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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 10,759 | $177.3K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,813 | $178.2K | 0.00% | −1,923−15.1% | Reduced |
| JB Capital LLC | 10,911 | $179.8K | 0.01% | −661−5.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,978 | $182.6K | 0.00% | +33+0.3% | Added |
| Pasadena Private Wealth, LLC | 11,165 | $184.0K | 0.04% | −716−6.0% | Reduced |
| Wetherby Asset Management Inc | 11,287 | $186.0K | 0.01% | −43−0.4% | Reduced |
| Sigma Planning Corp | 11,384 | $187.6K | 0.01% | −339−2.9% | Reduced |
| Independent Financial Group, LLC | 11,442 | $188.6K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 11,737 | $193.4K | 0.06% | −450−3.7% | Reduced |
| Choate Investment Advisors | 11,825 | $194.9K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 11,911 | $196.3K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 11,302 | $201.6K | 0.01% | −463−3.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,380 | $204.0K | 0.02% | +12,380 | New |
| Modern Wealth Management, LLC | 12,926 | $213.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 13,100 | $215.9K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,228 | $218.0K | 0.01% | +494+3.9% | Added |
| Sonora Investment Management Group, LLC | 15,428 | $218.3K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,358 | $220.1K | 0.00% | −4,305−24.4% | Reduced |
| Coppell Advisory Solutions LLC | 13,373 | $220.4K | 0.04% | +13,373 | New |
| Frank, Rimerman Advisors LLC | 13,432 | $221.4K | 0.02% | +13,432 | New |
| Catalytic Wealth RIA, LLC | 13,709 | $225.9K | 0.04% | +13,709 | New |
| Quadrant Capital Group LLC | 13,801 | $227.4K | 0.02% | +3,795+37.9% | Added |
| Heirloom Wealth Management | 14,019 | $231.0K | 0.07% | −6,868−32.9% | Reduced |
| Ausdal Financial Partners, Inc. | 14,231 | $234.5K | 0.03% | +139+1.0% | Added |
| Boothbay Fund Management, LLC | 14,291 | $235.5K | 0.01% | +3,193+28.8% | Added |
| Archetype Wealth Partners | 14,952 | $246.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 15,151 | $249.7K | 0.01% | −1,065−6.6% | Reduced |
| TBH Global Asset Management, LLC | 15,200 | $250.5K | 0.06% | +15,200 | New |
| Wolverine Trading, LLC | 15,392 | $253.7K | 0.00% | +15,392 | New |
| Alps Advisors Inc | 15,657 | $258.0K | 0.00% | −3,650−18.9% | Reduced |
| Colony Group, LLC | 15,904 | $262.0K | 0.00% | −3,823−19.4% | Reduced |
| GeoWealth Management, LLC | 16,371 | $269.8K | 0.01% | +1,496+10.1% | Added |
| US Bancorp | 16,424 | $270.7K | 0.00% | −37−0.2% | Reduced |
| PFG Investments, LLC | 16,431 | $270.8K | 0.02% | −48,853−74.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 16,464 | $271.3K | 0.06% | +16,464 | New |
| Korea Investment CORP | 16,575 | $273.2K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 16,690 | $275.0K | 0.02% | −1,000−5.7% | Reduced |
| Kestra Advisory Services, LLC | 16,836 | $277.5K | 0.00% | −1,551−8.4% | Reduced |
| Intrua Financial, LLC | 17,078 | $281.4K | 0.05% | −852−4.8% | Reduced |
| CI Private Wealth, LLC | 17,209 | $283.6K | 0.00% | −817−4.5% | Reduced |
| Global Financial Private Client, LLC | 17,276 | $284.7K | 0.12% | −2,500−12.6% | Reduced |
| Norinchukin Bank, The | 17,283 | $284.8K | 0.01% | −806−4.5% | Reduced |
| Evergreen Capital Management LLC | 17,646 | $290.8K | 0.01% | +17,646 | New |
| CX Institutional | 17,671 | $291.2K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 17,735 | $292.3K | 0.22% | +17,735 | New |
| ProShare Advisors LLC | 17,835 | $293.9K | 0.00% | −746−4.0% | Reduced |
| CWM, LLC | 18,103 | $298.0K | 0.00% | +2,623+16.9% | Added |
| Canvas Wealth Advisors, LLC | 16,950 | $300.5K | 0.09% | −51,389−75.2% | Reduced |
| The PNC Financial Services Group, Inc. | 18,484 | $304.6K | 0.00% | −639−3.3% | Reduced |
| Brinker Capital Investments, LLC | 18,525 | $305.3K | 0.00% | +3,968+27.3% | Added |
| Orion Portfolio Solutions, LLC | 18,525 | $305.3K | 0.00% | +3,968+27.3% | Added |
| HighPoint Advisor Group LLC | 17,254 | $306.0K | 0.02% | +1,202+7.5% | Added |
| International Assets Investment Management, LLC | 18,748 | $309.0K | 0.03% | +18,748 | New |
| Fortis Advisors, LLC | 18,772 | $309.4K | 0.22% | +363+2.0% | Added |
| Tower Research Capital LLC (TRC) | 20,129 | $331.7K | 0.01% | −1,573−7.2% | Reduced |
| Greenleaf Trust | 20,221 | $333.2K | 0.00% | +20,221 | New |
| Hall Capital Management Co Inc | 20,750 | $342.0K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 19,233 | $342.7K | 0.00% | −2,507−11.5% | Reduced |
| Brown Advisory Inc | 20,970 | $345.6K | 0.00% | −3,000−12.5% | Reduced |
| Swiss Life Asset Management Ltd | 21,192 | $349.3K | 0.00% | −7,067−25.0% | Reduced |
| J.W. Cole Advisors, Inc. | 22,198 | $365.8K | 0.02% | −1,785−7.4% | Reduced |
| Park Avenue Securities LLC | 22,461 | $370.0K | 0.00% | +340+1.5% | Added |
| MML Investors Services, LLC | 23,071 | $380.0K | 0.00% | −4,109−15.1% | Reduced |
| Signaturefd, LLC | 24,089 | $397.0K | 0.01% | +6,810+39.4% | Added |
| Captrust Financial Advisors | 24,815 | $409.0K | 0.00% | +283+1.2% | Added |
| Clay Northam Wealth Management, LLC | 24,898 | $410.3K | 0.31% | −250−1.0% | Reduced |
| GWM Advisors LLC | 25,026 | $412.4K | 0.00% | +180+0.7% | Added |
| Infrastructure Capital Advisors, LLC | 25,149 | $414.5K | 0.06% | −299−1.2% | Reduced |
| Armstrong Advisory Group, Inc | 25,222 | $415.7K | 0.04% | −8,112−24.3% | Reduced |
| Truist Financial Corp | 25,325 | $417.4K | 0.00% | −14,359−36.2% | Reduced |
| Fifth Third Bancorp | 25,362 | $418.0K | 0.00% | −256−1.0% | Reduced |
| Susquehanna International Group, LLP | 25,405 | $418.7K | 0.00% | −47,086−65.0% | Reduced |
| Peak Financial Advisors LLC | 25,867 | $426.3K | 0.24% | +1,160+4.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,086 | $446.4K | 0.00% | −3,354−11.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,317 | $450.2K | 0.00% | +1,261+4.8% | Added |
| HGK Asset Management Inc | 27,917 | $460.1K | 0.09% | −4,243−13.2% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 28,566 | $470.8K | 0.01% | +28,566 | New |
| Maryland State Retirement & Pension System | 28,629 | $471.8K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 29,018 | $478.0K | 0.00% | −60,614−67.6% | Reduced |
| Private Advisor Group, LLC | 29,296 | $482.8K | 0.00% | +3,291+12.7% | Added |
| Commerzbank Aktiengesellschaft | 29,633 | $489.0K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 29,903 | $492.8K | 0.02% | +4,573+18.1% | Added |
| Securian Asset Management, Inc | 30,191 | $497.5K | 0.01% | −1,130−3.6% | Reduced |
| Samalin Investment Counsel, LLC | 31,105 | $512.6K | 0.24% | +3,708+13.5% | Added |
| Linden Thomas Advisory Services, LLC | 31,244 | $514.9K | 0.08% | +31,244 | New |
| Paloma Partners Management Co | 31,500 | $519.1K | 0.04% | +31,500 | New |
| United Services Automobile Association | 31,655 | $521.7K | 0.01% | +2,150+7.3% | Added |
| Hodges Capital Management Inc. | 32,050 | $528.2K | 0.04% | +5,000+18.5% | Added |
| Natixis Advisors, L.P. | 33,716 | $556.0K | 0.00% | +33,716 | New |
| Jefferies Financial Group Inc. | 33,996 | $560.3K | 0.01% | +16,306+92.2% | Added |
| Neuberger Berman Group LLC | 34,054 | $561.2K | 0.00% | +9,850+40.7% | Added |
| Cerity Partners LLC | 37,570 | $619.2K | 0.00% | −18,775−33.3% | Reduced |
| LMR Partners LLP | 38,082 | $627.6K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 38,392 | $632.7K | 0.02% | +38,392 | New |
| Baillie Gifford & Co | 38,442 | $633.5K | 0.00% | +3,783+10.9% | Added |
| Public Employees Retirement Association of Colorado | 38,737 | $638.0K | 0.00% | −5,459−12.4% | Reduced |
| Money Concepts Capital Corp | 39,294 | $647.6K | 0.05% | +4,595+13.2% | Added |
| Brevan Howard Capital Management LP | 41,578 | $685.2K | 0.04% | +3,326+8.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 41,588 | $685.4K | 0.00% | −2,349−5.3% | Reduced |
| Headlands Technologies LLC | 42,443 | $699.5K | 0.07% | +42,049+10,672.3% | Added |