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; 461 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, Q2 2025
Institutional positions in Healthcare Realty Trust Inc as of Jun 30, 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
- 412
- −10 vs. Q1 2025
- Shares held
- 370.7M
- +3.19M (+0.9%) vs. Q1 2025
- Total value
- $5.88B
- −$331.1M (−5.3%) vs. Q1 2025
- New holders
- 52
- 147 more added
- Sold out
- 62
- 154 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 461 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| MV Capital Management, Inc. | 8 | $127 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 13 | $206 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $238 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $318 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 31 | $492 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $492 | 0.00% | +31 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $539 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 40 | $634 | 0.00% | +40 | New |
| Sachetta, LLC | 41 | $651 | 0.00% | −10−19.6% | Reduced |
| Essential Partners LLC | 48 | $761 | 0.00% | +48 | New |
| Private Trust Co NA | 50 | $793 | 0.00% | +16+47.1% | Added |
| UMA Financial Services, Inc. | 59 | $936 | 0.00% | +16+37.2% | Added |
| Bare Financial Services, Inc | 59 | $936 | 0.00% | +59 | New |
| Cornerstone Planning Group LLC | 58 | $983 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 61 | $1.01K | 0.00% | +61 | New |
| Assetmark, Inc | 67 | $1.06K | 0.00% | −147−68.7% | Reduced |
| South State Corp. | 75 | $1.19K | 0.00% | −60−44.4% | Reduced |
| N.E.W. Advisory Services LLC | 79 | $1.25K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 84 | $1.33K | 0.00% | −1−1.2% | Reduced |
| Investors Research Corp | 97 | $1.54K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $1.67K | 0.00% | +105 | New |
| Rossby Financial, LCC | 113 | $1.79K | 0.00% | +113 | New |
| Brown Brothers Harriman & Co | 121 | $1.92K | 0.00% | +121 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 146 | $2.32K | 0.00% | +146 | New |
| Ronald Blue Trust, Inc. | 159 | $2.52K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 162 | $2.52K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $3.17K | 0.00% | +200 | New |
| WFA of San Diego, LLC | 200 | $3.17K | 0.00% | +200 | New |
| Pinnacle Bancorp, Inc. | 225 | $3.57K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $3.96K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 252 | $4.00K | 0.00% | +252 | New |
| Farmers & Merchants Investments Inc | 277 | $4.39K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 279 | $4.42K | 0.00% | −166−37.3% | Reduced |
| Creative Capital Management Investments LLC | 344 | $5.46K | 0.00% | +344 | New |
| Larson Financial Group LLC | 404 | $6.42K | 0.00% | +8+2.0% | Added |
| Atlantic Trust, LLC | 415 | $6.58K | 0.00% | −389−48.4% | Reduced |
| Trust Co of Vermont | 450 | $7.14K | 0.00% | +450 | New |
| GHP Investment Advisors, Inc. | 451 | $7.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 465 | $7.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 476 | $7.55K | 0.00% | −12−2.5% | Reduced |
| Private Wealth Management Group, LLC | 480 | $7.61K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 515 | $8.17K | 0.00% | −10−1.9% | Reduced |
| CGC Financial Services, LLC | 530 | $8.41K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 534 | $8.47K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 575 | $9.06K | 0.00% | −801−58.2% | Reduced |
| Parkside Financial Bank & Trust | 611 | $9.69K | 0.00% | +141+30.0% | Added |
| NBC Securities, Inc. | 650 | $10.0K | 0.00% | +650 | New |
| Aviso Financial Inc. | 640 | $10.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 653 | $10.4K | 0.00% | −204−23.8% | Reduced |
| Peregrine Capital Management LLC | 680 | $10.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 772 | $12.2K | 0.00% | +772 | New |
| Covestor Ltd | 808 | $13.0K | 0.01% | −6−0.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 783 | $13.2K | 0.01% | +783 | New |
| Rise Advisors, LLC | 915 | $14.5K | 0.01% | +20+2.2% | Added |
| Tidemark, LLC | 1,022 | $16.2K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,128 | $17.9K | 0.00% | +834+283.7% | Added |
| Hantz Financial Services, Inc. | 1,128 | $18.0K | 0.00% | +1,000+781.3% | Added |
| Wolff Wiese Magana LLC | 1,161 | $18.4K | 0.01% | +440+61.0% | Added |
| Spire Wealth Management | 1,278 | $20.3K | 0.00% | +73+6.1% | Added |
| Massmutual Trust Co FSB | 1,341 | $21.3K | 0.00% | +228+20.5% | Added |
| Versant Capital Management, Inc | 1,362 | $21.6K | 0.00% | −11−0.8% | Reduced |
| Prestige Wealth Management Group LLC | 1,451 | $23.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,543 | $24.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $24.5K | 0.00% | −669−100.0% | Reduced |
| Farther Finance Advisors, LLC | 1,694 | $26.9K | 0.00% | +263+18.4% | Added |
| Sunbelt Securities, Inc. | 1,629 | $27.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,867 | $29.4K | 0.00% | −144−7.2% | Reduced |
| Motco | 2,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,008 | $31.8K | 0.00% | −2,000−49.9% | Reduced |
| Anchor Investment Management, LLC | 2,274 | $36.1K | 0.00% | +48+2.2% | Added |
| Main Street Group, LTD | 2,445 | $38.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,473 | $39.2K | 0.00% | −899−26.7% | Reduced |
| Storebrand Asset Management AS | 2,501 | $39.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,600 | $41.2K | 0.00% | +1,000+62.5% | Added |
| Financial Gravity Companies, Inc. | 2,833 | $44.9K | 0.01% | +2,833 | New |
| Umb Bank N A | 2,911 | $46.2K | 0.00% | −113−3.7% | Reduced |
| Principal Securities, Inc. | 3,097 | $49.1K | 0.00% | +189+6.5% | Added |
| Creekmur Asset Management LLC | 3,123 | $49.5K | 0.01% | +9+0.3% | Added |
| MTM Investment Management, LLC | 3,344 | $53.0K | 0.02% | +3,344 | New |
| Strategic Wealth Partners, Ltd. | 3,473 | $55.1K | 0.00% | +3,473 | New |
| EverSource Wealth Advisors, LLC | 3,479 | $55.2K | 0.00% | −757−17.9% | Reduced |
| Bryn Mawr Trust Co | 3,691 | $58.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,763 | $59.7K | 0.00% | +3,763 | New |
| Global Retirement Partners, LLC | 4,187 | $66.4K | 0.00% | +4,187 | New |
| Clean Yield Group | 4,190 | $66.5K | 0.02% | −6,170−59.6% | Reduced |
| Broadwater Capital Management LLC | 68,198 | $68.2K | 0.05% | +63,898+1,486.0% | Added |
| Beacon Capital Management, LLC | 4,587 | $72.8K | 0.01% | +96+2.1% | Added |
| Ci Investments Inc. | 4,608 | $73.0K | 0.00% | −882−16.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,712 | $74.7K | 0.00% | −24,944−84.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,870 | $77.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4,921 | $78.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,085 | $81.0K | 0.00% | +140+2.8% | Added |
| Bartlett & Co. Wealth Management LLC | 5,422 | $86.0K | 0.00% | −1,500−21.7% | Reduced |
| Allworth Financial LP | 5,614 | $89.0K | 0.00% | +104+1.9% | Added |
| GAMMA Investing LLC | 5,672 | $90.0K | 0.01% | −2,495−30.5% | Reduced |
| Group One Trading, L.P. | 5,874 | $93.2K | 0.00% | +4,278+268.0% | Added |
| GF Fund Management Co. Ltd. | 5,882 | $93.3K | 0.00% | −495−7.8% | Reduced |