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, Q1 2025
Institutional positions in Healthcare Realty Trust Inc as of Mar 31, 2025. 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
- 426
- +14 vs. Q4 2024
- Shares held
- 368.6M
- −3.30M (−0.9%) vs. Q4 2024
- Total value
- $6.23B
- −$59.4M (−0.9%) vs. Q4 2024
- New holders
- 56
- 142 more added
- Sold out
- 42
- 158 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $16 | 0.00% | +1 | New |
| Mather Group, LLC. | 6 | $101 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $136 | 0.00% | −4−33.3% | Reduced |
| Private Wealth Asset Management, LLC | 13 | $220 | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 15 | $254 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $288 | 0.00% | −1,330−98.7% | Reduced |
| Dunhill Financial, LLC | 26 | $441 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $474 | 0.00% | +28 | New |
| Hughes Financial Services, LLC | 30 | $508 | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 31 | $524 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $574 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 34 | $575 | 0.00% | −6−15.0% | Reduced |
| Financial Management Professionals, Inc. | 41 | $693 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $727 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $862 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $912 | 0.00% | −48−45.3% | Reduced |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 85 | $1.28K | 0.00% | +1+1.2% | Added |
| N.E.W. Advisory Services LLC | 79 | $1.33K | 0.00% | +79 | New |
| Investors Research Corp | 97 | $1.64K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.69K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 128 | $2.00K | 0.00% | +128 | New |
| South State Corp. | 135 | $2.28K | 0.00% | +135 | New |
| Ronald Blue Trust, Inc. | 159 | $2.68K | 0.00% | +142+835.3% | Added |
| Ameriflex Group, Inc. | 162 | $2.74K | 0.00% | 00.0% | Unchanged |
| Lasalle Investment Management Securities LLC | 172 | $2.91K | 0.00% | −1,852,240−100.0% | Reduced |
| Clearstead Advisors, LLC | 175 | $2.96K | 0.00% | +175 | New |
| Hexagon Capital Partners LLC | 200 | $3.38K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 201 | $3.40K | 0.00% | +201 | New |
| Assetmark, Inc | 214 | $3.62K | 0.00% | +195+1,026.3% | Added |
| Pinnacle Bancorp, Inc. | 225 | $3.80K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $4.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 277 | $4.68K | 0.00% | +127+84.7% | Added |
| Skopos Labs, Inc. | 294 | $4.97K | 0.00% | +290+7,250.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 313 | $5.29K | 0.00% | +313 | New |
| High Note Wealth, LLC | 319 | $5.39K | 0.00% | +66+26.1% | Added |
| Greykasell Wealth Strategies, Inc. | 340 | $5.75K | 0.00% | +340 | New |
| Richards, Merrill & Peterson, Inc. | 350 | $5.92K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 396 | $6.69K | 0.00% | +7+1.8% | Added |
| SRS Capital Advisors, Inc. | 445 | $7.52K | 0.00% | +59+15.3% | Added |
| GHP Investment Advisors, Inc. | 451 | $7.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 465 | $7.86K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 470 | $7.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 480 | $8.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 488 | $8.25K | 0.00% | +30+6.6% | Added |
| Creative Financial Designs Inc | 503 | $8.50K | 0.00% | +9+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 525 | $8.87K | 0.00% | −2,490−82.6% | Reduced |
| CGC Financial Services, LLC | 530 | $8.96K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 534 | $9.03K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 640 | $10.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 669 | $11.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 680 | $11.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 721 | $12.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 804 | $13.6K | 0.00% | +804 | New |
| Covestor Ltd | 814 | $14.0K | 0.01% | +4+0.5% | Added |
| McIlrath & Eck, LLC | 857 | $14.5K | 0.00% | +1+0.1% | Added |
| Rise Advisors, LLC | 895 | $15.1K | 0.01% | −875−49.4% | Reduced |
| Continuum Advisory, LLC | 1,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1,022 | $17.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,113 | $18.8K | 0.00% | −170−13.3% | Reduced |
| Spire Wealth Management | 1,205 | $20.4K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,327 | $22.4K | 0.03% | +25+1.9% | Added |
| Smartleaf Asset Management LLC | 1,376 | $23.1K | 0.00% | −274−16.6% | Reduced |
| Versant Capital Management, Inc | 1,373 | $23.2K | 0.00% | +129+10.4% | Added |
| Farther Finance Advisors, LLC | 1,431 | $24.2K | 0.00% | +82+6.1% | Added |
| Prestige Wealth Management Group LLC | 1,451 | $24.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $26.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,557 | $26.3K | 0.00% | +1,557 | New |
| Group One Trading, L.P. | 1,596 | $27.0K | 0.00% | −1,900−54.3% | Reduced |
| Danske Bank A/S | 1,600 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,629 | $27.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,011 | $33.7K | 0.00% | −1,056−34.4% | Reduced |
| Motco | 2,000 | $33.8K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,075 | $35.1K | 0.00% | +2,075 | New |
| Synergy Investment Management, LLC | 2,131 | $36.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,226 | $37.6K | 0.00% | +2,226 | New |
| Main Street Group, LTD | 2,445 | $41.3K | 0.02% | +645+35.8% | Added |
| Storebrand Asset Management AS | 2,501 | $42.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,646 | $44.7K | 0.00% | +356+15.5% | Added |
| Sofos Investments, Inc. | 2,833 | $47.9K | 0.01% | +2,833 | New |
| Principal Securities, Inc. | 2,908 | $49.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,024 | $51.1K | 0.00% | +1,279+73.3% | Added |
| Creekmur Asset Management LLC | 3,114 | $52.6K | 0.01% | +8+0.3% | Added |
| Avalon Trust Co | 3,139 | $53.0K | 0.00% | +3,139 | New |
| MAI Capital Management | 3,372 | $57.0K | 0.00% | +25+0.7% | Added |
| Bryn Mawr Trust Co | 3,691 | $62.4K | 0.00% | −600−14.0% | Reduced |
| Harbour Investments, Inc. | 4,008 | $67.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,236 | $71.6K | 0.00% | −8,169−65.9% | Reduced |
| Broadwater Capital Management LLC | 4,300 | $72.7K | 0.06% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4,491 | $75.9K | 0.01% | +82+1.9% | Added |
| Lindbrook Capital, LLC | 4,701 | $79.4K | 0.01% | +1,180+33.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,870 | $82.3K | 0.00% | +4,870 | New |
| Huntington National Bank | 4,921 | $83.2K | 0.00% | −828−14.4% | Reduced |
| Harbor Capital Advisors, Inc. | 4,945 | $84.0K | 0.00% | +695+16.4% | Added |
| Allworth Financial LP | 5,510 | $86.7K | 0.00% | +358+6.9% | Added |
| Ci Investments Inc. | 5,490 | $93.0K | 0.00% | +35+0.6% | Added |
| Kestra Investment Management, LLC | 6,048 | $102.2K | 0.00% | +6,048 | New |
| GF Fund Management Co. Ltd. | 6,377 | $107.8K | 0.00% | −220−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,762 | $114.2K | 0.00% | 00.0% | Unchanged |