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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
EC
176
Elequin Capital
New York
$1.26M +$1.29M +66,621 New
PFO
177
Pathstone Family Office
New Jersey
$1.25M +$403K +20,856 +46%
American Century Companies
178
American Century Companies
Missouri
$1.24M -$5.74K -297 -0.5%
URS
179
Utah Retirement Systems
Utah
$1.23M -$59.9K -3,100 -5%
TRSOTSOK
180
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M +$84.6K +4,380 +7%
PS
181
Presima Securities
Quebec, Canada
$1.21M +$11.6K +600 +0.9%
OAM
182
Oppenheimer Asset Management
New York
$1.19M +$181K +9,366 +17%
TRCT
183
Tower Research Capital (TRC)
New York
$1.18M +$913K +47,270 +305%
HF
184
HRT Financial
New York
$1.15M +$1.18M +61,216 New
HRES
185
Heitman Real Estate Securities
Illinois
$1.14M +$110K +5,678 +10%
SAM
186
Sequent Asset Management
Texas
$1.14M
ARG
187
Advisory Resource Group
Oklahoma
$1.12M -$12.4K -644 -1%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$1.08M
PL
189
Perpetual Ltd
Australia
$1.08M -$42.3K -2,190 -4%
HighTower Advisors
190
HighTower Advisors
Illinois
$1.06M +$850K +44,026 +355%
JMPWA
191
JP Morgan Private Wealth Advisors
California
$1.04M -$9.19K -476 -0.9%
BPCE
192
Bank Pictet & Cie (Europe)
Germany
$1.04M +$1.07M +55,155 New
AAM
193
Advisors Asset Management
Colorado
$1.04M +$147K +7,624 +16%
DnB Asset Management
194
DnB Asset Management
Norway
$1.02M
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$959K -$683K -35,359 -41%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$924K +$85.8K +4,444 +10%
VOYA Investment Management
197
VOYA Investment Management
Georgia
$913K +$406 +21 +0%
AC
198
Allstate Corporation
Illinois
$890K -$3.91M -202,400 -81%
M&T Bank
199
M&T Bank
New York
$888K +$14.5K +750 +2%
WAM
200
Wolverine Asset Management
Illinois
$887K +$655K +33,910 +259%

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.