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Healthcare Realty

338 hedge funds and large institutions have $6.6B invested in Healthcare Realty in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,112% more call options, than puts

Call options by funds: $173M | Put options by funds: $5.39M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

15% more capital invested

Capital invested by funds: $5.73B → $6.6B (+$874M)

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

1.45% more ownership

Funds ownership: 151.43%152.88% (+1.5%)

8% less funds holding

Funds holding: 369338 (-31)

40% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 62

Holders
338
Holders Change
-31
Holders Change %
-8.4%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
37
Increased
129
Reduced
115
Closed
62
Calls
$173M
Puts
$5.39M
Net Calls
+$168M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$929M -$27.5K -943 -0%
Cohen & Steers
2
Cohen & Steers
New York
$760M +$103M +3,521,615 +16%
BlackRock
3
BlackRock
New York
$463M -$27.9M -955,452 -6%
AAMU
4
APG Asset Management US
New York
$378M +$28.7M +985,000 +8%
Principal Financial Group
5
Principal Financial Group
Iowa
$347M -$134M -4,578,391 -28%
State Street
6
State Street
Massachusetts
$229M +$3.08M +105,788 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$182M +$52.1M +1,786,655 +41%
Goldman Sachs
8
Goldman Sachs
New York
$181M +$114M +3,916,511 +180%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$180M +$22.1M +756,344 +14%
American Century Companies
10
American Century Companies
Missouri
$162M +$30.9M +1,058,138 +24%
VCM
11
V3 Capital Management
Texas
$125M +$54.2M +1,857,500 +79%
JP Morgan Chase
12
JP Morgan Chase
New York
$113M +$33.2M +1,137,986 +42%
TCIM
13
TOMS Capital Investment Management
New York
$105M +$103M +3,544,263 New
EIM
14
Elliott Investment Management
Florida
$98.6M +$97M +3,325,000 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$96.6M +$596K +20,441 +0.6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$94.4M +$93.5K +3,205 +0.1%
Nomura Holdings
17
Nomura Holdings
Japan
$93.4M +$91M +3,119,500 New
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$91.7M -$7.17M -245,758 -7%
DPIM
19
Duff & Phelps Investment Management
Illinois
$91M +$20.9M +715,138 +30%
PI
20
PGGM Investments
Netherlands
$86.7M -$44.9M -1,539,784 -34%
Norges Bank
21
Norges Bank
Norway
$84.5M -$54.8M -1,878,367 -40%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$78M -$18.9M -646,845 -20%
Charles Schwab
23
Charles Schwab
California
$71M +$3.12M +106,920 +5%
LIMS
24
Lasalle Investment Management Securities
Maryland
$70.8M -$8.79M -301,594 -11%
Legal & General Group
25
Legal & General Group
United Kingdom
$63.4M +$2.52M +86,474 +4%

HR Hedge Fund Activity: Q3 2021 in Review

338 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2021, worth a combined $6.6B — up 15% from $5.73B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HR and 37 opened new positions — a net loss of 25 holders — while 115 trimmed existing stakes and 129 added.

The largest buyer was Goldman Sachs, adding an estimated $114M. The largest seller was Principal Financial Group, cutting an estimated $134M.

  • 338 institutional investors held Healthcare Realty (HR) as of Q3 2021, down from 369 in Q2 2021.
  • Funds reported $6.6B of Healthcare Realty stock for Q3 2021, up 15% quarter-over-quarter.
  • 37 funds opened new Healthcare Realty positions in Q3 2021 and 62 closed out, a net change of -25 holders.
  • The largest Healthcare Realty buyer in Q3 2021 was Goldman Sachs, an estimated $114M added.
  • The largest Healthcare Realty seller in Q3 2021 was Principal Financial Group, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2021.