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, Q1 2023
Institutional positions in Healthcare Realty Trust Inc as of Mar 31, 2023. 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
- 422
- +10 vs. Q4 2022
- Shares held
- 396.4M
- +10.5M (+2.7%) vs. Q4 2022
- Total value
- $7.66B
- +$217.5M (+2.9%) vs. Q4 2022
- New holders
- 52
- 160 more added
- Sold out
- 42
- 137 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Ridgewood Investments LLC | 1 | $13 | 0.00% | +1 | New |
| Glassman Wealth Services | 5 | $97 | 0.00% | −6−54.5% | Reduced |
| JJJ Advisors Inc. | 15 | $293 | 0.00% | −125−89.3% | Reduced |
| Zions Bancorporation, N.A. | 16 | $309 | 0.00% | +16 | New |
| Versant Capital Management, Inc | 17 | $321 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $599 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $658 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 35 | $677 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 35 | $677 | 0.00% | +35 | New |
| EverSource Wealth Advisors, LLC | 41 | $793 | 0.00% | +41 | New |
| Financial Management Professionals, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 53 | $1.02K | 0.00% | +53 | New |
| Piershale Financial Group, Inc. | 54 | $1.04K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 62 | $1.20K | 0.00% | +62 | New |
| Salem Investment Counselors Inc | 90 | $1.74K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 93 | $1.80K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $1.88K | 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 |
| Syverson Strege & Co | 114 | $2.20K | 0.00% | +114 | New |
| Farmers & Merchants Investments Inc | 165 | $3.19K | 0.00% | −14−7.8% | Reduced |
| Twin Tree Management, LP | 191 | $3.69K | 0.00% | +191 | New |
| Strategic Investment Solutions, Inc. | 197 | $3.81K | 0.00% | +197 | New |
| TD Waterhouse Canada Inc. | 200 | $3.88K | 0.00% | +200 | New |
| WealthPLAN Partners, LLC | 205 | $3.96K | 0.00% | +205 | New |
| Pinnacle Bancorp, Inc. | 225 | $4.35K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 241 | $4.66K | 0.00% | +241 | New |
| Umb Bank N A | 300 | $5.80K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 303 | $5.86K | 0.00% | +303 | New |
| Baldrige Asset Management LLC | 286 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 308 | $6.00K | 0.00% | +308 | New |
| Mark Sheptoff Financial Planning, LLC | 377 | $7.29K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 415 | $8.02K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 419 | $8.10K | 0.01% | +419 | New |
| Heritage Wealth Advisors | 450 | $8.70K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 489 | $9.00K | 0.01% | −1,934−79.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 470 | $9.09K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 500 | $9.66K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 510 | $9.86K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 550 | $10.0K | 0.00% | −400−42.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 520 | $10.1K | 0.00% | −1,904−78.5% | Reduced |
| BerganKDV Wealth Management, LLC | 551 | $10.7K | 0.00% | −71−11.4% | Reduced |
| Lindbrook Capital, LLC | 623 | $12.0K | 0.00% | +229+58.1% | Added |
| Riverview Trust Co | 625 | $12.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 628 | $12.1K | 0.00% | −1,031−62.1% | Reduced |
| Credential Qtrade Securities Inc. | 640 | $12.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 665 | $12.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 686 | $13.3K | 0.00% | +6+0.9% | Added |
| Gradient Investments LLC | 687 | $13.3K | 0.00% | +11+1.6% | Added |
| Accel Wealth Management | 700 | $13.5K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 766 | $14.8K | 0.01% | +12+1.6% | Added |
| Massmutual Trust Co FSB | 770 | $14.9K | 0.00% | +297+62.8% | Added |
| Capital Analysts, LLC | 804 | $16.0K | 0.00% | −126−13.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 815 | $16.0K | 0.00% | −85−9.4% | Reduced |
| McIlrath & Eck, LLC | 975 | $18.9K | 0.00% | +1+0.1% | Added |
| RE Dickinson Investment Advisors, LLC | 980 | $19.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,028 | $19.9K | 0.00% | −918−47.2% | Reduced |
| Muzinich & Co., Inc. | 1,100 | $21.3K | 0.02% | −3,300−75.0% | Reduced |
| Pathway Financial Advisers, LLC | 1,107 | $21.4K | 0.01% | +18+1.7% | Added |
| TD Private Client Wealth LLC | 1,233 | $23.8K | 0.00% | +158+14.7% | Added |
| First Horizon Advisors, Inc. | 1,241 | $24.0K | 0.00% | +300+31.9% | Added |
| Prestige Wealth Management Group LLC | 1,406 | $27.2K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $29.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,587 | $30.7K | 0.01% | −114−6.7% | Reduced |
| Sunbelt Securities, Inc. | 1,629 | $30.7K | 0.00% | +1,629 | New |
| Cullen/Frost Bankers, Inc. | 1,795 | $34.7K | 0.00% | +28+1.6% | Added |
| IFP Advisors, Inc | 1,439 | $35.3K | 0.00% | −4,701−76.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,938 | $37.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,000 | $38.7K | 0.00% | 00.0% | Unchanged |
| Motco | 2,000 | $38.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,038 | $39.4K | 0.00% | −54−2.6% | Reduced |
| DB Wealth Management Group, LLC | 2,042 | $39.5K | 0.02% | 00.0% | Unchanged |
| Kalos Management, Inc. | 2,047 | $39.6K | 0.08% | +2,047 | New |
| Vestor Capital, LLC | 2,163 | $42.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,265 | $43.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,300 | $44.5K | 0.01% | −600−20.7% | Reduced |
| Parallel Advisors, LLC | 2,347 | $45.4K | 0.00% | +1,430+155.9% | Added |
| Belpointe Asset Management LLC | 2,453 | $47.4K | 0.00% | +784+47.0% | Added |
| Ronald Blue Trust, Inc. | 2,492 | $48.0K | 0.00% | +690+38.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,491 | $48.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,558 | $49.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,526 | $50.3K | 0.00% | +465+22.6% | Added |
| Johnson Midwest Financial, LLC | 2,828 | $54.7K | 0.08% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 3,190 | $61.7K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,633 | $89.6K | 0.07% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,068 | $98.0K | 0.01% | +5,068 | New |
| Huntington National Bank | 5,359 | $103.6K | 0.00% | +252+4.9% | Added |
| ICA Group Wealth Management, LLC | 5,793 | $112.0K | 0.03% | −580−9.1% | Reduced |
| Beacon Capital Management, LLC | 5,834 | $112.8K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,866 | $113.4K | 0.00% | +2,400+69.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,088 | $118.0K | 0.00% | −1,420−18.9% | Reduced |
| Signaturefd, LLC | 6,276 | $121.3K | 0.00% | +4,039+180.6% | Added |
| Advisory Services Network, LLC | 6,418 | $124.1K | 0.00% | +1,256+24.3% | Added |
| Whittier Trust Co of Nevada Inc | 6,762 | $130.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 7,729 | $149.0K | 0.06% | 00.0% | Unchanged |
| James Investment Research Inc | 8,049 | $156.0K | 0.02% | 00.0% | Unchanged |