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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 12,140 | $234.7K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 11,985 | $231.7K | 0.01% | −6,530−35.3% | Reduced |
| Metropolitan Life Insurance Co | 11,734 | $226.8K | 0.01% | −48−0.4% | Reduced |
| Integrated Advisors Network LLC | 11,364 | $219.7K | 0.01% | +11,364 | New |
| Delta Asset Management LLC | 11,021 | $213.0K | 0.02% | −1,775−13.9% | Reduced |
| Intech Investment Management LLC | 10,950 | $211.7K | 0.00% | −1,279−10.5% | Reduced |
| NFP Retirement, Inc. | 10,832 | $209.4K | 0.04% | +10,832 | New |
| Hall Capital Management Co Inc | 10,750 | $207.8K | 0.12% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 10,462 | $202.2K | 0.01% | −69−0.7% | Reduced |
| Dakota Wealth Management | 10,374 | $200.5K | 0.01% | −185−1.8% | Reduced |
| Claro Advisors LLC | 10,335 | $199.8K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 10,320 | $199.5K | 0.02% | −478−4.4% | Reduced |
| Avantax Advisory Services, Inc. | 10,300 | $199.1K | 0.00% | +188+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,093 | $195.1K | 0.00% | +10,093 | New |
| Two Sigma Securities, LLC | 10,078 | $194.8K | 0.02% | +10,078 | New |
| Raymond James Trust N.A. | 10,023 | $194.0K | 0.01% | +10,023 | New |
| Spirit of America Management Corp | 10,000 | $193.3K | 0.04% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,000 | $193.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,510 | $183.8K | 0.02% | +3,474+57.6% | Added |
| Vestcor Inc | 9,027 | $174.0K | 0.01% | 00.0% | Unchanged |
| Kellner Capital, LLC | 8,800 | $170.0K | 0.24% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,146 | $157.0K | 0.01% | −28−0.3% | Reduced |
| James Investment Research Inc | 8,049 | $156.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 7,729 | $149.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,762 | $130.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,418 | $124.1K | 0.00% | +1,256+24.3% | Added |
| Signaturefd, LLC | 6,276 | $121.3K | 0.00% | +4,039+180.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,088 | $118.0K | 0.00% | −1,420−18.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,866 | $113.4K | 0.00% | +2,400+69.2% | Added |
| Beacon Capital Management, LLC | 5,834 | $112.8K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,793 | $112.0K | 0.03% | −580−9.1% | Reduced |
| Huntington National Bank | 5,359 | $103.6K | 0.00% | +252+4.9% | Added |
| Ostrum Asset Management | 5,068 | $98.0K | 0.01% | +5,068 | New |
| American State Bank (Iowa) | 4,633 | $89.6K | 0.07% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 3,190 | $61.7K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,828 | $54.7K | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,526 | $50.3K | 0.00% | +465+22.6% | Added |
| Whittier Trust Co | 2,558 | $49.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,491 | $48.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,492 | $48.0K | 0.00% | +690+38.3% | Added |
| Belpointe Asset Management LLC | 2,453 | $47.4K | 0.00% | +784+47.0% | Added |
| Parallel Advisors, LLC | 2,347 | $45.4K | 0.00% | +1,430+155.9% | Added |
| Anchor Investment Management, LLC | 2,300 | $44.5K | 0.01% | −600−20.7% | Reduced |
| Lazard Asset Management LLC | 2,265 | $43.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,163 | $42.0K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 2,047 | $39.6K | 0.08% | +2,047 | New |
| DB Wealth Management Group, LLC | 2,042 | $39.5K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 2,038 | $39.4K | 0.00% | −54−2.6% | Reduced |
| Harbour Investments, Inc. | 2,000 | $38.7K | 0.00% | 00.0% | Unchanged |
| Motco | 2,000 | $38.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,938 | $37.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,439 | $35.3K | 0.00% | −4,701−76.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,795 | $34.7K | 0.00% | +28+1.6% | Added |
| Sunbelt Securities, Inc. | 1,629 | $30.7K | 0.00% | +1,629 | New |
| Colonial Trust Co | 1,587 | $30.7K | 0.01% | −114−6.7% | Reduced |
| Citizens National Bank Trust Department | 1,543 | $29.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,406 | $27.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,241 | $24.0K | 0.00% | +300+31.9% | Added |
| TD Private Client Wealth LLC | 1,233 | $23.8K | 0.00% | +158+14.7% | Added |
| Pathway Financial Advisers, LLC | 1,107 | $21.4K | 0.01% | +18+1.7% | Added |
| Muzinich & Co., Inc. | 1,100 | $21.3K | 0.02% | −3,300−75.0% | Reduced |
| GWM Advisors LLC | 1,028 | $19.9K | 0.00% | −918−47.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 980 | $19.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 975 | $18.9K | 0.00% | +1+0.1% | 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 |
| Massmutual Trust Co FSB | 770 | $14.9K | 0.00% | +297+62.8% | Added |
| Register Financial Advisors LLC | 766 | $14.8K | 0.01% | +12+1.6% | Added |
| Accel Wealth Management | 700 | $13.5K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 687 | $13.3K | 0.00% | +11+1.6% | Added |
| AdvisorNet Financial, Inc | 686 | $13.3K | 0.00% | +6+0.9% | Added |
| Colonial Trust Advisors | 665 | $12.9K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 640 | $12.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 628 | $12.1K | 0.00% | −1,031−62.1% | Reduced |
| Riverview Trust Co | 625 | $12.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 623 | $12.0K | 0.00% | +229+58.1% | Added |
| BerganKDV Wealth Management, LLC | 551 | $10.7K | 0.00% | −71−11.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 520 | $10.1K | 0.00% | −1,904−78.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 550 | $10.0K | 0.00% | −400−42.1% | Reduced |
| Peregrine Capital Management LLC | 510 | $9.86K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 500 | $9.66K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 470 | $9.09K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 489 | $9.00K | 0.01% | −1,934−79.8% | Reduced |
| Heritage Wealth Advisors | 450 | $8.70K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 419 | $8.10K | 0.01% | +419 | New |
| Pinnacle Financial Partners Inc | 415 | $8.02K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 377 | $7.29K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 286 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 308 | $6.00K | 0.00% | +308 | New |
| Private Trust Co NA | 303 | $5.86K | 0.00% | +303 | New |
| Umb Bank N A | 300 | $5.80K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 241 | $4.66K | 0.00% | +241 | New |
| Pinnacle Bancorp, Inc. | 225 | $4.35K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 205 | $3.96K | 0.00% | +205 | New |
| TD Waterhouse Canada Inc. | 200 | $3.88K | 0.00% | +200 | New |
| Strategic Investment Solutions, Inc. | 197 | $3.81K | 0.00% | +197 | New |
| Twin Tree Management, LP | 191 | $3.69K | 0.00% | +191 | New |
| Farmers & Merchants Investments Inc | 165 | $3.19K | 0.00% | −14−7.8% | Reduced |
| Syverson Strege & Co | 114 | $2.20K | 0.00% | +114 | New |
| Oliver Lagore Vanvalin Investment Group | 113 | $2.18K | 0.00% | 00.0% | Unchanged |