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Healthcare Realty

362 hedge funds and large institutions have $5.99B invested in Healthcare Realty in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

6% more funds holding

Funds holding: 343362 (+19)

1% less capital invested

Capital invested by funds: $6.05B → $5.99B (-$59.5M)

6% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $2.47M

7.82% less ownership

Funds ownership: 161.5%153.68% (-7.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
53
Increased
129
Reduced
115
Closed
32
Calls
$2.32M
Puts
$2.47M
Net Calls
-$153K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$859M +$18.7M +669,973 +2%
Cohen & Steers
2
Cohen & Steers
New York
$635M +$15.4M +551,726 +2%
BlackRock
3
BlackRock
New York
$458M -$18.3M -652,912 -4%
Principal Financial Group
4
Principal Financial Group
Iowa
$436M -$22.7M -813,504 -5%
AAMU
5
APG Asset Management US
New York
$313M +$39.2M +1,403,300 +14%
State Street
6
State Street
Massachusetts
$199M +$2.39M +85,504 +1%
Victory Capital Management
7
Victory Capital Management
Texas
$170M +$5.9M +210,978 +4%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$155M -$11.5M -412,964 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$141M +$2.72M +97,290 +2%
PI
10
PGGM Investments
Netherlands
$128M +$55M +1,966,701 +73%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$120M -$69.6K -2,491 -0.1%
Norges Bank
12
Norges Bank
Norway
$99.2M +$42.5M +1,520,035 +73%
CIMLRA
13
CBRE Investment Management Listed Real Assets
Pennsylvania
$98.6M -$5.79M -207,075 -5%
LIMS
14
Lasalle Investment Management Securities
Maryland
$90M -$14.9M -534,398 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$89.5M -$14.6M -523,485 -14%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$88.3M +$1.65M +59,002 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$87.7M -$33.6K -1,203 -0%
American Century Companies
18
American Century Companies
Missouri
$83.5M +$7.54M +269,807 +10%
JP Morgan Chase
19
JP Morgan Chase
New York
$81.6M +$9.36M +334,902 +13%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$76M -$15.8M -564,284 -17%
Goldman Sachs
21
Goldman Sachs
New York
$64.8M +$41M +1,466,693 +166%
DPIM
22
Duff & Phelps Investment Management
Illinois
$64.3M -$582K -20,800 -0.9%
Charles Schwab
23
Charles Schwab
California
$60.9M +$1.96M +69,955 +3%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$58.6M -$11.7M -417,262 -16%
Legal & General Group
25
Legal & General Group
United Kingdom
$57.4M +$1.89M +67,429 +3%

HR Hedge Fund Activity: Q1 2021 in Review

362 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2021, worth a combined $5.99B — down 0.98% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HR positions and 32 closed out — a net gain of 21 holders — while 129 added to existing stakes and 115 trimmed.

The largest buyer was PGGM Investments, adding an estimated $55M. The largest seller was Pictet Asset Management (UK), cutting an estimated $110M.

  • 362 institutional investors held Healthcare Realty (HR) as of Q1 2021, up from 343 in Q4 2020.
  • Funds reported $5.99B of Healthcare Realty stock for Q1 2021, down 0.98% quarter-over-quarter.
  • 53 funds opened new Healthcare Realty positions in Q1 2021 and 32 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q1 2021 was PGGM Investments, an estimated $55M added.
  • The largest Healthcare Realty seller in Q1 2021 was Pictet Asset Management (UK), an estimated $110M sold.

Based on aggregated 13F filings for Q1 2021.