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, Q3 2025
Institutional positions in Healthcare Realty Trust Inc as of Sep 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
- +6 vs. Q2 2025
- Shares held
- 379.4M
- +13.1M (+3.6%) vs. Q2 2025
- Total value
- $6.84B
- +$1.03B (+17.7%) vs. Q2 2025
- New holders
- 45
- 144 more added
- Sold out
- 39
- 153 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 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, Q3 2025
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Mather Group, LLC. | 6 | $108 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 8 | $145 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 13 | $234 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 14 | $252 | 0.00% | +14 | New |
| Bruce G. Allen Investments, LLC | 15 | $270 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17 | $307 | 0.00% | −142−89.3% | Reduced |
| South State Corp. | 20 | $361 | 0.00% | −55−73.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $559 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $559 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $613 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 37 | $667 | 0.00% | +37 | New |
| Cromwell Holdings LLC | 40 | $722 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $737 | 0.00% | +41 | New |
| Sachetta, LLC | 41 | $740 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 59 | $1.06K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $1.12K | 0.00% | +12+24.0% | Added |
| N.E.W. Advisory Services LLC | 79 | $1.42K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $1.75K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 100 | $1.80K | 0.00% | +41+69.5% | Added |
| Rossby Financial, LCC | 113 | $2.08K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 153 | $2.76K | 0.00% | +48+45.7% | Added |
| Schonfeld Strategic Advisors LLC | 158 | $2.85K | 0.00% | −400,282−100.0% | Reduced |
| Meeder Asset Management Inc | 189 | $3.41K | 0.00% | −37,651−99.5% | Reduced |
| Cornerstone Planning Group LLC | 197 | $3.50K | 0.00% | +139+239.7% | Added |
| WFA of San Diego, LLC | 200 | $3.61K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $3.67K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 208 | $3.69K | 0.00% | +208 | New |
| Fortitude Family Office, LLC | 214 | $3.86K | 0.00% | +214 | New |
| Pinnacle Bancorp, Inc. | 225 | $4.06K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 246 | $4.43K | 0.00% | +246 | New |
| Crewe Advisors LLC | 250 | $4.51K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 267 | $4.81K | 0.00% | +267 | New |
| Farmers & Merchants Investments Inc | 315 | $5.68K | 0.00% | +38+13.7% | Added |
| IFP Advisors, Inc | 319 | $5.75K | 0.00% | +319 | Added |
| Measured Wealth Private Client Group, LLC | 350 | $6.31K | 0.00% | +350 | New |
| Brown Brothers Harriman & Co | 397 | $7.16K | 0.00% | +276+228.1% | Added |
| Larson Financial Group LLC | 410 | $7.39K | 0.00% | +6+1.5% | Added |
| Clearstead Advisors, LLC | 414 | $7.46K | 0.00% | +414 | New |
| NBC Securities, Inc. | 435 | $7.84K | 0.00% | −215−33.1% | Reduced |
| GHP Investment Advisors, Inc. | 451 | $8.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 465 | $8.38K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 478 | $8.62K | 0.00% | +316+195.1% | Added |
| Private Wealth Management Group, LLC | 480 | $8.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 483 | $8.71K | 0.00% | +7+1.5% | Added |
| Assetmark, Inc | 524 | $9.45K | 0.00% | +457+682.1% | Added |
| CGC Financial Services, LLC | 530 | $9.56K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 534 | $9.63K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 640 | $11.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 663 | $12.0K | 0.00% | +52+8.5% | Added |
| Peregrine Capital Management LLC | 680 | $12.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 766 | $13.8K | 0.00% | +113+17.3% | Added |
| Westside Investment Management, Inc. | 772 | $14.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 806 | $15.0K | 0.01% | −2−0.2% | Reduced |
| Essential Partners LLC | 868 | $15.7K | 0.01% | +820+1,708.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 900 | $16.2K | 0.00% | +900 | New |
| Rise Advisors, LLC | 927 | $16.7K | 0.01% | +12+1.3% | Added |
| Transamerica Financial Advisors, Inc. | 982 | $17.7K | 0.00% | +982 | New |
| Nemes Rush Group LLC | 1,000 | $18.0K | 0.00% | +1,000 | New |
| Tidemark, LLC | 1,022 | $18.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,040 | $18.8K | 0.00% | +625+150.6% | Added |
| Wolff Wiese Magana LLC | 1,161 | $20.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,205 | $21.7K | 0.00% | −73−5.7% | Reduced |
| Atlantic Private Wealth, LLC | 1,260 | $22.7K | 0.01% | +1,260 | New |
| Massmutual Trust Co FSB | 1,309 | $23.6K | 0.00% | −32−2.4% | Reduced |
| Pathway Financial Advisers, LLC | 1,331 | $24.0K | 0.01% | +1,331 | New |
| Versant Capital Management, Inc | 1,362 | $24.6K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,374 | $24.8K | 0.03% | +1,374 | New |
| Wealthspire Advisors, LLC | 1,395 | $25.2K | 0.00% | +1,395 | New |
| Prestige Wealth Management Group LLC | 1,451 | $26.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,457 | $26.3K | 0.00% | −237−14.0% | Reduced |
| Citizens National Bank Trust Department | 1,543 | $27.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,608 | $28.5K | 0.00% | +1,033+179.7% | Added |
| Sunbelt Securities, Inc. | 1,629 | $29.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,800 | $32.5K | 0.00% | +1,800 | New |
| Jones Financial Companies LLLP | 1,860 | $33.2K | 0.00% | −7−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,913 | $34.5K | 0.00% | +1,913 | New |
| Quest Partners LLC | 1,959 | $35.3K | 0.00% | −57,208−96.7% | Reduced |
| Motco | 2,000 | $36.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,008 | $36.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,142 | $38.6K | 0.00% | −331−13.4% | Reduced |
| Anchor Investment Management, LLC | 2,274 | $41.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,445 | $44.1K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 2,501 | $45.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,600 | $46.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,781 | $50.1K | 0.00% | −982−26.1% | Reduced |
| Sofos Investments, Inc. | 2,833 | $51.1K | 0.01% | +2,833 | New |
| Point72 (DIFC) Ltd | 2,970 | $53.5K | 0.00% | +2,970 | New |
| Quent Capital, LLC | 3,003 | $54.1K | 0.00% | +3,003 | New |
| Advisory Services Network, LLC | 3,041 | $54.8K | 0.00% | +3,041 | New |
| Harvest Fund Management Co., Ltd | 3,041 | $55.0K | 0.00% | +3,041 | New |
| CIBC Private Wealth Group, LLC | 3,081 | $55.5K | 0.00% | +2,997+3,567.9% | Added |
| Creekmur Asset Management LLC | 3,130 | $56.4K | 0.01% | +7+0.2% | Added |
| Principal Securities, Inc. | 3,200 | $57.7K | 0.00% | +103+3.3% | Added |
| MTM Investment Management, LLC | 3,344 | $60.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 3,369 | $60.7K | 0.00% | +458+15.7% | Added |
| Bryn Mawr Trust Co | 3,400 | $61.3K | 0.00% | −291−7.9% | Reduced |
| Ci Investments Inc. | 3,446 | $62.0K | 0.00% | −1,162−25.2% | Reduced |