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Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$1.07B -$11.6M -659,678 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$849M -$27.2M -1,549,236 -3%
BlackRock
3
BlackRock
New York
$746M -$6.27M -356,506 -0.8%
SV
4
Starboard Value
New York
$342M +$355M +20,183,460 New
State Street
5
State Street
Massachusetts
$312M -$4.86M -276,234 -1%
RIM
6
Rush Island Management
New York
$266M +$48.3M +2,747,848 +21%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$208M -$4.7M -267,413 -2%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$185M
AAMU
9
APG Asset Management US
New York
$172M -$41.7M -2,370,108 -19%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$114M -$4.11M -233,914 -3%
Bank of America
11
Bank of America
North Carolina
$101M -$218M -12,418,820 -68%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$92.6M -$2.34M -133,043 -2%
Charles Schwab
13
Charles Schwab
California
$90.4M +$200K +11,385 +0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$78.5M +$8.71M +495,599 +12%
Norges Bank
15
Norges Bank
Norway
$76.8M -$338K -19,242 -0.4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$75.2M -$5.9M -335,802 -7%
Northern Trust
17
Northern Trust
Illinois
$68.5M +$20.4M +1,159,763 +40%
Morgan Stanley
18
Morgan Stanley
New York
$67.6M +$548K +31,154 +0.8%
Legal & General Group
19
Legal & General Group
United Kingdom
$55.5M -$6.31M -359,064 -10%
FCM
20
Farallon Capital Management
California
$55.3M +$11.6M +661,000 +25%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$55M +$37.2K +2,113 +0.1%
SEI Investments
22
SEI Investments
Pennsylvania
$48.3M +$7.44M +422,940 +17%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$47M +$8.93M +508,045 +22%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$39.3M +$40.8M +2,320,757 New
FG
25
Foresight Group
United Kingdom
$38.4M -$11.5M -655,911 -53%

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.