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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 11,258 | $194.0K | 0.00% | +11,258 | New |
| Davenport & Co LLC | 11,362 | $196.0K | 0.00% | −1,953−14.7% | Reduced |
| JB Capital LLC | 11,397 | $196.4K | 0.01% | −859−7.0% | Reduced |
| Metropolitan Life Insurance Co | 11,660 | $200.9K | 0.01% | −36−0.3% | Reduced |
| Choate Investment Advisors | 11,825 | $203.7K | 0.01% | +11,825 | New |
| Arden Trust Co | 11,856 | $204.3K | 0.03% | +11,856 | New |
| Naviter Wealth, LLC | 11,911 | $205.2K | 0.04% | +11,911 | New |
| Bridgefront Capital, LLC | 11,963 | $206.1K | 0.16% | +11,963 | New |
| Bartlett & Co. LLC | 11,922 | $207.0K | 0.00% | −1,200−9.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,922 | $207.9K | 0.00% | −1,200−9.1% | Reduced |
| Natixis Advisors, L.P. | 12,169 | $209.0K | 0.00% | −79,724−86.8% | Reduced |
| Cim Investment Mangement Inc | 12,168 | $209.7K | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,236 | $210.8K | 0.00% | −3,900−24.2% | Reduced |
| Quadrant Capital Group LLC | 12,333 | $212.5K | 0.02% | +2,618+26.9% | Added |
| HighPoint Advisor Group LLC | 15,823 | $213.0K | 0.02% | +15,823 | New |
| RDA Financial Network | 12,437 | $214.3K | 0.08% | −125−1.0% | Reduced |
| Wetherby Asset Management Inc | 12,621 | $217.5K | 0.01% | +12,621 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,691 | $218.7K | 0.00% | +12,691 | New |
| CIBC Asset Management Inc | 12,736 | $219.4K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 12,819 | $220.9K | 0.02% | +12,819 | New |
| Alberta Investment Management Corp | 12,900 | $222.3K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 13,020 | $224.3K | 0.07% | −5,957−31.4% | Reduced |
| Virtus ETF Advisers LLC | 13,066 | $225.1K | 0.14% | +2,424+22.8% | Added |
| Baldwin Brothers Inc | 13,100 | $225.7K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 13,143 | $226.4K | 0.03% | +13,143 | New |
| Pasadena Private Wealth, LLC | 13,186 | $227.2K | 0.06% | +13,186 | New |
| Storebrand Asset Management AS | 13,285 | $228.9K | 0.00% | +10,095+316.5% | Added |
| Wolverine Asset Management LLC | 13,469 | $232.1K | 0.00% | +13,469 | New |
| CI Private Wealth, LLC | 13,494 | $232.5K | 0.00% | +13,494 | New |
| LPF Advisors LLC | 13,736 | $236.7K | 0.25% | +13,736 | New |
| Park Avenue Securities LLC | 14,315 | $247.0K | 0.00% | +14,315 | New |
| Ausdal Financial Partners, Inc. | 14,727 | $253.8K | 0.03% | −10,754−42.2% | Reduced |
| Custom Index Systems, LLC | 14,820 | $255.3K | 0.16% | +14,820 | New |
| Archetype Wealth Partners | 14,952 | $258.0K | 0.05% | +340+2.3% | Added |
| TBH Global Asset Management, LLC | 15,200 | $261.9K | 0.05% | +15,200 | New |
| Point72 Asset Management, L.P. | 15,600 | $268.8K | 0.00% | −417,500−96.4% | Reduced |
| MML Investors Services, LLC | 15,724 | $271.0K | 0.00% | +15,724 | New |
| Sonora Investment Management Group, LLC | 16,003 | $275.7K | 0.02% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 14,882 | $276.4K | 0.02% | −4,100−21.6% | Reduced |
| Shelton Capital Management | 16,216 | $279.4K | 0.01% | −1,455−8.2% | Reduced |
| Alps Advisors Inc | 16,477 | $283.9K | 0.00% | +985+6.4% | Added |
| Korea Investment CORP | 16,575 | $285.6K | 0.00% | −64,113−79.5% | Reduced |
| CWM, LLC | 16,939 | $292.0K | 0.00% | +3,329+24.5% | Added |
| PFG Investments, LLC | 17,380 | $299.4K | 0.06% | −288−1.6% | Reduced |
| CX Institutional | 17,671 | $304.5K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17,913 | $308.6K | 0.06% | −6,258−25.9% | Reduced |
| Intrua Financial, LLC | 17,940 | $309.1K | 0.05% | −2,529−12.4% | Reduced |
| Van Hulzen Asset Management, LLC | 17,990 | $310.0K | 0.02% | +3,035+20.3% | Added |
| Norinchukin Bank, The | 18,287 | $315.1K | 0.01% | −922−4.8% | Reduced |
| Vident Advisory, LLC | 19,133 | $329.7K | 0.01% | −95−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,293 | $332.4K | 0.00% | +1,427+8.0% | Added |
| ProShare Advisors LLC | 20,034 | $345.2K | 0.00% | −535−2.6% | Reduced |
| Sequoia Financial Advisors, LLC | 20,534 | $353.8K | 0.00% | +20,534 | New |
| Cetera Investment Advisers | 21,097 | $363.5K | 0.00% | −2,458−10.4% | Reduced |
| Heirloom Wealth Management | 21,376 | $368.3K | 0.14% | −463−2.1% | Reduced |
| Signaturefd, LLC | 21,618 | $372.5K | 0.01% | +7,939+58.0% | Added |
| Laurion Capital Management LP | 22,048 | $379.9K | 0.01% | +22,048 | New |
| GWM Advisors LLC | 23,687 | $394.4K | 0.00% | +2,184+10.2% | Added |
| Mercer Global Advisors Inc | 23,189 | $400.0K | 0.00% | +3,290+16.5% | Added |
| Brinker Capital Investments, LLC | 23,744 | $408.9K | 0.00% | −10,184−30.0% | Reduced |
| Orion Portfolio Solutions, LLC | 23,744 | $408.9K | 0.00% | −10,184−30.0% | Reduced |
| Peak Financial Advisors LLC | 24,291 | $418.5K | 0.28% | +3,579+17.3% | Added |
| Metis Global Partners, LLC | 24,513 | $422.4K | 0.02% | −3,867−13.6% | Reduced |
| Samalin Investment Counsel, LLC | 24,657 | $424.8K | 0.21% | +10,039+68.7% | Added |
| Fifth Third Bancorp | 25,246 | $435.0K | 0.00% | −1,168−4.4% | Reduced |
| HGI Capital Management, LLC | 25,306 | $436.0K | 0.50% | −9,841−28.0% | Reduced |
| Colony Group, LLC | 25,950 | $447.0K | 0.01% | +25,950 | New |
| Infrastructure Capital Advisors, LLC | 26,046 | $448.8K | 0.07% | +26,046 | New |
| DoubleLine ETF Adviser LP | 26,228 | $451.9K | 0.13% | +26,228 | New |
| Clay Northam Wealth Management, LLC | 26,898 | $463.5K | 0.41% | −950−3.4% | Reduced |
| Cerity Partners LLC | 26,933 | $464.1K | 0.00% | +26,933 | New |
| Quantbot Technologies LP | 27,065 | $466.3K | 0.03% | −95,756−78.0% | Reduced |
| Private Advisor Group, LLC | 28,455 | $490.3K | 0.00% | +3,715+15.0% | Added |
| Maryland State Retirement & Pension System | 28,629 | $493.3K | 0.01% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 29,295 | $504.8K | 0.07% | −4,250−12.7% | Reduced |
| United Services Automobile Association | 29,505 | $508.4K | 0.01% | +2,004+7.3% | Added |
| Evergreen Capital Management LLC | 29,592 | $509.9K | 0.02% | +29,592 | New |
| Commerzbank Aktiengesellschaft | 29,633 | $511.0K | 0.02% | +12,133+69.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,762 | $512.8K | 0.00% | −2,104−6.6% | Reduced |
| Global Financial Private Client, LLC | 30,403 | $523.9K | 0.25% | 00.0% | Unchanged |
| Baillie Gifford & Co | 30,694 | $528.9K | 0.00% | +3,647+13.5% | Added |
| Handelsinvest Investeringsforvaltning | 30,786 | $530.0K | 0.22% | +30,786 | New |
| Money Concepts Capital Corp | 31,655 | $545.5K | 0.05% | +3,728+13.3% | Added |
| HGK Asset Management Inc | 31,920 | $550.0K | 0.13% | +3,244+11.3% | Added |
| Securian Asset Management, Inc | 32,142 | $553.8K | 0.02% | −116−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 32,283 | $556.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 33,334 | $574.4K | 0.06% | −289−0.9% | Reduced |
| Prelude Capital Management, LLC | 33,374 | $575.0K | 0.05% | +33,374 | New |
| J.W. Cole Advisors, Inc. | 33,785 | $582.1K | 0.03% | +357+1.1% | Added |
| Captrust Financial Advisors | 34,712 | $598.1K | 0.00% | −2,252−6.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 35,881 | $618.2K | 0.06% | +35,881 | New |
| Toronto Dominion Bank | 36,281 | $625.1K | 0.00% | −78,097−68.3% | Reduced |
| Swiss Life Asset Management Ltd | 37,248 | $643.7K | 0.01% | −71,798−65.8% | Reduced |
| Jump Financial, LLC | 37,600 | $647.8K | 0.02% | +24,600+189.2% | Added |
| Jefferies Financial Group Inc. | 37,981 | $654.4K | 0.01% | +37,981 | New |
| Consolidated Portfolio Review Corp | 38,076 | $656.0K | 0.15% | +38,076 | New |
| LMR Partners LLP | 38,082 | $656.2K | 0.02% | +38,082 | New |
| Tower Research Capital LLC (TRC) | 39,017 | $672.3K | 0.01% | +18,337+88.7% | Added |
| Fox Run Management, L.L.C. | 39,169 | $674.9K | 0.17% | +39,169 | New |
| AE Wealth Management LLC | 41,291 | $686.7K | 0.00% | +2,978+7.8% | Added |