We are live on ! Find out more
HR icon

Healthcare Realty

424 hedge funds and large institutions have $6.23B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.19M

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 416424 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.31% less ownership

Funds ownership: 105.38%105.08% (-0.31%)

2% less capital invested

Capital invested by funds: $6.36B → $6.23B (-$124M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
424
Holders Change
+8
Holders Change %
+1.92%
% of All Funds
5.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
55
Increased
143
Reduced
159
Closed
42
Calls
$2.42M
Puts
$1.19M
Net Calls
+$1.23M
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$1.04B -$23.4M -1,407,172 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$817M -$28.7M -1,725,366 -3%
BlackRock
3
BlackRock
New York
$761M +$17.7M +1,064,005 +2%
SV
4
Starboard Value
New York
$339M -$1.85M -111,460 -0.6%
State Street
5
State Street
Massachusetts
$322M +$10.7M +646,786 +4%
RIM
6
Rush Island Management
New York
$212M -$52.3M -3,149,779 -20%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$210M +$2.43M +146,183 +1%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$185M
AAMU
9
APG Asset Management US
New York
$172M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$117M +$3.17M +190,877 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$103M +$77.5M +4,666,293 +323%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$101M +$99.1M +5,965,515 New
Charles Schwab
13
Charles Schwab
California
$92.4M +$2.31M +139,019 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$87.9M -$4.38M -263,787 -5%
Norges Bank
15
Norges Bank
Norway
$77.1M +$464K +27,927 +0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$74.2M -$3.97M -239,148 -5%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$71.5M -$3.38M -203,232 -5%
Northern Trust
18
Northern Trust
Illinois
$69M +$656K +39,466 +1%
Morgan Stanley
19
Morgan Stanley
New York
$61.7M -$5.66M -340,816 -9%
Legal & General Group
20
Legal & General Group
United Kingdom
$55.7M +$394K +23,735 +0.7%
Prudential Financial
21
Prudential Financial
New Jersey
$53.2M +$51.1M +3,076,733 +4,383%
SEI Investments
22
SEI Investments
Pennsylvania
$52M +$3.73M +224,310 +8%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$50.1M -$4.96M -298,558 -9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$48M +$1.15M +69,114 +2%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$43.7M +$4.39M +264,098 +11%

HR Hedge Fund Activity: Q1 2025 in Review

424 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2025, worth a combined $6.23B — down 1.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $99.1M. The largest seller was Bank of America, cutting an estimated $65.9M.

  • 424 institutional investors held Healthcare Realty (HR) as of Q1 2025, up from 416 in Q4 2024.
  • Funds reported $6.23B of Healthcare Realty stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2025 and 42 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2025 was Massachusetts Financial Services, an estimated $99.1M added.
  • The largest Healthcare Realty seller in Q1 2025 was Bank of America, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.