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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 12,168 | $209.7K | 0.07% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,169 | $209.0K | 0.00% | −79,724−86.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,922 | $207.9K | 0.00% | −1,200−9.1% | Reduced |
| Bartlett & Co. LLC | 11,922 | $207.0K | 0.00% | −1,200−9.1% | Reduced |
| Bridgefront Capital, LLC | 11,963 | $206.1K | 0.16% | +11,963 | New |
| Naviter Wealth, LLC | 11,911 | $205.2K | 0.04% | +11,911 | New |
| Arden Trust Co | 11,856 | $204.3K | 0.03% | +11,856 | New |
| Choate Investment Advisors | 11,825 | $203.7K | 0.01% | +11,825 | New |
| Metropolitan Life Insurance Co | 11,660 | $200.9K | 0.01% | −36−0.3% | Reduced |
| JB Capital LLC | 11,397 | $196.4K | 0.01% | −859−7.0% | Reduced |
| Davenport & Co LLC | 11,362 | $196.0K | 0.00% | −1,953−14.7% | Reduced |
| Greenleaf Trust | 11,258 | $194.0K | 0.00% | +11,258 | New |
| Avantax Advisory Services, Inc. | 10,914 | $188.1K | 0.00% | +431+4.1% | Added |
| Engineers Gate Manager LP | 10,820 | $186.4K | 0.01% | +317+3.0% | Added |
| Capital Investment Advisory Services, LLC | 10,759 | $185.4K | 0.02% | +439+4.3% | Added |
| Hall Capital Management Co Inc | 10,750 | $185.2K | 0.11% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,655 | $183.6K | 0.00% | +315+3.0% | Added |
| Los Angeles Capital Management LLC | 10,598 | $182.6K | 0.00% | −74,995−87.6% | Reduced |
| Profund Advisors LLC | 10,563 | $182.0K | 0.01% | +241+2.3% | Added |
| Delta Asset Management LLC | 10,311 | $177.7K | 0.02% | −285−2.7% | Reduced |
| WealthTrust Axiom LLC | 10,202 | $175.8K | 0.06% | +10,202 | New |
| Independent Financial Group, LLC | 10,172 | $175.3K | 0.01% | +10,172 | New |
| Financial Management Network Inc | 10,393 | $175.2K | 0.05% | −4,795−31.6% | Reduced |
| Spirit of America Management Corp | 10,000 | $172.3K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,459 | $146.0K | 0.01% | −16,169−65.7% | Reduced |
| Global Retirement Partners, LLC | 7,670 | $133.7K | 0.01% | +2,873+59.9% | Added |
| Whittier Trust Co of Nevada Inc | 6,762 | $116.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 6,652 | $114.0K | 0.04% | +15+0.2% | Added |
| GAMMA Investing LLC | 6,649 | $107.1K | 0.03% | +6,649 | New |
| Parallel Advisors, LLC | 5,424 | $93.5K | 0.00% | +3,249+149.4% | Added |
| Beacon Capital Management, LLC | 5,834 | $89.1K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4,933 | $85.0K | 0.03% | +4,933 | New |
| Huntington National Bank | 4,859 | $83.7K | 0.00% | −14−0.3% | Reduced |
| Neo Ivy Capital Management | 4,486 | $77.0K | 0.17% | −21,974−83.0% | Reduced |
| Broadwater Capital Management LLC | 4,300 | $74.1K | 0.06% | +4,300 | New |
| Advisory Services Network, LLC | 4,135 | $71.2K | 0.00% | +4,135 | New |
| Harbour Investments, Inc. | 4,008 | $69.1K | 0.00% | +2,008+100.4% | Added |
| American State Bank (Iowa) | 3,037 | $52.3K | 0.03% | −1,100−26.6% | Reduced |
| Principal Securities, Inc. | 2,592 | $44.7K | 0.00% | +2,592 | New |
| Steward Partners Investment Advisory, LLC | 2,498 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,282 | $39.3K | 0.02% | +2,282 | New |
| Muzinich & Co., Inc. | 2,179 | $37.5K | 0.03% | +1,079+98.1% | Added |
| Massmutual Trust Co FSB | 2,106 | $36.3K | 0.00% | +390+22.7% | Added |
| Motco | 2,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,933 | $33.3K | 0.00% | +622+47.4% | Added |
| Harvest Fund Management Co., Ltd | 1,938 | $33.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,854 | $31.9K | 0.00% | +954+106.0% | Added |
| Provence Wealth Management Group | 1,668 | $28.7K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,629 | $28.1K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,571 | $27.1K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $26.6K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 1,460 | $25.2K | 0.01% | −92,697−98.4% | Reduced |
| Prestige Wealth Management Group LLC | 1,406 | $24.2K | 0.01% | −20−1.4% | Reduced |
| JJJ Advisors Inc. | 1,318 | $22.7K | 0.01% | +1,303+8,686.7% | Added |
| Wiser Advisor Group LLC | 1,278 | $22.0K | 0.04% | +1,278 | New |
| SYSTM Wealth Solutions LLC | 1,272 | $21.9K | 0.00% | +1,272 | New |
| Pathway Financial Advisers, LLC | 1,170 | $20.2K | 0.01% | +24+2.1% | Added |
| Tidemark, LLC | 1,022 | $17.6K | 0.01% | +1,022 | New |
| Proequities, Inc. | 1,019 | $17.6K | 0.00% | −839−45.2% | Reduced |
| EverSource Wealth Advisors, LLC | 989 | $17.0K | 0.00% | +596+151.7% | Added |
| McIlrath & Eck, LLC | 980 | $16.9K | 0.00% | +2+0.2% | Added |
| Farther Finance Advisors, LLC | 959 | $16.5K | 0.00% | +392+69.1% | Added |
| Criterion Capital Advisors, LLC | 903 | $15.6K | 0.01% | +903 | New |
| Parkside Financial Bank & Trust | 839 | $14.5K | 0.00% | +685+444.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 783 | $13.5K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 725 | $12.5K | 0.00% | +15+2.1% | Added |
| Allworth Financial LP | 719 | $12.4K | 0.00% | −728−50.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 715 | $12.0K | 0.00% | −100−12.3% | Reduced |
| Peregrine Capital Management LLC | 680 | $11.7K | 0.00% | +170+33.3% | Added |
| Colonial Trust Advisors | 665 | $11.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 650 | $11.2K | 0.01% | +650 | New |
| Credential Qtrade Securities Inc. | 640 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 582 | $10.0K | 0.00% | +5+0.9% | Added |
| DAGCO, Inc. | 546 | $9.41K | 0.01% | +546 | New |
| Dynamic Wealth Strategies, LLC | 546 | $9.41K | 0.01% | +546 | New |
| Northwestern Mutual Wealth Management Co | 545 | $9.39K | 0.00% | −2,083−79.3% | Reduced |
| CGC Financial Services, LLC | 530 | $9.13K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 441 | $8.00K | 0.01% | +11+2.6% | Added |
| Bessemer Group Inc | 440 | $8.00K | 0.00% | +440 | New |
| Creative Financial Designs Inc | 458 | $7.89K | 0.00% | +458 | New |
| AdvisorNet Financial, Inc | 454 | $7.82K | 0.00% | −246−35.1% | Reduced |
| Heritage Wealth Advisors | 450 | $7.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 396 | $7.00K | 0.00% | +396 | New |
| Glassman Wealth Services | 351 | $6.05K | 0.00% | +258+277.4% | Added |
| Umb Bank N A | 300 | $5.17K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 293 | $5.05K | 0.00% | +52+21.6% | Added |
| 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 |
| Crewe Advisors LLC | 250 | $4.31K | 0.00% | +250 | New |
| SRS Capital Advisors, Inc. | 238 | $4.10K | 0.00% | +238 | New |
| Pinnacle Bancorp, Inc. | 225 | $3.88K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 222 | $3.83K | 0.00% | +222 | New |
| Hexagon Capital Partners LLC | 200 | $3.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 176 | $3.03K | 0.00% | −1,277−87.9% | Reduced |
| Private Wealth Management Group, LLC | 166 | $2.86K | 0.00% | +166 | New |
| Farmers & Merchants Investments Inc | 165 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 141 | $2.43K | 0.00% | +141 | New |
| EntryPoint Capital, LLC | 139 | $2.40K | 0.00% | +139 | New |
| Zions Bancorporation, N.A. | 135 | $2.33K | 0.00% | −107−44.2% | Reduced |
| NBC Securities, Inc. | 155 | $2.00K | 0.00% | −135−46.6% | Reduced |