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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 5,152 | $84.9K | 0.00% | +2,797+118.8% | Added |
| Ci Investments Inc. | 5,455 | $92.0K | 0.00% | +4,141+315.1% | Added |
| Huntington National Bank | 5,749 | $97.5K | 0.00% | −149−2.5% | Reduced |
| GF Fund Management Co. Ltd. | 6,597 | $111.8K | 0.00% | +6,597 | New |
| Whittier Trust Co of Nevada Inc | 6,762 | $114.5K | 0.00% | −279−4.0% | Reduced |
| FIL Ltd | 6,913 | $117.2K | 0.00% | −172,457−96.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,922 | $117.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,885 | $133.7K | 0.01% | +441+5.9% | Added |
| Spirit of America Management Corp | 8,000 | $135.6K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,328 | $141.2K | 0.00% | +93+1.1% | Added |
| Delta Asset Management LLC | 8,991 | $152.4K | 0.01% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 10,000 | $169.5K | 0.09% | +10,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,131 | $170.8K | 0.00% | −4,562−31.0% | Reduced |
| Peak Financial Advisors LLC | 10,685 | $181.1K | 0.09% | −16,711−61.0% | Reduced |
| Capital Investment Advisory Services, LLC | 10,781 | $182.7K | 0.02% | +431+4.2% | Added |
| JB Capital LLC | 10,865 | $184.2K | 0.01% | −172−1.6% | Reduced |
| Accredited Investor Services, LLC | 10,918 | $185.1K | 0.15% | +10,918 | New |
| Canvas Wealth Advisors, LLC | 11,000 | $186.4K | 0.05% | −1,000−8.3% | Reduced |
| Focus Financial Network, Inc. | 11,106 | $188.2K | 0.01% | −196−1.7% | Reduced |
| Change Path, LLC | 11,218 | $190.1K | 0.01% | −544−4.6% | Reduced |
| Coppell Advisory Solutions LLC | 11,739 | $195.2K | 0.03% | −784−6.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,530 | $195.4K | 0.00% | +706+6.5% | Added |
| RDA Financial Network | 11,737 | $198.9K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,769 | $199.5K | 0.00% | +578+5.2% | Added |
| Baldwin Brothers Inc | 12,100 | $205.1K | 0.01% | −1,000−7.6% | Reduced |
| Pensionmark Financial Group, LLC | 12,175 | $206.4K | 0.01% | +12,175 | New |
| EverSource Wealth Advisors, LLC | 12,405 | $210.3K | 0.01% | +9,504+327.6% | Added |
| Fifth Third Wealth Advisors LLC | 12,477 | $211.5K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 13,046 | $221.1K | 0.09% | +13,046 | New |
| Frank, Rimerman Advisors LLC | 13,432 | $227.7K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 13,474 | $228.4K | 0.02% | +3,450+34.4% | Added |
| Sagespring Wealth Partners, LLC | 13,523 | $229.2K | 0.01% | +13,523 | New |
| Sequoia Financial Advisors, LLC | 13,632 | $231.1K | 0.00% | +280+2.1% | Added |
| Shelton Capital Management | 13,702 | $232.2K | 0.01% | −1,449−9.6% | Reduced |
| Shell Asset Management Co | 13,895 | $236.0K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 14,090 | $238.8K | 0.04% | −2,416−14.6% | Reduced |
| Modern Wealth Management, LLC | 14,240 | $241.4K | 0.01% | −451−3.1% | Reduced |
| Ausdal Financial Partners, Inc. | 14,255 | $241.6K | 0.02% | +116+0.8% | Added |
| Quadrant Capital Group LLC | 14,402 | $244.1K | 0.02% | +88+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 14,460 | $245.1K | 0.00% | −4,710−24.6% | Reduced |
| Atria Wealth Solutions, Inc. | 14,885 | $252.3K | 0.00% | +1,924+14.8% | Added |
| Archetype Wealth Partners | 14,952 | $253.0K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 15,066 | $255.4K | 0.00% | +2,578+20.6% | Added |
| TBH Global Asset Management, LLC | 15,200 | $257.6K | 0.06% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 16,119 | $260.6K | 0.01% | +134+0.8% | Added |
| Norinchukin Bank, The | 15,681 | $265.8K | 0.01% | −736−4.5% | Reduced |
| PFG Investments, LLC | 16,444 | $278.7K | 0.02% | +9+0.1% | Added |
| ProShare Advisors LLC | 16,581 | $281.0K | 0.00% | +756+4.8% | Added |
| Brinker Capital Investments, LLC | 16,790 | $284.6K | 0.00% | +4,218+33.6% | Added |
| Orion Portfolio Solutions, LLC | 16,790 | $284.6K | 0.00% | +4,218+33.6% | Added |
| Comprehensive Money Management Services LLC | 17,118 | $290.1K | 0.24% | +17,118 | New |
| Triumph Capital Management | 17,230 | $292.0K | 0.10% | +3,238+23.1% | Added |
| Global Financial Private Client, LLC | 17,276 | $292.8K | 0.11% | 00.0% | Unchanged |
| US Bancorp | 17,653 | $299.2K | 0.00% | −1,246−6.6% | Reduced |
| CX Institutional | 17,776 | $301.3K | 0.01% | +105+0.6% | Added |
| The PNC Financial Services Group, Inc. | 17,783 | $301.4K | 0.00% | +600+3.5% | Added |
| Alps Advisors Inc | 17,928 | $303.9K | 0.00% | +625+3.6% | Added |
| Maryland State Retirement & Pension System | 18,852 | $319.5K | 0.01% | −2,840−13.1% | Reduced |
| Evergreen Capital Management LLC | 19,157 | $324.7K | 0.01% | +1,118+6.2% | Added |
| Tower Research Capital LLC (TRC) | 19,238 | $326.1K | 0.01% | −12,126−38.7% | Reduced |
| Baillie Gifford & Co | 19,628 | $332.7K | 0.00% | −18,814−48.9% | Reduced |
| Bayforest Capital Ltd | 19,645 | $333.0K | 0.42% | +19,645 | New |
| Park Avenue Securities LLC | 20,193 | $342.0K | 0.00% | +793+4.1% | Added |
| Greenleaf Trust | 20,222 | $342.8K | 0.00% | −123−0.6% | Reduced |
| CI Private Wealth, LLC | 20,505 | $347.6K | 0.00% | +1,393+7.3% | Added |
| Heitman Real Estate Securities LLC | 20,566 | $348.6K | 0.02% | −47,388−69.7% | Reduced |
| Capstone Investment Advisors, LLC | 20,724 | $351.3K | 0.00% | +20,724 | New |
| Colony Group, LLC | 20,754 | $351.8K | 0.00% | +4,350+26.5% | Added |
| Clay Northam Wealth Management, LLC | 20,978 | $355.6K | 0.23% | −3,224−13.3% | Reduced |
| Sterling Capital Management LLC | 20,983 | $355.7K | 0.00% | +6,489+44.8% | Added |
| Cresset Asset Management, LLC | 21,012 | $356.2K | 0.00% | +21,012 | New |
| Quest Partners LLC | 21,017 | $356.2K | 0.05% | −200,331−90.5% | Reduced |
| Quantessence Capital LLC | 21,195 | $359.3K | 0.15% | +21,195 | New |
| Quantinno Capital Management LP | 21,632 | $366.7K | 0.00% | +10,287+90.7% | Added |
| J.W. Cole Advisors, Inc. | 21,791 | $369.4K | 0.01% | −574−2.6% | Reduced |
| AlphaCore Capital LLC | 22,112 | $374.8K | 0.08% | +22,112 | New |
| Catalytic Wealth RIA, LLC | 22,659 | $384.1K | 0.07% | +7,569+50.2% | Added |
| Kestra Advisory Services, LLC | 22,855 | $387.4K | 0.00% | +22,855 | New |
| Oak Thistle LLC | 22,861 | $387.5K | 0.12% | −274−1.2% | Reduced |
| Brown Advisory Inc | 23,481 | $398.0K | 0.00% | +3,191+15.7% | Added |
| Geneos Wealth Management Inc. | 23,556 | $399.3K | 0.01% | +23,556 | New |
| Clean Yield Group | 23,610 | $400.2K | 0.13% | −16,557−41.2% | Reduced |
| Journey Strategic Wealth LLC | 23,837 | $404.0K | 0.02% | +319+1.4% | Added |
| United Services Automobile Association | 23,964 | $406.2K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 24,131 | $409.0K | 0.00% | −6,227−20.5% | Reduced |
| Intech Investment Management LLC | 24,182 | $409.9K | 0.00% | +24,182 | New |
| Safe Harbor Fiduciary, LLC | 24,365 | $413.0K | 0.42% | +975+4.2% | Added |
| Armstrong Advisory Group, Inc | 25,263 | $428.2K | 0.03% | +20+0.1% | Added |
| Sage Investment Counsel LLC | 25,445 | $431.3K | 0.56% | +25,445 | New |
| DoubleLine ETF Adviser LP | 26,036 | $441.3K | 0.12% | +129+0.5% | Added |
| Infrastructure Capital Advisors, LLC | 26,046 | $441.5K | 0.06% | +1,196+4.8% | Added |
| Perpetual Ltd | 26,060 | $441.7K | 0.01% | +26,060 | New |
| Signaturefd, LLC | 26,428 | $448.0K | 0.01% | +1,516+6.1% | Added |
| MML Investors Services, LLC | 26,786 | $454.0K | 0.00% | +2,299+9.4% | Added |
| Securian Asset Management, Inc | 26,791 | $454.1K | 0.01% | −1,438−5.1% | Reduced |
| AdvisorShares Investments LLC | 26,900 | $456.0K | 0.09% | +26,900 | New |
| Van Hulzen Asset Management, LLC | 26,990 | $457.5K | 0.03% | +1,300+5.1% | Added |
| GWM Advisors LLC | 27,159 | $460.3K | 0.00% | +2,206+8.8% | Added |
| Avantax Advisory Services, Inc. | 27,319 | $463.1K | 0.00% | −4,284−13.6% | Reduced |
| CWM, LLC | 27,359 | $464.0K | 0.00% | +4,291+18.6% | Added |