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, 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 | 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, 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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 38,082 | $627.6K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 37,570 | $619.2K | 0.00% | −18,775−33.3% | Reduced |
| Neuberger Berman Group LLC | 34,054 | $561.2K | 0.00% | +9,850+40.7% | Added |
| Jefferies Financial Group Inc. | 33,996 | $560.3K | 0.01% | +16,306+92.2% | Added |
| Natixis Advisors, L.P. | 33,716 | $556.0K | 0.00% | +33,716 | New |
| Hodges Capital Management Inc. | 32,050 | $528.2K | 0.04% | +5,000+18.5% | Added |
| United Services Automobile Association | 31,655 | $521.7K | 0.01% | +2,150+7.3% | Added |
| Paloma Partners Management Co | 31,500 | $519.1K | 0.04% | +31,500 | New |
| Linden Thomas Advisory Services, LLC | 31,244 | $514.9K | 0.08% | +31,244 | New |
| Samalin Investment Counsel, LLC | 31,105 | $512.6K | 0.24% | +3,708+13.5% | Added |
| Securian Asset Management, Inc | 30,191 | $497.5K | 0.01% | −1,130−3.6% | Reduced |
| Metis Global Partners, LLC | 29,903 | $492.8K | 0.02% | +4,573+18.1% | Added |
| Commerzbank Aktiengesellschaft | 29,633 | $489.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 29,296 | $482.8K | 0.00% | +3,291+12.7% | Added |
| Janney Montgomery Scott LLC | 29,018 | $478.0K | 0.00% | −60,614−67.6% | Reduced |
| Maryland State Retirement & Pension System | 28,629 | $471.8K | 0.01% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 28,566 | $470.8K | 0.01% | +28,566 | New |
| HGK Asset Management Inc | 27,917 | $460.1K | 0.09% | −4,243−13.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,317 | $450.2K | 0.00% | +1,261+4.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,086 | $446.4K | 0.00% | −3,354−11.0% | Reduced |
| Peak Financial Advisors LLC | 25,867 | $426.3K | 0.24% | +1,160+4.7% | Added |
| Susquehanna International Group, LLP | 25,405 | $418.7K | 0.00% | −47,086−65.0% | Reduced |
| Fifth Third Bancorp | 25,362 | $418.0K | 0.00% | −256−1.0% | Reduced |
| Truist Financial Corp | 25,325 | $417.4K | 0.00% | −14,359−36.2% | Reduced |
| Armstrong Advisory Group, Inc | 25,222 | $415.7K | 0.04% | −8,112−24.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 25,149 | $414.5K | 0.06% | −299−1.2% | Reduced |
| GWM Advisors LLC | 25,026 | $412.4K | 0.00% | +180+0.7% | Added |
| Clay Northam Wealth Management, LLC | 24,898 | $410.3K | 0.31% | −250−1.0% | Reduced |
| Captrust Financial Advisors | 24,815 | $409.0K | 0.00% | +283+1.2% | Added |
| Signaturefd, LLC | 24,089 | $397.0K | 0.01% | +6,810+39.4% | Added |
| MML Investors Services, LLC | 23,071 | $380.0K | 0.00% | −4,109−15.1% | Reduced |
| Park Avenue Securities LLC | 22,461 | $370.0K | 0.00% | +340+1.5% | Added |
| J.W. Cole Advisors, Inc. | 22,198 | $365.8K | 0.02% | −1,785−7.4% | Reduced |
| Swiss Life Asset Management Ltd | 21,192 | $349.3K | 0.00% | −7,067−25.0% | Reduced |
| Brown Advisory Inc | 20,970 | $345.6K | 0.00% | −3,000−12.5% | Reduced |
| Mercer Global Advisors Inc | 19,233 | $342.7K | 0.00% | −2,507−11.5% | Reduced |
| Hall Capital Management Co Inc | 20,750 | $342.0K | 0.16% | 00.0% | Unchanged |
| Greenleaf Trust | 20,221 | $333.2K | 0.00% | +20,221 | New |
| Tower Research Capital LLC (TRC) | 20,129 | $331.7K | 0.01% | −1,573−7.2% | Reduced |
| Fortis Advisors, LLC | 18,772 | $309.4K | 0.22% | +363+2.0% | Added |
| International Assets Investment Management, LLC | 18,748 | $309.0K | 0.03% | +18,748 | New |
| HighPoint Advisor Group LLC | 17,254 | $306.0K | 0.02% | +1,202+7.5% | Added |
| 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 |
| The PNC Financial Services Group, Inc. | 18,484 | $304.6K | 0.00% | −639−3.3% | Reduced |
| Canvas Wealth Advisors, LLC | 16,950 | $300.5K | 0.09% | −51,389−75.2% | Reduced |
| CWM, LLC | 18,103 | $298.0K | 0.00% | +2,623+16.9% | Added |
| ProShare Advisors LLC | 17,835 | $293.9K | 0.00% | −746−4.0% | Reduced |
| Oak Thistle LLC | 17,735 | $292.3K | 0.22% | +17,735 | New |
| CX Institutional | 17,671 | $291.2K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 17,646 | $290.8K | 0.01% | +17,646 | New |
| Norinchukin Bank, The | 17,283 | $284.8K | 0.01% | −806−4.5% | Reduced |
| Global Financial Private Client, LLC | 17,276 | $284.7K | 0.12% | −2,500−12.6% | Reduced |
| CI Private Wealth, LLC | 17,209 | $283.6K | 0.00% | −817−4.5% | Reduced |
| Intrua Financial, LLC | 17,078 | $281.4K | 0.05% | −852−4.8% | Reduced |
| Kestra Advisory Services, LLC | 16,836 | $277.5K | 0.00% | −1,551−8.4% | Reduced |
| Van Hulzen Asset Management, LLC | 16,690 | $275.0K | 0.02% | −1,000−5.7% | Reduced |
| Korea Investment CORP | 16,575 | $273.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 16,464 | $271.3K | 0.06% | +16,464 | New |
| PFG Investments, LLC | 16,431 | $270.8K | 0.02% | −48,853−74.8% | Reduced |
| US Bancorp | 16,424 | $270.7K | 0.00% | −37−0.2% | Reduced |
| GeoWealth Management, LLC | 16,371 | $269.8K | 0.01% | +1,496+10.1% | Added |
| Colony Group, LLC | 15,904 | $262.0K | 0.00% | −3,823−19.4% | Reduced |
| Alps Advisors Inc | 15,657 | $258.0K | 0.00% | −3,650−18.9% | Reduced |
| Wolverine Trading, LLC | 15,392 | $253.7K | 0.00% | +15,392 | New |
| TBH Global Asset Management, LLC | 15,200 | $250.5K | 0.06% | +15,200 | New |
| Shelton Capital Management | 15,151 | $249.7K | 0.01% | −1,065−6.6% | Reduced |
| Archetype Wealth Partners | 14,952 | $246.0K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 14,291 | $235.5K | 0.01% | +3,193+28.8% | Added |
| Ausdal Financial Partners, Inc. | 14,231 | $234.5K | 0.03% | +139+1.0% | Added |
| Heirloom Wealth Management | 14,019 | $231.0K | 0.07% | −6,868−32.9% | Reduced |
| Quadrant Capital Group LLC | 13,801 | $227.4K | 0.02% | +3,795+37.9% | Added |
| Catalytic Wealth RIA, LLC | 13,709 | $225.9K | 0.04% | +13,709 | New |
| Frank, Rimerman Advisors LLC | 13,432 | $221.4K | 0.02% | +13,432 | New |
| Coppell Advisory Solutions LLC | 13,373 | $220.4K | 0.04% | +13,373 | New |
| Sequoia Financial Advisors, LLC | 13,358 | $220.1K | 0.00% | −4,305−24.4% | Reduced |
| Sonora Investment Management Group, LLC | 15,428 | $218.3K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,228 | $218.0K | 0.01% | +494+3.9% | Added |
| Baldwin Brothers Inc | 13,100 | $215.9K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 12,926 | $213.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 12,380 | $204.0K | 0.02% | +12,380 | New |
| Focus Financial Network, Inc. | 11,302 | $201.6K | 0.01% | −463−3.9% | Reduced |
| Naviter Wealth, LLC | 11,911 | $196.3K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 11,825 | $194.9K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 11,737 | $193.4K | 0.06% | −450−3.7% | Reduced |
| Independent Financial Group, LLC | 11,442 | $188.6K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,384 | $187.6K | 0.01% | −339−2.9% | Reduced |
| Wetherby Asset Management Inc | 11,287 | $186.0K | 0.01% | −43−0.4% | Reduced |
| Pasadena Private Wealth, LLC | 11,165 | $184.0K | 0.04% | −716−6.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,978 | $182.6K | 0.00% | +33+0.3% | Added |
| JB Capital LLC | 10,911 | $179.8K | 0.01% | −661−5.7% | Reduced |
| CIBC Asset Management Inc | 10,813 | $178.2K | 0.00% | −1,923−15.1% | Reduced |
| Capital Investment Advisory Services, LLC | 10,759 | $177.3K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 10,700 | $176.3K | 0.07% | +10,700 | New |
| Arrow Investment Advisors, LLC | 10,563 | $174.1K | 0.16% | +10,563 | New |
| Spirit of America Management Corp | 10,000 | $164.8K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 9,826 | $162.0K | 0.00% | +1,439+17.2% | Added |
| Delta Asset Management LLC | 9,116 | $150.2K | 0.01% | −1,045−10.3% | Reduced |
| Quest Partners LLC | 8,608 | $141.9K | 0.02% | −62,372−87.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7,195 | $118.0K | 0.03% | +749+11.6% | Added |