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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 6,922 | $117.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7,320 | $123.7K | 0.03% | +4,646+173.7% | Added |
| Spirit of America Management Corp | 8,000 | $135.2K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,167 | $138.0K | 0.01% | +282+3.6% | Added |
| Delta Asset Management LLC | 8,578 | $145.0K | 0.01% | −413−4.6% | Reduced |
| Coldstream Capital Management Inc | 8,635 | $145.9K | 0.00% | +8,635 | New |
| Parallel Advisors, LLC | 8,710 | $147.2K | 0.00% | +382+4.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,094 | $152.4K | 0.00% | −1,037−10.2% | Reduced |
| Coppell Advisory Solutions LLC | 11,179 | $171.9K | 0.03% | −560−4.8% | Reduced |
| Integrated Advisors Network LLC | 10,202 | $172.4K | 0.01% | +10,202 | New |
| Checchi Capital Advisers, LLC | 10,285 | $173.8K | 0.01% | +10,285 | New |
| Clean Yield Group | 10,360 | $175.1K | 0.06% | −13,250−56.1% | Reduced |
| FIL Ltd | 10,613 | $179.4K | 0.00% | +3,700+53.5% | Added |
| Capital Investment Advisory Services, LLC | 10,781 | $182.2K | 0.02% | 00.0% | Unchanged |
| JB Capital LLC | 10,917 | $184.5K | 0.01% | +52+0.5% | Added |
| Algert Global LLC | 11,007 | $186.0K | 0.00% | −168,220−93.9% | Reduced |
| Peak Financial Advisors LLC | 11,413 | $192.9K | 0.10% | +728+6.8% | Added |
| Sanctuary Advisors, LLC | 11,534 | $194.9K | 0.00% | +11,534 | New |
| Janney Montgomery Scott LLC | 11,534 | $195.0K | 0.00% | +11,534 | New |
| Turtle Creek Wealth Advisors, LLC | 11,600 | $196.0K | 0.03% | +11,600 | New |
| RDA Financial Network | 11,737 | $198.4K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 11,868 | $200.6K | 0.01% | +762+6.9% | Added |
| Empowered Funds, LLC | 11,953 | $202.0K | 0.00% | +11,953 | New |
| CIBC Asset Management Inc | 11,966 | $202.2K | 0.00% | +197+1.7% | Added |
| Farallon Capital Management, L.L.C. | 12,000 | $202.8K | 0.00% | −3,252,000−99.6% | Reduced |
| Baldwin Brothers Inc | 12,100 | $204.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 12,159 | $205.0K | 0.03% | +12,159 | New |
| Fifth Third Wealth Advisors LLC | 12,350 | $208.7K | 0.01% | −127−1.0% | Reduced |
| Shelton Capital Management | 13,127 | $221.8K | 0.01% | −575−4.2% | Reduced |
| Intrua Financial, LLC | 13,355 | $225.7K | 0.04% | −735−5.2% | Reduced |
| Crossmark Global Holdings, Inc. | 13,487 | $227.9K | 0.00% | +13,487 | New |
| GWN Securities Inc. | 13,608 | $230.0K | 0.01% | +13,608 | New |
| Shell Asset Management Co | 13,958 | $236.0K | 0.01% | +63+0.5% | Added |
| Verition Fund Management LLC | 14,028 | $237.1K | 0.00% | −72,852−83.9% | Reduced |
| Global Endowment Management, LP | 14,078 | $237.9K | 0.03% | +14,078 | New |
| PFG Investments, LLC | 14,096 | $238.2K | 0.02% | −2,348−14.3% | Reduced |
| Modern Wealth Management, LLC | 14,260 | $241.0K | 0.01% | +20+0.1% | Added |
| Sagespring Wealth Partners, LLC | 14,407 | $243.5K | 0.01% | +884+6.5% | Added |
| Merit Financial Group, LLC | 14,646 | $247.5K | 0.00% | −420−2.8% | Reduced |
| Sequoia Financial Advisors, LLC | 14,803 | $250.2K | 0.00% | +1,171+8.6% | Added |
| HighPoint Advisor Group LLC | 16,326 | $251.1K | 0.01% | +207+1.3% | Added |
| Archetype Wealth Partners | 14,952 | $253.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,089 | $255.0K | 0.00% | −1,492−9.0% | Reduced |
| Atria Wealth Solutions, Inc. | 15,189 | $256.7K | 0.00% | +304+2.0% | Added |
| TBH Global Asset Management, LLC | 15,200 | $256.9K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,222 | $257.3K | 0.00% | −11,937−44.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,706 | $265.4K | 0.00% | +4,176+36.2% | Added |
| Pensionmark Financial Group, LLC | 15,962 | $269.8K | 0.01% | +3,787+31.1% | Added |
| Alps Advisors Inc | 16,165 | $273.2K | 0.00% | −1,763−9.8% | Reduced |
| KBC Group NV | 16,329 | $276.0K | 0.00% | −169,148−91.2% | Reduced |
| Norinchukin Bank, The | 16,360 | $276.5K | 0.01% | +679+4.3% | Added |
| Boothbay Fund Management, LLC | 16,427 | $277.6K | 0.01% | +16,427 | New |
| Ausdal Financial Partners, Inc. | 16,493 | $278.7K | 0.02% | +2,238+15.7% | Added |
| Park Avenue Securities LLC | 16,483 | $279.0K | 0.00% | −3,710−18.4% | Reduced |
| Maryland State Retirement & Pension System | 16,530 | $279.4K | 0.01% | −2,322−12.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 16,800 | $283.9K | 0.07% | +16,800 | New |
| Evergreen Capital Management LLC | 16,855 | $284.9K | 0.01% | −2,302−12.0% | Reduced |
| US Bancorp | 17,109 | $289.1K | 0.00% | −544−3.1% | Reduced |
| Global Financial Private Client, LLC | 17,276 | $292.0K | 0.11% | 00.0% | Unchanged |
| Schroder Investment Management Group | 17,722 | $297.0K | 0.00% | −29,389−62.4% | Reduced |
| Brinker Capital Investments, LLC | 17,588 | $297.2K | 0.00% | +798+4.8% | Added |
| Orion Portfolio Solutions, LLC | 17,588 | $297.2K | 0.00% | +798+4.8% | Added |
| CX Institutional | 17,776 | $300.0K | 0.01% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 17,918 | $302.8K | 0.24% | +800+4.7% | Added |
| The PNC Financial Services Group, Inc. | 18,042 | $304.9K | 0.00% | +259+1.5% | Added |
| Nomura Holdings Inc | 18,405 | $311.0K | 0.00% | −67,106−78.5% | Reduced |
| Foresight Group Ltd Liability Partnership | 18,693 | $313.4K | 0.04% | −553,640−96.7% | Reduced |
| Triumph Capital Management | 18,949 | $320.2K | 0.11% | +1,719+10.0% | Added |
| Colony Group, LLC | 19,018 | $321.4K | 0.00% | −1,736−8.4% | Reduced |
| CI Private Wealth, LLC | 19,072 | $322.3K | 0.00% | −1,433−7.0% | Reduced |
| Utah Retirement Systems | 19,073 | $322.3K | 0.00% | −39,530−67.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,217 | $324.8K | 0.02% | +19,217 | New |
| Tower Research Capital LLC (TRC) | 19,282 | $325.9K | 0.01% | +44+0.2% | Added |
| Kestra Advisory Services, LLC | 19,547 | $330.3K | 0.00% | −3,308−14.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,587 | $331.0K | 0.00% | −8,238−29.6% | Reduced |
| Sterling Capital Management LLC | 19,632 | $331.8K | 0.01% | −1,351−6.4% | Reduced |
| Cerity Partners LLC | 19,700 | $332.9K | 0.00% | −37,944−65.8% | Reduced |
| Clay Northam Wealth Management, LLC | 19,828 | $335.1K | 0.23% | −1,150−5.5% | Reduced |
| Greenleaf Trust | 20,042 | $338.7K | 0.00% | −180−0.9% | Reduced |
| DoubleLine ETF Adviser LP | 20,523 | $346.8K | 0.12% | −5,513−21.2% | Reduced |
| Heitman Real Estate Securities LLC | 20,566 | $347.6K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 20,648 | $349.0K | 0.00% | −50,128−70.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 21,000 | $354.9K | 0.04% | +21,000 | New |
| CWM, LLC | 21,123 | $357.0K | 0.00% | −6,236−22.8% | Reduced |
| Fox Run Management, L.L.C. | 21,884 | $369.8K | 0.06% | +21,884 | New |
| Ieq Capital, LLC | 22,383 | $378.3K | 0.00% | −16,516−42.5% | Reduced |
| Frank, Rimerman Advisors LLC | 22,648 | $382.8K | 0.03% | +9,216+68.6% | Added |
| Cresset Asset Management, LLC | 23,133 | $390.9K | 0.00% | +2,121+10.1% | Added |
| Captrust Financial Advisors | 23,208 | $392.2K | 0.00% | −8,360−26.5% | Reduced |
| United Services Automobile Association | 23,508 | $394.0K | 0.01% | −456−1.9% | Reduced |
| Geneos Wealth Management Inc. | 23,556 | $398.1K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 24,213 | $409.2K | 0.42% | −152−0.6% | Reduced |
| Signaturefd, LLC | 24,265 | $410.1K | 0.01% | −2,163−8.2% | Reduced |
| Intech Investment Management LLC | 24,296 | $410.6K | 0.00% | +114+0.5% | Added |
| Catalytic Wealth RIA, LLC | 24,668 | $416.9K | 0.08% | +2,009+8.9% | Added |
| Fifth Third Bancorp | 24,949 | $421.6K | 0.00% | −4,270−14.6% | Reduced |
| Private Advisor Group, LLC | 25,051 | $423.4K | 0.00% | +920+3.8% | Added |
| Armstrong Advisory Group, Inc | 25,263 | $428.2K | 0.03% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 25,529 | $431.4K | 0.55% | +84+0.3% | Added |
| Journey Strategic Wealth LLC | 25,761 | $435.4K | 0.02% | +1,924+8.1% | Added |