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Healthcare Realty

362 hedge funds and large institutions have $5.99B invested in Healthcare Realty in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

6% more funds holding

Funds holding: 343362 (+19)

1% less capital invested

Capital invested by funds: $6.05B → $5.99B (-$59.5M)

6% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $2.47M

7.82% less ownership

Funds ownership: 161.5%153.68% (-7.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
53
Increased
129
Reduced
115
Closed
32
Calls
$2.32M
Puts
$2.47M
Net Calls
-$153K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PRC
201
Pearl River Capital
Michigan
$533K +$332K +11,862 +159%
LCM
202
LDR Capital Management
New York
$526K +$534K +19,086 New
NAM
203
Nissay Asset Management
Japan
$517K +$23.3K +834 +5%
CWM
204
Connecticut Wealth Management
Connecticut
$517K +$524K +18,734 New
CS
205
Capital Square
Tennessee
$482K -$6.91K -247 -1%
ClearBridge Investments
206
ClearBridge Investments
New York
$482K -$1.4K -50 -0.3%
SPC
207
Sigma Planning Corp
Michigan
$481K -$24K -860 -5%
MSRPS
208
Maryland State Retirement & Pension System
Maryland
$476K +$483K +17,262 New
HAG
209
HighPoint Advisor Group
Illinois
$453K +$74.7K +2,672 +20%
M&T Bank
210
M&T Bank
New York
$449K -$61.3K -2,192 -12%
JWM
211
Jeppson Wealth Management
California
$449K +$24.2K +865 +6%
MAFM
212
Mid Atlantic Financial Management
Pennsylvania
$446K +$452K +16,170 New
SMDAM
213
Sumitomo Mitsui DS Asset Management
Japan
$427K +$20.5K +734 +5%
WAM
214
Weiss Asset Management
Massachusetts
$424K +$429K +15,360 New
HighTower Advisors
215
HighTower Advisors
Illinois
$419K +$8.97K +321 +2%
RIM
216
Redpoint Investment Management
Australia
$411K +$71.7K +2,566 +21%
AGA
217
Arkos Global Advisors
Texas
$403K
IMRF
218
Illinois Municipal Retirement Fund
Illinois
$403K
DADC
219
D.A. Davidson & Co
Montana
$402K +$138K +4,920 +51%
FPCM
220
Financial Partners Capital Management
New York
$390K +$395K +14,135 New
SWM
221
Strategic Wealth Management
Washington
$387K
GTCM
222
Gyon Technologies Capital Management
New Jersey
$386K +$392K +14,012 New
BFG
223
Barber Financial Group
Kansas
$385K -$23.3K -835 -6%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$385K
PIA
225
Pinion Investment Advisors
Kansas
$385K +$24.7K +885 +7%

HR Hedge Fund Activity: Q1 2021 in Review

362 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2021, worth a combined $5.99B — down 0.98% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HR positions and 32 closed out — a net gain of 21 holders — while 129 added to existing stakes and 115 trimmed.

The largest buyer was PGGM Investments, adding an estimated $55M. The largest seller was Pictet Asset Management (UK), cutting an estimated $110M.

  • 362 institutional investors held Healthcare Realty (HR) as of Q1 2021, up from 343 in Q4 2020.
  • Funds reported $5.99B of Healthcare Realty stock for Q1 2021, down 0.98% quarter-over-quarter.
  • 53 funds opened new Healthcare Realty positions in Q1 2021 and 32 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q1 2021 was PGGM Investments, an estimated $55M added.
  • The largest Healthcare Realty seller in Q1 2021 was Pictet Asset Management (UK), an estimated $110M sold.

Based on aggregated 13F filings for Q1 2021.