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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 47,266 | $722.0K | 0.00% | +13,085+38.3% | Added |
| Public Employees Retirement Association of Colorado | 46,998 | $718.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 45,417 | $693.5K | 0.01% | +22,550+98.6% | Added |
| Ostrum Asset Management | 45,328 | $692.2K | 0.06% | +40,256+793.7% | Added |
| Cetera Advisor Networks LLC | 45,012 | $687.3K | 0.00% | +8,043+21.8% | Added |
| Gateway Investment Advisers LLC | 42,266 | $645.4K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 42,196 | $644.3K | 0.00% | +16,549+64.5% | Added |
| CIBC World Markets Inc. | 41,665 | $636.0K | 0.00% | +10,585+34.1% | Added |
| AQR Capital Management LLC | 39,968 | $608.7K | 0.00% | +15,319+62.1% | Added |
| Stifel Financial Corp | 38,377 | $586.0K | 0.00% | −71,355−65.0% | Reduced |
| AE Wealth Management LLC | 38,313 | $585.0K | 0.00% | +1,238+3.3% | Added |
| Captrust Financial Advisors | 36,964 | $564.4K | 0.00% | +93+0.3% | Added |
| Public Sector Pension Investment Board | 36,762 | $561.4K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 35,450 | $541.0K | 0.02% | −2,980−7.8% | Reduced |
| HGI Capital Management, LLC | 35,147 | $536.7K | 0.61% | +35,147 | New |
| Chilton Capital Management LLC | 34,940 | $533.5K | 0.03% | +3,890+12.5% | Added |
| AXA S.A. | 34,608 | $528.5K | 0.00% | +46+0.1% | Added |
| British Columbia Investment Management Corp | 34,522 | $527.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Armstrong Advisory Group, Inc | 33,623 | $513.4K | 0.06% | −8,170−19.5% | Reduced |
| Keeley-Teton Advisors, LLC | 33,545 | $512.2K | 0.07% | −3,225−8.8% | Reduced |
| J.W. Cole Advisors, Inc. | 33,428 | $510.4K | 0.04% | +309+0.9% | Added |
| Illinois Municipal Retirement Fund | 32,283 | $493.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 32,258 | $492.6K | 0.01% | −1,666−4.9% | Reduced |
| Pacer Advisors, Inc. | 31,972 | $488.2K | 0.00% | −47,388−59.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,866 | $486.6K | 0.00% | −1,699−5.1% | Reduced |
| Lido Advisors, LLC | 31,589 | $482.4K | 0.01% | −2,747−8.0% | Reduced |
| Penserra Capital Management LLC | 31,358 | $478.0K | 0.01% | +3,922+14.3% | Added |
| Coppell Advisory Solutions LLC | 24,171 | $465.8K | 0.17% | +4,866+25.2% | Added |
| Global Financial Private Client, LLC | 30,403 | $451.8K | 0.23% | 00.0% | Unchanged |
| Aviva PLC | 29,274 | $447.0K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 28,676 | $438.0K | 0.14% | +3,535+14.1% | Added |
| Maryland State Retirement & Pension System | 28,629 | $437.2K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 28,461 | $435.0K | 0.01% | −2,894−9.2% | Reduced |
| Metis Global Partners, LLC | 28,380 | $433.4K | 0.02% | +1,202+4.4% | Added |
| D. E. Shaw & Co., Inc. | 28,120 | $429.4K | 0.00% | −700−2.4% | Reduced |
| Money Concepts Capital Corp | 27,927 | $426.5K | 0.04% | +1,519+5.8% | Added |
| Clay Northam Wealth Management, LLC | 27,848 | $425.2K | 0.42% | −1,022−3.5% | Reduced |
| Creative Planning | 27,618 | $421.7K | 0.00% | −735−2.6% | Reduced |
| United Services Automobile Association | 27,501 | $419.9K | 0.01% | +4,090+17.5% | Added |
| Baillie Gifford & Co | 27,047 | $413.0K | 0.00% | +5,143+23.5% | Added |
| Neo Ivy Capital Management | 26,460 | $404.0K | 0.18% | +26,460 | New |
| Fifth Third Bancorp | 26,414 | $403.3K | 0.00% | −2,754−9.4% | Reduced |
| JustInvest LLC | 26,128 | $399.0K | 0.01% | −12,843−33.0% | Reduced |
| Ausdal Financial Partners, Inc. | 25,481 | $389.1K | 0.05% | +200+0.8% | Added |
| Prudential PLC | 24,964 | $381.2K | 0.00% | −162−0.6% | Reduced |
| Private Advisor Group, LLC | 24,740 | $377.8K | 0.00% | −2,976−10.7% | Reduced |
| Shell Asset Management Co | 24,628 | $376.0K | 0.02% | −1,416−5.4% | Reduced |
| MQS Management LLC | 24,350 | $371.8K | 0.23% | +24,350 | New |
| Brown Advisory Inc | 23,561 | $359.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,555 | $359.7K | 0.00% | −1,393−5.6% | Reduced |
| Gotham Asset Management, LLC | 23,532 | $359.3K | 0.01% | −193,750−89.2% | Reduced |
| TD Asset Management Inc | 22,900 | $349.7K | 0.00% | −800−3.4% | Reduced |
| Lockheed Martin Investment Management Co | 18,982 | $334.0K | 0.03% | 00.0% | Unchanged |
| Heirloom Wealth Management | 21,839 | $333.5K | 0.15% | −218−1.0% | Reduced |
| Sherbrooke Park Advisers LLC | 21,550 | $329.1K | 0.10% | +21,550 | New |
| GWM Advisors LLC | 21,503 | $328.3K | 0.00% | −1,854−7.9% | Reduced |
| Peak Financial Advisors LLC | 20,712 | $316.3K | 0.34% | +20,712 | New |
| Tower Research Capital LLC (TRC) | 20,680 | $315.8K | 0.01% | −42,070−67.0% | Reduced |
| ProShare Advisors LLC | 20,569 | $314.1K | 0.00% | −1,677−7.5% | Reduced |
| Intrua Financial, LLC | 20,469 | $312.6K | 0.06% | −3,023−12.9% | Reduced |
| Brevan Howard Capital Management LP | 20,408 | $311.6K | 0.09% | +20,408 | New |
| Mercer Global Advisors Inc | 19,899 | $304.0K | 0.00% | −1,862−8.6% | Reduced |
| US Bancorp | 19,484 | $297.5K | 0.00% | +797+4.3% | Added |
| Vident Advisory, LLC | 19,228 | $293.6K | 0.01% | +19,228 | New |
| Norinchukin Bank, The | 19,209 | $293.3K | 0.01% | +1,195+6.6% | Added |
| Corton Capital Inc. | 18,977 | $289.8K | 0.15% | +18,977 | New |
| Simplex Trading, LLC | 18,029 | $275.0K | 0.01% | +18,029 | New |
| Envestnet Portfolio Solutions, Inc. | 17,866 | $272.8K | 0.00% | +17,866 | New |
| 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 |
| PFG Investments, LLC | 17,668 | $269.8K | 0.05% | +128+0.7% | Added |
| Commerzbank Aktiengesellschaft | 17,500 | $268.0K | 0.01% | 00.0% | Unchanged |
| Greenland Capital Management LP | 17,000 | $259.6K | 0.03% | −98,000−85.2% | Reduced |
| Mastrapasqua Asset Management Inc | 16,690 | $254.9K | 0.03% | +714+4.5% | Added |
| Tredje AP-fonden | 16,382 | $250.2K | 0.00% | −53,268−76.5% | Reduced |
| Panagora Asset Management Inc | 16,136 | $246.4K | 0.00% | +3,900+31.9% | Added |
| Sonora Investment Management Group, LLC | 16,003 | $244.4K | 0.02% | −575−3.5% | Reduced |
| Alps Advisors Inc | 15,492 | $236.6K | 0.00% | −1,583−9.3% | Reduced |
| Financial Management Network Inc | 15,188 | $228.4K | 0.08% | +104+0.7% | Added |
| Van Hulzen Asset Management, LLC | 14,955 | $228.0K | 0.02% | +70+0.5% | Added |
| Focus Financial Network, Inc. | 14,821 | $226.3K | 0.01% | −2,848−16.1% | Reduced |
| Samalin Investment Counsel, LLC | 14,618 | $223.2K | 0.13% | +14,618 | New |
| Archetype Wealth Partners | 14,612 | $223.0K | 0.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 14,409 | $220.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 13,679 | $208.9K | 0.01% | +7,280+113.8% | Added |
| CWM, LLC | 13,610 | $208.0K | 0.00% | −5,729−29.6% | Reduced |
| Sigma Planning Corp | 13,453 | $205.4K | 0.01% | −4,009−23.0% | Reduced |
| Davenport & Co LLC | 13,315 | $203.1K | 0.00% | −2,132−13.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,122 | $200.4K | 0.00% | +20.0% | Added |
| Baldwin Brothers Inc | 13,100 | $200.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,122 | $200.0K | 0.00% | +20.0% | Added |
| Jump Financial, LLC | 13,000 | $198.5K | 0.01% | −5,236−28.7% | Reduced |
| Dakota Wealth Management | 12,982 | $198.2K | 0.01% | +567+4.6% | Added |
| Alberta Investment Management Corp | 12,900 | $197.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,831 | $195.9K | 0.00% | +12,831 | New |
| CIBC Asset Management Inc | 12,736 | $194.5K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 12,562 | $191.8K | 0.08% | −175−1.4% | Reduced |
| Wolverine Trading, LLC | 12,390 | $189.2K | 0.00% | −10,413−45.7% | Reduced |