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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 261 | $4.43K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 251 | $4.26K | 0.00% | +210+512.2% | Added |
| Crewe Advisors LLC | 250 | $4.25K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 239 | $4.06K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $3.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 186 | $3.71K | 0.00% | −26−12.3% | Reduced |
| Sound Income Strategies, LLC | 212 | $3.64K | 0.00% | +2+1.0% | Added |
| Fortitude Family Office, LLC | 214 | $3.64K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bare Financial Services, Inc | 194 | $3.30K | 0.00% | +65+50.4% | Added |
| CVA Family Office, LLC | 153 | $2.60K | 0.00% | +153 | New |
| Beaird Harris Wealth Management, LLC | 150 | $2.55K | 0.00% | +150 | New |
| Wealth Preservation Advisors, LLC | 145 | $2.46K | 0.00% | +145 | New |
| Sankala Group LLC | 127 | $2.19K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 118 | $2.00K | 0.00% | +59+100.0% | Added |
| Rossby Financial, LCC | 113 | $1.94K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 105 | $1.78K | 0.00% | +105 | New |
| TD Waterhouse Canada Inc. | 100 | $1.71K | 0.00% | +100 | New |
| 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 |
| Investors Research Corp | 97 | $1.65K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 81 | $1.38K | 0.00% | −2−2.4% | Reduced |
| N.E.W. Advisory Services LLC | 79 | $1.34K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 72 | $1.24K | 0.00% | −71−49.7% | Reduced |
| Dunhill Financial, LLC | 67 | $1.15K | 0.00% | +48+252.6% | Added |
| Manchester Capital Management LLC | 67 | $1.14K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 60 | $1.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 57 | $968 | 0.00% | +57 | New |
| Whittier Trust Co | 50 | $865 | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 45 | $765 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 40 | $680 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 38 | $646 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $577 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $527 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $527 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 28 | $476 | 0.00% | +28 | New |
| Bogart Wealth, LLC | 28 | $476 | 0.00% | +28 | New |
| South State Corp. | 20 | $340 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $255 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $141 | 0.00% | −690−98.9% | Reduced |
| MV Capital Management, Inc. | 8 | $136 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $69 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $17 | 0.00% | +1 | New |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,984,111−100.0% | Sold out |
| Bayhunt Capital LLC | 0 | $0 | 0.00% | −366,753−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −160,521−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −52,125−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −41,800−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −32,911−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −31,890−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −25,211−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −23,369−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −21,604−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −20,623−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −16,103−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,722−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −12,648−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −11,818−100.0% | Sold out |
| North Dakota State Investment Board | 0 | $0 | 0.00% | −11,633−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −11,576−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −11,249−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −10,404−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,148−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,147−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −10,024−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Atlantic Private Wealth, LLC | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Safe Harbor Fiduciary, LLC | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Miller Global Investments, LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |