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 |
|---|---|---|---|---|---|
| Creative Planning | 48,628 | $688.1K | 0.00% | −7,498−13.4% | Reduced |
| Nissay Asset Management Corp | 48,058 | $680.0K | 0.00% | +1,248+2.7% | Added |
| Voya Investment Management LLC | 45,499 | $643.8K | 0.00% | −2,075−4.4% | Reduced |
| Consolidated Portfolio Review Corp | 44,802 | $634.0K | 0.17% | +6,726+17.7% | Added |
| Panagora Asset Management Inc | 44,535 | $630.2K | 0.00% | +32,299+264.0% | Added |
| Public Employees Retirement Association of Colorado | 44,196 | $625.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 43,937 | $621.7K | 0.00% | −7,661−14.8% | Reduced |
| Armstrong Advisory Group, Inc | 33,334 | $574.4K | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 39,684 | $561.5K | 0.00% | −59,999−60.2% | Reduced |
| Millennium Management LLC | 39,521 | $559.2K | 0.00% | −788,833−95.2% | Reduced |
| Brevan Howard Capital Management LP | 38,252 | $541.3K | 0.05% | −16,350−29.9% | Reduced |
| LMR Partners LLP | 38,082 | $538.9K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 34,699 | $491.0K | 0.05% | +3,044+9.6% | Added |
| Baillie Gifford & Co | 34,659 | $490.4K | 0.00% | +3,965+12.9% | Added |
| Jane Street Group, LLC | 33,416 | $472.8K | 0.00% | −132,646−79.9% | Reduced |
| HGK Asset Management Inc | 32,160 | $455.1K | 0.09% | +240+0.8% | Added |
| Securian Asset Management, Inc | 31,321 | $443.2K | 0.01% | −821−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 30,440 | $430.7K | 0.00% | +678+2.3% | Added |
| Commerzbank Aktiengesellschaft | 29,633 | $420.0K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 29,505 | $417.5K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 29,049 | $411.0K | 0.10% | +2,821+10.8% | Added |
| ClearAlpha Technologies LP | 28,774 | $407.2K | 0.17% | +28,774 | New |
| Swiss Life Asset Management Ltd | 28,259 | $399.9K | 0.01% | −8,989−24.1% | Reduced |
| Maryland State Retirement & Pension System | 28,629 | $393.5K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 27,397 | $387.7K | 0.18% | +2,740+11.1% | Added |
| MML Investors Services, LLC | 27,180 | $385.0K | 0.00% | +11,456+72.9% | Added |
| Hodges Capital Management Inc. | 27,050 | $383.0K | 0.02% | +27,050 | New |
| Envestnet Portfolio Solutions, Inc. | 26,056 | $368.7K | 0.00% | +6,763+35.1% | Added |
| Private Advisor Group, LLC | 26,005 | $368.0K | 0.00% | −2,450−8.6% | Reduced |
| Fifth Third Bancorp | 25,618 | $362.5K | 0.00% | +372+1.5% | Added |
| Infrastructure Capital Advisors, LLC | 25,448 | $360.1K | 0.05% | −598−2.3% | Reduced |
| Metis Global Partners, LLC | 25,330 | $358.4K | 0.01% | +817+3.3% | Added |
| Clay Northam Wealth Management, LLC | 25,148 | $355.8K | 0.29% | −1,750−6.5% | Reduced |
| GWM Advisors LLC | 24,846 | $351.6K | 0.00% | +1,159+4.9% | Added |
| Peak Financial Advisors LLC | 24,707 | $349.6K | 0.21% | +416+1.7% | Added |
| Captrust Financial Advisors | 24,532 | $347.1K | 0.00% | −10,180−29.3% | Reduced |
| Neuberger Berman Group LLC | 24,204 | $342.5K | 0.00% | −18,232−43.0% | Reduced |
| J.W. Cole Advisors, Inc. | 23,983 | $339.3K | 0.02% | −9,802−29.0% | Reduced |
| Brown Advisory Inc | 23,970 | $339.2K | 0.00% | +23,970 | New |
| Vanderbilt University | 23,508 | $332.6K | 0.07% | +23,508 | New |
| Park Avenue Securities LLC | 22,121 | $313.0K | 0.00% | +7,806+54.5% | Added |
| Tower Research Capital LLC (TRC) | 21,702 | $307.1K | 0.01% | −17,315−44.4% | Reduced |
| Mercer Global Advisors Inc | 21,740 | $303.0K | 0.00% | −1,449−6.2% | Reduced |
| Bayesian Capital Management, LP | 21,300 | $301.4K | 0.03% | +21,300 | New |
| Mirabella Financial Services LLP | 21,067 | $298.1K | 0.02% | +21,067 | New |
| Heirloom Wealth Management | 20,887 | $295.5K | 0.10% | −489−2.3% | Reduced |
| Hall Capital Management Co Inc | 20,750 | $293.6K | 0.14% | +10,000+93.0% | Added |
| Handelsinvest Investeringsforvaltning | 20,265 | $287.0K | 0.14% | −10,521−34.2% | Reduced |
| Global Financial Private Client, LLC | 19,776 | $279.0K | 0.12% | −10,627−35.0% | Reduced |
| Colony Group, LLC | 19,727 | $279.0K | 0.00% | −6,223−24.0% | Reduced |
| Alps Advisors Inc | 19,307 | $273.2K | 0.00% | +2,830+17.2% | Added |
| The PNC Financial Services Group, Inc. | 19,123 | $270.6K | 0.00% | −37,113−66.0% | Reduced |
| ProShare Advisors LLC | 18,581 | $262.9K | 0.00% | −1,453−7.3% | Reduced |
| Fortis Advisors, LLC | 18,409 | $260.5K | 0.17% | +18,409 | New |
| Kestra Advisory Services, LLC | 18,387 | $260.2K | 0.00% | +18,387 | New |
| HighPoint Advisor Group LLC | 16,052 | $257.0K | 0.02% | +229+1.4% | Added |
| Norinchukin Bank, The | 18,089 | $256.0K | 0.01% | −198−1.1% | Reduced |
| CI Private Wealth, LLC | 18,026 | $255.1K | 0.00% | +4,532+33.6% | Added |
| Intrua Financial, LLC | 17,930 | $253.7K | 0.04% | −10−0.1% | Reduced |
| Jefferies Financial Group Inc. | 17,690 | $250.3K | 0.01% | −20,291−53.4% | Reduced |
| CX Institutional | 17,671 | $250.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 17,690 | $250.0K | 0.02% | −300−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 17,663 | $249.9K | 0.00% | −2,871−14.0% | Reduced |
| Signaturefd, LLC | 17,279 | $244.5K | 0.01% | −4,339−20.1% | Reduced |
| Korea Investment CORP | 16,575 | $234.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 16,461 | $232.9K | 0.00% | −33,335−66.9% | Reduced |
| Fox Run Management, L.L.C. | 16,294 | $230.6K | 0.05% | −22,875−58.4% | Reduced |
| Shelton Capital Management | 16,216 | $229.5K | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 15,750 | $222.9K | 0.01% | −54,884−77.7% | Reduced |
| CWM, LLC | 15,480 | $219.0K | 0.00% | −1,459−8.6% | Reduced |
| Sonora Investment Management Group, LLC | 15,428 | $218.3K | 0.02% | −575−3.6% | Reduced |
| Archetype Wealth Partners | 14,952 | $212.0K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions Corp. | 14,888 | $210.7K | 0.04% | +14,888 | New |
| GeoWealth Management, LLC | 14,875 | $210.5K | 0.01% | +14,875 | New |
| 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 |
| Ausdal Financial Partners, Inc. | 14,092 | $199.4K | 0.02% | −635−4.3% | Reduced |
| Teacher Retirement System of Texas | 14,068 | $199.0K | 0.00% | −100,893−87.8% | Reduced |
| Custom Index Systems, LLC | 14,053 | $198.8K | 0.11% | −767−5.2% | Reduced |
| Armistice Capital, LLC | 13,589 | $192.3K | 0.01% | +13,589 | New |
| Lockheed Martin Investment Management Co | 11,382 | $189.8K | 0.01% | −3,500−23.5% | Reduced |
| Baldwin Brothers Inc | 13,100 | $185.4K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 13,056 | $184.7K | 0.04% | +13,056 | New |
| Modern Wealth Management, LLC | 12,926 | $182.9K | 0.02% | −217−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,924 | $182.9K | 0.00% | +12,924 | New |
| Alberta Investment Management Corp | 12,900 | $182.5K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 12,736 | $180.2K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,734 | $180.2K | 0.00% | −6,399−33.4% | Reduced |
| Change Path, LLC | 12,302 | $174.0K | 0.01% | +12,302 | New |
| RDA Financial Network | 12,187 | $172.4K | 0.06% | −250−2.0% | Reduced |
| Cim Investment Mangement Inc | 12,168 | $172.2K | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 12,121 | $171.5K | 0.10% | +12,121 | New |
| Corton Capital Inc. | 12,085 | $171.0K | 0.06% | −935−7.2% | Reduced |
| Naviter Wealth, LLC | 11,911 | $168.5K | 0.03% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 11,881 | $168.1K | 0.04% | −1,305−9.9% | Reduced |
| Choate Investment Advisors | 11,825 | $167.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,760 | $166.4K | 0.01% | +100+0.9% | Added |
| Sigma Planning Corp | 11,723 | $165.9K | 0.01% | +11,723 | New |
| JB Capital LLC | 11,572 | $163.7K | 0.01% | +175+1.5% | Added |
| Focus Financial Network, Inc. | 11,765 | $162.2K | 0.01% | +11,765 | New |