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Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$1.2B +$81.6M +4,224,157 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B -$23.5M -1,217,379 -2%
BlackRock
3
BlackRock
New York
$847M -$16.1M -835,319 -2%
State Street
4
State Street
Massachusetts
$423M -$5.84M -302,559 -1%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$261M +$5.65M +292,677 +2%
Principal Financial Group
6
Principal Financial Group
Iowa
$231M -$1.71M -88,799 -0.7%
NI
7
Nuance Investments
Missouri
$217M +$9.86M +510,545 +5%
AAMU
8
APG Asset Management US
New York
$215M -$8.48K -439 -0%
Invesco
9
Invesco
Georgia
$180M -$6.73M -348,525 -4%
RIM
10
Rush Island Management
New York
$144M +$52.5M +2,719,953 +55%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$134M +$4.45M +230,608 +3%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$108M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$103M +$2.55M +131,998 +2%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$102M +$756K +39,131 +0.7%
Legal & General Group
15
Legal & General Group
United Kingdom
$95.2M -$3.4M -176,049 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$93.9M +$633K +32,802 +0.7%
Charles Schwab
17
Charles Schwab
California
$93.2M -$121K -6,255 -0.1%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$81.7M +$25.3M +1,312,402 +43%
Northern Trust
19
Northern Trust
Illinois
$69.4M -$9.64M -499,047 -12%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$69.2M -$12.2M -630,014 -15%
Norges Bank
21
Norges Bank
Norway
$66.5M +$61.3K +3,172 +0.1%
RC
22
Resolution Capital
Australia
$52.2M -$31.6M -1,636,579 -37%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$50.6M -$1.05M -54,556 -2%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$49.3M +$1.73M +89,402 +4%
SI
25
Scout Investments
Missouri
$47.2M -$6.52M -337,603 -13%

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.