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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 11,330 | $160.3K | 0.01% | −1,291−10.2% | Reduced |
| Independent Financial Group, LLC | 11,442 | $161.9K | 0.01% | +1,270+12.5% | Added |
| Focus Financial Network, Inc. | 11,765 | $162.2K | 0.01% | +11,765 | New |
| JB Capital LLC | 11,572 | $163.7K | 0.01% | +175+1.5% | Added |
| Sigma Planning Corp | 11,723 | $165.9K | 0.01% | +11,723 | New |
| Metropolitan Life Insurance Co | 11,760 | $166.4K | 0.01% | +100+0.9% | Added |
| Choate Investment Advisors | 11,825 | $167.3K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 11,881 | $168.1K | 0.04% | −1,305−9.9% | Reduced |
| Naviter Wealth, LLC | 11,911 | $168.5K | 0.03% | 00.0% | Unchanged |
| Corton Capital Inc. | 12,085 | $171.0K | 0.06% | −935−7.2% | Reduced |
| MQS Management LLC | 12,121 | $171.5K | 0.10% | +12,121 | New |
| Cim Investment Mangement Inc | 12,168 | $172.2K | 0.05% | 00.0% | Unchanged |
| RDA Financial Network | 12,187 | $172.4K | 0.06% | −250−2.0% | Reduced |
| Change Path, LLC | 12,302 | $174.0K | 0.01% | +12,302 | New |
| Vident Advisory, LLC | 12,734 | $180.2K | 0.00% | −6,399−33.4% | Reduced |
| CIBC Asset Management Inc | 12,736 | $180.2K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 12,900 | $182.5K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 12,924 | $182.9K | 0.00% | +12,924 | New |
| Modern Wealth Management, LLC | 12,926 | $182.9K | 0.02% | −217−1.7% | Reduced |
| Wexford Capital LP | 13,056 | $184.7K | 0.04% | +13,056 | New |
| Baldwin Brothers Inc | 13,100 | $185.4K | 0.01% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 11,382 | $189.8K | 0.01% | −3,500−23.5% | Reduced |
| Armistice Capital, LLC | 13,589 | $192.3K | 0.01% | +13,589 | New |
| Custom Index Systems, LLC | 14,053 | $198.8K | 0.11% | −767−5.2% | Reduced |
| Teacher Retirement System of Texas | 14,068 | $199.0K | 0.00% | −100,893−87.8% | Reduced |
| Ausdal Financial Partners, Inc. | 14,092 | $199.4K | 0.02% | −635−4.3% | Reduced |
| Brinker Capital Investments, LLC | 14,557 | $206.0K | 0.00% | −9,187−38.7% | Reduced |
| Orion Portfolio Solutions, LLC | 14,557 | $206.0K | 0.00% | −9,187−38.7% | Reduced |
| GeoWealth Management, LLC | 14,875 | $210.5K | 0.01% | +14,875 | New |
| Coppell Advisory Solutions Corp. | 14,888 | $210.7K | 0.04% | +14,888 | New |
| Archetype Wealth Partners | 14,952 | $212.0K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 15,428 | $218.3K | 0.02% | −575−3.6% | Reduced |
| CWM, LLC | 15,480 | $219.0K | 0.00% | −1,459−8.6% | Reduced |
| Bragg Financial Advisors, Inc | 15,750 | $222.9K | 0.01% | −54,884−77.7% | Reduced |
| Shelton Capital Management | 16,216 | $229.5K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 16,294 | $230.6K | 0.05% | −22,875−58.4% | Reduced |
| US Bancorp | 16,461 | $232.9K | 0.00% | −33,335−66.9% | Reduced |
| Korea Investment CORP | 16,575 | $234.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 17,279 | $244.5K | 0.01% | −4,339−20.1% | Reduced |
| Sequoia Financial Advisors, LLC | 17,663 | $249.9K | 0.00% | −2,871−14.0% | Reduced |
| Van Hulzen Asset Management, LLC | 17,690 | $250.0K | 0.02% | −300−1.7% | Reduced |
| CX Institutional | 17,671 | $250.0K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 17,690 | $250.3K | 0.01% | −20,291−53.4% | Reduced |
| Intrua Financial, LLC | 17,930 | $253.7K | 0.04% | −10−0.1% | Reduced |
| CI Private Wealth, LLC | 18,026 | $255.1K | 0.00% | +4,532+33.6% | Added |
| Norinchukin Bank, The | 18,089 | $256.0K | 0.01% | −198−1.1% | Reduced |
| HighPoint Advisor Group LLC | 16,052 | $257.0K | 0.02% | +229+1.4% | Added |
| Kestra Advisory Services, LLC | 18,387 | $260.2K | 0.00% | +18,387 | New |
| Fortis Advisors, LLC | 18,409 | $260.5K | 0.17% | +18,409 | New |
| ProShare Advisors LLC | 18,581 | $262.9K | 0.00% | −1,453−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 19,123 | $270.6K | 0.00% | −37,113−66.0% | Reduced |
| Alps Advisors Inc | 19,307 | $273.2K | 0.00% | +2,830+17.2% | Added |
| Colony Group, LLC | 19,727 | $279.0K | 0.00% | −6,223−24.0% | Reduced |
| Global Financial Private Client, LLC | 19,776 | $279.0K | 0.12% | −10,627−35.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 20,265 | $287.0K | 0.14% | −10,521−34.2% | Reduced |
| Hall Capital Management Co Inc | 20,750 | $293.6K | 0.14% | +10,000+93.0% | Added |
| Heirloom Wealth Management | 20,887 | $295.5K | 0.10% | −489−2.3% | Reduced |
| Mirabella Financial Services LLP | 21,067 | $298.1K | 0.02% | +21,067 | New |
| Bayesian Capital Management, LP | 21,300 | $301.4K | 0.03% | +21,300 | New |
| Mercer Global Advisors Inc | 21,740 | $303.0K | 0.00% | −1,449−6.2% | Reduced |
| Tower Research Capital LLC (TRC) | 21,702 | $307.1K | 0.01% | −17,315−44.4% | Reduced |
| Park Avenue Securities LLC | 22,121 | $313.0K | 0.00% | +7,806+54.5% | Added |
| Vanderbilt University | 23,508 | $332.6K | 0.07% | +23,508 | New |
| Brown Advisory Inc | 23,970 | $339.2K | 0.00% | +23,970 | New |
| J.W. Cole Advisors, Inc. | 23,983 | $339.3K | 0.02% | −9,802−29.0% | Reduced |
| Neuberger Berman Group LLC | 24,204 | $342.5K | 0.00% | −18,232−43.0% | Reduced |
| Captrust Financial Advisors | 24,532 | $347.1K | 0.00% | −10,180−29.3% | Reduced |
| Peak Financial Advisors LLC | 24,707 | $349.6K | 0.21% | +416+1.7% | Added |
| GWM Advisors LLC | 24,846 | $351.6K | 0.00% | +1,159+4.9% | Added |
| Clay Northam Wealth Management, LLC | 25,148 | $355.8K | 0.29% | −1,750−6.5% | Reduced |
| Metis Global Partners, LLC | 25,330 | $358.4K | 0.01% | +817+3.3% | Added |
| Infrastructure Capital Advisors, LLC | 25,448 | $360.1K | 0.05% | −598−2.3% | Reduced |
| Fifth Third Bancorp | 25,618 | $362.5K | 0.00% | +372+1.5% | Added |
| Private Advisor Group, LLC | 26,005 | $368.0K | 0.00% | −2,450−8.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 26,056 | $368.7K | 0.00% | +6,763+35.1% | Added |
| Hodges Capital Management Inc. | 27,050 | $383.0K | 0.02% | +27,050 | New |
| MML Investors Services, LLC | 27,180 | $385.0K | 0.00% | +11,456+72.9% | Added |
| Samalin Investment Counsel, LLC | 27,397 | $387.7K | 0.18% | +2,740+11.1% | Added |
| Maryland State Retirement & Pension System | 28,629 | $393.5K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 28,259 | $399.9K | 0.01% | −8,989−24.1% | Reduced |
| ClearAlpha Technologies LP | 28,774 | $407.2K | 0.17% | +28,774 | New |
| DoubleLine ETF Adviser LP | 29,049 | $411.0K | 0.10% | +2,821+10.8% | Added |
| United Services Automobile Association | 29,505 | $417.5K | 0.01% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 29,633 | $420.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 30,440 | $430.7K | 0.00% | +678+2.3% | Added |
| Securian Asset Management, Inc | 31,321 | $443.2K | 0.01% | −821−2.6% | Reduced |
| HGK Asset Management Inc | 32,160 | $455.1K | 0.09% | +240+0.8% | Added |
| Jane Street Group, LLC | 33,416 | $472.8K | 0.00% | −132,646−79.9% | Reduced |
| Baillie Gifford & Co | 34,659 | $490.4K | 0.00% | +3,965+12.9% | Added |
| Money Concepts Capital Corp | 34,699 | $491.0K | 0.05% | +3,044+9.6% | Added |
| LMR Partners LLP | 38,082 | $538.9K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 38,252 | $541.3K | 0.05% | −16,350−29.9% | Reduced |
| Millennium Management LLC | 39,521 | $559.2K | 0.00% | −788,833−95.2% | Reduced |
| Truist Financial Corp | 39,684 | $561.5K | 0.00% | −59,999−60.2% | Reduced |
| Armstrong Advisory Group, Inc | 33,334 | $574.4K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 43,937 | $621.7K | 0.00% | −7,661−14.8% | Reduced |
| Public Employees Retirement Association of Colorado | 44,196 | $625.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 44,535 | $630.2K | 0.00% | +32,299+264.0% | Added |
| Consolidated Portfolio Review Corp | 44,802 | $634.0K | 0.17% | +6,726+17.7% | Added |
| Voya Investment Management LLC | 45,499 | $643.8K | 0.00% | −2,075−4.4% | Reduced |