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 |
|---|---|---|---|---|---|
| RDA Financial Network | 11,737 | $213.0K | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 11,451 | $208.0K | 0.00% | +1,625+16.5% | Added |
| Quantinno Capital Management LP | 11,345 | $205.9K | 0.00% | +11,345 | New |
| Focus Financial Network, Inc. | 11,302 | $205.1K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,191 | $203.1K | 0.00% | +378+3.5% | Added |
| Wetherby Asset Management Inc | 11,050 | $200.6K | 0.01% | −237−2.1% | Reduced |
| JB Capital LLC | 11,037 | $200.3K | 0.01% | +126+1.2% | Added |
| Janney Montgomery Scott LLC | 10,887 | $198.0K | 0.00% | −18,131−62.5% | Reduced |
| Sanctuary Advisors, LLC | 11,187 | $193.5K | 0.00% | +11,187 | New |
| O'Shaughnessy Asset Management, LLC | 10,824 | $189.0K | 0.00% | +10,824 | New |
| Pasadena Private Wealth, LLC | 10,369 | $188.2K | 0.04% | −796−7.1% | Reduced |
| Capital Investment Advisory Services, LLC | 10,350 | $187.8K | 0.02% | −409−3.8% | Reduced |
| Naviter Wealth, LLC | 10,211 | $185.3K | 0.03% | −1,700−14.3% | Reduced |
| Trust Point Inc. | 10,024 | $181.9K | 0.01% | +10,024 | New |
| Delta Asset Management LLC | 8,991 | $163.2K | 0.01% | −125−1.4% | Reduced |
| Parallel Advisors, LLC | 8,235 | $149.5K | 0.00% | +1,190+16.9% | Added |
| Spirit of America Management Corp | 8,000 | $145.2K | 0.03% | −2,000−20.0% | Reduced |
| GAMMA Investing LLC | 7,444 | $135.1K | 0.01% | +1,875+33.7% | Added |
| Whittier Trust Co of Nevada Inc | 7,041 | $127.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,922 | $125.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 6,932 | $125.0K | 0.04% | −263−3.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,300 | $114.3K | 0.03% | +3,900+162.5% | Added |
| Huntington National Bank | 5,898 | $107.1K | 0.00% | +728+14.1% | Added |
| Global Retirement Partners, LLC | 5,205 | $94.5K | 0.00% | +1,209+30.3% | Added |
| Main Street Group, LTD | 5,145 | $93.4K | 0.04% | +5,145 | New |
| Harbor Capital Advisors, Inc. | 4,924 | $89.0K | 0.00% | +4,924 | New |
| Beacon Capital Management, LLC | 4,336 | $78.7K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 4,300 | $78.0K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,291 | $77.9K | 0.00% | +4,291 | New |
| Harbour Investments, Inc. | 4,008 | $72.7K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,600 | $65.3K | 0.00% | +3,600 | New |
| Lindbrook Capital, LLC | 3,288 | $59.7K | 0.01% | −70−2.1% | Reduced |
| Creekmur Asset Management LLC | 3,099 | $56.2K | 0.01% | −2,349−43.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,901 | $52.7K | 0.00% | +92+3.3% | Added |
| Principal Securities, Inc. | 2,890 | $52.5K | 0.00% | −770−21.0% | Reduced |
| Quarry LP | 2,652 | $48.1K | 0.01% | −792−23.0% | Reduced |
| Optiver Holding B.V. | 2,566 | $46.6K | 0.00% | +2,566 | New |
| Storebrand Asset Management AS | 2,501 | $45.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,355 | $42.7K | 0.00% | +161+7.3% | Added |
| Quent Capital, LLC | 2,227 | $40.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,100 | $38.1K | 0.00% | +2,100 | New |
| Motco | 2,000 | $36.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,932 | $35.1K | 0.00% | −344−15.1% | Reduced |
| Jones Financial Companies LLLP | 1,818 | $33.0K | 0.00% | +320+21.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,804 | $32.7K | 0.00% | +1,289+250.3% | Added |
| Rise Advisors, LLC | 1,741 | $31.6K | 0.02% | +30+1.8% | Added |
| Sunbelt Securities, Inc. | 1,629 | $29.6K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $28.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,451 | $26.3K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,419 | $25.8K | 0.00% | +1,419 | New |
| Wiser Advisor Group LLC | 1,357 | $24.6K | 0.04% | +23+1.7% | Added |
| Umb Bank N A | 1,335 | $24.2K | 0.00% | +1,051+370.1% | Added |
| Ci Investments Inc. | 1,314 | $24.0K | 0.00% | −1,307−49.9% | Reduced |
| Farther Finance Advisors, LLC | 1,252 | $22.7K | 0.00% | +267+27.1% | Added |
| Pathway Financial Advisers, LLC | 1,241 | $22.5K | 0.01% | +21+1.7% | Added |
| Smartleaf Asset Management LLC | 1,038 | $18.9K | 0.00% | +667+179.8% | Added |
| McIlrath & Eck, LLC | 1,029 | $18.7K | 0.00% | +1+0.1% | Added |
| Tidemark, LLC | 1,022 | $18.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 999 | $18.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 961 | $17.4K | 0.00% | +1+0.1% | Added |
| Continuum Advisory, LLC | 1,000 | $17.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 945 | $17.0K | 0.00% | +945 | New |
| Covestor Ltd | 804 | $15.0K | 0.01% | −16−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 810 | $14.7K | 0.00% | +1+0.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 783 | $14.2K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 680 | $12.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 650 | $11.8K | 0.00% | +13+2.0% | Added |
| Ronald Blue Trust, Inc. | 710 | $11.7K | 0.00% | +276+63.6% | Added |
| Aviso Financial Inc. | 640 | $11.6K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 627 | $11.4K | 0.00% | +627 | New |
| DecisionPoint Financial, LLC | 600 | $10.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 582 | $10.6K | 0.00% | +10+1.7% | Added |
| IFP Advisors, Inc | 564 | $10.2K | 0.00% | −8−1.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 560 | $10.2K | 0.00% | +560 | New |
| CGC Financial Services, LLC | 530 | $9.62K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 486 | $8.81K | 0.00% | +9+1.9% | Added |
| Private Wealth Management Group, LLC | 480 | $8.71K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 470 | $8.53K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 465 | $8.44K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 451 | $8.19K | 0.00% | +451 | New |
| Versant Capital Management, Inc | 450 | $8.17K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 421 | $7.64K | 0.00% | +421 | New |
| Aster Capital Management (DIFC) Ltd | 332 | $6.03K | 0.00% | +332 | New |
| Crewe Advisors LLC | 250 | $4.54K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $4.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 206 | $3.74K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 204 | $3.70K | 0.00% | −18−8.1% | Reduced |
| 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 |
| Farmers & Merchants Investments Inc | 165 | $3.00K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 170 | $2.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 122 | $2.21K | 0.00% | +122 | New |
| Abound Wealth Management | 116 | $2.11K | 0.00% | +116 | New |
| Ashton Thomas Securities, LLC | 101 | $1.83K | 0.00% | +101 | New |
| HM Payson & Co | 100 | $1.81K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $1.76K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 84 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $1.05K | 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 |