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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 12,100 | $204.5K | 0.01% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 12,000 | $202.8K | 0.00% | −3,252,000−99.6% | Reduced |
| CIBC Asset Management Inc | 11,966 | $202.2K | 0.00% | +197+1.7% | Added |
| Empowered Funds, LLC | 11,953 | $202.0K | 0.00% | +11,953 | New |
| Focus Financial Network, Inc. | 11,868 | $200.6K | 0.01% | +762+6.9% | Added |
| RDA Financial Network | 11,737 | $198.4K | 0.06% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 11,600 | $196.0K | 0.03% | +11,600 | New |
| Janney Montgomery Scott LLC | 11,534 | $195.0K | 0.00% | +11,534 | New |
| Sanctuary Advisors, LLC | 11,534 | $194.9K | 0.00% | +11,534 | New |
| Peak Financial Advisors LLC | 11,413 | $192.9K | 0.10% | +728+6.8% | Added |
| Algert Global LLC | 11,007 | $186.0K | 0.00% | −168,220−93.9% | Reduced |
| JB Capital LLC | 10,917 | $184.5K | 0.01% | +52+0.5% | Added |
| Capital Investment Advisory Services, LLC | 10,781 | $182.2K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 10,613 | $179.4K | 0.00% | +3,700+53.5% | Added |
| Clean Yield Group | 10,360 | $175.1K | 0.06% | −13,250−56.1% | Reduced |
| Checchi Capital Advisers, LLC | 10,285 | $173.8K | 0.01% | +10,285 | New |
| Integrated Advisors Network LLC | 10,202 | $172.4K | 0.01% | +10,202 | New |
| Coppell Advisory Solutions LLC | 11,179 | $171.9K | 0.03% | −560−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 9,094 | $152.4K | 0.00% | −1,037−10.2% | Reduced |
| Parallel Advisors, LLC | 8,710 | $147.2K | 0.00% | +382+4.6% | Added |
| Coldstream Capital Management Inc | 8,635 | $145.9K | 0.00% | +8,635 | New |
| Delta Asset Management LLC | 8,578 | $145.0K | 0.01% | −413−4.6% | Reduced |
| GAMMA Investing LLC | 8,167 | $138.0K | 0.01% | +282+3.6% | Added |
| Spirit of America Management Corp | 8,000 | $135.2K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 7,320 | $123.7K | 0.03% | +4,646+173.7% | Added |
| Bartlett & Co. Wealth Management LLC | 6,922 | $117.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,762 | $114.2K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 6,377 | $107.8K | 0.00% | −220−3.3% | Reduced |
| Kestra Investment Management, LLC | 6,048 | $102.2K | 0.00% | +6,048 | New |
| Ci Investments Inc. | 5,490 | $93.0K | 0.00% | +35+0.6% | Added |
| Allworth Financial LP | 5,510 | $86.7K | 0.00% | +358+6.9% | Added |
| Harbor Capital Advisors, Inc. | 4,945 | $84.0K | 0.00% | +695+16.4% | Added |
| Huntington National Bank | 4,921 | $83.2K | 0.00% | −828−14.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,870 | $82.3K | 0.00% | +4,870 | New |
| Lindbrook Capital, LLC | 4,701 | $79.4K | 0.01% | +1,180+33.5% | Added |
| Beacon Capital Management, LLC | 4,491 | $75.9K | 0.01% | +82+1.9% | Added |
| Broadwater Capital Management LLC | 4,300 | $72.7K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,236 | $71.6K | 0.00% | −8,169−65.9% | Reduced |
| Harbour Investments, Inc. | 4,008 | $67.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,691 | $62.4K | 0.00% | −600−14.0% | Reduced |
| MAI Capital Management | 3,372 | $57.0K | 0.00% | +25+0.7% | Added |
| Avalon Trust Co | 3,139 | $53.0K | 0.00% | +3,139 | New |
| Creekmur Asset Management LLC | 3,114 | $52.6K | 0.01% | +8+0.3% | Added |
| Umb Bank N A | 3,024 | $51.1K | 0.00% | +1,279+73.3% | Added |
| Principal Securities, Inc. | 2,908 | $49.3K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,833 | $47.9K | 0.01% | +2,833 | New |
| Quent Capital, LLC | 2,646 | $44.7K | 0.00% | +356+15.5% | Added |
| Storebrand Asset Management AS | 2,501 | $42.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,445 | $41.3K | 0.02% | +645+35.8% | Added |
| Anchor Investment Management, LLC | 2,226 | $37.6K | 0.00% | +2,226 | New |
| Synergy Investment Management, LLC | 2,131 | $36.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,075 | $35.1K | 0.00% | +2,075 | New |
| Motco | 2,000 | $33.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,011 | $33.7K | 0.00% | −1,056−34.4% | Reduced |
| Sunbelt Securities, Inc. | 1,629 | $27.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,600 | $27.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,596 | $27.0K | 0.00% | −1,900−54.3% | Reduced |
| Golden State Wealth Management, LLC | 1,557 | $26.3K | 0.00% | +1,557 | New |
| Citizens National Bank Trust Department | 1,543 | $26.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,451 | $24.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,431 | $24.2K | 0.00% | +82+6.1% | Added |
| Versant Capital Management, Inc | 1,373 | $23.2K | 0.00% | +129+10.4% | Added |
| Smartleaf Asset Management LLC | 1,376 | $23.1K | 0.00% | −274−16.6% | Reduced |
| Wiser Advisor Group LLC | 1,327 | $22.4K | 0.03% | +25+1.9% | Added |
| Spire Wealth Management | 1,205 | $20.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,113 | $18.8K | 0.00% | −170−13.3% | Reduced |
| Tidemark, LLC | 1,022 | $17.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 895 | $15.1K | 0.01% | −875−49.4% | Reduced |
| McIlrath & Eck, LLC | 857 | $14.5K | 0.00% | +1+0.1% | Added |
| Covestor Ltd | 814 | $14.0K | 0.01% | +4+0.5% | Added |
| Atlantic Trust, LLC | 804 | $13.6K | 0.00% | +804 | New |
| Wolff Wiese Magana LLC | 721 | $12.2K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 680 | $11.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 669 | $11.3K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 640 | $10.8K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 534 | $9.03K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 530 | $8.96K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 525 | $8.87K | 0.00% | −2,490−82.6% | Reduced |
| Creative Financial Designs Inc | 503 | $8.50K | 0.00% | +9+1.8% | Added |
| AdvisorNet Financial, Inc | 488 | $8.25K | 0.00% | +30+6.6% | Added |
| Private Wealth Management Group, LLC | 480 | $8.11K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 470 | $7.94K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 465 | $7.86K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 451 | $7.62K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 445 | $7.52K | 0.00% | +59+15.3% | Added |
| Larson Financial Group LLC | 396 | $6.69K | 0.00% | +7+1.8% | Added |
| Richards, Merrill & Peterson, Inc. | 350 | $5.92K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 340 | $5.75K | 0.00% | +340 | New |
| High Note Wealth, LLC | 319 | $5.39K | 0.00% | +66+26.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 313 | $5.29K | 0.00% | +313 | New |
| Skopos Labs, Inc. | 294 | $4.97K | 0.00% | +290+7,250.0% | Added |
| Farmers & Merchants Investments Inc | 277 | $4.68K | 0.00% | +127+84.7% | Added |
| Crewe Advisors LLC | 250 | $4.22K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $3.80K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 214 | $3.62K | 0.00% | +195+1,026.3% | Added |
| Optiver Holding B.V. | 201 | $3.40K | 0.00% | +201 | New |
| Hexagon Capital Partners LLC | 200 | $3.38K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 175 | $2.96K | 0.00% | +175 | New |
| Lasalle Investment Management Securities LLC | 172 | $2.91K | 0.00% | −1,852,240−100.0% | Reduced |