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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 5,035 | $91.0K | 0.01% | −50−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,922 | $88.7K | 0.00% | −500−9.2% | Reduced |
| Huntington National Bank | 4,921 | $88.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,840 | $87.3K | 0.00% | +128+2.7% | Added |
| Shell Asset Management Co | 4,377 | $79.0K | 0.01% | −7,136−62.0% | Reduced |
| Quarry LP | 4,356 | $78.5K | 0.02% | −5,177−54.3% | Reduced |
| Broadwater Capital Management LLC | 4,300 | $77.5K | 0.06% | −63,898−93.7% | Reduced |
| Global Retirement Partners, LLC | 4,188 | $75.5K | 0.00% | +10.0% | Added |
| EverSource Wealth Advisors, LLC | 3,921 | $70.7K | 0.00% | +442+12.7% | Added |
| Clean Yield Group | 3,840 | $69.2K | 0.02% | −350−8.4% | Reduced |
| Avalon Trust Co | 3,650 | $65.8K | 0.00% | +3,650 | New |
| Group One Trading, L.P. | 3,563 | $64.2K | 0.00% | −2,311−39.3% | Reduced |
| Ci Investments Inc. | 3,446 | $62.0K | 0.00% | −1,162−25.2% | Reduced |
| Bryn Mawr Trust Co | 3,400 | $61.3K | 0.00% | −291−7.9% | Reduced |
| Umb Bank N A | 3,369 | $60.7K | 0.00% | +458+15.7% | Added |
| MTM Investment Management, LLC | 3,344 | $60.3K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,200 | $57.7K | 0.00% | +103+3.3% | Added |
| Creekmur Asset Management LLC | 3,130 | $56.4K | 0.01% | +7+0.2% | Added |
| CIBC Private Wealth Group, LLC | 3,081 | $55.5K | 0.00% | +2,997+3,567.9% | Added |
| Harvest Fund Management Co., Ltd | 3,041 | $55.0K | 0.00% | +3,041 | New |
| Advisory Services Network, LLC | 3,041 | $54.8K | 0.00% | +3,041 | New |
| Quent Capital, LLC | 3,003 | $54.1K | 0.00% | +3,003 | New |
| Point72 (DIFC) Ltd | 2,970 | $53.5K | 0.00% | +2,970 | New |
| Sofos Investments, Inc. | 2,833 | $51.1K | 0.01% | +2,833 | New |
| Ameritas Advisory Services, LLC | 2,781 | $50.1K | 0.00% | −982−26.1% | Reduced |
| Danske Bank A/S | 2,600 | $46.9K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 2,501 | $45.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,445 | $44.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,274 | $41.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,142 | $38.6K | 0.00% | −331−13.4% | Reduced |
| Harbour Investments, Inc. | 2,008 | $36.2K | 0.00% | 00.0% | Unchanged |
| Motco | 2,000 | $36.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,959 | $35.3K | 0.00% | −57,208−96.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,913 | $34.5K | 0.00% | +1,913 | New |
| Jones Financial Companies LLLP | 1,860 | $33.2K | 0.00% | −7−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 1,800 | $32.5K | 0.00% | +1,800 | New |
| Sunbelt Securities, Inc. | 1,629 | $29.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,608 | $28.5K | 0.00% | +1,033+179.7% | Added |
| Citizens National Bank Trust Department | 1,543 | $27.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,457 | $26.3K | 0.00% | −237−14.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,451 | $26.2K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,395 | $25.2K | 0.00% | +1,395 | New |
| Wiser Advisor Group LLC | 1,374 | $24.8K | 0.03% | +1,374 | New |
| Versant Capital Management, Inc | 1,362 | $24.6K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,331 | $24.0K | 0.01% | +1,331 | New |
| Massmutual Trust Co FSB | 1,309 | $23.6K | 0.00% | −32−2.4% | Reduced |
| Atlantic Private Wealth, LLC | 1,260 | $22.7K | 0.01% | +1,260 | New |
| Spire Wealth Management | 1,205 | $21.7K | 0.00% | −73−5.7% | Reduced |
| Wolff Wiese Magana LLC | 1,161 | $20.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,040 | $18.8K | 0.00% | +625+150.6% | Added |
| Tidemark, LLC | 1,022 | $18.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $18.0K | 0.00% | +1,000 | New |
| Transamerica Financial Advisors, Inc. | 982 | $17.7K | 0.00% | +982 | New |
| Rise Advisors, LLC | 927 | $16.7K | 0.01% | +12+1.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 900 | $16.2K | 0.00% | +900 | New |
| Essential Partners LLC | 868 | $15.7K | 0.01% | +820+1,708.3% | Added |
| Covestor Ltd | 806 | $15.0K | 0.01% | −2−0.2% | Reduced |
| Westside Investment Management, Inc. | 772 | $14.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 766 | $13.8K | 0.00% | +113+17.3% | Added |
| Peregrine Capital Management LLC | 680 | $12.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 663 | $12.0K | 0.00% | +52+8.5% | Added |
| Aviso Financial Inc. | 640 | $11.5K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 534 | $9.63K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 530 | $9.56K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 524 | $9.45K | 0.00% | +457+682.1% | Added |
| AdvisorNet Financial, Inc | 483 | $8.71K | 0.00% | +7+1.5% | Added |
| Private Wealth Management Group, LLC | 480 | $8.65K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 478 | $8.62K | 0.00% | +316+195.1% | Added |
| Colonial Trust Advisors | 465 | $8.38K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 451 | $8.13K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 435 | $7.84K | 0.00% | −215−33.1% | Reduced |
| Clearstead Advisors, LLC | 414 | $7.46K | 0.00% | +414 | New |
| Larson Financial Group LLC | 410 | $7.39K | 0.00% | +6+1.5% | Added |
| Brown Brothers Harriman & Co | 397 | $7.16K | 0.00% | +276+228.1% | Added |
| Measured Wealth Private Client Group, LLC | 350 | $6.31K | 0.00% | +350 | New |
| IFP Advisors, Inc | 319 | $5.75K | 0.00% | +319 | Added |
| Farmers & Merchants Investments Inc | 315 | $5.68K | 0.00% | +38+13.7% | Added |
| High Note Wealth, LLC | 267 | $4.81K | 0.00% | +267 | New |
| Crewe Advisors LLC | 250 | $4.51K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 246 | $4.43K | 0.00% | +246 | New |
| Pinnacle Bancorp, Inc. | 225 | $4.06K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 214 | $3.86K | 0.00% | +214 | New |
| Sound Income Strategies, LLC | 208 | $3.69K | 0.00% | +208 | New |
| Key Financial Inc | 200 | $3.67K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.61K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 197 | $3.50K | 0.00% | +139+239.7% | Added |
| Meeder Asset Management Inc | 189 | $3.41K | 0.00% | −37,651−99.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 158 | $2.85K | 0.00% | −400,282−100.0% | Reduced |
| Rothschild Investment LLC | 153 | $2.76K | 0.00% | +48+45.7% | Added |
| Rossby Financial, LCC | 113 | $2.08K | 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 |
| Investors Research Corp | 97 | $1.75K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 79 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $1.12K | 0.00% | +12+24.0% | Added |
| UMA Financial Services, Inc. | 59 | $1.06K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 41 | $740 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $737 | 0.00% | +41 | New |
| Cromwell Holdings LLC | 40 | $722 | 0.00% | 00.0% | Unchanged |