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, Q2 2023
Institutional positions in Healthcare Realty Trust Inc as of Jun 30, 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
- 404
- −12 vs. Q1 2023
- Shares held
- 391.3M
- −4.96M (−1.3%) vs. Q1 2023
- Total value
- $7.38B
- −$270.1M (−3.5%) vs. Q1 2023
- New holders
- 34
- 146 more added
- Sold out
- 46
- 148 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $283 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $321 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $585 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $642 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 35 | $660 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 51 | $962 | 0.00% | +10+24.4% | Added |
| Financial Management Professionals, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 54 | $1.02K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 91 | $1.72K | 0.00% | −1,142−92.6% | Reduced |
| Investors Research Corp | 97 | $1.83K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 98 | $1.85K | 0.00% | +93+1,860.0% | Added |
| HM Payson & Co | 100 | $1.89K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.89K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $1.89K | 0.00% | +100 | New |
| Private Trust Co NA | 144 | $2.72K | 0.00% | −159−52.5% | Reduced |
| Farmers & Merchants Investments Inc | 165 | $3.11K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 197 | $3.71K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.77K | 0.00% | +200 | New |
| Hexagon Capital Partners LLC | 200 | $3.77K | 0.00% | +200 | New |
| Pinnacle Bancorp, Inc. | 225 | $4.24K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 241 | $4.54K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 287 | $5.41K | 0.00% | −336−53.9% | Reduced |
| Umb Bank N A | 300 | $5.66K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 308 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 303 | $6.00K | 0.00% | +303 | New |
| Mark Sheptoff Financial Planning, LLC | 377 | $7.11K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 412 | $7.77K | 0.00% | +396+2,475.0% | Added |
| Pinnacle Financial Partners Inc | 415 | $7.83K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $8.00K | 0.00% | −100−18.2% | Reduced |
| Heritage Wealth Advisors | 450 | $8.49K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 465 | $9.00K | 0.01% | −24−4.9% | Reduced |
| Peregrine Capital Management LLC | 510 | $9.62K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 530 | $10.0K | 0.01% | +530 | New |
| Ci Investments Inc. | 532 | $10.0K | 0.00% | +511+2,433.3% | Added |
| BerganKDV Wealth Management, LLC | 533 | $10.1K | 0.00% | −18−3.3% | Reduced |
| Farther Finance Advisors, LLC | 537 | $10.1K | 0.00% | +37+7.4% | Added |
| Riverview Trust Co | 625 | $11.8K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 640 | $12.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 665 | $12.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 693 | $13.1K | 0.00% | +7+1.0% | Added |
| Gradient Investments LLC | 698 | $13.2K | 0.00% | +11+1.6% | Added |
| Massmutual Trust Co FSB | 770 | $14.5K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 779 | $14.7K | 0.01% | +13+1.7% | Added |
| Thompson Siegel & Walmsley LLC | 815 | $15.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 813 | $15.0K | 0.00% | +9+1.1% | Added |
| RE Dickinson Investment Advisors, LLC | 980 | $18.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 958 | $18.1K | 0.00% | −1,600−62.5% | Reduced |
| McIlrath & Eck, LLC | 977 | $18.4K | 0.00% | +2+0.2% | Added |
| Muzinich & Co., Inc. | 1,100 | $20.7K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,295 | $24.4K | 0.00% | +1,295 | New |
| Anchor Investment Management, LLC | 1,300 | $24.5K | 0.00% | −1,000−43.5% | Reduced |
| Cubist Systematic Strategies, LLC | 1,400 | $26.4K | 0.00% | +1,400 | New |
| Prestige Wealth Management Group LLC | 1,406 | $26.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,533 | $28.9K | 0.01% | +1,420+1,256.6% | Added |
| Citizens National Bank Trust Department | 1,543 | $29.1K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,571 | $29.6K | 0.02% | −471−23.1% | Reduced |
| Parallel Advisors, LLC | 1,571 | $29.6K | 0.00% | −776−33.1% | Reduced |
| Colonial Trust Co | 1,584 | $29.9K | 0.01% | −3−0.2% | Reduced |
| Allworth Financial LP | 1,622 | $30.6K | 0.00% | +994+158.3% | Added |
| Sunbelt Securities, Inc. | 1,629 | $30.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,825 | $34.4K | 0.00% | +30+1.7% | Added |
| Proequities, Inc. | 1,864 | $35.2K | 0.00% | −174−8.5% | Reduced |
| IFP Advisors, Inc | 1,445 | $35.4K | 0.00% | +6+0.4% | Added |
| Harvest Fund Management Co., Ltd | 1,938 | $37.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,993 | $37.6K | 0.01% | −3,800−65.6% | Reduced |
| Harbour Investments, Inc. | 2,000 | $37.7K | 0.00% | 00.0% | Unchanged |
| Motco | 2,000 | $37.7K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,163 | $41.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,262 | $42.7K | 0.00% | +1,742+335.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,491 | $47.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,555 | $48.2K | 0.00% | +29+1.1% | Added |
| Johnson Midwest Financial, LLC | 2,828 | $53.3K | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 3,190 | $60.2K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,137 | $78.0K | 0.05% | −496−10.7% | Reduced |
| Huntington National Bank | 4,943 | $93.2K | 0.00% | −416−7.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,966 | $93.7K | 0.00% | −900−15.3% | Reduced |
| Ostrum Asset Management | 5,072 | $95.7K | 0.01% | +4+0.1% | Added |
| Rockefeller Capital Management L.P. | 5,475 | $103.3K | 0.00% | +5,475 | New |
| Quadrant Capital Group LLC | 5,666 | $106.9K | 0.01% | −3,844−40.4% | Reduced |
| Beacon Capital Management, LLC | 5,834 | $110.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,399 | $120.7K | 0.00% | +123+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 6,762 | $127.5K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 9,035 | $170.0K | 0.01% | +8+0.1% | Added |
| Ameritas Advisory Services, LLC | 10,079 | $188.5K | 0.02% | −2,281−18.5% | Reduced |
| Spirit of America Management Corp | 10,000 | $188.6K | 0.04% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,000 | $188.6K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,292 | $194.1K | 0.00% | +10,292 | New |
| Capital Investment Advisory Services, LLC | 10,320 | $194.6K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,357 | $195.3K | 0.05% | +22+0.2% | Added |
| Avantax Advisory Services, Inc. | 10,399 | $196.1K | 0.00% | +99+1.0% | Added |
| Independent Financial Group, LLC | 10,631 | $200.5K | 0.01% | +10,631 | New |
| Hall Capital Management Co Inc | 10,750 | $202.7K | 0.11% | 00.0% | Unchanged |
| Delta Asset Management LLC | 11,021 | $207.9K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 11,224 | $211.7K | 0.04% | +392+3.6% | Added |
| Profund Advisors LLC | 11,478 | $216.5K | 0.01% | −2,185−16.0% | Reduced |
| Metropolitan Life Insurance Co | 11,633 | $219.4K | 0.01% | −101−0.9% | Reduced |
| Virtus ETF Advisers LLC | 11,965 | $225.7K | 0.13% | −3,814−24.2% | Reduced |
| Peapack Gladstone Financial Corp | 11,992 | $226.0K | 0.00% | −2,400−16.7% | Reduced |