capital Management
153
Victory Capital Management
Texas
$1.34M +$13K +848 +1%
Federated Hermes
154
Federated Hermes
Pennsylvania
$1.34M -$41.6K -2,717 -3%
FDS
155
First Dallas Securities
Texas
$1.33M +$321K +21,000 +35%
AC
156
Allstate Corporation
Illinois
$1.33M -$254K -16,614 -17%
AIP
157
Ameritas Investment Partners
Nebraska
$1.33M -$54.8K -3,581 -4%
HighTower Advisors
158
HighTower Advisors
Illinois
$1.31M +$148K +9,666 +14%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$1.3M -$236K -15,400 -16%
Simplex Trading
160
Simplex Trading
Illinois
$1.28M -$2.15M -140,687 -64%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$1.28M
SG Americas Securities
162
SG Americas Securities
New York
$1.28M -$4.75M -310,587 -80%
Stifel Financial
163
Stifel Financial
Missouri
$1.23M -$30.6K -1,997 -3%
Mariner
164
Mariner
Kansas
$1.21M -$952K -62,213 -46%
HRES
165
Heitman Real Estate Securities
Illinois
$1.2M -$269K -17,582 -19%
SC
166
Shay Capital
New York
$1.15M -$8.11M -530,000 -88%
SMDAM
167
Sumitomo Mitsui DS Asset Management
Japan
$1.14M +$112K +7,345 +12%
AI
168
Atria Investments
North Carolina
$1.12M +$1.04M +67,990 New
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$1.12M -$17.9K -1,170 -2%
CIBC World Market
170
CIBC World Market
Ontario, Canada
$1.11M -$1.53M -100,301 -60%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$1.1M -$83.7K -5,468 -8%
VPIM
172
Vanguard Personalized Indexing Management
California
$1.1M +$14.2K +929 +1%
PCM
173
Prelude Capital Management
New York
$1.08M -$160K -10,487 -14%
PCM
174
Penserra Capital Management
California
$1.05M +$82.9K +5,421 +9%
URS
175
Utah Retirement Systems
Utah
$1.03M -$44.4K -2,900 -4%

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.