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, Q4 2025
Institutional positions in Healthcare Realty Trust Inc as of Dec 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
- 422
- +19 vs. Q3 2025
- Shares held
- 384.4M
- +5.77M (+1.5%) vs. Q3 2025
- Total value
- $6.52B
- −$313.9M (−4.6%) vs. Q3 2025
- New holders
- 58
- 132 more added
- Sold out
- 39
- 154 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 2 | $34 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 8 | $136 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 13 | $220 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 13 | $220 | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 15 | $254 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $329 | 0.00% | +19 | New |
| South State Corp. | 20 | $339 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $525 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $525 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $576 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 38 | $636 | 0.00% | +1+2.7% | Added |
| Cromwell Holdings LLC | 40 | $678 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 41 | $695 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $763 | 0.00% | −1,406−96.9% | Reduced |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 60 | $1.02K | 0.00% | +60 | New |
| Private Trust Co NA | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 67 | $1.14K | 0.00% | +67 | New |
| N.E.W. Advisory Services LLC | 79 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 83 | $1.41K | 0.00% | +83 | New |
| Investors Research Corp | 97 | $1.64K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 113 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 129 | $2.19K | 0.00% | +29+29.0% | Added |
| Flagship Harbor Advisors, LLC | 133 | $2.25K | 0.00% | +133 | New |
| Sankala Group LLC | 127 | $2.34K | 0.00% | +127 | New |
| International Assets Investment Management, LLC | 143 | $2.42K | 0.00% | +143 | New |
| Key Financial Inc | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 200 | $3.39K | 0.00% | +200 | New |
| Tucker Asset Management LLC | 204 | $3.46K | 0.00% | +204 | New |
| Cornerstone Planning Group LLC | 212 | $3.46K | 0.00% | +15+7.6% | Added |
| Fortitude Family Office, LLC | 214 | $3.63K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 210 | $3.63K | 0.00% | +2+1.0% | Added |
| Pinnacle Bancorp, Inc. | 225 | $3.81K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 239 | $4.05K | 0.00% | −239−50.0% | Reduced |
| Crewe Advisors LLC | 250 | $4.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 261 | $4.42K | 0.00% | −6−2.2% | Reduced |
| Clearstead Advisors, LLC | 286 | $4.85K | 0.00% | −128−30.9% | Reduced |
| Miller Global Investments, LLC | 311 | $5.27K | 0.00% | +311 | New |
| CIBC Private Wealth Group, LLC | 313 | $5.30K | 0.00% | −2,768−89.8% | Reduced |
| Farmers & Merchants Investments Inc | 315 | $5.34K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 319 | $5.41K | 0.00% | +166+108.5% | Added |
| Measured Wealth Private Client Group, LLC | 350 | $5.93K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 351 | $5.95K | 0.00% | +310+756.1% | Added |
| Elyxium Wealth, LLC | 359 | $6.08K | 0.00% | +359 | New |
| Brown Brothers Harriman & Co | 365 | $6.19K | 0.00% | −32−8.1% | Reduced |
| Colonial Trust Advisors | 400 | $6.78K | 0.00% | −65−14.0% | Reduced |
| Larson Financial Group LLC | 416 | $7.04K | 0.00% | +6+1.5% | Added |
| NBC Securities, Inc. | 429 | $7.27K | 0.00% | −6−1.4% | Reduced |
| Basecamp Wealth Advisors LLC | 435 | $7.37K | 0.00% | +435 | New |
| GHP Investment Advisors, Inc. | 451 | $7.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 480 | $8.14K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 489 | $8.29K | 0.00% | +6+1.2% | Added |
| IFP Advisors, Inc | 501 | $8.49K | 0.00% | +182+57.1% | Added |
| Safe Harbor Fiduciary, LLC | 521 | $8.83K | 0.01% | +521 | New |
| CGC Financial Services, LLC | 530 | $8.98K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 566 | $9.59K | 0.00% | +42+8.0% | Added |
| Aviso Financial Inc. | 640 | $10.8K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 680 | $11.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 698 | $11.8K | 0.00% | −4,142−85.6% | Reduced |
| McIlrath & Eck, LLC | 766 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 792 | $13.4K | 0.00% | +20+2.6% | Added |
| Covestor Ltd | 806 | $14.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 860 | $14.6K | 0.00% | +197+29.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 900 | $15.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 941 | $15.9K | 0.00% | +73+8.4% | Added |
| Tidemark, LLC | 969 | $16.4K | 0.00% | −53−5.2% | Reduced |
| UBS Asset Management Americas Inc | 976 | $16.5K | 0.00% | −1,946,298−99.9% | Reduced |
| Nemes Rush Group LLC | 1,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $16.9K | 0.00% | +1,000 | New |
| Bartlett & Co. Wealth Management LLC | 1,000 | $17.1K | 0.00% | −3,922−79.7% | Reduced |
| Atlantic Trust, LLC | 1,040 | $17.6K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,075 | $18.2K | 0.01% | +1,075 | New |
| Wolff Wiese Magana LLC | 1,161 | $19.7K | 0.01% | 00.0% | Unchanged |
| Optima Capital LLC | 1,185 | $20.1K | 0.01% | +1,185 | New |
| Spire Wealth Management | 1,205 | $20.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,277 | $21.6K | 0.01% | +17+1.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,283 | $21.7K | 0.00% | +301+30.7% | Added |
| Rockefeller Capital Management L.P. | 1,324 | $22.4K | 0.00% | −589−30.8% | Reduced |
| Massmutual Trust Co FSB | 1,335 | $22.6K | 0.00% | +26+2.0% | Added |
| Versant Capital Management, Inc | 1,392 | $23.6K | 0.00% | +30+2.2% | Added |
| Wiser Advisor Group LLC | 1,393 | $23.6K | 0.03% | +19+1.4% | Added |
| Farther Finance Advisors, LLC | 1,428 | $24.2K | 0.00% | −29−2.0% | Reduced |
| Smartleaf Asset Management LLC | 1,447 | $24.7K | 0.00% | −161−10.0% | Reduced |
| Ancora Advisors, LLC | 1,466 | $24.8K | 0.00% | +1,466 | New |
| Jones Financial Companies LLLP | 1,532 | $26.0K | 0.00% | −328−17.6% | Reduced |
| Citizens National Bank Trust Department | 1,543 | $26.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,600 | $27.1K | 0.00% | −1,800−52.9% | Reduced |
| Sunbelt Securities, Inc. | 1,629 | $27.6K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,720 | $29.2K | 0.02% | −2,580−60.0% | Reduced |
| Atlantic Union Bankshares Corp | 1,800 | $30.5K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,875 | $31.8K | 0.00% | +1,875 | New |
| Motco | 2,000 | $33.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,159 | $36.6K | 0.00% | −115−5.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,157 | $36.8K | 0.00% | +2,157 | New |
| MAI Capital Management | 2,372 | $40.2K | 0.00% | +230+10.7% | Added |
| Prosperity Bancshares Inc | 2,449 | $41.5K | 0.04% | +2,449 | New |
| Danske Bank A/S | 2,600 | $44.1K | 0.00% | 00.0% | Unchanged |