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, Q1 2024
Institutional positions in Healthcare Realty Trust Inc as of Mar 31, 2024. 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
- 402
- −4 vs. Q4 2023
- Shares held
- 386.9M
- −12.5M (−3.1%) vs. Q4 2023
- Total value
- $5.47B
- −$1.41B (−20.4%) vs. Q4 2023
- New holders
- 54
- 135 more added
- Sold out
- 58
- 153 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 28 | $0 | 0.00% | −368−92.9% | Reduced |
| Retirement Group, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $439 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 33 | $466 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 33 | $471 | 0.00% | +1+3.1% | Added |
| Bokf, NA | 34 | $480 | 0.00% | +34 | New |
| Salomon & Ludwin, LLC | 43 | $608 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $638 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 50 | $708 | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 56 | $793 | 0.00% | −110−66.3% | Reduced |
| Cornerstone Planning Group LLC | 58 | $864 | 0.00% | +58 | New |
| Mather Group, LLC. | 70 | $1.21K | 0.00% | +70 | New |
| Investors Research Corp | 97 | $1.37K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 24,650 | $1.75K | 0.08% | +24,650 | New |
| Bruce G. Allen Investments, LLC | 141 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 165 | $2.33K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 170 | $2.41K | 0.00% | −733−81.2% | Reduced |
| Hexagon Capital Partners LLC | 200 | $2.83K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $3.18K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 238 | $3.37K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $3.54K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 250 | $3.54K | 0.00% | +250 | New |
| IFP Advisors, Inc | 304 | $4.30K | 0.00% | +128+72.7% | Added |
| ICA Group Wealth Management, LLC | 315 | $4.46K | 0.00% | +315 | New |
| Castleview Partners, LLC | 341 | $4.83K | 0.00% | +48+16.4% | Added |
| Headlands Technologies LLC | 394 | $5.58K | 0.00% | +394 | New |
| Smartleaf Asset Management LLC | 438 | $6.11K | 0.00% | +438 | New |
| Umb Bank N A | 432 | $6.11K | 0.00% | +132+44.0% | Added |
| Versant Capital Management, Inc | 450 | $6.37K | 0.00% | +433+2,547.1% | Added |
| Allworth Financial LP | 462 | $6.54K | 0.00% | −257−35.7% | Reduced |
| Colonial Trust Advisors | 465 | $6.58K | 0.00% | −200−30.1% | Reduced |
| Creative Financial Designs Inc | 468 | $6.63K | 0.00% | +10+2.2% | Added |
| Massmutual Trust Co FSB | 491 | $6.95K | 0.00% | −1,615−76.7% | Reduced |
| AdvisorNet Financial, Inc | 509 | $7.20K | 0.00% | +55+12.1% | Added |
| CGC Financial Services, LLC | 530 | $7.50K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 546 | $8.00K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 578 | $8.18K | 0.00% | +33+6.1% | Added |
| DecisionPoint Financial, LLC | 600 | $8.48K | 0.00% | +600 | New |
| Credential Qtrade Securities Inc. | 640 | $9.06K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 680 | $9.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 743 | $10.5K | 0.00% | −96−11.4% | Reduced |
| JJJ Advisors Inc. | 744 | $10.5K | 0.00% | −574−43.6% | Reduced |
| Ci Investments Inc. | 757 | $11.0K | 0.00% | +175+30.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 783 | $11.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 779 | $11.1K | 0.00% | −210−21.2% | Reduced |
| Farther Finance Advisors, LLC | 806 | $11.4K | 0.00% | −153−16.0% | Reduced |
| Register Financial Advisors LLC | 828 | $11.7K | 0.01% | +828 | New |
| Covestor Ltd | 820 | $12.0K | 0.01% | +379+85.9% | Added |
| Proequities, Inc. | 862 | $12.2K | 0.00% | −157−15.4% | Reduced |
| Lindbrook Capital, LLC | 961 | $13.6K | 0.00% | −893−48.2% | Reduced |
| Tidemark, LLC | 1,022 | $14.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,026 | $14.5K | 0.00% | +46+4.7% | Added |
| Rothschild Investment LLC | 1,053 | $14.9K | 0.00% | +1,053 | New |
| CIBC Private Wealth Group, LLC | 1,084 | $15.3K | 0.00% | +1,084 | New |
| Continuum Advisory, LLC | 1,000 | $15.3K | 0.00% | +1,000 | New |
| Pathway Financial Advisers, LLC | 1,196 | $16.9K | 0.01% | +26+2.2% | Added |
| SYSTM Wealth Solutions LLC | 1,272 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,307 | $18.5K | 0.03% | +29+2.3% | Added |
| Prestige Wealth Management Group LLC | 1,406 | $19.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,498 | $21.2K | 0.00% | +1,498 | New |
| Citizens National Bank Trust Department | 1,543 | $21.8K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,557 | $22.0K | 0.02% | +1,418+1,020.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,611 | $22.8K | 0.00% | −887−35.5% | Reduced |
| Sunbelt Securities, Inc. | 1,629 | $23.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,648 | $23.3K | 0.00% | +1,538+1,398.2% | Added |
| Rise Advisors, LLC | 1,679 | $23.8K | 0.01% | +1,679 | New |
| Quent Capital, LLC | 1,933 | $27.4K | 0.00% | 00.0% | Unchanged |
| Motco | 2,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 2,179 | $37.5K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,671 | $37.8K | 0.00% | +79+3.0% | Added |
| Global Retirement Partners, LLC | 3,027 | $42.8K | 0.00% | −4,643−60.5% | Reduced |
| Quarry LP | 3,290 | $46.6K | 0.02% | +1,008+44.2% | Added |
| GAMMA Investing LLC | 3,331 | $47.1K | 0.01% | −3,318−49.9% | Reduced |
| Harbour Investments, Inc. | 4,008 | $56.7K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 4,300 | $60.8K | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 4,313 | $61.0K | 0.00% | −8,972−67.5% | Reduced |
| Huntington National Bank | 4,782 | $67.7K | 0.00% | −77−1.6% | Reduced |
| Main Street Group, LTD | 5,145 | $72.8K | 0.03% | +5,145 | New |
| Creekmur Asset Management LLC | 5,396 | $76.4K | 0.03% | +463+9.4% | Added |
| Parallel Advisors, LLC | 5,511 | $78.0K | 0.00% | +87+1.6% | Added |
| Beacon Capital Management, LLC | 5,834 | $82.6K | 0.02% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 6,300 | $88.9K | 0.02% | −989,038−99.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 6,446 | $91.2K | 0.03% | −206−3.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,762 | $95.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 8,387 | $119.0K | 0.00% | −36,503−81.3% | Reduced |
| Shell Asset Management Co | 7,696 | $127.0K | 0.01% | −763−9.0% | Reduced |
| Spirit of America Management Corp | 10,000 | $141.5K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,006 | $141.6K | 0.01% | −2,327−18.9% | Reduced |
| Delta Asset Management LLC | 10,161 | $143.8K | 0.01% | −150−1.5% | Reduced |
| Atria Wealth Solutions, Inc. | 10,245 | $145.0K | 0.00% | −410−3.8% | Reduced |
| Graypoint LLC | 10,357 | $146.6K | 0.01% | +10,357 | New |
| Trust Point Inc. | 10,598 | $150.0K | 0.01% | −2,221−17.3% | Reduced |
| Virtu Financial LLC | 10,716 | $152.0K | 0.01% | +10,716 | New |
| Capital Investment Advisory Services, LLC | 10,759 | $152.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,922 | $154.5K | 0.00% | −1,000−8.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,945 | $154.9K | 0.00% | −1,746−13.8% | Reduced |
| Profund Advisors LLC | 11,008 | $155.8K | 0.01% | +445+4.2% | Added |
| Boothbay Fund Management, LLC | 11,098 | $157.0K | 0.00% | −65,345−85.5% | Reduced |
| Avantax Advisory Services, Inc. | 11,101 | $157.1K | 0.00% | +187+1.7% | Added |