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Healthcare Realty

387 hedge funds and large institutions have $7.25B invested in Healthcare Realty in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 115 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more call options, than puts

Call options by funds: $437M | Put options by funds: $32.8M

229% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 24

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

14% more funds holding

Funds holding: 338387 (+49)

10% more capital invested

Capital invested by funds: $6.6B → $7.25B (+$649M)

9% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 127

5.48% less ownership

Funds ownership: 152.88%147.4% (-5.5%)

Holders
387
Holders Change
+49
Holders Change %
+14.5%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
79
Increased
115
Reduced
127
Closed
24
Calls
$437M
Puts
$32.8M
Net Calls
+$404M
Net Calls Change
+$236M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B +$7.75M +232,132 +0.7%
Cohen & Steers
2
Cohen & Steers
New York
$769M -$86.2M -2,580,325 -10%
BlackRock
3
BlackRock
New York
$541M +$19.2M +573,695 +4%
Principal Financial Group
4
Principal Financial Group
Iowa
$450M +$61.2M +1,832,247 +16%
AAMU
5
APG Asset Management US
New York
$421M
State Street
6
State Street
Massachusetts
$279M +$20.9M +627,037 +8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$217M +$11.7M +349,943 +6%
American Century Companies
8
American Century Companies
Missouri
$150M -$32.3M -966,428 -18%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$135M -$68.6M -2,052,980 -34%
VCM
10
V3 Capital Management
Texas
$116M -$24M -720,000 -17%
TCIM
11
TOMS Capital Investment Management
New York
$112M -$5.87M -175,911 -5%
EIM
12
Elliott Investment Management
Florida
$111M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$111M +$1.88M +56,264 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$104M -$1.93M -57,810 -2%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$101M -$2.61M -78,232 -3%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$95.2M +$25.2M +755,100 +36%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$94.5M +$6.73M +201,660 +8%
Norges Bank
18
Norges Bank
Norway
$93.2M -$1.93M -57,644 -2%
Charles Schwab
19
Charles Schwab
California
$82.5M +$2.52M +75,339 +3%
Legal & General Group
20
Legal & General Group
United Kingdom
$71.8M +$525K +15,709 +0.7%
LIMS
21
Lasalle Investment Management Securities
Maryland
$70.5M -$9.24M -276,682 -12%
JP Morgan Chase
22
JP Morgan Chase
New York
$68.3M -$59.5M -1,780,857 -47%
IM
23
Islet Management
New York
$65.1M +$36.7M +1,100,000 +129%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$62.7M +$580K +17,371 +0.9%
N
25
Nuveen
North Carolina
$62M +$8.38M +250,806 +16%

HR Hedge Fund Activity: Q4 2021 in Review

387 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2021, worth a combined $7.25B — up 9.8% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HR positions and 24 closed out — a net gain of 55 holders — while 115 added to existing stakes and 127 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $61.2M. The largest seller was Goldman Sachs, cutting an estimated $152M.

  • 387 institutional investors held Healthcare Realty (HR) as of Q4 2021, up from 338 in Q3 2021.
  • Funds reported $7.25B of Healthcare Realty stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 79 funds opened new Healthcare Realty positions in Q4 2021 and 24 closed out, a net change of +55 holders.
  • The largest Healthcare Realty buyer in Q4 2021 was Principal Financial Group, an estimated $61.2M added.
  • The largest Healthcare Realty seller in Q4 2021 was Goldman Sachs, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2021.