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Healthcare Realty

393 hedge funds and large institutions have $6.33B invested in Healthcare Realty in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.26M

16% more capital invested

Capital invested by funds: $5.48B → $6.33B (+$854M)

0.07% more ownership

Funds ownership: 101.51%101.58% (+0.07%)

5% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

2% less funds holding

Funds holding: 403393 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
393
Holders Change
-10
Holders Change %
-2.48%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
134
Reduced
148
Closed
59
Calls
$35M
Puts
$8.26M
Net Calls
+$26.7M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$1.03B -$15.3M -997,976 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$882M -$11.1M -725,119 -1%
BlackRock
3
BlackRock
New York
$720M -$5.05M -329,824 -0.7%
State Street
4
State Street
Massachusetts
$316M -$3.67M -239,617 -1%
RIM
5
Rush Island Management
New York
$281M +$17.4M +1,136,790 +7%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$208M -$18.3M -1,197,419 -9%
AAMU
7
APG Asset Management US
New York
$206M
Principal Financial Group
8
Principal Financial Group
Iowa
$185M -$954K -62,330 -0.6%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$180M
Bank of America
10
Bank of America
North Carolina
$163M +$133M +8,715,423 +732%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$116M +$1.64M +107,379 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$112M -$1.88M -122,611 -2%
Goldman Sachs
13
Goldman Sachs
New York
$99.4M +$79.2M +5,176,129 +604%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$96.5M +$6.05M +395,243 +7%
Charles Schwab
15
Charles Schwab
California
$87.6M +$1.11M +72,267 +1%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$78.8M +$4.62M +301,747 +7%
Norges Bank
17
Norges Bank
Norway
$76.2M +$2.44M +159,479 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$74M +$3.31M +216,662 +5%
Morgan Stanley
19
Morgan Stanley
New York
$67M +$29.8M +1,950,193 +92%
Legal & General Group
20
Legal & General Group
United Kingdom
$62.4M -$5.95M -388,904 -9%
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$61.8M -$2.25M -146,927 -4%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$54.9M -$37.5M -2,448,663 -42%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$49.8M +$15.8M +1,035,571 +53%
Northern Trust
24
Northern Trust
Illinois
$49.5M +$5.71M +373,522 +14%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$40.6M -$4.85M -316,761 -11%

HR Hedge Fund Activity: Q2 2024 in Review

393 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2024, worth a combined $6.33B — up 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HR and 56 opened new positions — a net loss of 3 holders — while 148 trimmed existing stakes and 134 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Nuance Investments, cutting an estimated $62.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $6.33B of Healthcare Realty stock for Q2 2024, up 16% quarter-over-quarter.
  • 56 funds opened new Healthcare Realty positions in Q2 2024 and 59 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2024 was Bank of America, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2024 was Nuance Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.