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Healthcare Realty

341 hedge funds and large institutions have $5.48B invested in Healthcare Realty in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,481% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $21K

35% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 102

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1.49% more ownership

Funds ownership: 165.74%167.23% (+1.5%)

1% more funds holding

Funds holding: 339341 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less capital invested

Capital invested by funds: $6.71B → $5.48B (-$1.23B)

Holders
341
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
45
Increased
138
Reduced
102
Closed
37
Calls
$1.17M
Puts
$21K
Net Calls
+$1.15M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$734M +$4.71M +155,749 +0.5%
Cohen & Steers
2
Cohen & Steers
New York
$457M -$84.1M -2,784,695 -13%
BlackRock
3
BlackRock
New York
$396M +$26.4M +874,369 +6%
Principal Financial Group
4
Principal Financial Group
Iowa
$364M -$6.38M -211,003 -1%
Victory Capital Management
5
Victory Capital Management
Texas
$341M +$160M +5,282,911 +60%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$310M -$4.09M -135,247 -1%
AAMU
7
APG Asset Management US
New York
$249M
State Street
8
State Street
Massachusetts
$140M +$6.15M +203,475 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$116M +$68.5M +2,267,638 +91%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$111M +$32.5M +1,075,702 +31%
CIMLRA
11
CBRE Investment Management Listed Real Assets
Pennsylvania
$110M -$8.59M -284,157 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$98.6M -$12.9M -425,877 -9%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$94.8M -$64.1M -2,121,988 -35%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$91.1M +$5.19M +171,625 +5%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$80M -$35.3M -1,167,403 -26%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$77.5M +$1.63M +53,872 +2%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$67.1M +$73.5M +2,433,908 +668%
DPIM
18
Duff & Phelps Investment Management
Illinois
$63.7M +$2.39M +79,134 +3%
LIMS
19
Lasalle Investment Management Securities
Maryland
$63.7M -$37.4M -1,236,723 -32%
Fidelity International
20
Fidelity International
Bermuda
$59.7M +$13.9M +458,949 +23%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$58.2M +$3.29M +108,781 +5%
N
22
Nuveen
North Carolina
$53.2M +$16.6M +550,191 +34%
ACI
23
AMP Capital Investors
Australia
$53.2M -$1.66M -55,044 -3%
ACM
24
AEW Capital Management
Massachusetts
$52.3M -$13.3M -441,731 -17%
Norges Bank
25
Norges Bank
Norway
$51.2M +$3.27M +108,252 +5%

HR Hedge Fund Activity: Q1 2020 in Review

341 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2020, worth a combined $5.48B — down 18% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HR positions and 37 closed out — a net gain of 8 holders — while 138 added to existing stakes and 102 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $160M. The largest seller was Cohen & Steers, cutting an estimated $84.1M.

  • 341 institutional investors held Healthcare Realty (HR) as of Q1 2020, up from 339 in Q4 2019.
  • Funds reported $5.48B of Healthcare Realty stock for Q1 2020, down 18% quarter-over-quarter.
  • 45 funds opened new Healthcare Realty positions in Q1 2020 and 37 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q1 2020 was Victory Capital Management, an estimated $160M added.
  • The largest Healthcare Realty seller in Q1 2020 was Cohen & Steers, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2020.