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, Q1 2026
Institutional positions in Healthcare Realty Trust Inc as of Mar 31, 2026. 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
- 448
- +32 vs. Q4 2025
- Shares held
- 374.5M
- +41.0M (+12.3%) vs. Q4 2025
- Total value
- $6.37B
- +$715.4M (+12.7%) vs. Q4 2025
- New holders
- 70
- 170 more added
- Sold out
- 38
- 116 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 1 | $17 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $69 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 8 | $136 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $141 | 0.00% | −690−98.9% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $255 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $340 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 28 | $476 | 0.00% | +28 | New |
| Bogart Wealth, LLC | 28 | $476 | 0.00% | +28 | New |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $527 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $527 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $577 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 38 | $646 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 40 | $680 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $765 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $865 | 0.00% | +50 | New |
| NBT Bank N A | 57 | $968 | 0.00% | +57 | New |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 60 | $1.02K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 67 | $1.14K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 67 | $1.15K | 0.00% | +48+252.6% | Added |
| International Assets Investment Management, LLC | 72 | $1.24K | 0.00% | −71−49.7% | Reduced |
| N.E.W. Advisory Services LLC | 79 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 81 | $1.38K | 0.00% | −2−2.4% | Reduced |
| Investors Research Corp | 97 | $1.65K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $1.70K | 0.00% | −2,500−96.2% | Reduced |
| HM Payson & Co | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $1.71K | 0.00% | +100 | New |
| Twin Peaks Wealth Advisors, LLC | 105 | $1.78K | 0.00% | +105 | New |
| Rossby Financial, LCC | 113 | $1.94K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 118 | $2.00K | 0.00% | +59+100.0% | Added |
| Sankala Group LLC | 127 | $2.19K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 145 | $2.46K | 0.00% | +145 | New |
| Beaird Harris Wealth Management, LLC | 150 | $2.55K | 0.00% | +150 | New |
| CVA Family Office, LLC | 153 | $2.60K | 0.00% | +153 | New |
| Bare Financial Services, Inc | 194 | $3.30K | 0.00% | +65+50.4% | Added |
| Key Financial Inc | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 214 | $3.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 212 | $3.64K | 0.00% | +2+1.0% | Added |
| Cornerstone Planning Group LLC | 186 | $3.71K | 0.00% | −26−12.3% | Reduced |
| Pinnacle Bancorp, Inc. | 225 | $3.82K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 239 | $4.06K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $4.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 251 | $4.26K | 0.00% | +210+512.2% | Added |
| High Note Wealth, LLC | 261 | $4.43K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 273 | $4.64K | 0.00% | +260+2,000.0% | Added |
| Owl Creek Wealth Partners LLC | 285 | $4.84K | 0.00% | +285 | New |
| Farmers & Merchants Investments Inc | 315 | $5.35K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 350 | $5.95K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 359 | $6.10K | 0.00% | +359 | New |
| Brown Brothers Harriman & Co | 365 | $6.20K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 380 | $6.46K | 0.00% | −49−11.4% | Reduced |
| Colonial Trust Advisors | 400 | $6.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 403 | $6.85K | 0.00% | +403 | New |
| Larson Financial Group LLC | 421 | $7.15K | 0.00% | +5+1.2% | Added |
| Brookfield Asset Management Inc. | 430 | $7.31K | 0.00% | +430 | New |
| Sapience Investments, LLC | 431 | $7.32K | 0.95% | −28,639−98.5% | Reduced |
| IFP Advisors, Inc | 432 | $7.34K | 0.00% | −69−13.8% | Reduced |
| GHP Investment Advisors, Inc. | 451 | $7.66K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 455 | $7.73K | 0.00% | +104+29.6% | Added |
| Covestor Ltd | 475 | $8.00K | 0.01% | −331−41.1% | Reduced |
| Private Wealth Management Group, LLC | 480 | $8.16K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 496 | $8.42K | 0.00% | +7+1.4% | Added |
| CGC Financial Services, LLC | 530 | $9.01K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 637 | $10.8K | 0.00% | +637 | New |
| Aviso Financial Inc. | 640 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 652 | $11.1K | 0.00% | −208−24.2% | Reduced |
| Peregrine Capital Management LLC | 680 | $11.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 739 | $12.6K | 0.00% | +173+30.6% | Added |
| McIlrath & Eck, LLC | 766 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 792 | $13.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 867 | $14.7K | 0.00% | −173−16.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 900 | $15.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 902 | $15.3K | 0.01% | −39−4.1% | Reduced |
| RWM Asset Management, LLC | 920 | $15.6K | 0.00% | +920 | New |
| Harvest Fund Management Co., Ltd | 957 | $16.0K | 0.00% | −2,084−68.5% | Reduced |
| Tidemark, LLC | 969 | $16.5K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,075 | $18.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,161 | $19.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,008 | $19.7K | 0.00% | +8+0.8% | Added |
| Basecamp Wealth Advisors LLC | 1,174 | $19.9K | 0.00% | +739+169.9% | Added |
| Spire Wealth Management | 1,205 | $20.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,246 | $21.2K | 0.00% | −89−6.7% | Reduced |
| Wiser Advisor Group LLC | 1,411 | $24.0K | 0.03% | +18+1.3% | Added |
| Ancora Advisors, LLC | 1,466 | $24.9K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,480 | $25.2K | 0.00% | +197+15.4% | Added |
| Smartleaf Asset Management LLC | 1,509 | $25.4K | 0.00% | +62+4.3% | Added |
| Exchange Traded Concepts, LLC | 1,519 | $25.8K | 0.00% | −41,904−96.5% | Reduced |
| Versant Capital Management, Inc | 1,534 | $26.1K | 0.00% | +142+10.2% | Added |
| Citizens National Bank Trust Department | 1,543 | $26.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,600 | $27.2K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,720 | $29.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,800 | $30.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,817 | $31.2K | 0.00% | +389+27.2% | Added |
| Motco | 2,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2,131 | $36.2K | 0.01% | +2,131 | New |
| Anchor Investment Management, LLC | 2,159 | $36.7K | 0.00% | 00.0% | Unchanged |