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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 7,741 | $131.2K | 0.01% | −700−8.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,762 | $116.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,113 | $103.6K | 0.00% | +1,925+46.0% | Added |
| Triumph Capital Management | 6,093 | $103.3K | 0.02% | −8,118−57.1% | Reduced |
| FIL Ltd | 6,034 | $102.3K | 0.00% | −3,171−34.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,639 | $95.6K | 0.00% | −130−2.3% | Reduced |
| GF Fund Management Co. Ltd. | 5,534 | $93.8K | 0.00% | −54−1.0% | Reduced |
| Parallel Advisors, LLC | 5,436 | $92.1K | 0.00% | −805−12.9% | Reduced |
| Hantz Financial Services, Inc. | 5,233 | $89.0K | 0.00% | −839−13.8% | Reduced |
| Huntington National Bank | 4,876 | $82.7K | 0.00% | −45−0.9% | Reduced |
| Umb Bank N A | 4,801 | $81.4K | 0.00% | +1,432+42.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,506 | $76.4K | 0.01% | +4,506 | New |
| Quarry LP | 4,425 | $75.0K | 0.01% | +69+1.6% | Added |
| EverSource Wealth Advisors, LLC | 4,068 | $69.0K | 0.00% | +147+3.7% | Added |
| Clean Yield Group | 3,840 | $65.1K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,789 | $64.2K | 0.00% | +226+6.3% | Added |
| Avalon Trust Co | 3,650 | $61.9K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,344 | $56.7K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,228 | $54.7K | 0.00% | −54,855−94.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,041 | $52.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,003 | $50.9K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,833 | $48.0K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 2,600 | $44.1K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 2,449 | $41.5K | 0.04% | +2,449 | New |
| MAI Capital Management | 2,372 | $40.2K | 0.00% | +230+10.7% | Added |
| Eurizon Capital SGR S.p.A. | 2,157 | $36.8K | 0.00% | +2,157 | New |
| Anchor Investment Management, LLC | 2,159 | $36.6K | 0.00% | −115−5.1% | Reduced |
| Motco | 2,000 | $33.9K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,875 | $31.8K | 0.00% | +1,875 | New |
| Atlantic Union Bankshares Corp | 1,800 | $30.5K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,720 | $29.2K | 0.02% | −2,580−60.0% | Reduced |
| Sunbelt Securities, Inc. | 1,629 | $27.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,600 | $27.1K | 0.00% | −1,800−52.9% | Reduced |
| Citizens National Bank Trust Department | 1,543 | $26.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,532 | $26.0K | 0.00% | −328−17.6% | Reduced |
| Ancora Advisors, LLC | 1,466 | $24.8K | 0.00% | +1,466 | New |
| Smartleaf Asset Management LLC | 1,447 | $24.7K | 0.00% | −161−10.0% | Reduced |
| Farther Finance Advisors, LLC | 1,428 | $24.2K | 0.00% | −29−2.0% | Reduced |
| Wiser Advisor Group LLC | 1,393 | $23.6K | 0.03% | +19+1.4% | Added |
| Versant Capital Management, Inc | 1,392 | $23.6K | 0.00% | +30+2.2% | Added |
| Massmutual Trust Co FSB | 1,335 | $22.6K | 0.00% | +26+2.0% | Added |
| Rockefeller Capital Management L.P. | 1,324 | $22.4K | 0.00% | −589−30.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,283 | $21.7K | 0.00% | +301+30.7% | Added |
| Atlantic Private Wealth, LLC | 1,277 | $21.6K | 0.01% | +17+1.3% | Added |
| Spire Wealth Management | 1,205 | $20.4K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 1,185 | $20.1K | 0.01% | +1,185 | New |
| Wolff Wiese Magana LLC | 1,161 | $19.7K | 0.01% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,075 | $18.2K | 0.01% | +1,075 | New |
| Atlantic Trust, LLC | 1,040 | $17.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,000 | $17.1K | 0.00% | −3,922−79.7% | 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 |
| UBS Asset Management Americas Inc | 976 | $16.5K | 0.00% | −1,946,298−99.9% | Reduced |
| Tidemark, LLC | 969 | $16.4K | 0.00% | −53−5.2% | Reduced |
| Essential Partners LLC | 941 | $15.9K | 0.00% | +73+8.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 900 | $15.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 860 | $14.6K | 0.00% | +197+29.7% | Added |
| Covestor Ltd | 806 | $14.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 792 | $13.4K | 0.00% | +20+2.6% | Added |
| McIlrath & Eck, LLC | 766 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 698 | $11.8K | 0.00% | −4,142−85.6% | Reduced |
| Peregrine Capital Management LLC | 680 | $11.5K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 640 | $10.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 566 | $9.59K | 0.00% | +42+8.0% | Added |
| CGC Financial Services, LLC | 530 | $8.98K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 521 | $8.83K | 0.01% | +521 | New |
| IFP Advisors, Inc | 501 | $8.49K | 0.00% | +182+57.1% | Added |
| AdvisorNet Financial, Inc | 489 | $8.29K | 0.00% | +6+1.2% | Added |
| Private Wealth Management Group, LLC | 480 | $8.14K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 451 | $7.64K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 435 | $7.37K | 0.00% | +435 | New |
| NBC Securities, Inc. | 429 | $7.27K | 0.00% | −6−1.4% | Reduced |
| Larson Financial Group LLC | 416 | $7.04K | 0.00% | +6+1.5% | Added |
| Colonial Trust Advisors | 400 | $6.78K | 0.00% | −65−14.0% | Reduced |
| Brown Brothers Harriman & Co | 365 | $6.19K | 0.00% | −32−8.1% | Reduced |
| Elyxium Wealth, LLC | 359 | $6.08K | 0.00% | +359 | New |
| True Wealth Design, LLC | 351 | $5.95K | 0.00% | +310+756.1% | Added |
| Measured Wealth Private Client Group, LLC | 350 | $5.93K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 319 | $5.41K | 0.00% | +166+108.5% | Added |
| Farmers & Merchants Investments Inc | 315 | $5.34K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 313 | $5.30K | 0.00% | −2,768−89.8% | Reduced |
| Miller Global Investments, LLC | 311 | $5.27K | 0.00% | +311 | New |
| Clearstead Advisors, LLC | 286 | $4.85K | 0.00% | −128−30.9% | Reduced |
| High Note Wealth, LLC | 261 | $4.42K | 0.00% | −6−2.2% | Reduced |
| Crewe Advisors LLC | 250 | $4.24K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 239 | $4.05K | 0.00% | −239−50.0% | Reduced |
| Pinnacle Bancorp, Inc. | 225 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 210 | $3.63K | 0.00% | +2+1.0% | Added |
| Fortitude Family Office, LLC | 214 | $3.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 212 | $3.46K | 0.00% | +15+7.6% | Added |
| Tucker Asset Management LLC | 204 | $3.46K | 0.00% | +204 | 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 |
| International Assets Investment Management, LLC | 143 | $2.42K | 0.00% | +143 | New |
| Sankala Group LLC | 127 | $2.34K | 0.00% | +127 | New |
| Flagship Harbor Advisors, LLC | 133 | $2.25K | 0.00% | +133 | New |
| Bare Financial Services, Inc | 129 | $2.19K | 0.00% | +29+29.0% | Added |
| Rossby Financial, LCC | 113 | $1.92K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.70K | 0.00% | 00.0% | Unchanged |