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, Q4 2023
Institutional positions in Healthcare Realty Trust Inc as of Dec 31, 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
- 412
- +23 vs. Q3 2023
- Shares held
- 399.6M
- +11.7M (+3.0%) vs. Q3 2023
- Total value
- $6.89B
- +$961.5M (+16.2%) vs. Q3 2023
- New holders
- 86
- 138 more added
- Sold out
- 63
- 148 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Group, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $241 | 0.00% | +14 | New |
| Versant Capital Management, Inc | 17 | $293 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $534 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 32 | $560 | 0.00% | +32 | New |
| Whittier Trust Co | 33 | $568 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $638 | 0.00% | +37 | New |
| Salomon & Ludwin, LLC | 43 | $657 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $1.67K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 110 | $1.90K | 0.00% | −7,231−98.5% | Reduced |
| NBC Securities, Inc. | 155 | $2.00K | 0.00% | −135−46.6% | Reduced |
| Valley National Advisers Inc | 130 | $2.00K | 0.00% | +130 | New |
| Zions Bancorporation, N.A. | 135 | $2.33K | 0.00% | −107−44.2% | Reduced |
| EntryPoint Capital, LLC | 139 | $2.40K | 0.00% | +139 | New |
| Bruce G. Allen Investments, LLC | 141 | $2.43K | 0.00% | +141 | New |
| Farmers & Merchants Investments Inc | 165 | $2.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 166 | $2.86K | 0.00% | +166 | New |
| IFP Advisors, Inc | 176 | $3.03K | 0.00% | −1,277−87.9% | Reduced |
| Hexagon Capital Partners LLC | 200 | $3.45K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 222 | $3.83K | 0.00% | +222 | New |
| Pinnacle Bancorp, Inc. | 225 | $3.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 238 | $4.10K | 0.00% | +238 | New |
| Crewe Advisors LLC | 250 | $4.31K | 0.00% | +250 | New |
| Tradition Wealth Management, LLC | 308 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 327 | $5.00K | 0.00% | +271+483.9% | Added |
| Castleview Partners, LLC | 293 | $5.05K | 0.00% | +52+21.6% | Added |
| Umb Bank N A | 300 | $5.17K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 351 | $6.05K | 0.00% | +258+277.4% | Added |
| Capital Advisors, Ltd. LLC | 396 | $7.00K | 0.00% | +396 | New |
| Heritage Wealth Advisors | 450 | $7.75K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 454 | $7.82K | 0.00% | −246−35.1% | Reduced |
| Creative Financial Designs Inc | 458 | $7.89K | 0.00% | +458 | New |
| Covestor Ltd | 441 | $8.00K | 0.01% | +11+2.6% | Added |
| Bessemer Group Inc | 440 | $8.00K | 0.00% | +440 | New |
| CGC Financial Services, LLC | 530 | $9.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 545 | $9.39K | 0.00% | −2,083−79.3% | Reduced |
| DAGCO, Inc. | 546 | $9.41K | 0.01% | +546 | New |
| Dynamic Wealth Strategies, LLC | 546 | $9.41K | 0.01% | +546 | New |
| Ci Investments Inc. | 582 | $10.0K | 0.00% | +5+0.9% | Added |
| Credential Qtrade Securities Inc. | 640 | $11.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 650 | $11.2K | 0.01% | +650 | New |
| Colonial Trust Advisors | 665 | $11.5K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 680 | $11.7K | 0.00% | +170+33.3% | Added |
| Thompson Siegel & Walmsley LLC | 715 | $12.0K | 0.00% | −100−12.3% | Reduced |
| Allworth Financial LP | 719 | $12.4K | 0.00% | −728−50.3% | Reduced |
| Gradient Investments LLC | 725 | $12.5K | 0.00% | +15+2.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 783 | $13.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 839 | $14.5K | 0.00% | +685+444.8% | Added |
| Criterion Capital Advisors, LLC | 903 | $15.6K | 0.01% | +903 | New |
| Farther Finance Advisors, LLC | 959 | $16.5K | 0.00% | +392+69.1% | Added |
| McIlrath & Eck, LLC | 980 | $16.9K | 0.00% | +2+0.2% | Added |
| EverSource Wealth Advisors, LLC | 989 | $17.0K | 0.00% | +596+151.7% | Added |
| Proequities, Inc. | 1,019 | $17.6K | 0.00% | −839−45.2% | Reduced |
| Tidemark, LLC | 1,022 | $17.6K | 0.01% | +1,022 | New |
| Pathway Financial Advisers, LLC | 1,170 | $20.2K | 0.01% | +24+2.1% | Added |
| SYSTM Wealth Solutions LLC | 1,272 | $21.9K | 0.00% | +1,272 | New |
| Wiser Advisor Group LLC | 1,278 | $22.0K | 0.04% | +1,278 | New |
| JJJ Advisors Inc. | 1,318 | $22.7K | 0.01% | +1,303+8,686.7% | Added |
| Prestige Wealth Management Group LLC | 1,406 | $24.2K | 0.01% | −20−1.4% | Reduced |
| Elequin Capital LP | 1,460 | $25.2K | 0.01% | −92,697−98.4% | Reduced |
| Citizens National Bank Trust Department | 1,543 | $26.6K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,571 | $27.1K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,629 | $28.1K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,668 | $28.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,854 | $31.9K | 0.00% | +954+106.0% | Added |
| Harvest Fund Management Co., Ltd | 1,938 | $33.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,933 | $33.3K | 0.00% | +622+47.4% | Added |
| Motco | 2,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,106 | $36.3K | 0.00% | +390+22.7% | Added |
| Muzinich & Co., Inc. | 2,179 | $37.5K | 0.03% | +1,079+98.1% | Added |
| Quarry LP | 2,282 | $39.3K | 0.02% | +2,282 | New |
| Steward Partners Investment Advisory, LLC | 2,498 | $43.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,592 | $44.7K | 0.00% | +2,592 | New |
| American State Bank (Iowa) | 3,037 | $52.3K | 0.03% | −1,100−26.6% | Reduced |
| Harbour Investments, Inc. | 4,008 | $69.1K | 0.00% | +2,008+100.4% | Added |
| Advisory Services Network, LLC | 4,135 | $71.2K | 0.00% | +4,135 | New |
| Broadwater Capital Management LLC | 4,300 | $74.1K | 0.06% | +4,300 | New |
| Neo Ivy Capital Management | 4,486 | $77.0K | 0.17% | −21,974−83.0% | Reduced |
| Huntington National Bank | 4,859 | $83.7K | 0.00% | −14−0.3% | Reduced |
| Creekmur Asset Management LLC | 4,933 | $85.0K | 0.03% | +4,933 | New |
| Beacon Capital Management, LLC | 5,834 | $89.1K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,424 | $93.5K | 0.00% | +3,249+149.4% | Added |
| GAMMA Investing LLC | 6,649 | $107.1K | 0.03% | +6,649 | New |
| Householder Group Estate & Retirement Specialist, LLC | 6,652 | $114.0K | 0.04% | +15+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 6,762 | $116.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,670 | $133.7K | 0.01% | +2,873+59.9% | Added |
| Shell Asset Management Co | 8,459 | $146.0K | 0.01% | −16,169−65.7% | Reduced |
| Spirit of America Management Corp | 10,000 | $172.3K | 0.04% | 00.0% | Unchanged |
| Financial Management Network Inc | 10,393 | $175.2K | 0.05% | −4,795−31.6% | Reduced |
| Independent Financial Group, LLC | 10,172 | $175.3K | 0.01% | +10,172 | New |
| WealthTrust Axiom LLC | 10,202 | $175.8K | 0.06% | +10,202 | New |
| Delta Asset Management LLC | 10,311 | $177.7K | 0.02% | −285−2.7% | Reduced |
| Profund Advisors LLC | 10,563 | $182.0K | 0.01% | +241+2.3% | Added |
| Los Angeles Capital Management LLC | 10,598 | $182.6K | 0.00% | −74,995−87.6% | Reduced |
| Atria Wealth Solutions, Inc. | 10,655 | $183.6K | 0.00% | +315+3.0% | Added |
| Hall Capital Management Co Inc | 10,750 | $185.2K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 10,759 | $185.4K | 0.02% | +439+4.3% | Added |
| Engineers Gate Manager LP | 10,820 | $186.4K | 0.01% | +317+3.0% | Added |
| Avantax Advisory Services, Inc. | 10,914 | $188.1K | 0.00% | +431+4.1% | Added |