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Healthcare Realty

419 hedge funds and large institutions have $7.35B invested in Healthcare Realty in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

6% more funds holding

Funds holding: 394419 (+25)

2.6% more ownership

Funds ownership: 98.99%101.6% (+2.6%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $7.83B → $7.35B (-$476M)

61% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $4.09M

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
149
Reduced
141
Closed
48
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
176
Presima Securities
Quebec, Canada
$1.22M +$41.3K +2,100 +3%
CYG
177
Clean Yield Group
Vermont
$1.19M -$2.05M -104,531 -63%
AIA
178
Armor Investment Advisors
North Carolina
$1.18M +$124K +6,295 +11%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$1.17M +$206K +10,500 +21%
ARG
180
Advisory Resource Group
Oklahoma
$1.15M -$91.9K -4,680 -7%
NMERB
181
New Mexico Educational Retirement Board
New Mexico
$1.15M
PS
182
Pensionfund Sabic
Netherlands
$1.14M +$377K +19,200 +48%
American Century Companies
183
American Century Companies
Missouri
$1.13M -$27M -1,372,056 -96%
First Trust Advisors
184
First Trust Advisors
Illinois
$1.11M -$2.13M -108,473 -65%
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$1.11M
HRES
186
Heitman Real Estate Securities
Illinois
$1.06M -$544K -27,673 -34%
PG
187
Pendal Group
Australia
$1.03M +$568K +28,910 +118%
OAM
188
Oppenheimer Asset Management
New York
$1.02M +$144K +7,351 +16%
DnB Asset Management
189
DnB Asset Management
Norway
$992K +$31.4K +1,600 +3%
X
190
Xponance
Pennsylvania
$978K +$132K +6,720 +15%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$974K +$204K +10,380 +26%
JMPWA
192
JP Morgan Private Wealth Advisors
California
$963K +$75.3K +3,833 +8%
VOYA Investment Management
193
VOYA Investment Management
Georgia
$944K +$3.89K +198 +0.4%
CWA
194
Canvas Wealth Advisors
Kansas
$940K -$38K -1,935 -4%
AAM
195
Abeille Asset Management
France
$911K -$38K -1,935 -6%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$907K +$296K +15,058 +47%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$906K
CG
198
Colony Group
Massachusetts
$833K -$80.5K -4,100 -9%
AAG
199
Armstrong Advisory Group
Massachusetts
$832K +$849K +43,201 New
M&T Bank
200
M&T Bank
New York
$800K +$815K +41,490 New

HR Hedge Fund Activity: Q4 2022 in Review

419 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2022, worth a combined $7.35B — down 6.1% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HR positions and 48 closed out — a net gain of 29 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $305M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 419 institutional investors held Healthcare Realty (HR) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.35B of Healthcare Realty stock for Q4 2022, down 6.1% quarter-over-quarter.
  • 77 funds opened new Healthcare Realty positions in Q4 2022 and 48 closed out, a net change of +29 holders.
  • The largest Healthcare Realty buyer in Q4 2022 was Cohen & Steers, an estimated $305M added.
  • The largest Healthcare Realty seller in Q4 2022 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2022.