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, 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 | 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, 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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 12,736 | $194.5K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,831 | $195.9K | 0.00% | +12,831 | New |
| Alberta Investment Management Corp | 12,900 | $197.0K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,982 | $198.2K | 0.01% | +567+4.6% | Added |
| Jump Financial, LLC | 13,000 | $198.5K | 0.01% | −5,236−28.7% | Reduced |
| Bartlett & Co. LLC | 13,122 | $200.0K | 0.00% | +20.0% | Added |
| Baldwin Brothers Inc | 13,100 | $200.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,122 | $200.4K | 0.00% | +20.0% | Added |
| Davenport & Co LLC | 13,315 | $203.1K | 0.00% | −2,132−13.8% | Reduced |
| Sigma Planning Corp | 13,453 | $205.4K | 0.01% | −4,009−23.0% | Reduced |
| CWM, LLC | 13,610 | $208.0K | 0.00% | −5,729−29.6% | Reduced |
| Signaturefd, LLC | 13,679 | $208.9K | 0.01% | +7,280+113.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,409 | $220.0K | 0.01% | 00.0% | Unchanged |
| Archetype Wealth Partners | 14,612 | $223.0K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 14,618 | $223.2K | 0.13% | +14,618 | New |
| Focus Financial Network, Inc. | 14,821 | $226.3K | 0.01% | −2,848−16.1% | Reduced |
| Van Hulzen Asset Management, LLC | 14,955 | $228.0K | 0.02% | +70+0.5% | Added |
| Financial Management Network Inc | 15,188 | $228.4K | 0.08% | +104+0.7% | Added |
| Alps Advisors Inc | 15,492 | $236.6K | 0.00% | −1,583−9.3% | Reduced |
| Sonora Investment Management Group, LLC | 16,003 | $244.4K | 0.02% | −575−3.5% | Reduced |
| Panagora Asset Management Inc | 16,136 | $246.4K | 0.00% | +3,900+31.9% | Added |
| Tredje AP-fonden | 16,382 | $250.2K | 0.00% | −53,268−76.5% | Reduced |
| Mastrapasqua Asset Management Inc | 16,690 | $254.9K | 0.03% | +714+4.5% | Added |
| Greenland Capital Management LP | 17,000 | $259.6K | 0.03% | −98,000−85.2% | Reduced |
| Commerzbank Aktiengesellschaft | 17,500 | $268.0K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 17,668 | $269.8K | 0.05% | +128+0.7% | Added |
| Shelton Capital Management | 17,671 | $269.8K | 0.01% | −1,091−5.8% | Reduced |
| CX Institutional | 17,671 | $269.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 17,866 | $272.8K | 0.00% | +17,866 | New |
| Simplex Trading, LLC | 18,029 | $275.0K | 0.01% | +18,029 | New |
| Corton Capital Inc. | 18,977 | $289.8K | 0.15% | +18,977 | New |
| Norinchukin Bank, The | 19,209 | $293.3K | 0.01% | +1,195+6.6% | Added |
| Vident Advisory, LLC | 19,228 | $293.6K | 0.01% | +19,228 | New |
| US Bancorp | 19,484 | $297.5K | 0.00% | +797+4.3% | Added |
| Mercer Global Advisors Inc | 19,899 | $304.0K | 0.00% | −1,862−8.6% | Reduced |
| Brevan Howard Capital Management LP | 20,408 | $311.6K | 0.09% | +20,408 | New |
| Intrua Financial, LLC | 20,469 | $312.6K | 0.06% | −3,023−12.9% | Reduced |
| ProShare Advisors LLC | 20,569 | $314.1K | 0.00% | −1,677−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 20,680 | $315.8K | 0.01% | −42,070−67.0% | Reduced |
| Peak Financial Advisors LLC | 20,712 | $316.3K | 0.34% | +20,712 | New |
| GWM Advisors LLC | 21,503 | $328.3K | 0.00% | −1,854−7.9% | Reduced |
| Sherbrooke Park Advisers LLC | 21,550 | $329.1K | 0.10% | +21,550 | New |
| Heirloom Wealth Management | 21,839 | $333.5K | 0.15% | −218−1.0% | Reduced |
| Lockheed Martin Investment Management Co | 18,982 | $334.0K | 0.03% | 00.0% | Unchanged |
| TD Asset Management Inc | 22,900 | $349.7K | 0.00% | −800−3.4% | Reduced |
| Gotham Asset Management, LLC | 23,532 | $359.3K | 0.01% | −193,750−89.2% | Reduced |
| Cetera Investment Advisers | 23,555 | $359.7K | 0.00% | −1,393−5.6% | Reduced |
| Brown Advisory Inc | 23,561 | $359.8K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 24,350 | $371.8K | 0.23% | +24,350 | New |
| Shell Asset Management Co | 24,628 | $376.0K | 0.02% | −1,416−5.4% | Reduced |
| Private Advisor Group, LLC | 24,740 | $377.8K | 0.00% | −2,976−10.7% | Reduced |
| Prudential PLC | 24,964 | $381.2K | 0.00% | −162−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 25,481 | $389.1K | 0.05% | +200+0.8% | Added |
| JustInvest LLC | 26,128 | $399.0K | 0.01% | −12,843−33.0% | Reduced |
| Fifth Third Bancorp | 26,414 | $403.3K | 0.00% | −2,754−9.4% | Reduced |
| Neo Ivy Capital Management | 26,460 | $404.0K | 0.18% | +26,460 | New |
| Baillie Gifford & Co | 27,047 | $413.0K | 0.00% | +5,143+23.5% | Added |
| United Services Automobile Association | 27,501 | $419.9K | 0.01% | +4,090+17.5% | Added |
| Creative Planning | 27,618 | $421.7K | 0.00% | −735−2.6% | Reduced |
| Clay Northam Wealth Management, LLC | 27,848 | $425.2K | 0.42% | −1,022−3.5% | Reduced |
| Money Concepts Capital Corp | 27,927 | $426.5K | 0.04% | +1,519+5.8% | Added |
| D. E. Shaw & Co., Inc. | 28,120 | $429.4K | 0.00% | −700−2.4% | Reduced |
| Metis Global Partners, LLC | 28,380 | $433.4K | 0.02% | +1,202+4.4% | Added |
| Colony Group LLC | 28,461 | $435.0K | 0.01% | −2,894−9.2% | Reduced |
| Maryland State Retirement & Pension System | 28,629 | $437.2K | 0.01% | 00.0% | Unchanged |
| HGK Asset Management Inc | 28,676 | $438.0K | 0.14% | +3,535+14.1% | Added |
| Aviva PLC | 29,274 | $447.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 30,403 | $451.8K | 0.23% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 24,171 | $465.8K | 0.17% | +4,866+25.2% | Added |
| Penserra Capital Management LLC | 31,358 | $478.0K | 0.01% | +3,922+14.3% | Added |
| Lido Advisors, LLC | 31,589 | $482.4K | 0.01% | −2,747−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,866 | $486.6K | 0.00% | −1,699−5.1% | Reduced |
| Pacer Advisors, Inc. | 31,972 | $488.2K | 0.00% | −47,388−59.7% | Reduced |
| Securian Asset Management, Inc | 32,258 | $492.6K | 0.01% | −1,666−4.9% | Reduced |
| Illinois Municipal Retirement Fund | 32,283 | $493.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 33,428 | $510.4K | 0.04% | +309+0.9% | Added |
| Keeley-Teton Advisors, LLC | 33,545 | $512.2K | 0.07% | −3,225−8.8% | Reduced |
| Armstrong Advisory Group, Inc | 33,623 | $513.4K | 0.06% | −8,170−19.5% | Reduced |
| Brinker Capital Investments, LLC | 33,928 | $518.1K | 0.01% | +856+2.6% | Added |
| Orion Portfolio Solutions, LLC | 33,928 | $518.1K | 0.01% | +856+2.6% | Added |
| British Columbia Investment Management Corp | 34,522 | $527.2K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 34,608 | $528.5K | 0.00% | +46+0.1% | Added |
| Chilton Capital Management LLC | 34,940 | $533.5K | 0.03% | +3,890+12.5% | Added |
| HGI Capital Management, LLC | 35,147 | $536.7K | 0.61% | +35,147 | New |
| Gulf International Bank (UK) Ltd | 35,450 | $541.0K | 0.02% | −2,980−7.8% | Reduced |
| Public Sector Pension Investment Board | 36,762 | $561.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 36,964 | $564.4K | 0.00% | +93+0.3% | Added |
| AE Wealth Management LLC | 38,313 | $585.0K | 0.00% | +1,238+3.3% | Added |
| Stifel Financial Corp | 38,377 | $586.0K | 0.00% | −71,355−65.0% | Reduced |
| AQR Capital Management LLC | 39,968 | $608.7K | 0.00% | +15,319+62.1% | Added |
| CIBC World Markets Inc. | 41,665 | $636.0K | 0.00% | +10,585+34.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 42,196 | $644.3K | 0.00% | +16,549+64.5% | Added |
| Gateway Investment Advisers LLC | 42,266 | $645.4K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 45,012 | $687.3K | 0.00% | +8,043+21.8% | Added |
| Ostrum Asset Management | 45,328 | $692.2K | 0.06% | +40,256+793.7% | Added |
| Intech Investment Management LLC | 45,417 | $693.5K | 0.01% | +22,550+98.6% | Added |
| Public Employees Retirement Association of Colorado | 46,998 | $718.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 47,266 | $722.0K | 0.00% | +13,085+38.3% | Added |
| New York Life Investment Management LLC | 47,537 | $725.9K | 0.01% | +21,315+81.3% | Added |
| Xponance, Inc. | 47,777 | $729.6K | 0.01% | +1,125+2.4% | Added |