Healthcare Realty Trust Inc
HR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001360604
In the last 90 days, Healthcare Realty Trust Inc insiders filed 0 open-market purchases and 1 sale; 461 institutions reported holding it in 13F filings for Q2 2026, worth $7.62B in total; Starboard Value is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Healthcare Realty Trust Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 278
- −1 vs. Q2 2021
- Shares held
- 144.8M
- +2.64M (+1.9%) vs. Q2 2021
- Total value
- $4.31B
- +$20.1M (+0.5%) vs. Q2 2021
- New holders
- 28
- 101 more added
- Sold out
- 29
- 94 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 461 | $7.62B |
| Q1 2026 | 448 | $6.37B |
| Q4 2025 | 422 | $6.52B |
| Q3 2025 | 412 | $6.84B |
| Q2 2025 | 412 | $5.88B |
| Q1 2025 | 426 | $6.23B |
| Q4 2024 | 419 | $6.32B |
| Q3 2024 | 412 | $6.87B |
| Q2 2024 | 393 | $6.33B |
| Q1 2024 | 402 | $5.47B |
| Q4 2023 | 412 | $6.89B |
| Q3 2023 | 398 | $5.93B |
| Q2 2023 | 404 | $7.38B |
| Q1 2023 | 422 | $7.66B |
| Q4 2022 | 424 | $7.46B |
| Q3 2022 | 396 | $7.86B |
| Q2 2022 | 287 | $4.57B |
| Q1 2022 | 305 | $4.40B |
| Q4 2021 | 301 | $4.51B |
| Q3 2021 | 278 | $4.31B |
| Q2 2021 | 281 | $4.29B |
| Q1 2021 | 293 | $4.19B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 2,903 | $0 | 0.00% | +31+1.1% | Added |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $0 | 0.00% | +9 | New |
| Carroll Financial Associates, Inc. | 53 | $1.00K | 0.00% | −1,885−97.3% | Reduced |
| Proequities, Inc. | 43 | $1.00K | 0.00% | −8−15.7% | Reduced |
| Prestige Wealth Management Group LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Exane Derivatives | 47 | $1.40K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $2.00K | 0.00% | +66 | New |
| Raffa Wealth Management, LLC | 72 | $2.14K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $3.00K | 0.00% | −8,117−98.8% | Reduced |
| HM Payson & Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 113 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 124 | $4.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 173 | $5.00K | 0.00% | −6,128−97.3% | Reduced |
| Massmutual Trust Co FSB | 177 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 154 | $5.00K | 0.00% | +154 | New |
| PSI Advisors, LLC | 170 | $5.00K | 0.00% | +170 | New |
| Northwestern Mutual Wealth Management Co | 207 | $6.00K | 0.00% | −330−61.5% | Reduced |
| Reilly Financial Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 213 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 305 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 255 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 279 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 266 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 260 | $8.00K | 0.00% | −7−2.6% | Reduced |
| Signaturefd, LLC | 295 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 295 | $9.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 319 | $10.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 377 | $11.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 408 | $12.0K | 0.00% | +2+0.5% | Added |
| Parallel Advisors, LLC | 433 | $13.0K | 0.00% | +130+42.9% | Added |
| Heritage Wealth Advisors | 450 | $13.4K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $15.0K | 0.00% | +500 | New |
| Berman Capital Advisors, LLC | 631 | $18.0K | 0.00% | +299+90.1% | Added |
| Pinnacle Bancorp, Inc. | 725 | $22.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 794 | $24.0K | 0.00% | +287+56.6% | Added |
| American Portfolios Advisors | 814 | $24.2K | 0.00% | +644+378.8% | Added |
| Whittier Trust Co | 925 | $28.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,000 | $30.0K | 0.00% | +1,000 | New |
| Thompson Siegel & Walmsley LLC | 1,086 | $32.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,095 | $33.0K | 0.00% | +1,095 | New |
| Capital Analysts, LLC | 1,380 | $41.0K | 0.00% | −38−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,691 | $50.0K | 0.00% | +4+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,020 | $60.0K | 0.00% | −475−19.0% | Reduced |
| BBVA USA | 2,479 | $74.0K | 0.00% | +599+31.9% | Added |
| FourThought Financial, LLC | 2,595 | $77.0K | 0.01% | +1,798+225.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,996 | $89.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,003 | $89.4K | 0.01% | +10.0% | Added |
| Neo Ivy Capital Management | 3,382 | $99.0K | 0.11% | +2,980+741.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 3,755 | $112.0K | 0.00% | −4,698−55.6% | Reduced |
| American State Bank (Iowa) | 4,633 | $138.0K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | 5,017 | $149.0K | 0.00% | +83+1.7% | Added |
| The PNC Financial Services Group, Inc. | 6,001 | $178.0K | 0.00% | +307+5.4% | Added |
| Advisor Group Holdings, Inc. | 6,194 | $182.0K | 0.00% | +62+1.0% | Added |
| Van Eck Associates Corp | 6,786 | $202.0K | 0.00% | +1,072+18.8% | Added |
| Cim Investment Mangement Inc | 6,868 | $205.0K | 0.06% | 00.0% | Unchanged |
| 6 Meridian | 6,925 | $206.0K | 0.02% | +233+3.5% | Added |
| CIBC World Markets Inc. | 7,576 | $226.0K | 0.00% | +7,576 | New |
| M&T Bank Corp | 7,705 | $229.0K | 0.00% | +7,705 | New |
| NJ State Employees Deferred Compensation Plan | 7,800 | $232.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 7,860 | $234.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 8,000 | $238.0K | 0.02% | +8,000 | New |
| Legacy Wealth Asset Management, LLC | 8,525 | $254.0K | 0.12% | −56−0.7% | Reduced |
| Mackenzie Financial Corp | 8,601 | $256.0K | 0.00% | +8,601 | New |
| Two Sigma Advisers, LP | 9,100 | $271.0K | 0.00% | +9,100 | New |
| Rafferty Asset Management, LLC | 9,152 | $273.0K | 0.00% | −2,027−18.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 9,519 | $283.0K | 0.02% | −2,224−18.9% | Reduced |
| Ci Investments Inc. | 9,513 | $283.0K | 0.00% | −46−0.5% | Reduced |
| DuPont Capital Management Corp | 9,648 | $287.0K | 0.01% | −1,365−12.4% | Reduced |
| Tower Research Capital LLC (TRC) | 10,015 | $299.0K | 0.01% | −23,736−70.3% | Reduced |
| Crossmark Global Holdings, Inc. | 10,900 | $325.0K | 0.01% | −60−0.5% | Reduced |
| Wolverine Trading, LLC | 10,844 | $331.0K | 0.01% | +10,844 | New |
| Stephens Inc | 11,411 | $340.0K | 0.01% | −1,463−11.4% | Reduced |
| Delta Asset Management LLC | 11,970 | $356.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,978 | $356.0K | 0.00% | +2,582+27.5% | Added |
| Eii Capital Management, Inc. | 12,080 | $360.0K | 0.17% | −759−5.9% | Reduced |
| Susquehanna International Group, LLP | 12,197 | $363.0K | 0.00% | −19,593−61.6% | Reduced |
| Nissay Asset Management Corp | 12,529 | $373.0K | 0.00% | +582+4.9% | Added |
| Securian Asset Management, Inc | 13,019 | $388.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,080 | $389.0K | 0.01% | +1,086+9.1% | Added |
| Fifth Third Bancorp | 13,295 | $396.0K | 0.00% | −81−0.6% | Reduced |
| Ontario Teachers Pension Plan Board | 13,807 | $411.0K | 0.00% | −14,218−50.7% | Reduced |
| Janus Henderson Group PLC | 14,107 | $420.0K | 0.00% | +14,107 | New |
| Texas Yale Capital Corp. | 14,135 | $421.0K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 14,368 | $428.0K | 0.01% | −354−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,787 | $440.0K | 0.00% | −48,316−76.6% | Reduced |
| TBH Global Asset Management, LLC | 15,200 | $453.0K | 0.11% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 17,175 | $511.0K | 0.04% | −3,595−17.3% | Reduced |
| LDR Capital Management LLC | 17,533 | $522.0K | 0.30% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,743 | $528.0K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 17,894 | $533.0K | 0.02% | +1,025+6.1% | Added |
| Exchange Traded Concepts, LLC | 18,645 | $555.0K | 0.01% | +2,204+13.4% | Added |