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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
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$886K
X
202
Xponance
Pennsylvania
$880K -$78.1K -4,043 -8%
GIA
203
Gateway Investment Advisers
Ohio
$797K -$812K -42,070 -50%
AAG
204
Armstrong Advisory Group
Massachusetts
$788K -$28.7K -1,484 -3%
Bank of Nova Scotia
205
Bank of Nova Scotia
Ontario, Canada
$746K +$52K +2,693 +7%
VPIM
206
Vanguard Personalized Indexing Management
California
$735K -$28.7K -1,485 -4%
N
207
Natixis
France
$726K +$744K +38,512 New
GIBU
208
Gulf International Bank (UK)
United Kingdom
$724K -$225K -11,653 -23%
GLA
209
Great Lakes Advisors
Illinois
$723K -$652K -33,770 -47%
AWM
210
AE Wealth Management
Kansas
$699K +$14.3K +742 +2%
CAN
211
Cetera Advisor Networks
California
$697K +$104K +5,402 +17%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$695K -$65.2K -3,375 -8%
KTA
213
Keeley-Teton Advisors
Illinois
$693K -$8.82K -457 -1%
Public Sector Pension Investment Board (PSP Investments)
214
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$693K -$193K -10,000 -21%
Axa
215
Axa
France
$652K +$667K +34,562 New
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$651K +$19.4K +1,004 +3%
Lido Advisors
217
Lido Advisors
California
$648K -$31.7K -1,641 -5%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$645K +$20.9K +1,083 +3%
ICA
219
Infrastructure Capital Advisors
New York
$644K +$32.5K +1,684 +5%
SAM
220
Securian Asset Management
Minnesota
$640K -$14.2K -736 -2%
RJFSA
221
Raymond James Financial Services Advisors
Florida
$633K -$8.28K -429 -1%
JWCA
222
J.W. Cole Advisors
Florida
$625K +$5.39K +279 +0.8%
BCI
223
Brinker Capital Investments
Pennsylvania
$624K -$2.03M -105,285 -76%
OPS
224
Orion Portfolio Solutions
Nebraska
$624K -$2.03M -105,285 -76%
IMRF
225
Illinois Municipal Retirement Fund
Illinois
$609K

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.