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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 7,045 | $116.1K | 0.00% | +1,534+27.8% | Added |
| Whittier Trust Co of Nevada Inc | 7,041 | $116.0K | 0.00% | +279+4.1% | Added |
| Bartlett & Co. Wealth Management LLC | 6,922 | $114.1K | 0.00% | −4,000−36.6% | Reduced |
| EntryPoint Capital, LLC | 6,873 | $113.3K | 0.05% | +5,316+341.4% | Added |
| Walleye Trading LLC | 6,179 | $101.8K | 0.00% | −243,847−97.5% | Reduced |
| GAMMA Investing LLC | 5,569 | $91.8K | 0.01% | +2,238+67.2% | Added |
| Creekmur Asset Management LLC | 5,448 | $89.8K | 0.02% | +52+1.0% | Added |
| Huntington National Bank | 5,170 | $85.2K | 0.00% | +388+8.1% | Added |
| Beacon Capital Management, LLC | 4,336 | $71.5K | 0.01% | −1,498−25.7% | Reduced |
| Broadwater Capital Management LLC | 4,300 | $70.9K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,008 | $66.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,996 | $65.9K | 0.00% | +969+32.0% | Added |
| Principal Securities, Inc. | 3,660 | $60.3K | 0.00% | +989+37.0% | Added |
| Quarry LP | 3,444 | $56.8K | 0.02% | +154+4.7% | Added |
| Lindbrook Capital, LLC | 3,358 | $55.3K | 0.01% | +2,397+249.4% | Added |
| Lazard Asset Management LLC | 3,188 | $52.0K | 0.00% | +3,188 | New |
| EverSource Wealth Advisors, LLC | 2,809 | $49.7K | 0.00% | +2,030+260.6% | Added |
| Ci Investments Inc. | 2,621 | $43.0K | 0.00% | +1,864+246.2% | Added |
| Storebrand Asset Management AS | 2,501 | $41.2K | 0.00% | −1,812−42.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,400 | $39.6K | 0.01% | +2,400 | New |
| Allworth Financial LP | 2,194 | $38.3K | 0.00% | +1,732+374.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,276 | $37.5K | 0.00% | +628+38.1% | Added |
| Quent Capital, LLC | 2,227 | $36.7K | 0.00% | +294+15.2% | Added |
| Motco | 2,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,711 | $28.2K | 0.01% | +32+1.9% | Added |
| Sunbelt Securities, Inc. | 1,629 | $26.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $25.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,498 | $24.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,451 | $23.9K | 0.01% | +45+3.2% | Added |
| Wiser Advisor Group LLC | 1,334 | $22.0K | 0.03% | +27+2.1% | Added |
| Ashton Thomas Private Wealth, LLC | 1,307 | $21.5K | 0.00% | +1,307 | New |
| SYSTM Wealth Solutions LLC | 1,272 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,220 | $20.1K | 0.01% | +24+2.0% | Added |
| Group One Trading, L.P. | 1,076 | $17.7K | 0.00% | +1,076 | New |
| McIlrath & Eck, LLC | 1,028 | $16.9K | 0.00% | +2+0.2% | Added |
| Tidemark, LLC | 1,022 | $16.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 999 | $16.5K | 0.00% | +508+103.5% | Added |
| Farther Finance Advisors, LLC | 985 | $16.2K | 0.00% | +179+22.2% | Added |
| Proequities, Inc. | 960 | $15.8K | 0.00% | +98+11.4% | Added |
| Covestor Ltd | 820 | $14.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 844 | $13.9K | 0.01% | +16+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 809 | $13.3K | 0.00% | −802−49.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 783 | $12.9K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 680 | $11.2K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 600 | $10.6K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 640 | $10.5K | 0.00% | +640 | New |
| AdvisorNet Financial, Inc | 637 | $10.5K | 0.00% | +128+25.1% | Added |
| Larson Financial Group LLC | 572 | $9.43K | 0.00% | +572 | New |
| IFP Advisors, Inc | 572 | $9.43K | 0.00% | +268+88.2% | Added |
| Bessemer Group Inc | 541 | $9.00K | 0.00% | +541 | New |
| CGC Financial Services, LLC | 530 | $8.73K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 515 | $8.49K | 0.00% | −63−10.9% | Reduced |
| Private Wealth Management Group, LLC | 480 | $7.91K | 0.00% | +424+757.1% | Added |
| Creative Financial Designs Inc | 477 | $7.87K | 0.00% | +9+1.9% | Added |
| Parkside Financial Bank & Trust | 470 | $7.75K | 0.00% | −273−36.7% | Reduced |
| Colonial Trust Advisors | 465 | $7.66K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 460 | $7.58K | 0.00% | +460 | New |
| Versant Capital Management, Inc | 450 | $7.42K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 371 | $6.17K | 0.00% | −67−15.3% | Reduced |
| Ronald Blue Trust, Inc. | 434 | $6.14K | 0.00% | +434 | New |
| Castleview Partners, LLC | 341 | $5.62K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 284 | $4.68K | 0.00% | −148−34.3% | Reduced |
| Meeder Asset Management Inc | 260 | $4.29K | 0.00% | +260 | New |
| Crewe Advisors LLC | 250 | $4.12K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 235 | $3.87K | 0.00% | −509−68.4% | Reduced |
| Pinnacle Bancorp, Inc. | 225 | $3.71K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 222 | $3.66K | 0.00% | +222 | New |
| SRS Capital Advisors, Inc. | 206 | $3.40K | 0.00% | −32−13.4% | Reduced |
| Hexagon Capital Partners LLC | 200 | $3.30K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.30K | 0.00% | +200 | New |
| Criterion Capital Advisors, LLC | 170 | $2.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 165 | $2.72K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 166 | $2.35K | 0.00% | +166 | New |
| Valley National Advisers Inc | 145 | $2.00K | 0.00% | +145 | New |
| HM Payson & Co | 100 | $1.65K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $1.60K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 84 | $1.43K | 0.00% | −1,000−92.3% | Reduced |
| Cornerstone Planning Group LLC | 58 | $1.01K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | +7+25.0% | Added |
| Financial Management Professionals, Inc. | 41 | $1.00K | 0.00% | +41 | New |
| Sachetta, LLC | 51 | $905 | 0.00% | +14+37.8% | Added |
| Bokf, NA | 34 | $560 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $559 | 0.00% | +1+3.0% | Added |
| Raffa Wealth Management, LLC | 31 | $511 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 29 | $478 | 0.00% | +29 | New |
| Concord Wealth Partners | 28 | $461 | 0.00% | +28 | New |
| Assetmark, Inc | 27 | $445 | 0.00% | +27 | New |
| Harbor Investment Advisory, LLC | 16 | $264 | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 15 | $247 | 0.00% | −126−89.4% | Reduced |
| MV Capital Management, Inc. | 8 | $132 | 0.00% | +8 | New |
| Ridgewood Investments LLC | 1 | $11 | 0.00% | +1 | New |
| Lasalle Investment Management Securities LLC | 0 | $0 | 0.00% | −2,774,205−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,644,240−100.0% | Sold out |
| V3 Capital Management, L.P. | 0 | $0 | 0.00% | −1,469,350−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,239,203−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −596,545−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −582,463−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −504,157−100.0% | Sold out |