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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 11,442 | $161.9K | 0.01% | +1,270+12.5% | Added |
| Wetherby Asset Management Inc | 11,330 | $160.3K | 0.01% | −1,291−10.2% | Reduced |
| Avantax Advisory Services, Inc. | 11,101 | $157.1K | 0.00% | +187+1.7% | Added |
| Boothbay Fund Management, LLC | 11,098 | $157.0K | 0.00% | −65,345−85.5% | Reduced |
| Profund Advisors LLC | 11,008 | $155.8K | 0.01% | +445+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,945 | $154.9K | 0.00% | −1,746−13.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,922 | $154.5K | 0.00% | −1,000−8.4% | Reduced |
| Capital Investment Advisory Services, LLC | 10,759 | $152.2K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,716 | $152.0K | 0.01% | +10,716 | New |
| Trust Point Inc. | 10,598 | $150.0K | 0.01% | −2,221−17.3% | Reduced |
| Graypoint LLC | 10,357 | $146.6K | 0.01% | +10,357 | New |
| Atria Wealth Solutions, Inc. | 10,245 | $145.0K | 0.00% | −410−3.8% | Reduced |
| Delta Asset Management LLC | 10,161 | $143.8K | 0.01% | −150−1.5% | Reduced |
| Quadrant Capital Group LLC | 10,006 | $141.6K | 0.01% | −2,327−18.9% | Reduced |
| Spirit of America Management Corp | 10,000 | $141.5K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,696 | $127.0K | 0.01% | −763−9.0% | Reduced |
| KBC Group NV | 8,387 | $119.0K | 0.00% | −36,503−81.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,762 | $95.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 6,446 | $91.2K | 0.03% | −206−3.1% | Reduced |
| Hazelview Securities Inc. | 6,300 | $88.9K | 0.02% | −989,038−99.4% | Reduced |
| Beacon Capital Management, LLC | 5,834 | $82.6K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,511 | $78.0K | 0.00% | +87+1.6% | Added |
| Creekmur Asset Management LLC | 5,396 | $76.4K | 0.03% | +463+9.4% | Added |
| Main Street Group, LTD | 5,145 | $72.8K | 0.03% | +5,145 | New |
| Huntington National Bank | 4,782 | $67.7K | 0.00% | −77−1.6% | Reduced |
| Storebrand Asset Management AS | 4,313 | $61.0K | 0.00% | −8,972−67.5% | Reduced |
| Broadwater Capital Management LLC | 4,300 | $60.8K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,008 | $56.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,331 | $47.1K | 0.01% | −3,318−49.9% | Reduced |
| Quarry LP | 3,290 | $46.6K | 0.02% | +1,008+44.2% | Added |
| Global Retirement Partners, LLC | 3,027 | $42.8K | 0.00% | −4,643−60.5% | Reduced |
| Principal Securities, Inc. | 2,671 | $37.8K | 0.00% | +79+3.0% | Added |
| Muzinich & Co., Inc. | 2,179 | $37.5K | 0.03% | 00.0% | Unchanged |
| Motco | 2,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,933 | $27.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,679 | $23.8K | 0.01% | +1,679 | New |
| Allspring Global Investments Holdings, LLC | 1,648 | $23.3K | 0.00% | +1,538+1,398.2% | Added |
| Sunbelt Securities, Inc. | 1,629 | $23.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,611 | $22.8K | 0.00% | −887−35.5% | Reduced |
| EntryPoint Capital, LLC | 1,557 | $22.0K | 0.02% | +1,418+1,020.1% | Added |
| Citizens National Bank Trust Department | 1,543 | $21.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,498 | $21.2K | 0.00% | +1,498 | New |
| Prestige Wealth Management Group LLC | 1,406 | $19.9K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,307 | $18.5K | 0.03% | +29+2.3% | Added |
| SYSTM Wealth Solutions LLC | 1,272 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,196 | $16.9K | 0.01% | +26+2.2% | Added |
| Continuum Advisory, LLC | 1,000 | $15.3K | 0.00% | +1,000 | New |
| CIBC Private Wealth Group, LLC | 1,084 | $15.3K | 0.00% | +1,084 | New |
| Rothschild Investment LLC | 1,053 | $14.9K | 0.00% | +1,053 | New |
| McIlrath & Eck, LLC | 1,026 | $14.5K | 0.00% | +46+4.7% | Added |
| Tidemark, LLC | 1,022 | $14.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 961 | $13.6K | 0.00% | −893−48.2% | Reduced |
| Proequities, Inc. | 862 | $12.2K | 0.00% | −157−15.4% | Reduced |
| Covestor Ltd | 820 | $12.0K | 0.01% | +379+85.9% | Added |
| Register Financial Advisors LLC | 828 | $11.7K | 0.01% | +828 | New |
| Farther Finance Advisors, LLC | 806 | $11.4K | 0.00% | −153−16.0% | Reduced |
| EverSource Wealth Advisors, LLC | 779 | $11.1K | 0.00% | −210−21.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 783 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 757 | $11.0K | 0.00% | +175+30.1% | Added |
| JJJ Advisors Inc. | 744 | $10.5K | 0.00% | −574−43.6% | Reduced |
| Parkside Financial Bank & Trust | 743 | $10.5K | 0.00% | −96−11.4% | Reduced |
| Peregrine Capital Management LLC | 680 | $9.62K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 640 | $9.06K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 600 | $8.48K | 0.00% | +600 | New |
| Northwestern Mutual Wealth Management Co | 578 | $8.18K | 0.00% | +33+6.1% | Added |
| Dynamic Wealth Strategies, LLC | 546 | $8.00K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 530 | $7.50K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 509 | $7.20K | 0.00% | +55+12.1% | Added |
| Massmutual Trust Co FSB | 491 | $6.95K | 0.00% | −1,615−76.7% | Reduced |
| Creative Financial Designs Inc | 468 | $6.63K | 0.00% | +10+2.2% | Added |
| Colonial Trust Advisors | 465 | $6.58K | 0.00% | −200−30.1% | Reduced |
| Allworth Financial LP | 462 | $6.54K | 0.00% | −257−35.7% | Reduced |
| Versant Capital Management, Inc | 450 | $6.37K | 0.00% | +433+2,547.1% | Added |
| Umb Bank N A | 432 | $6.11K | 0.00% | +132+44.0% | Added |
| Smartleaf Asset Management LLC | 438 | $6.11K | 0.00% | +438 | New |
| Headlands Technologies LLC | 394 | $5.58K | 0.00% | +394 | New |
| Castleview Partners, LLC | 341 | $4.83K | 0.00% | +48+16.4% | Added |
| ICA Group Wealth Management, LLC | 315 | $4.46K | 0.00% | +315 | New |
| IFP Advisors, Inc | 304 | $4.30K | 0.00% | +128+72.7% | Added |
| Crewe Advisors LLC | 250 | $3.54K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 250 | $3.54K | 0.00% | +250 | New |
| SRS Capital Advisors, Inc. | 238 | $3.37K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $3.18K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $2.83K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 170 | $2.41K | 0.00% | −733−81.2% | Reduced |
| Farmers & Merchants Investments Inc | 165 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 141 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 24,650 | $1.75K | 0.08% | +24,650 | New |
| HM Payson & Co | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $1.37K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 70 | $1.21K | 0.00% | +70 | New |
| Cornerstone Planning Group LLC | 58 | $864 | 0.00% | +58 | New |
| Private Wealth Management Group, LLC | 56 | $793 | 0.00% | −110−66.3% | Reduced |
| Operose Advisors LLC | 50 | $708 | 0.00% | +50 | New |
| Sachetta, LLC | 37 | $638 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 43 | $608 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 34 | $480 | 0.00% | +34 | New |
| Caitlin John, LLC | 33 | $471 | 0.00% | +1+3.1% | Added |
| Whittier Trust Co | 33 | $466 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $439 | 0.00% | 00.0% | Unchanged |