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; 461 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, Q2 2024
Institutional positions in Healthcare Realty Trust Inc as of Jun 30, 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
- 393
- −3 vs. Q1 2024
- Shares held
- 384.5M
- −1.81M (−0.5%) vs. Q1 2024
- Total value
- $6.33B
- +$864.3M (+15.8%) vs. Q1 2024
- New holders
- 56
- 134 more added
- Sold out
- 59
- 148 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 461 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 1 | $11 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 8 | $132 | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 15 | $247 | 0.00% | −126−89.4% | Reduced |
| Harbor Investment Advisory, LLC | 16 | $264 | 0.00% | +16 | New |
| Assetmark, Inc | 27 | $445 | 0.00% | +27 | New |
| Concord Wealth Partners | 28 | $461 | 0.00% | +28 | New |
| Innealta Capital, LLC | 29 | $478 | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 31 | $511 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $559 | 0.00% | +1+3.0% | Added |
| Bokf, NA | 34 | $560 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $905 | 0.00% | +14+37.8% | Added |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | +7+25.0% | Added |
| Financial Management Professionals, Inc. | 41 | $1.00K | 0.00% | +41 | New |
| Cornerstone Planning Group LLC | 58 | $1.01K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 84 | $1.43K | 0.00% | −1,000−92.3% | Reduced |
| Investors Research Corp | 97 | $1.60K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.65K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 145 | $2.00K | 0.00% | +145 | New |
| Wetzel Investment Advisors, Inc. | 166 | $2.35K | 0.00% | +166 | New |
| Farmers & Merchants Investments Inc | 165 | $2.72K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 170 | $2.80K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $3.30K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.30K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 206 | $3.40K | 0.00% | −32−13.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 222 | $3.66K | 0.00% | +222 | New |
| Pinnacle Bancorp, Inc. | 225 | $3.71K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 235 | $3.87K | 0.00% | −509−68.4% | Reduced |
| Crewe Advisors LLC | 250 | $4.12K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 260 | $4.29K | 0.00% | +260 | New |
| Umb Bank N A | 284 | $4.68K | 0.00% | −148−34.3% | Reduced |
| Castleview Partners, LLC | 341 | $5.62K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 434 | $6.14K | 0.00% | +434 | New |
| Smartleaf Asset Management LLC | 371 | $6.17K | 0.00% | −67−15.3% | Reduced |
| Versant Capital Management, Inc | 450 | $7.42K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 460 | $7.58K | 0.00% | +460 | New |
| Colonial Trust Advisors | 465 | $7.66K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 470 | $7.75K | 0.00% | −273−36.7% | Reduced |
| Creative Financial Designs Inc | 477 | $7.87K | 0.00% | +9+1.9% | Added |
| Private Wealth Management Group, LLC | 480 | $7.91K | 0.00% | +424+757.1% | Added |
| Northwestern Mutual Wealth Management Co | 515 | $8.49K | 0.00% | −63−10.9% | Reduced |
| CGC Financial Services, LLC | 530 | $8.73K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 541 | $9.00K | 0.00% | +541 | New |
| IFP Advisors, Inc | 572 | $9.43K | 0.00% | +268+88.2% | Added |
| Larson Financial Group LLC | 572 | $9.43K | 0.00% | +572 | New |
| AdvisorNet Financial, Inc | 637 | $10.5K | 0.00% | +128+25.1% | Added |
| Aviso Financial Inc. | 640 | $10.5K | 0.00% | +640 | New |
| DecisionPoint Financial, LLC | 600 | $10.6K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 680 | $11.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 783 | $12.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 809 | $13.3K | 0.00% | −802−49.8% | Reduced |
| Register Financial Advisors LLC | 844 | $13.9K | 0.01% | +16+1.9% | Added |
| Covestor Ltd | 820 | $14.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 960 | $15.8K | 0.00% | +98+11.4% | Added |
| Farther Finance Advisors, LLC | 985 | $16.2K | 0.00% | +179+22.2% | Added |
| Massmutual Trust Co FSB | 999 | $16.5K | 0.00% | +508+103.5% | Added |
| Continuum Advisory, LLC | 1,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,000 | $16.5K | 0.01% | +1,000 | New |
| Tidemark, LLC | 1,022 | $16.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,028 | $16.9K | 0.00% | +2+0.2% | Added |
| Group One Trading, L.P. | 1,076 | $17.7K | 0.00% | +1,076 | New |
| Pathway Financial Advisers, LLC | 1,220 | $20.1K | 0.01% | +24+2.0% | Added |
| SYSTM Wealth Solutions LLC | 1,272 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,307 | $21.5K | 0.00% | +1,307 | New |
| Wiser Advisor Group LLC | 1,334 | $22.0K | 0.03% | +27+2.1% | Added |
| Prestige Wealth Management Group LLC | 1,451 | $23.9K | 0.01% | +45+3.2% | Added |
| Jones Financial Companies LLLP | 1,498 | $24.7K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $25.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,629 | $26.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,711 | $28.2K | 0.01% | +32+1.9% | Added |
| Motco | 2,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,227 | $36.7K | 0.00% | +294+15.2% | Added |
| Allspring Global Investments Holdings, LLC | 2,276 | $37.5K | 0.00% | +628+38.1% | Added |
| Allworth Financial LP | 2,194 | $38.3K | 0.00% | +1,732+374.9% | Added |
| Catalyst Funds Management Pty Ltd | 2,400 | $39.6K | 0.01% | +2,400 | New |
| Storebrand Asset Management AS | 2,501 | $41.2K | 0.00% | −1,812−42.0% | Reduced |
| Ci Investments Inc. | 2,621 | $43.0K | 0.00% | +1,864+246.2% | Added |
| EverSource Wealth Advisors, LLC | 2,809 | $49.7K | 0.00% | +2,030+260.6% | Added |
| Lazard Asset Management LLC | 3,188 | $52.0K | 0.00% | +3,188 | New |
| Lindbrook Capital, LLC | 3,358 | $55.3K | 0.01% | +2,397+249.4% | Added |
| Quarry LP | 3,444 | $56.8K | 0.02% | +154+4.7% | Added |
| Principal Securities, Inc. | 3,660 | $60.3K | 0.00% | +989+37.0% | Added |
| Global Retirement Partners, LLC | 3,996 | $65.9K | 0.00% | +969+32.0% | Added |
| Harbour Investments, Inc. | 4,008 | $66.1K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 4,300 | $70.9K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4,336 | $71.5K | 0.01% | −1,498−25.7% | Reduced |
| Huntington National Bank | 5,170 | $85.2K | 0.00% | +388+8.1% | Added |
| Creekmur Asset Management LLC | 5,448 | $89.8K | 0.02% | +52+1.0% | Added |
| GAMMA Investing LLC | 5,569 | $91.8K | 0.01% | +2,238+67.2% | Added |
| Walleye Trading LLC | 6,179 | $101.8K | 0.00% | −243,847−97.5% | Reduced |
| EntryPoint Capital, LLC | 6,873 | $113.3K | 0.05% | +5,316+341.4% | Added |
| Bartlett & Co. Wealth Management LLC | 6,922 | $114.1K | 0.00% | −4,000−36.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,041 | $116.0K | 0.00% | +279+4.1% | Added |
| Parallel Advisors, LLC | 7,045 | $116.1K | 0.00% | +1,534+27.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,195 | $118.0K | 0.03% | +749+11.6% | Added |
| Quest Partners LLC | 8,608 | $141.9K | 0.02% | −62,372−87.9% | Reduced |
| Delta Asset Management LLC | 9,116 | $150.2K | 0.01% | −1,045−10.3% | Reduced |
| KBC Group NV | 9,826 | $162.0K | 0.00% | +1,439+17.2% | Added |
| Spirit of America Management Corp | 10,000 | $164.8K | 0.03% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 10,563 | $174.1K | 0.16% | +10,563 | New |
| Accel Wealth Management | 10,700 | $176.3K | 0.07% | +10,700 | New |