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Healthcare Realty

368 hedge funds and large institutions have $5.73B invested in Healthcare Realty in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 111

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

2% more funds holding

Funds holding: 361368 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $5.99B → $5.73B (-$258M)

2.26% less ownership

Funds ownership: 153.68%151.43% (-2.3%)

37% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $3.03M

Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
6.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
149
Reduced
111
Closed
40
Calls
$1.91M
Puts
$3.03M
Net Calls
-$1.12M
Net Calls Change
-$968K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$836M +$4.98M +176,199 +0.6%
Cohen & Steers
2
Cohen & Steers
New York
$590M -$26.3M -929,430 -4%
BlackRock
3
BlackRock
New York
$443M -$979K -34,596 -0.2%
Principal Financial Group
4
Principal Financial Group
Iowa
$434M +$12.6M +445,634 +3%
AAMU
5
APG Asset Management US
New York
$313M +$7.76M +274,200 +2%
State Street
6
State Street
Massachusetts
$206M +$13.9M +492,258 +7%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$142M -$8.03M -283,948 -5%
Norges Bank
8
Norges Bank
Norway
$126M +$32M +1,131,725 +31%
PI
9
PGGM Investments
Netherlands
$119M -$5.52M -195,000 -4%
American Century Companies
10
American Century Companies
Missouri
$117M +$38.6M +1,365,190 +45%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$116M +$281K +9,946 +0.2%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$89.1M -$6.74M -238,417 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$87.5M +$859K +30,348 +0.9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$86.4M +$1.02M +36,148 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$86.2M -$52.9M -1,870,432 -37%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$84.9M +$8.57K +303 +0%
LIMS
17
Lasalle Investment Management Securities
Maryland
$71.8M -$16.2M -573,550 -18%
JP Morgan Chase
18
JP Morgan Chase
New York
$71.8M -$7.62M -269,409 -9%
N
19
Nuveen
North Carolina
$63.1M +$23M +814,232 +53%
DPIM
20
Duff & Phelps Investment Management
Illinois
$62.8M +$615K +21,725 +0.9%
VCM
21
V3 Capital Management
Texas
$62.5M +$66.3M +2,342,500 New
Charles Schwab
22
Charles Schwab
California
$61.1M +$2.25M +79,469 +4%
Goldman Sachs
23
Goldman Sachs
New York
$58M -$4.99M -176,313 -8%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$57.7M -$16.7M -591,699 -21%
Legal & General Group
25
Legal & General Group
United Kingdom
$54.7M -$849K -29,999 -1%

HR Hedge Fund Activity: Q2 2021 in Review

368 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2021, worth a combined $5.73B — down 4.3% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HR positions and 40 closed out — a net gain of 9 holders — while 149 added to existing stakes and 111 trimmed.

The largest buyer was V3 Capital Management, opening a new position worth an estimated $66.3M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 368 institutional investors held Healthcare Realty (HR) as of Q2 2021, up from 361 in Q1 2021.
  • Funds reported $5.73B of Healthcare Realty stock for Q2 2021, down 4.3% quarter-over-quarter.
  • 49 funds opened new Healthcare Realty positions in Q2 2021 and 40 closed out, a net change of +9 holders.
  • The largest Healthcare Realty buyer in Q2 2021 was V3 Capital Management, an estimated $66.3M added.
  • The largest Healthcare Realty seller in Q2 2021 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2021.