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Healthcare Realty

419 hedge funds and large institutions have $7.35B invested in Healthcare Realty in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

6% more funds holding

Funds holding: 394419 (+25)

2.6% more ownership

Funds ownership: 98.99%101.6% (+2.6%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $7.83B → $7.35B (-$476M)

61% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $4.09M

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
149
Reduced
141
Closed
48
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B +$5M +254,799 +0.5%
Cohen & Steers
2
Cohen & Steers
New York
$981M +$305M +15,513,065 +44%
BlackRock
3
BlackRock
New York
$873M +$30.6M +1,556,705 +4%
State Street
4
State Street
Massachusetts
$436M +$11M +558,716 +3%
Principal Financial Group
5
Principal Financial Group
Iowa
$237M -$8.88M -452,182 -4%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$223M +$110M +5,595,390 +94%
AAMU
7
APG Asset Management US
New York
$222M -$2.87M -146,133 -1%
NI
8
Nuance Investments
Missouri
$207M +$29M +1,474,275 +16%
Invesco
9
Invesco
Georgia
$203M +$12.2M +622,817 +6%
JP Morgan Chase
10
JP Morgan Chase
New York
$176M -$52.7M -2,683,365 -23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$117M +$6.63M +337,565 +6%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$110M +$18.3M +932,168 +19%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$110M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$110M -$12M -609,422 -10%
Legal & General Group
15
Legal & General Group
United Kingdom
$95.4M +$4.78M +243,380 +5%
Charles Schwab
16
Charles Schwab
California
$95.2M +$3.57M +181,861 +4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$87M -$28.6M -1,457,404 -24%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$81.4M -$962 -49 -0%
Northern Trust
19
Northern Trust
Illinois
$80.8M +$5.85M +297,658 +8%
CVA
20
Ceredex Value Advisors
Florida
$78.7M -$8.39M -427,300 -9%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$75.4M +$21.3M +1,086,884 +38%
Norges Bank
22
Norges Bank
Norway
$71.2M +$2.21M +112,753 +3%
SI
23
Scout Investments
Missouri
$70.6M -$6.97M -354,914 -9%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$56.1M +$52.9M +2,692,788 +1,219%
RC
25
Resolution Capital
Australia
$53.7M -$57.2M -2,914,101 -51%

HR Hedge Fund Activity: Q4 2022 in Review

419 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2022, worth a combined $7.35B — down 6.1% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HR positions and 48 closed out — a net gain of 29 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $305M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 419 institutional investors held Healthcare Realty (HR) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.35B of Healthcare Realty stock for Q4 2022, down 6.1% quarter-over-quarter.
  • 77 funds opened new Healthcare Realty positions in Q4 2022 and 48 closed out, a net change of +29 holders.
  • The largest Healthcare Realty buyer in Q4 2022 was Cohen & Steers, an estimated $305M added.
  • The largest Healthcare Realty seller in Q4 2022 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2022.