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Healthcare Realty

393 hedge funds and large institutions have $7.83B invested in Healthcare Realty in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 163 increasing their positions, 70 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 70

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $6.03B → $7.83B (+$1.8B)

14% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 108

3% more funds holding

Funds holding: 382393 (+11)

43.58% less ownership

Funds ownership: 142.57%98.99% (-44%)

53% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $25.7M

Holders
393
Holders Change
+11
Holders Change %
+2.88%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
123
Increased
163
Reduced
70
Closed
108
Calls
$12.2M
Puts
$25.7M
Net Calls
-$13.5M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B +$579M +22,764,974 +72%
BlackRock
2
BlackRock
New York
$913M +$716M +28,165,023 +180%
Cohen & Steers
3
Cohen & Steers
New York
$738M +$400M +15,736,554 +80%
State Street
4
State Street
Massachusetts
$460M +$310M +12,179,202 +123%
Principal Financial Group
5
Principal Financial Group
Iowa
$265M +$162M +6,358,142 +100%
JP Morgan Chase
6
JP Morgan Chase
New York
$247M +$217M +8,548,299 +261%
AAMU
7
APG Asset Management US
New York
$243M -$5.46M -214,738 -2%
Invesco
8
Invesco
Georgia
$207M +$243M +9,554,175 +2,569%
NI
9
Nuance Investments
Missouri
$193M +$235M +9,265,070 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$132M +$87.7M +3,449,000 +120%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$125M +$95.1M +3,741,239 +168%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$124M +$39.1M +1,538,275 +35%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$119M +$81.4M +3,203,858 +127%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$119M +$56.9M +2,238,237 +64%
RC
15
Resolution Capital
Australia
$119M +$145M +5,702,416 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$109M +$53.5M +2,104,586 +67%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$100M +$122M +4,801,203 New
Charles Schwab
18
Charles Schwab
California
$99.2M +$46.8M +1,842,753 +63%
Legal & General Group
19
Legal & General Group
United Kingdom
$98.2M +$64.3M +2,530,102 +116%
Deutsche Bank
20
Deutsche Bank
Germany
$97.1M +$69.8M +2,748,168 +144%
CVA
21
Ceredex Value Advisors
Florida
$94M +$50.5M +1,987,700 +79%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$88.1M +$104M +4,072,641 +2,690%
SI
23
Scout Investments
Missouri
$83.8M +$102M +4,019,196 New
Northern Trust
24
Northern Trust
Illinois
$81.2M +$62.8M +2,469,306 +173%
Norges Bank
25
Norges Bank
Norway
$74.6M -$11.5M -451,392 -11%

HR Hedge Fund Activity: Q3 2022 in Review

393 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2022, worth a combined $7.83B — up 30% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new HR positions and 108 closed out — a net gain of 15 holders — while 163 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $716M. The largest seller was American Century Companies, cutting an estimated $84.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q3 2022, up from 382 in Q2 2022.
  • Funds reported $7.83B of Healthcare Realty stock for Q3 2022, up 30% quarter-over-quarter.
  • 123 funds opened new Healthcare Realty positions in Q3 2022 and 108 closed out, a net change of +15 holders.
  • The largest Healthcare Realty buyer in Q3 2022 was BlackRock, an estimated $716M added.
  • The largest Healthcare Realty seller in Q3 2022 was American Century Companies, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2022.