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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 10,350 | $187.8K | 0.02% | −409−3.8% | Reduced |
| Pasadena Private Wealth, LLC | 10,369 | $188.2K | 0.04% | −796−7.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,824 | $189.0K | 0.00% | +10,824 | New |
| Sanctuary Advisors, LLC | 11,187 | $193.5K | 0.00% | +11,187 | New |
| Janney Montgomery Scott LLC | 10,887 | $198.0K | 0.00% | −18,131−62.5% | Reduced |
| JB Capital LLC | 11,037 | $200.3K | 0.01% | +126+1.2% | Added |
| Wetherby Asset Management Inc | 11,050 | $200.6K | 0.01% | −237−2.1% | Reduced |
| CIBC Asset Management Inc | 11,191 | $203.1K | 0.00% | +378+3.5% | Added |
| Focus Financial Network, Inc. | 11,302 | $205.1K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 11,345 | $205.9K | 0.00% | +11,345 | New |
| KBC Group NV | 11,451 | $208.0K | 0.00% | +1,625+16.5% | Added |
| RDA Financial Network | 11,737 | $213.0K | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 11,762 | $213.5K | 0.01% | +11,762 | New |
| Canvas Wealth Advisors, LLC | 12,000 | $217.8K | 0.06% | −4,950−29.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,477 | $226.5K | 0.01% | +97+0.8% | Added |
| Merit Financial Group, LLC | 12,488 | $226.6K | 0.01% | +12,488 | New |
| Coppell Advisory Solutions LLC | 12,523 | $227.7K | 0.03% | −850−6.4% | Reduced |
| Brinker Capital Investments, LLC | 12,572 | $228.2K | 0.00% | −5,953−32.1% | Reduced |
| Orion Portfolio Solutions, LLC | 12,572 | $228.2K | 0.00% | −5,953−32.1% | Reduced |
| Atria Wealth Solutions, Inc. | 12,961 | $235.3K | 0.00% | +12,961 | New |
| Baldwin Brothers Inc | 13,100 | $237.8K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,352 | $242.3K | 0.00% | −60.0% | Reduced |
| Frank, Rimerman Advisors LLC | 13,432 | $243.8K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 13,461 | $244.3K | 0.03% | +13,461 | New |
| Sonora Investment Management Group, LLC | 13,768 | $249.9K | 0.02% | −1,660−10.8% | Reduced |
| Shell Asset Management Co | 13,895 | $252.0K | 0.01% | +13,895 | New |
| Triumph Capital Management | 13,992 | $254.0K | 0.09% | +13,992 | New |
| Ausdal Financial Partners, Inc. | 14,139 | $256.6K | 0.03% | −92−0.6% | Reduced |
| Quadrant Capital Group LLC | 14,314 | $259.8K | 0.02% | +513+3.7% | Added |
| Meeder Asset Management Inc | 14,492 | $263.0K | 0.02% | +14,232+5,473.8% | Added |
| Sterling Capital Management LLC | 14,494 | $263.1K | 0.00% | +14,494 | New |
| Modern Wealth Management, LLC | 14,691 | $266.6K | 0.02% | +1,765+13.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,693 | $267.1K | 0.00% | +3,715+33.8% | Added |
| HighPoint Advisor Group LLC | 15,985 | $270.5K | 0.02% | −1,269−7.4% | Reduced |
| Archetype Wealth Partners | 14,952 | $271.0K | 0.04% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 15,090 | $273.9K | 0.05% | +1,381+10.1% | Added |
| Shelton Capital Management | 15,151 | $275.0K | 0.01% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 15,200 | $275.9K | 0.06% | 00.0% | Unchanged |
| Vident Advisory, LLC | 15,613 | $283.4K | 0.01% | +2,385+18.0% | Added |
| ProShare Advisors LLC | 15,825 | $287.2K | 0.00% | −2,010−11.3% | Reduced |
| Colony Group, LLC | 16,404 | $297.7K | 0.00% | +500+3.1% | Added |
| Norinchukin Bank, The | 16,417 | $298.0K | 0.01% | −866−5.0% | Reduced |
| PFG Investments, LLC | 16,435 | $298.3K | 0.02% | +40.0% | Added |
| Intrua Financial, LLC | 16,506 | $299.6K | 0.05% | −572−3.3% | Reduced |
| Mackenzie Financial Corp | 17,018 | $308.9K | 0.00% | +17,018 | New |
| The PNC Financial Services Group, Inc. | 17,183 | $311.9K | 0.00% | −1,301−7.0% | Reduced |
| Global Financial Private Client, LLC | 17,276 | $313.6K | 0.12% | 00.0% | Unchanged |
| Alps Advisors Inc | 17,303 | $314.0K | 0.00% | +1,646+10.5% | Added |
| CX Institutional | 17,671 | $320.7K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 18,039 | $327.4K | 0.01% | +393+2.2% | Added |
| US Bancorp | 18,899 | $343.0K | 0.00% | +2,475+15.1% | Added |
| Truist Financial Corp | 18,904 | $343.1K | 0.00% | −6,421−25.4% | Reduced |
| CI Private Wealth, LLC | 19,112 | $346.9K | 0.00% | +1,903+11.1% | Added |
| Schonfeld Strategic Advisors LLC | 19,170 | $347.9K | 0.00% | +19,170 | New |
| Park Avenue Securities LLC | 19,400 | $352.0K | 0.00% | −3,061−13.6% | Reduced |
| Connecticut Wealth Management, LLC | 20,000 | $363.0K | 0.02% | +20,000 | New |
| Mercer Global Advisors Inc | 20,516 | $367.3K | 0.00% | +1,283+6.7% | Added |
| Brown Advisory Inc | 20,290 | $368.3K | 0.00% | −680−3.2% | Reduced |
| Greenleaf Trust | 20,345 | $369.3K | 0.00% | +124+0.6% | Added |
| Inceptionr LLC | 21,681 | $393.5K | 0.10% | +21,681 | New |
| Maryland State Retirement & Pension System | 21,692 | $393.7K | 0.01% | −6,937−24.2% | Reduced |
| J.W. Cole Advisors, Inc. | 22,365 | $405.9K | 0.02% | +167+0.8% | Added |
| CWM, LLC | 23,068 | $419.0K | 0.00% | +4,965+27.4% | Added |
| Oak Thistle LLC | 23,135 | $419.9K | 0.14% | +5,400+30.4% | Added |
| Safe Harbor Fiduciary, LLC | 23,390 | $424.5K | 0.40% | +23,390 | New |
| Journey Strategic Wealth LLC | 23,518 | $426.9K | 0.02% | +23,518 | New |
| United Services Automobile Association | 23,964 | $434.9K | 0.01% | −7,691−24.3% | Reduced |
| Clay Northam Wealth Management, LLC | 24,202 | $439.3K | 0.30% | −696−2.8% | Reduced |
| GeoWealth Management, LLC | 24,354 | $442.0K | 0.02% | +7,983+48.8% | Added |
| MML Investors Services, LLC | 24,487 | $444.0K | 0.00% | +1,416+6.1% | Added |
| Infrastructure Capital Advisors, LLC | 24,850 | $451.0K | 0.06% | −299−1.2% | Reduced |
| Signaturefd, LLC | 24,912 | $452.2K | 0.01% | +823+3.4% | Added |
| GWM Advisors LLC | 24,953 | $452.9K | 0.00% | −73−0.3% | Reduced |
| Armstrong Advisory Group, Inc | 25,243 | $458.2K | 0.04% | +21+0.1% | Added |
| Van Hulzen Asset Management, LLC | 25,690 | $466.0K | 0.03% | +9,000+53.9% | Added |
| DoubleLine ETF Adviser LP | 25,907 | $470.2K | 0.11% | +25,907 | New |
| Algert Global LLC | 25,920 | $470.4K | 0.01% | −12,472−32.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 26,465 | $480.3K | 0.00% | −852−3.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,107 | $492.0K | 0.00% | +21+0.1% | Added |
| Peak Financial Advisors LLC | 27,396 | $497.2K | 0.26% | +1,529+5.9% | Added |
| Securian Asset Management, Inc | 28,229 | $512.4K | 0.01% | −1,962−6.5% | Reduced |
| Fifth Third Bancorp | 29,520 | $535.8K | 0.00% | +4,158+16.4% | Added |
| Commerzbank Aktiengesellschaft | 29,633 | $538.0K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 29,727 | $539.5K | 0.23% | −1,378−4.4% | Reduced |
| Fortis Advisors, LLC | 30,200 | $548.1K | 0.36% | +11,428+60.9% | Added |
| Private Advisor Group, LLC | 30,358 | $551.0K | 0.00% | +1,062+3.6% | Added |
| Linden Thomas Advisory Services, LLC | 31,073 | $564.0K | 0.08% | −171−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 31,364 | $569.3K | 0.02% | +11,235+55.8% | Added |
| Captrust Financial Advisors | 31,562 | $572.8K | 0.00% | +6,747+27.2% | Added |
| Avantax Advisory Services, Inc. | 31,603 | $573.6K | 0.00% | −16,371−34.1% | Reduced |
| HGK Asset Management Inc | 32,084 | $582.3K | 0.11% | +4,167+14.9% | Added |
| Natixis Advisors, L.P. | 34,058 | $618.0K | 0.00% | +342+1.0% | Added |
| Hodges Capital Management Inc. | 34,985 | $635.0K | 0.04% | +2,935+9.2% | Added |
| Neuberger Berman Group LLC | 37,012 | $671.8K | 0.00% | +2,958+8.7% | Added |
| Metis Global Partners, LLC | 37,375 | $678.4K | 0.02% | +7,472+25.0% | Added |
| Two Sigma Investments, LP | 37,830 | $686.6K | 0.00% | +37,830 | New |
| Baillie Gifford & Co | 38,442 | $697.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 38,737 | $703.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 40,101 | $728.0K | 0.00% | −37,327−48.2% | Reduced |
| Clean Yield Group | 40,167 | $729.0K | 0.23% | −53,183−57.0% | Reduced |