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Healthcare Realty

311 hedge funds and large institutions have $5.2B invested in Healthcare Realty in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $474K | Put options by funds: $60K

0.39% more ownership

Funds ownership: 146.33%146.71% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $5.39B → $5.2B (-$188M)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 108

8% less funds holding

Funds holding: 337311 (-26)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

Holders
311
Holders Change
-26
Holders Change %
-7.72%
% of All Funds
6.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
101
Reduced
108
Closed
53
Calls
$474K
Puts
$60K
Net Calls
+$414K
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$807M -$11.9M -422,389 -1%
BlackRock
2
BlackRock
New York
$405M -$2.34M -83,228 -0.6%
Principal Financial Group
3
Principal Financial Group
Iowa
$337M +$13.7M +486,548 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$309M +$41.6M +1,477,797 +15%
Victory Capital Management
5
Victory Capital Management
Texas
$240M +$8.95M +317,695 +4%
State Street
6
State Street
Massachusetts
$174M +$19.6M +696,145 +12%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$143M -$45.5M -1,614,449 -24%
AAMU
8
APG Asset Management US
New York
$133M
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$133M +$134M +4,741,860 +4,608%
JP Morgan Chase
10
JP Morgan Chase
New York
$132M -$114M -4,031,450 -45%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$113M +$774K +27,484 +0.7%
CIM
12
Centersquare Investment Management
Pennsylvania
$100M -$37.6M -1,335,943 -27%
LIMS
13
Lasalle Investment Management Securities
Maryland
$93.8M +$31.5M +1,117,867 +49%
N
14
Nuveen
North Carolina
$92.5M +$73.9M +2,625,737 +352%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$86.6M -$54.6K -1,940 -0.1%
ACM
16
AEW Capital Management
Massachusetts
$82.6M -$960K -34,100 -1%
ESCM
17
Echo Street Capital Management
New York
$78M +$24.9M +883,572 +45%
DPIM
18
Duff & Phelps Investment Management
Illinois
$71.3M +$16.2M +576,350 +28%
American Century Companies
19
American Century Companies
Missouri
$64.5M +$13.6M +483,092 +26%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$59.1M +$1.47M +52,066 +2%
CC
21
Carlson Capital
Texas
$58.2M +$11.4M +404,370 +24%
Norges Bank
22
Norges Bank
Norway
$54.9M +$2.17M +77,085 +4%
ACI
23
AMP Capital Investors
Australia
$53.7M -$14.4M -510,656 -20%
Fidelity International
24
Fidelity International
Bermuda
$51M -$1.17M -41,500 -2%
Northern Trust
25
Northern Trust
Illinois
$50.9M +$126K +4,477 +0.2%

HR Hedge Fund Activity: Q2 2019 in Review

311 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2019, worth a combined $5.2B — down 3.5% from $5.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of HR and 33 opened new positions — a net loss of 20 holders — while 108 trimmed existing stakes and 101 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $114M.

  • 311 institutional investors held Healthcare Realty (HR) as of Q2 2019, down from 337 in Q1 2019.
  • Funds reported $5.2B of Healthcare Realty stock for Q2 2019, down 3.5% quarter-over-quarter.
  • 33 funds opened new Healthcare Realty positions in Q2 2019 and 53 closed out, a net change of -20 holders.
  • The largest Healthcare Realty buyer in Q2 2019 was T. Rowe Price Associates, an estimated $134M added.
  • The largest Healthcare Realty seller in Q2 2019 was JP Morgan Chase, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.