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 |
|---|---|---|---|---|---|
| FMR LLC | 50,946 | $924.7K | 0.00% | −173,083−77.3% | Reduced |
| Voya Investment Management LLC | 49,463 | $897.8K | 0.00% | −4,132−7.7% | Reduced |
| Commonwealth Equity Services, LLC | 48,338 | $877.0K | 0.00% | −19,392−28.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 46,752 | $848.5K | 0.05% | +46,752 | New |
| Advisory Resource Group | 45,132 | $819.1K | 0.17% | −1,154−2.5% | Reduced |
| Savant Capital, LLC | 44,982 | $816.4K | 0.01% | +548+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,034 | $799.2K | 0.00% | +2,446+5.9% | Added |
| XTX Topco Ltd | 43,424 | $788.1K | 0.06% | +43,424 | New |
| Xponance, Inc. | 42,415 | $769.8K | 0.01% | −894−2.1% | Reduced |
| M&T Bank Corp | 41,603 | $755.2K | 0.00% | −3,586−7.9% | Reduced |
| Money Concepts Capital Corp | 41,334 | $750.2K | 0.06% | +2,040+5.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 40,839 | $741.2K | 0.15% | −9,058−18.2% | Reduced |
| Clean Yield Group | 40,167 | $729.0K | 0.23% | −53,183−57.0% | Reduced |
| SG Americas Securities, LLC | 40,101 | $728.0K | 0.00% | −37,327−48.2% | Reduced |
| Public Employees Retirement Association of Colorado | 38,737 | $703.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 38,442 | $697.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 37,830 | $686.6K | 0.00% | +37,830 | New |
| Metis Global Partners, LLC | 37,375 | $678.4K | 0.02% | +7,472+25.0% | Added |
| Neuberger Berman Group LLC | 37,012 | $671.8K | 0.00% | +2,958+8.7% | Added |
| Hodges Capital Management Inc. | 34,985 | $635.0K | 0.04% | +2,935+9.2% | Added |
| Natixis Advisors, L.P. | 34,058 | $618.0K | 0.00% | +342+1.0% | Added |
| HGK Asset Management Inc | 32,084 | $582.3K | 0.11% | +4,167+14.9% | Added |
| Avantax Advisory Services, Inc. | 31,603 | $573.6K | 0.00% | −16,371−34.1% | Reduced |
| Captrust Financial Advisors | 31,562 | $572.8K | 0.00% | +6,747+27.2% | Added |
| Tower Research Capital LLC (TRC) | 31,364 | $569.3K | 0.02% | +11,235+55.8% | Added |
| Linden Thomas Advisory Services, LLC | 31,073 | $564.0K | 0.08% | −171−0.5% | Reduced |
| Private Advisor Group, LLC | 30,358 | $551.0K | 0.00% | +1,062+3.6% | Added |
| Fortis Advisors, LLC | 30,200 | $548.1K | 0.36% | +11,428+60.9% | Added |
| Samalin Investment Counsel, LLC | 29,727 | $539.5K | 0.23% | −1,378−4.4% | Reduced |
| Commerzbank Aktiengesellschaft | 29,633 | $538.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 29,520 | $535.8K | 0.00% | +4,158+16.4% | Added |
| Securian Asset Management, Inc | 28,229 | $512.4K | 0.01% | −1,962−6.5% | Reduced |
| Peak Financial Advisors LLC | 27,396 | $497.2K | 0.26% | +1,529+5.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,107 | $492.0K | 0.00% | +21+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,465 | $480.3K | 0.00% | −852−3.1% | Reduced |
| Algert Global LLC | 25,920 | $470.4K | 0.01% | −12,472−32.5% | Reduced |
| DoubleLine ETF Adviser LP | 25,907 | $470.2K | 0.11% | +25,907 | New |
| Van Hulzen Asset Management, LLC | 25,690 | $466.0K | 0.03% | +9,000+53.9% | Added |
| Armstrong Advisory Group, Inc | 25,243 | $458.2K | 0.04% | +21+0.1% | Added |
| GWM Advisors LLC | 24,953 | $452.9K | 0.00% | −73−0.3% | Reduced |
| Signaturefd, LLC | 24,912 | $452.2K | 0.01% | +823+3.4% | Added |
| Infrastructure Capital Advisors, LLC | 24,850 | $451.0K | 0.06% | −299−1.2% | Reduced |
| MML Investors Services, LLC | 24,487 | $444.0K | 0.00% | +1,416+6.1% | Added |
| GeoWealth Management, LLC | 24,354 | $442.0K | 0.02% | +7,983+48.8% | Added |
| Clay Northam Wealth Management, LLC | 24,202 | $439.3K | 0.30% | −696−2.8% | Reduced |
| United Services Automobile Association | 23,964 | $434.9K | 0.01% | −7,691−24.3% | Reduced |
| Journey Strategic Wealth LLC | 23,518 | $426.9K | 0.02% | +23,518 | New |
| Safe Harbor Fiduciary, LLC | 23,390 | $424.5K | 0.40% | +23,390 | New |
| Oak Thistle LLC | 23,135 | $419.9K | 0.14% | +5,400+30.4% | Added |
| CWM, LLC | 23,068 | $419.0K | 0.00% | +4,965+27.4% | Added |
| J.W. Cole Advisors, Inc. | 22,365 | $405.9K | 0.02% | +167+0.8% | Added |
| Maryland State Retirement & Pension System | 21,692 | $393.7K | 0.01% | −6,937−24.2% | Reduced |
| Inceptionr LLC | 21,681 | $393.5K | 0.10% | +21,681 | New |
| Greenleaf Trust | 20,345 | $369.3K | 0.00% | +124+0.6% | Added |
| Brown Advisory Inc | 20,290 | $368.3K | 0.00% | −680−3.2% | Reduced |
| Mercer Global Advisors Inc | 20,516 | $367.3K | 0.00% | +1,283+6.7% | Added |
| Connecticut Wealth Management, LLC | 20,000 | $363.0K | 0.02% | +20,000 | New |
| Park Avenue Securities LLC | 19,400 | $352.0K | 0.00% | −3,061−13.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,170 | $347.9K | 0.00% | +19,170 | New |
| CI Private Wealth, LLC | 19,112 | $346.9K | 0.00% | +1,903+11.1% | Added |
| Truist Financial Corp | 18,904 | $343.1K | 0.00% | −6,421−25.4% | Reduced |
| US Bancorp | 18,899 | $343.0K | 0.00% | +2,475+15.1% | Added |
| Evergreen Capital Management LLC | 18,039 | $327.4K | 0.01% | +393+2.2% | Added |
| CX Institutional | 17,671 | $320.7K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 17,303 | $314.0K | 0.00% | +1,646+10.5% | Added |
| Global Financial Private Client, LLC | 17,276 | $313.6K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,183 | $311.9K | 0.00% | −1,301−7.0% | Reduced |
| Mackenzie Financial Corp | 17,018 | $308.9K | 0.00% | +17,018 | New |
| Intrua Financial, LLC | 16,506 | $299.6K | 0.05% | −572−3.3% | Reduced |
| PFG Investments, LLC | 16,435 | $298.3K | 0.02% | +40.0% | Added |
| Norinchukin Bank, The | 16,417 | $298.0K | 0.01% | −866−5.0% | Reduced |
| Colony Group, LLC | 16,404 | $297.7K | 0.00% | +500+3.1% | Added |
| ProShare Advisors LLC | 15,825 | $287.2K | 0.00% | −2,010−11.3% | Reduced |
| Vident Advisory, LLC | 15,613 | $283.4K | 0.01% | +2,385+18.0% | Added |
| TBH Global Asset Management, LLC | 15,200 | $275.9K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 15,151 | $275.0K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 15,090 | $273.9K | 0.05% | +1,381+10.1% | Added |
| Archetype Wealth Partners | 14,952 | $271.0K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 15,985 | $270.5K | 0.02% | −1,269−7.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,693 | $267.1K | 0.00% | +3,715+33.8% | Added |
| Modern Wealth Management, LLC | 14,691 | $266.6K | 0.02% | +1,765+13.7% | Added |
| Sterling Capital Management LLC | 14,494 | $263.1K | 0.00% | +14,494 | New |
| Meeder Asset Management Inc | 14,492 | $263.0K | 0.02% | +14,232+5,473.8% | Added |
| Quadrant Capital Group LLC | 14,314 | $259.8K | 0.02% | +513+3.7% | Added |
| Ausdal Financial Partners, Inc. | 14,139 | $256.6K | 0.03% | −92−0.6% | Reduced |
| Triumph Capital Management | 13,992 | $254.0K | 0.09% | +13,992 | New |
| Shell Asset Management Co | 13,895 | $252.0K | 0.01% | +13,895 | New |
| Sonora Investment Management Group, LLC | 13,768 | $249.9K | 0.02% | −1,660−10.8% | Reduced |
| Dark Forest Capital Management LP | 13,461 | $244.3K | 0.03% | +13,461 | New |
| Frank, Rimerman Advisors LLC | 13,432 | $243.8K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,352 | $242.3K | 0.00% | −60.0% | Reduced |
| Baldwin Brothers Inc | 13,100 | $237.8K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,961 | $235.3K | 0.00% | +12,961 | New |
| 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 |
| Coppell Advisory Solutions LLC | 12,523 | $227.7K | 0.03% | −850−6.4% | Reduced |
| Merit Financial Group, LLC | 12,488 | $226.6K | 0.01% | +12,488 | New |
| Fifth Third Wealth Advisors LLC | 12,477 | $226.5K | 0.01% | +97+0.8% | Added |
| Canvas Wealth Advisors, LLC | 12,000 | $217.8K | 0.06% | −4,950−29.2% | Reduced |
| Change Path, LLC | 11,762 | $213.5K | 0.01% | +11,762 | New |