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, Q3 2023
Institutional positions in Healthcare Realty Trust Inc as of Sep 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
- 398
- −2 vs. Q2 2023
- Shares held
- 388.3M
- −2.66M (−0.7%) vs. Q2 2023
- Total value
- $5.93B
- −$1.45B (−19.6%) vs. Q2 2023
- New holders
- 48
- 150 more added
- Sold out
- 50
- 136 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Group, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $230 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $260 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $473 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 33 | $503 | 0.00% | −925−96.6% | Reduced |
| Earnest Partners LLC | 35 | $534 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 43 | $657 | 0.00% | +43 | New |
| Baker Avenue Asset Management, LP | 46 | $702 | 0.00% | +46 | New |
| Ronald Blue Trust, Inc. | 56 | $1.00K | 0.00% | +56 | New |
| Lee Financial Co | 90 | $1.38K | 0.00% | +90 | New |
| Glassman Wealth Services | 93 | $1.42K | 0.00% | −5−5.1% | Reduced |
| Investors Research Corp | 97 | $1.48K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 123 | $1.88K | 0.00% | +123 | New |
| Parkside Financial Bank & Trust | 154 | $2.35K | 0.00% | +120+352.9% | Added |
| Farmers & Merchants Investments Inc | 165 | $2.52K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.05K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $3.05K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $3.44K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 241 | $3.68K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 242 | $3.69K | 0.00% | −170−41.3% | Reduced |
| NBC Securities, Inc. | 290 | $4.00K | 0.00% | +290 | New |
| Umb Bank N A | 300 | $4.58K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 308 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 393 | $6.00K | 0.00% | +342+670.6% | Added |
| Heritage Wealth Advisors | 450 | $6.87K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 430 | $7.00K | 0.01% | −35−7.5% | Reduced |
| Peregrine Capital Management LLC | 510 | $7.79K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 530 | $8.09K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 567 | $8.66K | 0.00% | +30+5.6% | Added |
| Ci Investments Inc. | 577 | $9.00K | 0.00% | +45+8.5% | Added |
| Credential Qtrade Securities Inc. | 640 | $9.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 665 | $10.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $10.7K | 0.00% | +7+1.0% | Added |
| Gradient Investments LLC | 710 | $10.8K | 0.00% | +12+1.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 783 | $12.0K | 0.00% | −750−48.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 815 | $12.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 793 | $12.1K | 0.01% | +14+1.8% | Added |
| Anchor Investment Management, LLC | 800 | $12.2K | 0.00% | −500−38.5% | Reduced |
| Capital Analysts, LLC | 823 | $13.0K | 0.00% | +10+1.2% | Added |
| Lindbrook Capital, LLC | 900 | $13.7K | 0.00% | +613+213.6% | Added |
| McIlrath & Eck, LLC | 978 | $14.9K | 0.00% | +1+0.1% | Added |
| RE Dickinson Investment Advisors, LLC | 980 | $15.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,084 | $16.6K | 0.00% | −500−31.6% | Reduced |
| Muzinich & Co., Inc. | 1,100 | $16.8K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,146 | $17.5K | 0.01% | +1,146 | New |
| Quent Capital, LLC | 1,311 | $20.0K | 0.00% | +1,311 | New |
| Stonebridge Capital Advisors LLC | 1,356 | $20.7K | 0.00% | +1,356 | New |
| Prestige Wealth Management Group LLC | 1,426 | $21.8K | 0.01% | +20+1.4% | Added |
| Allworth Financial LP | 1,447 | $22.1K | 0.00% | −175−10.8% | Reduced |
| IFP Advisors, Inc | 1,453 | $22.2K | 0.00% | +8+0.6% | Added |
| Citizens National Bank Trust Department | 1,543 | $23.6K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,571 | $24.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,629 | $24.9K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,668 | $25.5K | 0.02% | +1,668 | New |
| Massmutual Trust Co FSB | 1,716 | $26.2K | 0.00% | +946+122.9% | Added |
| Proequities, Inc. | 1,858 | $28.4K | 0.00% | −6−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,859 | $28.4K | 0.00% | +34+1.9% | Added |
| Harvest Fund Management Co., Ltd | 1,938 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,000 | $30.5K | 0.00% | 00.0% | Unchanged |
| Motco | 2,000 | $30.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,105 | $32.1K | 0.00% | −2,861−57.6% | Reduced |
| Parallel Advisors, LLC | 2,175 | $33.2K | 0.00% | +604+38.4% | Added |
| Legacy Financial Group LLC | 2,238 | $34.2K | 0.01% | +2,238 | New |
| Steward Partners Investment Advisory, LLC | 2,498 | $38.1K | 0.00% | +7+0.3% | Added |
| Walleye Trading LLC | 2,599 | $39.7K | 0.00% | +2,599 | New |
| Northwestern Mutual Wealth Management Co | 2,628 | $40.1K | 0.00% | +366+16.2% | Added |
| Johnson Midwest Financial, LLC | 2,828 | $43.2K | 0.10% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 3,190 | $48.7K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,460 | $52.8K | 0.01% | +3,460 | New |
| American State Bank (Iowa) | 4,137 | $63.2K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,797 | $72.2K | 0.00% | +2,242+87.7% | Added |
| Huntington National Bank | 4,873 | $74.4K | 0.00% | −70−1.4% | Reduced |
| Strategic Investment Solutions, Inc. | 4,137 | $80.0K | 0.00% | +3,940+2,000.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,637 | $101.3K | 0.04% | +6,637 | New |
| Whittier Trust Co of Nevada Inc | 6,762 | $103.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,834 | $110.0K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,341 | $112.1K | 0.00% | −225,352−96.8% | Reduced |
| Vestcor Inc | 9,035 | $138.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,715 | $148.3K | 0.01% | +4,049+71.5% | Added |
| Spirit of America Management Corp | 10,000 | $152.7K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,087 | $154.0K | 0.00% | −1,905−15.9% | Reduced |
| Capital Investment Advisory Services, LLC | 10,320 | $157.6K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,322 | $157.6K | 0.01% | −1,156−10.1% | Reduced |
| Atria Wealth Solutions, Inc. | 10,340 | $157.9K | 0.00% | +48+0.5% | Added |
| Avantax Advisory Services, Inc. | 10,483 | $160.1K | 0.00% | +84+0.8% | Added |
| Engineers Gate Manager LP | 10,503 | $160.4K | 0.01% | −17,834−62.9% | Reduced |
| Delta Asset Management LLC | 10,596 | $161.8K | 0.02% | −425−3.9% | Reduced |
| Virtus ETF Advisers LLC | 10,642 | $162.5K | 0.10% | −1,323−11.1% | Reduced |
| Hall Capital Management Co Inc | 10,750 | $164.2K | 0.11% | 00.0% | Unchanged |
| APG Asset Management N.V. | 11,100 | $169.5K | 0.00% | +11,100 | New |
| Advisor Partners II, LLC | 11,186 | $170.8K | 0.01% | +11,186 | New |
| Gilman Hill Asset Management, LLC | 11,375 | $173.7K | 0.03% | +11,375 | New |
| Atom Investors LP | 11,557 | $176.5K | 0.04% | +11,557 | New |
| Metropolitan Life Insurance Co | 11,696 | $178.6K | 0.01% | +63+0.5% | Added |
| Cim Investment Mangement Inc | 12,168 | $185.8K | 0.07% | 00.0% | Unchanged |
| JB Capital LLC | 12,256 | $187.2K | 0.02% | −1,376−10.1% | Reduced |
| Wolverine Trading, LLC | 12,390 | $189.2K | 0.00% | −10,413−45.7% | Reduced |
| RDA Financial Network | 12,562 | $191.8K | 0.08% | −175−1.4% | Reduced |