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Healthcare Realty

297 hedge funds and large institutions have $5.68B invested in Healthcare Realty in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

4.84% more ownership

Funds ownership: 163.28%168.12% (+4.8%)

2% more funds holding

Funds holding: 292297 (+5)

5% more capital invested

Capital invested by funds: $5.41B → $5.68B (+$268M)

24% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 119

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

79% less call options, than puts

Call options by funds: $337K | Put options by funds: $1.58M

Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
39
Increased
91
Reduced
119
Closed
31
Calls
$337K
Puts
$1.58M
Net Calls
-$1.25M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$828M +$3.29M +129,243 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$782M -$33.5M -1,318,443 -4%
BlackRock
3
BlackRock
New York
$403M +$15.9M +625,147 +4%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$344M +$6.52M +256,132 +2%
Principal Financial Group
5
Principal Financial Group
Iowa
$247M +$129M +5,065,002 +123%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$196M +$52.7M +2,070,452 +40%
CIM
7
Centersquare Investment Management
Pennsylvania
$193M +$256K +10,053 +0.1%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$167M -$40.4M -1,586,678 -20%
ClearBridge Investments
9
ClearBridge Investments
New York
$160M +$3.97M +156,205 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$123M +$39.6M +1,557,581 +52%
AAMU
11
APG Asset Management US
New York
$119M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$118M -$14.5M -571,163 -12%
ZP
13
Zimmer Partners
New York
$113M -$2.82M -110,641 -3%
State Street
14
State Street
Massachusetts
$106M -$3.05M -120,018 -3%
ACM
15
AEW Capital Management
Massachusetts
$96.9M +$5.66M +222,600 +7%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$81.8M +$2.22M +87,117 +3%
ACI
17
AMP Capital Investors
Australia
$72.8M -$1.47M -57,749 -2%
Millennium Management
18
Millennium Management
New York
$64.8M +$58.9M +2,315,858 +2,613%
DPIM
19
Duff & Phelps Investment Management
Illinois
$61.5M +$4.5M +177,050 +8%
Northern Trust
20
Northern Trust
Illinois
$57.1M -$666K -26,189 -1%
LPC
21
Long Pond Capital
New York
$51.3M +$48.4M +1,901,849 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$49M -$1.57M -61,861 -3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$49M +$955K +37,546 +2%
PS
24
Presima Securities
Quebec, Canada
$47.5M -$964K -37,900 -2%
Norges Bank
25
Norges Bank
Norway
$47M

HR Hedge Fund Activity: Q2 2018 in Review

297 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2018, worth a combined $5.68B — up 5% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HR positions and 31 closed out — a net gain of 8 holders — while 91 added to existing stakes and 119 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $129M. The largest seller was Nuveen, cutting an estimated $54.6M.

  • 297 institutional investors held Healthcare Realty (HR) as of Q2 2018, up from 292 in Q1 2018.
  • Funds reported $5.68B of Healthcare Realty stock for Q2 2018, up 5% quarter-over-quarter.
  • 39 funds opened new Healthcare Realty positions in Q2 2018 and 31 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q2 2018 was Principal Financial Group, an estimated $129M added.
  • The largest Healthcare Realty seller in Q2 2018 was Nuveen, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2018.