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, Q4 2021
Institutional positions in Healthcare Realty Trust Inc as of Dec 31, 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
- 301
- +26 vs. Q3 2021
- Shares held
- 142.7M
- −2.07M (−1.4%) vs. Q3 2021
- Total value
- $4.51B
- +$202.2M (+4.7%) vs. Q3 2021
- New holders
- 47
- 125 more added
- Sold out
- 21
- 83 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 18 | $570 | 0.00% | +18 | New |
| Proequities, Inc. | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Snowden Capital Advisors LLC | 40 | $1.00K | 0.00% | +40 | New |
| Zullo Investment Group, Inc. | 34 | $1.00K | 0.00% | +34 | New |
| Glassman Wealth Services | 64 | $2.00K | 0.00% | −60−48.4% | Reduced |
| Lenox Wealth Advisors, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 63 | $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% | 00.0% | Unchanged |
| CWM, LLC | 60 | $2.00K | 0.00% | +60 | New |
| First Horizon Advisors, Inc. | 53 | $2.00K | 0.00% | +53 | New |
| Raffa Wealth Management, LLC | 72 | $2.40K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 101 | $3.00K | 0.00% | +101 | New |
| Farmers & Merchants Investments Inc | 130 | $4.00K | 0.00% | −965−88.1% | Reduced |
| Bessemer Group Inc | 135 | $4.00K | 0.00% | +135 | New |
| Exane Derivatives | 144 | $4.56K | 0.00% | +97+206.4% | Added |
| PSI Advisors, LLC | 170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 148 | $5.00K | 0.00% | +74+100.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 200 | $6.00K | 0.00% | −208−51.0% | Reduced |
| Reilly Financial Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 177 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 186 | $6.00K | 0.00% | +186 | New |
| NEXT Financial Group, Inc | 201 | $6.00K | 0.00% | +201 | New |
| Covestor Ltd | 188 | $6.00K | 0.01% | +188 | New |
| Northwestern Mutual Wealth Management Co | 207 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 213 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 228 | $7.00K | 0.01% | +228 | New |
| Gemmer Asset Management LLC | 266 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 260 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 295 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 305 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 300 | $9.00K | 0.00% | +300 | New |
| Private Capital Group, LLC | 319 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 377 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 377 | $12.0K | 0.00% | +377 | New |
| Heritage Wealth Advisors | 450 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 440 | $14.0K | 0.00% | +161+57.7% | Added |
| Simplex Trading, LLC | 447 | $14.0K | 0.00% | +334+295.6% | Added |
| Widmann Financial Services, Inc. | 500 | $15.0K | 0.01% | +500 | New |
| Investment Research & Advisory Group, Inc. | 500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 514 | $16.0K | 0.00% | +259+101.6% | Added |
| Spire Wealth Management | 500 | $16.0K | 0.00% | +500 | New |
| IFP Advisors, Inc | 509 | $17.0K | 0.00% | +9+1.8% | Added |
| Pinnacle Bancorp, Inc. | 725 | $23.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 758 | $24.0K | 0.01% | +758 | New |
| American Portfolios Advisors | 814 | $25.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 817 | $26.0K | 0.00% | +384+88.7% | Added |
| Thompson Siegel & Walmsley LLC | 1,086 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,151 | $36.0K | 0.00% | −8,362−87.9% | Reduced |
| Capital Analysts, LLC | 1,389 | $44.0K | 0.00% | +9+0.7% | Added |
| Rockefeller Capital Management L.P. | 1,597 | $50.0K | 0.00% | −94−5.6% | Reduced |
| Confluence Wealth Services, Inc. | 1,639 | $51.0K | 0.02% | +1,639 | New |
| Steward Partners Investment Advisory, LLC | 2,020 | $64.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 2,802 | $89.0K | 0.00% | −101−3.5% | Reduced |
| Anchor Investment Management, LLC | 2,900 | $91.8K | 0.01% | −103−3.4% | Reduced |
| FourThought Financial, LLC | 2,979 | $94.0K | 0.01% | +384+14.8% | Added |
| Whittier Trust Co | 2,975 | $94.0K | 0.00% | +2,050+221.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,049 | $97.0K | 0.00% | +53+1.8% | Added |
| Point72 Hong Kong Ltd | 3,156 | $100.0K | 0.01% | +2,983+1,724.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 3,755 | $119.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,633 | $146.6K | 0.10% | 00.0% | Unchanged |
| Huntington National Bank | 5,245 | $166.0K | 0.00% | +228+4.5% | Added |
| Panagora Asset Management Inc | 6,329 | $200.0K | 0.00% | −167,346−96.4% | Reduced |
| Cornerstone Investment Partners, LLC | 6,402 | $203.0K | 0.01% | +6,402 | New |
| Brinker Capital Investments, LLC | 6,635 | $210.0K | 0.00% | +6,635 | New |
| Cim Investment Mangement Inc | 6,868 | $217.0K | 0.06% | 00.0% | Unchanged |
| 6 Meridian | 6,964 | $220.0K | 0.02% | +39+0.6% | Added |
| Castleview Partners, LLC | 7,625 | $241.0K | 0.00% | +7,625 | New |
| Rafferty Asset Management, LLC | 7,813 | $247.0K | 0.00% | −1,339−14.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,800 | $247.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 7,860 | $249.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,904 | $250.0K | 0.00% | +1,710+27.6% | Added |
| The PNC Financial Services Group, Inc. | 7,922 | $250.0K | 0.00% | +1,921+32.0% | Added |
| James Investment Research Inc | 8,000 | $253.0K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,212 | $260.0K | 0.00% | −389−4.5% | Reduced |
| Pearl River Capital, LLC | 8,325 | $263.0K | 0.07% | +8,325 | New |
| Gsa Capital Partners LLP | 8,356 | $264.0K | 0.03% | +8,356 | New |
| Legacy Wealth Asset Management, LLC | 8,678 | $275.0K | 0.09% | +153+1.8% | Added |
| Neo Ivy Capital Management | 9,564 | $303.0K | 0.43% | +6,182+182.8% | Added |
| Engineers Gate Manager LP | 9,738 | $308.0K | 0.01% | +9,738 | New |
| M&T Bank Corp | 10,029 | $317.0K | 0.00% | +2,324+30.2% | Added |
| CIBC World Markets Inc. | 10,222 | $323.0K | 0.00% | +2,646+34.9% | Added |
| Lockheed Martin Investment Management Co | 10,855 | $343.0K | 0.02% | +10,855 | New |
| Stephens Inc | 11,362 | $359.0K | 0.01% | −49−0.4% | Reduced |
| Two Sigma Advisers, LP | 11,400 | $361.0K | 0.00% | +2,300+25.3% | Added |
| NexWave Capital Partners LLC | 11,420 | $361.0K | 0.84% | +11,420 | New |
| Van Eck Associates Corp | 11,484 | $363.0K | 0.00% | +4,698+69.2% | Added |
| B. Riley Wealth Management, Inc. | 11,530 | $365.0K | 0.03% | −5,645−32.9% | Reduced |
| Delta Asset Management LLC | 11,720 | $371.0K | 0.03% | −250−2.1% | Reduced |
| Fifth Third Bancorp | 12,043 | $381.0K | 0.00% | −1,252−9.4% | Reduced |
| Tower Research Capital LLC (TRC) | 12,206 | $386.0K | 0.01% | +2,191+21.9% | Added |
| Wolverine Trading, LLC | 12,243 | $391.0K | 0.01% | +1,399+12.9% | Added |