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 |
|---|---|---|---|---|---|
| US Bancorp | 49,796 | $858.0K | 0.00% | +30,312+155.6% | Added |
| Stansberry Asset Management, LLC | 48,225 | $830.9K | 0.14% | −288,898−85.7% | Reduced |
| Voya Investment Management LLC | 47,574 | $819.7K | 0.00% | −575−1.2% | Reduced |
| Xponance, Inc. | 47,163 | $812.6K | 0.01% | −614−1.3% | Reduced |
| Nissay Asset Management Corp | 46,810 | $806.5K | 0.01% | −41,296−46.9% | Reduced |
| KBC Group NV | 44,890 | $774.0K | 0.00% | −14,565−24.5% | Reduced |
| Holocene Advisors, LP | 44,323 | $763.7K | 0.00% | −132,127−74.9% | Reduced |
| Public Employees Retirement Association of Colorado | 44,196 | $761.0K | 0.00% | −2,802−6.0% | Reduced |
| Oak Thistle LLC | 43,576 | $750.8K | 0.22% | +43,576 | New |
| Cetera Advisor Networks LLC | 43,353 | $747.0K | 0.00% | −1,659−3.7% | Reduced |
| Neuberger Berman Group LLC | 42,436 | $731.2K | 0.00% | +29,605+230.7% | Added |
| Squarepoint Ops LLC | 40,327 | $694.8K | 0.00% | −32,547−44.7% | Reduced |
| AE Wealth Management LLC | 41,291 | $686.7K | 0.00% | +2,978+7.8% | Added |
| Fox Run Management, L.L.C. | 39,169 | $674.9K | 0.17% | +39,169 | New |
| Tower Research Capital LLC (TRC) | 39,017 | $672.3K | 0.01% | +18,337+88.7% | Added |
| LMR Partners LLP | 38,082 | $656.2K | 0.02% | +38,082 | New |
| Consolidated Portfolio Review Corp | 38,076 | $656.0K | 0.15% | +38,076 | New |
| Jefferies Financial Group Inc. | 37,981 | $654.4K | 0.01% | +37,981 | New |
| Jump Financial, LLC | 37,600 | $647.8K | 0.02% | +24,600+189.2% | Added |
| Swiss Life Asset Management Ltd | 37,248 | $643.7K | 0.01% | −71,798−65.8% | Reduced |
| Toronto Dominion Bank | 36,281 | $625.1K | 0.00% | −78,097−68.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 35,881 | $618.2K | 0.06% | +35,881 | New |
| Captrust Financial Advisors | 34,712 | $598.1K | 0.00% | −2,252−6.1% | Reduced |
| J.W. Cole Advisors, Inc. | 33,785 | $582.1K | 0.03% | +357+1.1% | Added |
| Prelude Capital Management, LLC | 33,374 | $575.0K | 0.05% | +33,374 | New |
| Armstrong Advisory Group, Inc | 33,334 | $574.4K | 0.06% | −289−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 32,283 | $556.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 32,142 | $553.8K | 0.02% | −116−0.4% | Reduced |
| HGK Asset Management Inc | 31,920 | $550.0K | 0.13% | +3,244+11.3% | Added |
| Money Concepts Capital Corp | 31,655 | $545.5K | 0.05% | +3,728+13.3% | Added |
| Handelsinvest Investeringsforvaltning | 30,786 | $530.0K | 0.22% | +30,786 | New |
| Baillie Gifford & Co | 30,694 | $528.9K | 0.00% | +3,647+13.5% | Added |
| Global Financial Private Client, LLC | 30,403 | $523.9K | 0.25% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 29,762 | $512.8K | 0.00% | −2,104−6.6% | Reduced |
| Commerzbank Aktiengesellschaft | 29,633 | $511.0K | 0.02% | +12,133+69.3% | Added |
| Evergreen Capital Management LLC | 29,592 | $509.9K | 0.02% | +29,592 | New |
| United Services Automobile Association | 29,505 | $508.4K | 0.01% | +2,004+7.3% | Added |
| Keeley-Teton Advisors, LLC | 29,295 | $504.8K | 0.07% | −4,250−12.7% | Reduced |
| Maryland State Retirement & Pension System | 28,629 | $493.3K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,455 | $490.3K | 0.00% | +3,715+15.0% | Added |
| Quantbot Technologies LP | 27,065 | $466.3K | 0.03% | −95,756−78.0% | Reduced |
| Cerity Partners LLC | 26,933 | $464.1K | 0.00% | +26,933 | New |
| Clay Northam Wealth Management, LLC | 26,898 | $463.5K | 0.41% | −950−3.4% | Reduced |
| DoubleLine ETF Adviser LP | 26,228 | $451.9K | 0.13% | +26,228 | New |
| Infrastructure Capital Advisors, LLC | 26,046 | $448.8K | 0.07% | +26,046 | New |
| Colony Group, LLC | 25,950 | $447.0K | 0.01% | +25,950 | New |
| HGI Capital Management, LLC | 25,306 | $436.0K | 0.50% | −9,841−28.0% | Reduced |
| Fifth Third Bancorp | 25,246 | $435.0K | 0.00% | −1,168−4.4% | Reduced |
| Samalin Investment Counsel, LLC | 24,657 | $424.8K | 0.21% | +10,039+68.7% | Added |
| Metis Global Partners, LLC | 24,513 | $422.4K | 0.02% | −3,867−13.6% | Reduced |
| Peak Financial Advisors LLC | 24,291 | $418.5K | 0.28% | +3,579+17.3% | 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 |
| Mercer Global Advisors Inc | 23,189 | $400.0K | 0.00% | +3,290+16.5% | Added |
| GWM Advisors LLC | 23,687 | $394.4K | 0.00% | +2,184+10.2% | Added |
| Laurion Capital Management LP | 22,048 | $379.9K | 0.01% | +22,048 | New |
| Signaturefd, LLC | 21,618 | $372.5K | 0.01% | +7,939+58.0% | Added |
| Heirloom Wealth Management | 21,376 | $368.3K | 0.14% | −463−2.1% | Reduced |
| Cetera Investment Advisers | 21,097 | $363.5K | 0.00% | −2,458−10.4% | Reduced |
| Sequoia Financial Advisors, LLC | 20,534 | $353.8K | 0.00% | +20,534 | New |
| ProShare Advisors LLC | 20,034 | $345.2K | 0.00% | −535−2.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,293 | $332.4K | 0.00% | +1,427+8.0% | Added |
| Vident Advisory, LLC | 19,133 | $329.7K | 0.01% | −95−0.5% | Reduced |
| Norinchukin Bank, The | 18,287 | $315.1K | 0.01% | −922−4.8% | Reduced |
| Van Hulzen Asset Management, LLC | 17,990 | $310.0K | 0.02% | +3,035+20.3% | Added |
| Intrua Financial, LLC | 17,940 | $309.1K | 0.05% | −2,529−12.4% | Reduced |
| Coppell Advisory Solutions LLC | 17,913 | $308.6K | 0.06% | −6,258−25.9% | Reduced |
| CX Institutional | 17,671 | $304.5K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 17,380 | $299.4K | 0.06% | −288−1.6% | Reduced |
| CWM, LLC | 16,939 | $292.0K | 0.00% | +3,329+24.5% | Added |
| Korea Investment CORP | 16,575 | $285.6K | 0.00% | −64,113−79.5% | Reduced |
| Alps Advisors Inc | 16,477 | $283.9K | 0.00% | +985+6.4% | Added |
| Shelton Capital Management | 16,216 | $279.4K | 0.01% | −1,455−8.2% | Reduced |
| Lockheed Martin Investment Management Co | 14,882 | $276.4K | 0.02% | −4,100−21.6% | Reduced |
| Sonora Investment Management Group, LLC | 16,003 | $275.7K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,724 | $271.0K | 0.00% | +15,724 | New |
| Point72 Asset Management, L.P. | 15,600 | $268.8K | 0.00% | −417,500−96.4% | Reduced |
| TBH Global Asset Management, LLC | 15,200 | $261.9K | 0.05% | +15,200 | New |
| Archetype Wealth Partners | 14,952 | $258.0K | 0.05% | +340+2.3% | Added |
| Custom Index Systems, LLC | 14,820 | $255.3K | 0.16% | +14,820 | New |
| Ausdal Financial Partners, Inc. | 14,727 | $253.8K | 0.03% | −10,754−42.2% | Reduced |
| Park Avenue Securities LLC | 14,315 | $247.0K | 0.00% | +14,315 | New |
| LPF Advisors LLC | 13,736 | $236.7K | 0.25% | +13,736 | New |
| CI Private Wealth, LLC | 13,494 | $232.5K | 0.00% | +13,494 | New |
| Wolverine Asset Management LLC | 13,469 | $232.1K | 0.00% | +13,469 | New |
| Storebrand Asset Management AS | 13,285 | $228.9K | 0.00% | +10,095+316.5% | Added |
| Pasadena Private Wealth, LLC | 13,186 | $227.2K | 0.06% | +13,186 | New |
| Modern Wealth Management, LLC | 13,143 | $226.4K | 0.03% | +13,143 | New |
| Baldwin Brothers Inc | 13,100 | $225.7K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 13,066 | $225.1K | 0.14% | +2,424+22.8% | Added |
| Corton Capital Inc. | 13,020 | $224.3K | 0.07% | −5,957−31.4% | Reduced |
| Alberta Investment Management Corp | 12,900 | $222.3K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 12,819 | $220.9K | 0.02% | +12,819 | New |
| CIBC Asset Management Inc | 12,736 | $219.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,691 | $218.7K | 0.00% | +12,691 | New |
| Wetherby Asset Management Inc | 12,621 | $217.5K | 0.01% | +12,621 | New |
| RDA Financial Network | 12,437 | $214.3K | 0.08% | −125−1.0% | Reduced |
| HighPoint Advisor Group LLC | 15,823 | $213.0K | 0.02% | +15,823 | New |
| Quadrant Capital Group LLC | 12,333 | $212.5K | 0.02% | +2,618+26.9% | Added |
| Panagora Asset Management Inc | 12,236 | $210.8K | 0.00% | −3,900−24.2% | Reduced |