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 |
|---|---|---|---|---|---|
| Canvas Wealth Advisors, LLC | 11,000 | $186.4K | 0.05% | −1,000−8.3% | Reduced |
| Accredited Investor Services, LLC | 10,918 | $185.1K | 0.15% | +10,918 | New |
| JB Capital LLC | 10,865 | $184.2K | 0.01% | −172−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 10,781 | $182.7K | 0.02% | +431+4.2% | Added |
| Peak Financial Advisors LLC | 10,685 | $181.1K | 0.09% | −16,711−61.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,131 | $170.8K | 0.00% | −4,562−31.0% | Reduced |
| One68 Global Capital, LLC | 10,000 | $169.5K | 0.09% | +10,000 | New |
| Delta Asset Management LLC | 8,991 | $152.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,328 | $141.2K | 0.00% | +93+1.1% | Added |
| Spirit of America Management Corp | 8,000 | $135.6K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,885 | $133.7K | 0.01% | +441+5.9% | Added |
| Bartlett & Co. Wealth Management LLC | 6,922 | $117.3K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 6,913 | $117.2K | 0.00% | −172,457−96.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,762 | $114.5K | 0.00% | −279−4.0% | Reduced |
| GF Fund Management Co. Ltd. | 6,597 | $111.8K | 0.00% | +6,597 | New |
| Huntington National Bank | 5,749 | $97.5K | 0.00% | −149−2.5% | Reduced |
| Ci Investments Inc. | 5,455 | $92.0K | 0.00% | +4,141+315.1% | Added |
| Allworth Financial LP | 5,152 | $84.9K | 0.00% | +2,797+118.8% | Added |
| Lee Danner & Bass Inc | 5,000 | $84.8K | 0.01% | +5,000 | New |
| Global Retirement Partners, LLC | 4,619 | $78.3K | 0.00% | −586−11.3% | Reduced |
| Beacon Capital Management, LLC | 4,409 | $74.7K | 0.01% | +73+1.7% | Added |
| Broadwater Capital Management LLC | 4,300 | $72.9K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,291 | $72.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,250 | $72.0K | 0.00% | −674−13.7% | Reduced |
| Harbour Investments, Inc. | 4,008 | $67.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,521 | $59.7K | 0.01% | +233+7.1% | Added |
| Group One Trading, L.P. | 3,496 | $59.3K | 0.00% | +3,496 | New |
| MAI Capital Management | 3,347 | $56.7K | 0.00% | +3,347 | New |
| AlphaMark Advisors, LLC | 3,150 | $53.0K | 0.02% | +3,150 | New |
| Creekmur Asset Management LLC | 3,106 | $52.6K | 0.01% | +7+0.2% | Added |
| Jones Financial Companies LLLP | 3,067 | $52.0K | 0.00% | +1,249+68.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,015 | $51.1K | 0.00% | +1,211+67.1% | Added |
| Principal Securities, Inc. | 2,908 | $49.3K | 0.00% | +18+0.6% | Added |
| Quarry LP | 2,674 | $45.3K | 0.01% | +22+0.8% | Added |
| Lazard Asset Management LLC | 2,679 | $45.0K | 0.00% | +2,679 | New |
| Storebrand Asset Management AS | 2,501 | $42.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,290 | $38.8K | 0.00% | +63+2.8% | Added |
| Caitong International Asset Management Co., Ltd | 2,271 | $38.5K | 0.04% | +2,271 | New |
| Synergy Investment Management, LLC | 2,131 | $36.1K | 0.02% | +2,131 | New |
| Motco | 2,000 | $33.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,800 | $30.5K | 0.01% | −3,345−65.0% | Reduced |
| Rise Advisors, LLC | 1,770 | $30.0K | 0.01% | +29+1.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,779 | $30.0K | 0.02% | −5,153−74.3% | Reduced |
| Umb Bank N A | 1,745 | $29.6K | 0.00% | +410+30.7% | Added |
| Smartleaf Asset Management LLC | 1,650 | $27.4K | 0.00% | +612+59.0% | Added |
| Danske Bank A/S | 1,600 | $27.1K | 0.00% | −500−23.8% | Reduced |
| Sunbelt Securities, Inc. | 1,629 | $27.1K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,584 | $26.8K | 0.01% | +1,584 | New |
| Citizens National Bank Trust Department | 1,543 | $26.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,451 | $24.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,349 | $22.9K | 0.00% | +97+7.7% | Added |
| True Wealth Design, LLC | 1,347 | $22.8K | 0.01% | +1,225+1,004.1% | Added |
| Wiser Advisor Group LLC | 1,302 | $22.1K | 0.03% | −55−4.1% | Reduced |
| Massmutual Trust Co FSB | 1,283 | $21.7K | 0.00% | +284+28.4% | Added |
| Pathway Financial Advisers, LLC | 1,262 | $21.4K | 0.01% | +21+1.7% | Added |
| Versant Capital Management, Inc | 1,244 | $21.1K | 0.00% | +794+176.4% | Added |
| Spire Wealth Management | 1,205 | $20.4K | 0.00% | +1,205 | New |
| Tidemark, LLC | 1,022 | $17.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 982 | $16.2K | 0.00% | +21+2.2% | Added |
| Capital Analysts, LLC | 957 | $16.0K | 0.00% | +12+1.3% | Added |
| McIlrath & Eck, LLC | 856 | $14.5K | 0.00% | −173−16.8% | Reduced |
| Covestor Ltd | 810 | $14.0K | 0.01% | +6+0.7% | Added |
| Fortitude Family Office, LLC | 804 | $13.6K | 0.00% | +804 | New |
| Oliver Lagore Vanvalin Investment Group | 783 | $13.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 721 | $12.2K | 0.01% | +721 | New |
| Peregrine Capital Management LLC | 680 | $11.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 669 | $11.3K | 0.00% | +105+18.6% | Added |
| Parkworth Wealth Management, Inc. | 667 | $11.3K | 0.01% | +667 | New |
| Aviso Financial Inc. | 640 | $10.8K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 600 | $10.2K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 534 | $9.05K | 0.01% | +534 | New |
| CGC Financial Services, LLC | 530 | $8.98K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 494 | $8.37K | 0.00% | +8+1.6% | Added |
| Private Wealth Management Group, LLC | 480 | $8.14K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 470 | $7.97K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 470 | $7.97K | 0.00% | +470 | New |
| Colonial Trust Advisors | 465 | $7.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 465 | $7.88K | 0.00% | +465 | New |
| AdvisorNet Financial, Inc | 458 | $7.75K | 0.00% | −192−29.5% | Reduced |
| GHP Investment Advisors, Inc. | 451 | $7.64K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 389 | $6.59K | 0.00% | −193−33.2% | Reduced |
| SRS Capital Advisors, Inc. | 386 | $6.54K | 0.00% | +180+87.4% | Added |
| Transce3nd, LLC | 370 | $6.27K | 0.00% | +370 | New |
| Richards, Merrill & Peterson, Inc. | 350 | $5.93K | 0.00% | +350 | New |
| High Note Wealth, LLC | 253 | $4.29K | 0.00% | +253 | New |
| Crewe Advisors LLC | 250 | $4.24K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $3.81K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 168 | $2.85K | 0.00% | −392−70.0% | Reduced |
| Criterion Capital Advisors, LLC | 170 | $2.80K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 162 | $2.71K | 0.00% | +162 | New |
| Farmers & Merchants Investments Inc | 150 | $2.54K | 0.00% | −15−9.1% | Reduced |
| Cornerstone Planning Group LLC | 106 | $1.81K | 0.00% | +48+82.8% | Added |
| HM Payson & Co | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $1.70K | 0.00% | +100 | New |
| Investors Research Corp | 97 | $1.64K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 84 | $1.38K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $865 | 0.00% | 00.0% | Unchanged |