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Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
201
Hudson Edge Investment Partners
New Jersey
$664K +$125K +7,101 +22%
IC
202
IEQ Capital
California
$659K +$684K +38,899 New
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$657K
NYLIM
204
New York Life Investment Management
New York
$651K -$842K -47,862 -55%
BHCM
205
Brevan Howard Capital Management
Jersey
$638K -$264K -15,034 -29%
JG
206
Jain Global
New York
$632K +$656K +37,300 New
Neuberger Berman Group
207
Neuberger Berman Group
New York
$630K +$2.41K +137 +0.4%
MAM
208
Meeder Asset Management
Ohio
$627K +$395K +22,487 +155%
HCM
209
Hodges Capital Management
Texas
$614K +$22K +1,250 +4%
Federated Hermes
210
Federated Hermes
Pennsylvania
$614K -$744K -42,334 -54%
SIC
211
Samalin Investment Counsel
New York
$539K +$36K +2,050 +7%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$535K +$106 +6 +0%
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$529K -$845K -48,079 -61%
LTAS
214
Linden Thomas Advisory Services
North Carolina
$522K -$4.59K -261 -0.8%
FA
215
Fortis Advisors
Pennsylvania
$520K +$8.76K +498 +2%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$495K -$5.29K -301 -1%
GM
217
GeoWealth Management
Illinois
$487K +$76.6K +4,355 +18%
SPIA
218
Steward Partners Investment Advisory
New York
$483K +$487K +27,700 +3,420%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$472K +$23.9K +1,360 +5%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$464K +$75.5K +4,291 +19%
AAS
221
Avantax Advisory Services
Texas
$463K -$75.3K -4,284 -14%
NA
222
NewEdge Advisors
Louisiana
$460K +$38.8K +2,206 +9%
VHAM
223
Van Hulzen Asset Management
California
$457K +$22.9K +1,300 +5%
AI
224
AdvisorShares Investments
Maryland
$456K +$473K +26,900 New
SAM
225
Securian Asset Management
Minnesota
$454K -$25.3K -1,438 -5%

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.