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; 461 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, Q4 2024
Institutional positions in Healthcare Realty Trust Inc as of Dec 31, 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
- 419
- +12 vs. Q3 2024
- Shares held
- 373.5M
- −5.79M (−1.5%) vs. Q3 2024
- Total value
- $6.32B
- −$543.5M (−7.9%) vs. Q3 2024
- New holders
- 64
- 146 more added
- Sold out
- 52
- 154 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 461 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 0 | $4 | 0.00% | 0 | New |
| Activest Wealth Management | 2 | $34 | 0.00% | +2 | New |
| Skopos Labs, Inc. | 4 | $52 | 0.00% | −35−89.7% | Reduced |
| Mather Group, LLC. | 6 | $102 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $170 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 12 | $204 | 0.00% | +4+50.0% | Added |
| Bruce G. Allen Investments, LLC | 15 | $254 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $255 | 0.00% | +15 | New |
| Ronald Blue Trust, Inc. | 17 | $288 | 0.00% | −693−97.6% | Reduced |
| Assetmark, Inc | 19 | $322 | 0.00% | +19 | New |
| WPG Advisers, LLC | 20 | $339 | 0.00% | +20 | New |
| Dunhill Financial, LLC | 26 | $442 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $525 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $576 | 0.00% | −170−83.3% | Reduced |
| Caitlin John, LLC | 35 | $594 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $678 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 41 | $695 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $729 | 0.00% | +43 | New |
| Sachetta, LLC | 51 | $865 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 84 | $1.38K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $1.64K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $1.70K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 106 | $1.81K | 0.00% | +48+82.8% | Added |
| Farmers & Merchants Investments Inc | 150 | $2.54K | 0.00% | −15−9.1% | Reduced |
| Ameriflex Group, Inc. | 162 | $2.71K | 0.00% | +162 | New |
| Criterion Capital Advisors, LLC | 170 | $2.80K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 168 | $2.85K | 0.00% | −392−70.0% | Reduced |
| Hexagon Capital Partners LLC | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $3.81K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $4.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 253 | $4.29K | 0.00% | +253 | New |
| Richards, Merrill & Peterson, Inc. | 350 | $5.93K | 0.00% | +350 | New |
| Transce3nd, LLC | 370 | $6.27K | 0.00% | +370 | New |
| SRS Capital Advisors, Inc. | 386 | $6.54K | 0.00% | +180+87.4% | Added |
| Larson Financial Group LLC | 389 | $6.59K | 0.00% | −193−33.2% | Reduced |
| GHP Investment Advisors, Inc. | 451 | $7.64K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 458 | $7.75K | 0.00% | −192−29.5% | Reduced |
| Colonial Trust Advisors | 465 | $7.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 465 | $7.88K | 0.00% | +465 | New |
| Missouri Trust & Investment Co | 470 | $7.97K | 0.00% | +470 | New |
| Parkside Financial Bank & Trust | 470 | $7.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 480 | $8.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 494 | $8.37K | 0.00% | +8+1.6% | Added |
| CGC Financial Services, LLC | 530 | $8.98K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 534 | $9.05K | 0.01% | +534 | New |
| DecisionPoint Financial, LLC | 600 | $10.2K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 640 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 667 | $11.3K | 0.01% | +667 | New |
| IFP Advisors, Inc | 669 | $11.3K | 0.00% | +105+18.6% | Added |
| Peregrine Capital Management LLC | 680 | $11.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 721 | $12.2K | 0.01% | +721 | New |
| Oliver Lagore Vanvalin Investment Group | 783 | $13.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 804 | $13.6K | 0.00% | +804 | New |
| Covestor Ltd | 810 | $14.0K | 0.01% | +6+0.7% | Added |
| McIlrath & Eck, LLC | 856 | $14.5K | 0.00% | −173−16.8% | Reduced |
| Capital Analysts, LLC | 957 | $16.0K | 0.00% | +12+1.3% | Added |
| Proequities, Inc. | 982 | $16.2K | 0.00% | +21+2.2% | Added |
| Continuum Advisory, LLC | 1,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1,022 | $17.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,205 | $20.4K | 0.00% | +1,205 | New |
| Versant Capital Management, Inc | 1,244 | $21.1K | 0.00% | +794+176.4% | Added |
| Pathway Financial Advisers, LLC | 1,262 | $21.4K | 0.01% | +21+1.7% | Added |
| Massmutual Trust Co FSB | 1,283 | $21.7K | 0.00% | +284+28.4% | Added |
| Wiser Advisor Group LLC | 1,302 | $22.1K | 0.03% | −55−4.1% | Reduced |
| True Wealth Design, LLC | 1,347 | $22.8K | 0.01% | +1,225+1,004.1% | Added |
| Farther Finance Advisors, LLC | 1,349 | $22.9K | 0.00% | +97+7.7% | Added |
| Prestige Wealth Management Group LLC | 1,451 | $24.6K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $26.2K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,584 | $26.8K | 0.01% | +1,584 | New |
| Sunbelt Securities, Inc. | 1,629 | $27.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,600 | $27.1K | 0.00% | −500−23.8% | Reduced |
| Smartleaf Asset Management LLC | 1,650 | $27.4K | 0.00% | +612+59.0% | Added |
| Umb Bank N A | 1,745 | $29.6K | 0.00% | +410+30.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,779 | $30.0K | 0.02% | −5,153−74.3% | Reduced |
| Rise Advisors, LLC | 1,770 | $30.0K | 0.01% | +29+1.7% | Added |
| Main Street Group, LTD | 1,800 | $30.5K | 0.01% | −3,345−65.0% | Reduced |
| Motco | 2,000 | $33.9K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2,131 | $36.1K | 0.02% | +2,131 | New |
| Caitong International Asset Management Co., Ltd | 2,271 | $38.5K | 0.04% | +2,271 | New |
| Quent Capital, LLC | 2,290 | $38.8K | 0.00% | +63+2.8% | Added |
| Storebrand Asset Management AS | 2,501 | $42.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,679 | $45.0K | 0.00% | +2,679 | New |
| Quarry LP | 2,674 | $45.3K | 0.01% | +22+0.8% | Added |
| Principal Securities, Inc. | 2,908 | $49.3K | 0.00% | +18+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,015 | $51.1K | 0.00% | +1,211+67.1% | Added |
| Jones Financial Companies LLLP | 3,067 | $52.0K | 0.00% | +1,249+68.7% | Added |
| Creekmur Asset Management LLC | 3,106 | $52.6K | 0.01% | +7+0.2% | Added |
| AlphaMark Advisors, LLC | 3,150 | $53.0K | 0.02% | +3,150 | New |
| MAI Capital Management | 3,347 | $56.7K | 0.00% | +3,347 | New |
| Group One Trading, L.P. | 3,496 | $59.3K | 0.00% | +3,496 | New |
| Lindbrook Capital, LLC | 3,521 | $59.7K | 0.01% | +233+7.1% | Added |
| Harbour Investments, Inc. | 4,008 | $67.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,250 | $72.0K | 0.00% | −674−13.7% | Reduced |
| Bryn Mawr Trust Co | 4,291 | $72.7K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 4,300 | $72.9K | 0.06% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4,409 | $74.7K | 0.01% | +73+1.7% | Added |
| Global Retirement Partners, LLC | 4,619 | $78.3K | 0.00% | −586−11.3% | Reduced |
| Lee Danner & Bass Inc | 5,000 | $84.8K | 0.01% | +5,000 | New |