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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 38,899 | $659.3K | 0.01% | +38,899 | New |
| Public Employees Retirement Association of Colorado | 38,737 | $657.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 38,434 | $651.5K | 0.01% | −47,862−55.5% | Reduced |
| Brevan Howard Capital Management LP | 37,644 | $638.1K | 0.02% | −15,034−28.5% | Reduced |
| Jain Global LLC | 37,300 | $632.2K | 0.02% | +37,300 | New |
| Neuberger Berman Group LLC | 37,149 | $629.7K | 0.00% | +137+0.4% | Added |
| Meeder Asset Management Inc | 36,979 | $626.8K | 0.04% | +22,487+155.2% | Added |
| Hodges Capital Management Inc. | 36,235 | $614.0K | 0.04% | +1,250+3.6% | Added |
| Federated Hermes, Inc. | 36,211 | $613.8K | 0.00% | −42,334−53.9% | Reduced |
| Samalin Investment Counsel, LLC | 31,777 | $538.6K | 0.23% | +2,050+6.9% | Added |
| Captrust Financial Advisors | 31,568 | $535.1K | 0.00% | +60.0% | Added |
| Susquehanna International Group, LLP | 31,230 | $529.3K | 0.00% | −48,079−60.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,812 | $522.3K | 0.07% | −261−0.8% | Reduced |
| Fortis Advisors, LLC | 30,698 | $520.3K | 0.34% | +498+1.6% | Added |
| Fifth Third Bancorp | 29,219 | $495.3K | 0.00% | −301−1.0% | Reduced |
| GeoWealth Management, LLC | 28,709 | $486.6K | 0.02% | +4,355+17.9% | Added |
| Steward Partners Investment Advisory, LLC | 28,510 | $483.2K | 0.00% | +27,700+3,419.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,825 | $471.6K | 0.00% | +1,360+5.1% | Added |
| CWM, LLC | 27,359 | $464.0K | 0.00% | +4,291+18.6% | Added |
| Avantax Advisory Services, Inc. | 27,319 | $463.1K | 0.00% | −4,284−13.6% | Reduced |
| GWM Advisors LLC | 27,159 | $460.3K | 0.00% | +2,206+8.8% | Added |
| Van Hulzen Asset Management, LLC | 26,990 | $457.5K | 0.03% | +1,300+5.1% | Added |
| AdvisorShares Investments LLC | 26,900 | $456.0K | 0.09% | +26,900 | New |
| Securian Asset Management, Inc | 26,791 | $454.1K | 0.01% | −1,438−5.1% | Reduced |
| MML Investors Services, LLC | 26,786 | $454.0K | 0.00% | +2,299+9.4% | Added |
| Signaturefd, LLC | 26,428 | $448.0K | 0.01% | +1,516+6.1% | Added |
| Perpetual Ltd | 26,060 | $441.7K | 0.01% | +26,060 | New |
| Infrastructure Capital Advisors, LLC | 26,046 | $441.5K | 0.06% | +1,196+4.8% | Added |
| DoubleLine ETF Adviser LP | 26,036 | $441.3K | 0.12% | +129+0.5% | Added |
| Sage Investment Counsel LLC | 25,445 | $431.3K | 0.56% | +25,445 | New |
| Armstrong Advisory Group, Inc | 25,263 | $428.2K | 0.03% | +20+0.1% | Added |
| Safe Harbor Fiduciary, LLC | 24,365 | $413.0K | 0.42% | +975+4.2% | Added |
| Intech Investment Management LLC | 24,182 | $409.9K | 0.00% | +24,182 | New |
| Private Advisor Group, LLC | 24,131 | $409.0K | 0.00% | −6,227−20.5% | Reduced |
| United Services Automobile Association | 23,964 | $406.2K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 23,837 | $404.0K | 0.02% | +319+1.4% | Added |
| Clean Yield Group | 23,610 | $400.2K | 0.13% | −16,557−41.2% | Reduced |
| Geneos Wealth Management Inc. | 23,556 | $399.3K | 0.01% | +23,556 | New |
| Brown Advisory Inc | 23,481 | $398.0K | 0.00% | +3,191+15.7% | Added |
| Oak Thistle LLC | 22,861 | $387.5K | 0.12% | −274−1.2% | Reduced |
| Kestra Advisory Services, LLC | 22,855 | $387.4K | 0.00% | +22,855 | New |
| Catalytic Wealth RIA, LLC | 22,659 | $384.1K | 0.07% | +7,569+50.2% | Added |
| AlphaCore Capital LLC | 22,112 | $374.8K | 0.08% | +22,112 | New |
| J.W. Cole Advisors, Inc. | 21,791 | $369.4K | 0.01% | −574−2.6% | Reduced |
| Quantinno Capital Management LP | 21,632 | $366.7K | 0.00% | +10,287+90.7% | Added |
| Quantessence Capital LLC | 21,195 | $359.3K | 0.15% | +21,195 | New |
| Quest Partners LLC | 21,017 | $356.2K | 0.05% | −200,331−90.5% | Reduced |
| Cresset Asset Management, LLC | 21,012 | $356.2K | 0.00% | +21,012 | New |
| Sterling Capital Management LLC | 20,983 | $355.7K | 0.00% | +6,489+44.8% | Added |
| Clay Northam Wealth Management, LLC | 20,978 | $355.6K | 0.23% | −3,224−13.3% | Reduced |
| Colony Group, LLC | 20,754 | $351.8K | 0.00% | +4,350+26.5% | Added |
| Capstone Investment Advisors, LLC | 20,724 | $351.3K | 0.00% | +20,724 | New |
| Heitman Real Estate Securities LLC | 20,566 | $348.6K | 0.02% | −47,388−69.7% | Reduced |
| CI Private Wealth, LLC | 20,505 | $347.6K | 0.00% | +1,393+7.3% | Added |
| Greenleaf Trust | 20,222 | $342.8K | 0.00% | −123−0.6% | Reduced |
| Park Avenue Securities LLC | 20,193 | $342.0K | 0.00% | +793+4.1% | Added |
| Bayforest Capital Ltd | 19,645 | $333.0K | 0.42% | +19,645 | New |
| Baillie Gifford & Co | 19,628 | $332.7K | 0.00% | −18,814−48.9% | Reduced |
| Tower Research Capital LLC (TRC) | 19,238 | $326.1K | 0.01% | −12,126−38.7% | Reduced |
| Evergreen Capital Management LLC | 19,157 | $324.7K | 0.01% | +1,118+6.2% | Added |
| Maryland State Retirement & Pension System | 18,852 | $319.5K | 0.01% | −2,840−13.1% | Reduced |
| Alps Advisors Inc | 17,928 | $303.9K | 0.00% | +625+3.6% | Added |
| The PNC Financial Services Group, Inc. | 17,783 | $301.4K | 0.00% | +600+3.5% | Added |
| CX Institutional | 17,776 | $301.3K | 0.01% | +105+0.6% | Added |
| US Bancorp | 17,653 | $299.2K | 0.00% | −1,246−6.6% | Reduced |
| Global Financial Private Client, LLC | 17,276 | $292.8K | 0.11% | 00.0% | Unchanged |
| Triumph Capital Management | 17,230 | $292.0K | 0.10% | +3,238+23.1% | Added |
| Comprehensive Money Management Services LLC | 17,118 | $290.1K | 0.24% | +17,118 | New |
| 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 |
| ProShare Advisors LLC | 16,581 | $281.0K | 0.00% | +756+4.8% | Added |
| PFG Investments, LLC | 16,444 | $278.7K | 0.02% | +9+0.1% | Added |
| Norinchukin Bank, The | 15,681 | $265.8K | 0.01% | −736−4.5% | Reduced |
| HighPoint Advisor Group LLC | 16,119 | $260.6K | 0.01% | +134+0.8% | Added |
| TBH Global Asset Management, LLC | 15,200 | $257.6K | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 15,066 | $255.4K | 0.00% | +2,578+20.6% | Added |
| Archetype Wealth Partners | 14,952 | $253.0K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,885 | $252.3K | 0.00% | +1,924+14.8% | Added |
| Schonfeld Strategic Advisors LLC | 14,460 | $245.1K | 0.00% | −4,710−24.6% | Reduced |
| Quadrant Capital Group LLC | 14,402 | $244.1K | 0.02% | +88+0.6% | Added |
| Ausdal Financial Partners, Inc. | 14,255 | $241.6K | 0.02% | +116+0.8% | Added |
| Modern Wealth Management, LLC | 14,240 | $241.4K | 0.01% | −451−3.1% | Reduced |
| Intrua Financial, LLC | 14,090 | $238.8K | 0.04% | −2,416−14.6% | Reduced |
| Shell Asset Management Co | 13,895 | $236.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 13,702 | $232.2K | 0.01% | −1,449−9.6% | Reduced |
| Sequoia Financial Advisors, LLC | 13,632 | $231.1K | 0.00% | +280+2.1% | Added |
| Sagespring Wealth Partners, LLC | 13,523 | $229.2K | 0.01% | +13,523 | New |
| Trust Point Inc. | 13,474 | $228.4K | 0.02% | +3,450+34.4% | Added |
| Frank, Rimerman Advisors LLC | 13,432 | $227.7K | 0.02% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 13,046 | $221.1K | 0.09% | +13,046 | New |
| Fifth Third Wealth Advisors LLC | 12,477 | $211.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12,405 | $210.3K | 0.01% | +9,504+327.6% | Added |
| Pensionmark Financial Group, LLC | 12,175 | $206.4K | 0.01% | +12,175 | New |
| Baldwin Brothers Inc | 12,100 | $205.1K | 0.01% | −1,000−7.6% | Reduced |
| CIBC Asset Management Inc | 11,769 | $199.5K | 0.00% | +578+5.2% | Added |
| RDA Financial Network | 11,737 | $198.9K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,530 | $195.4K | 0.00% | +706+6.5% | Added |
| Coppell Advisory Solutions LLC | 11,739 | $195.2K | 0.03% | −784−6.3% | Reduced |
| Change Path, LLC | 11,218 | $190.1K | 0.01% | −544−4.6% | Reduced |
| Focus Financial Network, Inc. | 11,106 | $188.2K | 0.01% | −196−1.7% | Reduced |