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, Q3 2024
Institutional positions in Healthcare Realty Trust Inc as of Sep 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
- 412
- +22 vs. Q2 2024
- Shares held
- 379.7M
- +38.9M (+11.4%) vs. Q2 2024
- Total value
- $6.87B
- +$1.26B (+22.5%) vs. Q2 2024
- New holders
- 63
- 138 more added
- Sold out
- 41
- 146 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mather Group, LLC. | 6 | $109 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 8 | $146 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $272 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $474 | 0.00% | +26 | New |
| Voisard Asset Management Group, Inc. | 30 | $545 | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 31 | $563 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 34 | $600 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 35 | $607 | 0.00% | +1+2.9% | Added |
| Golden State Equity Partners | 38 | $689 | 0.00% | +38 | New |
| Skopos Labs, Inc. | 39 | $708 | 0.00% | +39 | New |
| Private Trust Co NA | 40 | $726 | 0.00% | +40 | New |
| Sachetta, LLC | 51 | $926 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $1.05K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 84 | $1.52K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $1.76K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.81K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 101 | $1.83K | 0.00% | +101 | New |
| Abound Wealth Management | 116 | $2.11K | 0.00% | +116 | New |
| True Wealth Design, LLC | 122 | $2.21K | 0.00% | +122 | New |
| Criterion Capital Advisors, LLC | 170 | $2.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 165 | $3.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.63K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $3.63K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 204 | $3.70K | 0.00% | −18−8.1% | Reduced |
| SRS Capital Advisors, Inc. | 206 | $3.74K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $4.08K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $4.54K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 332 | $6.03K | 0.00% | +332 | New |
| Capital Performance Advisors LLP | 421 | $7.64K | 0.00% | +421 | New |
| Versant Capital Management, Inc | 450 | $8.17K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 451 | $8.19K | 0.00% | +451 | New |
| Colonial Trust Advisors | 465 | $8.44K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 470 | $8.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 480 | $8.71K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 486 | $8.81K | 0.00% | +9+1.9% | Added |
| CGC Financial Services, LLC | 530 | $9.62K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 560 | $10.2K | 0.00% | +560 | New |
| IFP Advisors, Inc | 564 | $10.2K | 0.00% | −8−1.4% | Reduced |
| Larson Financial Group LLC | 582 | $10.6K | 0.00% | +10+1.7% | Added |
| DecisionPoint Financial, LLC | 600 | $10.9K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 627 | $11.4K | 0.00% | +627 | New |
| Aviso Financial Inc. | 640 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 710 | $11.7K | 0.00% | +276+63.6% | Added |
| AdvisorNet Financial, Inc | 650 | $11.8K | 0.00% | +13+2.0% | Added |
| Peregrine Capital Management LLC | 680 | $12.3K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 783 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 810 | $14.7K | 0.00% | +1+0.1% | Added |
| Covestor Ltd | 804 | $15.0K | 0.01% | −16−2.0% | Reduced |
| Capital Analysts, LLC | 945 | $17.0K | 0.00% | +945 | New |
| Continuum Advisory, LLC | 1,000 | $17.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 961 | $17.4K | 0.00% | +1+0.1% | Added |
| Massmutual Trust Co FSB | 999 | $18.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1,022 | $18.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,029 | $18.7K | 0.00% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 1,038 | $18.9K | 0.00% | +667+179.8% | Added |
| Pathway Financial Advisers, LLC | 1,241 | $22.5K | 0.01% | +21+1.7% | Added |
| Farther Finance Advisors, LLC | 1,252 | $22.7K | 0.00% | +267+27.1% | Added |
| Ci Investments Inc. | 1,314 | $24.0K | 0.00% | −1,307−49.9% | Reduced |
| Umb Bank N A | 1,335 | $24.2K | 0.00% | +1,051+370.1% | Added |
| Wiser Advisor Group LLC | 1,357 | $24.6K | 0.04% | +23+1.7% | Added |
| Jaffetilchin Investment Partners, LLC | 1,419 | $25.8K | 0.00% | +1,419 | New |
| Prestige Wealth Management Group LLC | 1,451 | $26.3K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,629 | $29.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,741 | $31.6K | 0.02% | +30+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,804 | $32.7K | 0.00% | +1,289+250.3% | Added |
| Jones Financial Companies LLLP | 1,818 | $33.0K | 0.00% | +320+21.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,932 | $35.1K | 0.00% | −344−15.1% | Reduced |
| Motco | 2,000 | $36.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,100 | $38.1K | 0.00% | +2,100 | New |
| Quent Capital, LLC | 2,227 | $40.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,355 | $42.7K | 0.00% | +161+7.3% | Added |
| Storebrand Asset Management AS | 2,501 | $45.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,566 | $46.6K | 0.00% | +2,566 | New |
| Quarry LP | 2,652 | $48.1K | 0.01% | −792−23.0% | Reduced |
| Principal Securities, Inc. | 2,890 | $52.5K | 0.00% | −770−21.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,901 | $52.7K | 0.00% | +92+3.3% | Added |
| Creekmur Asset Management LLC | 3,099 | $56.2K | 0.01% | −2,349−43.1% | Reduced |
| Lindbrook Capital, LLC | 3,288 | $59.7K | 0.01% | −70−2.1% | Reduced |
| Point72 Hong Kong Ltd | 3,600 | $65.3K | 0.00% | +3,600 | New |
| Harbour Investments, Inc. | 4,008 | $72.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,291 | $77.9K | 0.00% | +4,291 | New |
| Broadwater Capital Management LLC | 4,300 | $78.0K | 0.06% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4,336 | $78.7K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,924 | $89.0K | 0.00% | +4,924 | New |
| Main Street Group, LTD | 5,145 | $93.4K | 0.04% | +5,145 | New |
| Global Retirement Partners, LLC | 5,205 | $94.5K | 0.00% | +1,209+30.3% | Added |
| Huntington National Bank | 5,898 | $107.1K | 0.00% | +728+14.1% | Added |
| Catalyst Funds Management Pty Ltd | 6,300 | $114.3K | 0.03% | +3,900+162.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,932 | $125.0K | 0.04% | −263−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,922 | $125.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7,041 | $127.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,444 | $135.1K | 0.01% | +1,875+33.7% | Added |
| Spirit of America Management Corp | 8,000 | $145.2K | 0.03% | −2,000−20.0% | Reduced |
| Parallel Advisors, LLC | 8,235 | $149.5K | 0.00% | +1,190+16.9% | Added |
| Delta Asset Management LLC | 8,991 | $163.2K | 0.01% | −125−1.4% | Reduced |
| Trust Point Inc. | 10,024 | $181.9K | 0.01% | +10,024 | New |
| Naviter Wealth, LLC | 10,211 | $185.3K | 0.03% | −1,700−14.3% | Reduced |