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; 462 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 2022
Institutional positions in Healthcare Realty Trust Inc as of Dec 31, 2022. 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
- 424
- +33 vs. Q3 2022
- Shares held
- 386.8M
- +10.0M (+2.7%) vs. Q3 2022
- Total value
- $7.46B
- −$401.4M (−5.1%) vs. Q3 2022
- New holders
- 81
- 150 more added
- Sold out
- 48
- 141 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | 462 | $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 2022
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 21 | $0 | 0.00% | −1,996−99.0% | Reduced |
| Retirement Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Glassman Wealth Services | 11 | $212 | 0.00% | −162−93.6% | Reduced |
| Versant Capital Management, Inc | 17 | $328 | 0.00% | +17 | New |
| Private Advisor Group, LLC | 23,089 | $445 | 0.00% | −9,925−30.1% | Reduced |
| Raffa Wealth Management, LLC | 31 | $597 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $655 | 0.00% | +16+88.9% | Added |
| Earnest Partners LLC | 35 | $674 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Piershale Financial Group, Inc. | 54 | $1.04K | 0.00% | +54 | New |
| Salem Investment Counselors Inc | 90 | $1.73K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 93 | $1.79K | 0.00% | +93 | New |
| Investors Research Corp | 97 | $1.87K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 113 | $2.18K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 119 | $2.29K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 127 | $2.45K | 0.00% | +127 | New |
| JJJ Advisors Inc. | 140 | $2.95K | 0.00% | +140 | New |
| Farmers & Merchants Investments Inc | 179 | $3.45K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.85K | 0.00% | +200 | New |
| Pinnacle Bancorp, Inc. | 225 | $4.00K | 0.00% | +225 | New |
| Kelly Financial Services LLC | 275 | $5.30K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 280 | $5.40K | 0.00% | +280 | New |
| Cubist Systematic Strategies, LLC | 303 | $5.84K | 0.00% | +303 | New |
| Umb Bank N A | 300 | $6.00K | 0.00% | +300 | New |
| Baldrige Asset Management LLC | 286 | $6.00K | 0.00% | +286 | New |
| Mark Sheptoff Financial Planning, LLC | 377 | $7.26K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $7.59K | 0.00% | +256+185.5% | Added |
| Pinnacle Financial Partners Inc | 415 | $8.00K | 0.00% | +415 | New |
| Comerica Securities,inc. | 420 | $8.09K | 0.00% | +420 | New |
| Heritage Wealth Advisors | 450 | $8.67K | 0.00% | −200−30.8% | Reduced |
| Massmutual Trust Co FSB | 473 | $9.00K | 0.00% | +109+29.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 470 | $9.06K | 0.01% | +470 | New |
| Creative Financial Designs Inc | 473 | $9.12K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 500 | $9.63K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 500 | $9.63K | 0.00% | +500 | New |
| McElhenny Sheffield Capital Management, LLC | 500 | $9.63K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 500 | $9.63K | 0.00% | +500 | New |
| Peregrine Capital Management LLC | 510 | $10.0K | 0.00% | +510 | New |
| Bessemer Group Inc | 581 | $11.0K | 0.00% | −774−57.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 579 | $11.2K | 0.00% | +579 | New |
| GWM Advisors LLC | 1,946 | $11.7K | 0.00% | +1,946 | New |
| BerganKDV Wealth Management, LLC | 622 | $12.0K | 0.00% | +28+4.7% | Added |
| Riverview Trust Co | 625 | $12.0K | 0.01% | +625 | New |
| Credential Qtrade Securities Inc. | 640 | $12.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 665 | $12.8K | 0.00% | +665 | New |
| Gradient Investments LLC | 676 | $13.0K | 0.00% | +10+1.5% | Added |
| AdvisorNet Financial, Inc | 680 | $13.1K | 0.00% | +6+0.9% | Added |
| Accel Wealth Management | 700 | $13.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 700 | $13.5K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 750 | $14.5K | 0.02% | +750 | New |
| Register Financial Advisors LLC | 754 | $14.5K | 0.01% | +754 | New |
| Thompson Siegel & Walmsley LLC | 900 | $17.0K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 830 | $17.0K | 0.01% | +830 | New |
| Parallel Advisors, LLC | 917 | $17.7K | 0.00% | +445+94.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 950 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 930 | $18.0K | 0.00% | +8+0.9% | Added |
| First Horizon Advisors, Inc. | 941 | $18.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 974 | $18.8K | 0.00% | +225+30.0% | Added |
| RE Dickinson Investment Advisors, LLC | 980 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,075 | $20.7K | 0.00% | +216+25.1% | Added |
| Pathway Financial Advisers, LLC | 1,089 | $21.0K | 0.01% | +1,089 | New |
| Toronto Dominion Bank | 1,126 | $22.0K | 0.00% | −880−43.9% | Reduced |
| Walleye Trading LLC | 1,344 | $25.9K | 0.00% | −3,476−72.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,406 | $27.1K | 0.01% | −246−14.9% | Reduced |
| Citizens National Bank Trust Department | 1,543 | $30.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,659 | $32.0K | 0.00% | +147+9.7% | Added |
| Belpointe Asset Management LLC | 1,669 | $32.2K | 0.00% | +1,669 | New |
| Colonial Trust Co | 1,701 | $32.8K | 0.01% | +1,701 | New |
| Cullen/Frost Bankers, Inc. | 1,767 | $34.0K | 0.00% | +1,767 | New |
| Harvest Fund Management Co., Ltd | 1,938 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,802 | $37.0K | 0.00% | +925+105.5% | Added |
| Motco | 2,000 | $38.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,000 | $38.5K | 0.00% | +2,000 | New |
| DB Wealth Management Group, LLC | 2,042 | $39.3K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,061 | $39.7K | 0.00% | −79−3.7% | Reduced |
| Proequities, Inc. | 2,092 | $40.3K | 0.00% | −739−26.1% | Reduced |
| Vestor Capital, LLC | 2,163 | $42.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,265 | $43.0K | 0.00% | −12,343−84.5% | Reduced |
| Signaturefd, LLC | 2,237 | $43.1K | 0.00% | +1,489+199.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,424 | $46.7K | 0.00% | +1,909+370.7% | Added |
| Covestor Ltd | 2,423 | $47.0K | 0.04% | −641−20.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,491 | $48.0K | 0.00% | +4+0.2% | Added |
| Whittier Trust Co | 2,558 | $49.3K | 0.00% | −1,305−33.8% | Reduced |
| Johnson Midwest Financial, LLC | 2,828 | $54.0K | 0.20% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,900 | $55.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,998 | $57.8K | 0.02% | −53−1.7% | Reduced |
| Canton Hathaway, LLC | 3,000 | $58.0K | 0.02% | −3,000−50.0% | Reduced |
| Storebrand Asset Management AS | 3,190 | $61.5K | 0.00% | −11,277−77.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,466 | $66.8K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 4,400 | $84.8K | 0.07% | +3,553+419.5% | Added |
| American State Bank (Iowa) | 4,633 | $89.3K | 0.07% | 00.0% | Unchanged |
| Seeyond | 4,830 | $93.1K | 0.01% | −44,072−90.1% | Reduced |
| Huntington National Bank | 5,107 | $98.4K | 0.00% | +144+2.9% | Added |
| Advisory Services Network, LLC | 5,162 | $99.5K | 0.00% | +5,162 | New |
| Beacon Capital Management, LLC | 5,834 | $112.4K | 0.04% | +5,834 | New |
| Quadrant Capital Group LLC | 6,036 | $116.3K | 0.01% | +2,218+58.1% | Added |
| ICA Group Wealth Management, LLC | 6,373 | $122.8K | 0.03% | −16,606−72.3% | Reduced |
| Rockefeller Capital Management L.P. | 6,478 | $124.0K | 0.00% | −1,846−22.2% | Reduced |