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 |
|---|---|---|---|---|---|
| JB Capital LLC | 12,256 | $187.2K | 0.02% | −1,376−10.1% | Reduced |
| Cim Investment Mangement Inc | 12,168 | $185.8K | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,696 | $178.6K | 0.01% | +63+0.5% | Added |
| Atom Investors LP | 11,557 | $176.5K | 0.04% | +11,557 | New |
| Gilman Hill Asset Management, LLC | 11,375 | $173.7K | 0.03% | +11,375 | New |
| Advisor Partners II, LLC | 11,186 | $170.8K | 0.01% | +11,186 | New |
| APG Asset Management N.V. | 11,100 | $169.5K | 0.00% | +11,100 | New |
| Hall Capital Management Co Inc | 10,750 | $164.2K | 0.11% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 10,642 | $162.5K | 0.10% | −1,323−11.1% | Reduced |
| Delta Asset Management LLC | 10,596 | $161.8K | 0.02% | −425−3.9% | Reduced |
| Engineers Gate Manager LP | 10,503 | $160.4K | 0.01% | −17,834−62.9% | Reduced |
| Avantax Advisory Services, Inc. | 10,483 | $160.1K | 0.00% | +84+0.8% | Added |
| Atria Wealth Solutions, Inc. | 10,340 | $157.9K | 0.00% | +48+0.5% | Added |
| Profund Advisors LLC | 10,322 | $157.6K | 0.01% | −1,156−10.1% | Reduced |
| Capital Investment Advisory Services, LLC | 10,320 | $157.6K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,087 | $154.0K | 0.00% | −1,905−15.9% | Reduced |
| Spirit of America Management Corp | 10,000 | $152.7K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,715 | $148.3K | 0.01% | +4,049+71.5% | Added |
| Vestcor Inc | 9,035 | $138.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,341 | $112.1K | 0.00% | −225,352−96.8% | Reduced |
| Beacon Capital Management, LLC | 5,834 | $110.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,762 | $103.3K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 6,637 | $101.3K | 0.04% | +6,637 | New |
| Strategic Investment Solutions, Inc. | 4,137 | $80.0K | 0.00% | +3,940+2,000.0% | Added |
| Huntington National Bank | 4,873 | $74.4K | 0.00% | −70−1.4% | Reduced |
| Global Retirement Partners, LLC | 4,797 | $72.2K | 0.00% | +2,242+87.7% | Added |
| American State Bank (Iowa) | 4,137 | $63.2K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,460 | $52.8K | 0.01% | +3,460 | New |
| Storebrand Asset Management AS | 3,190 | $48.7K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,828 | $43.2K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,628 | $40.1K | 0.00% | +366+16.2% | Added |
| Walleye Trading LLC | 2,599 | $39.7K | 0.00% | +2,599 | New |
| Steward Partners Investment Advisory, LLC | 2,498 | $38.1K | 0.00% | +7+0.3% | Added |
| Legacy Financial Group LLC | 2,238 | $34.2K | 0.01% | +2,238 | New |
| Parallel Advisors, LLC | 2,175 | $33.2K | 0.00% | +604+38.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,105 | $32.1K | 0.00% | −2,861−57.6% | Reduced |
| Harbour Investments, Inc. | 2,000 | $30.5K | 0.00% | 00.0% | Unchanged |
| Motco | 2,000 | $30.5K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,938 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,859 | $28.4K | 0.00% | +34+1.9% | Added |
| Proequities, Inc. | 1,858 | $28.4K | 0.00% | −6−0.3% | Reduced |
| Massmutual Trust Co FSB | 1,716 | $26.2K | 0.00% | +946+122.9% | Added |
| Provence Wealth Management Group | 1,668 | $25.5K | 0.02% | +1,668 | New |
| Sunbelt Securities, Inc. | 1,629 | $24.9K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,571 | $24.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $23.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,453 | $22.2K | 0.00% | +8+0.6% | Added |
| Allworth Financial LP | 1,447 | $22.1K | 0.00% | −175−10.8% | Reduced |
| Prestige Wealth Management Group LLC | 1,426 | $21.8K | 0.01% | +20+1.4% | Added |
| Stonebridge Capital Advisors LLC | 1,356 | $20.7K | 0.00% | +1,356 | New |
| Quent Capital, LLC | 1,311 | $20.0K | 0.00% | +1,311 | New |
| Pathway Financial Advisers, LLC | 1,146 | $17.5K | 0.01% | +1,146 | New |
| Muzinich & Co., Inc. | 1,100 | $16.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,084 | $16.6K | 0.00% | −500−31.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 980 | $15.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 978 | $14.9K | 0.00% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 900 | $13.7K | 0.00% | +613+213.6% | Added |
| Capital Analysts, LLC | 823 | $13.0K | 0.00% | +10+1.2% | Added |
| Anchor Investment Management, LLC | 800 | $12.2K | 0.00% | −500−38.5% | Reduced |
| Register Financial Advisors LLC | 793 | $12.1K | 0.01% | +14+1.8% | Added |
| Thompson Siegel & Walmsley LLC | 815 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 783 | $12.0K | 0.00% | −750−48.9% | Reduced |
| Gradient Investments LLC | 710 | $10.8K | 0.00% | +12+1.7% | Added |
| AdvisorNet Financial, Inc | 700 | $10.7K | 0.00% | +7+1.0% | Added |
| Colonial Trust Advisors | 665 | $10.2K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 640 | $9.77K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 577 | $9.00K | 0.00% | +45+8.5% | Added |
| Farther Finance Advisors, LLC | 567 | $8.66K | 0.00% | +30+5.6% | Added |
| CGC Financial Services, LLC | 530 | $8.09K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 510 | $7.79K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 430 | $7.00K | 0.01% | −35−7.5% | Reduced |
| Heritage Wealth Advisors | 450 | $6.87K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 393 | $6.00K | 0.00% | +342+670.6% | Added |
| Tradition Wealth Management, LLC | 308 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 300 | $4.58K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 290 | $4.00K | 0.00% | +290 | New |
| Zions Bancorporation, N.A. | 242 | $3.69K | 0.00% | −170−41.3% | Reduced |
| Castleview Partners, LLC | 241 | $3.68K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $3.44K | 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 |
| Farmers & Merchants Investments Inc | 165 | $2.52K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 154 | $2.35K | 0.00% | +120+352.9% | Added |
| NewSquare Capital LLC | 123 | $1.88K | 0.00% | +123 | New |
| HM Payson & Co | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $1.48K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 93 | $1.42K | 0.00% | −5−5.1% | Reduced |
| Lee Financial Co | 90 | $1.38K | 0.00% | +90 | New |
| Ronald Blue Trust, Inc. | 56 | $1.00K | 0.00% | +56 | New |
| Baker Avenue Asset Management, LP | 46 | $702 | 0.00% | +46 | New |
| Salomon & Ludwin, LLC | 43 | $657 | 0.00% | +43 | New |
| Earnest Partners LLC | 35 | $534 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 33 | $503 | 0.00% | −925−96.6% | Reduced |
| Raffa Wealth Management, LLC | 31 | $473 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $260 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $230 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −2,765,804−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −2,356,965−100.0% | Sold out |