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; 461 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, Q2 2026
Institutional positions in Healthcare Realty Trust Inc as of Jun 30, 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
- 461
- +20 vs. Q1 2026
- Shares held
- 377.4M
- +3.27M (+0.9%) vs. Q1 2026
- Total value
- $7.62B
- +$1.26B (+19.8%) vs. Q1 2026
- New holders
- 60
- 167 more added
- Sold out
- 40
- 146 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 461 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 10 | $0 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7 | $141 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 8 | $162 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 9 | $182 | 0.00% | −3,396−99.7% | Reduced |
| Caitlin John, LLC | 14 | $272 | 0.00% | −24−63.2% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $303 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $404 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $404 | 0.00% | +20 | New |
| Financial Consulate, Inc | 28 | $565 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $565 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $625 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $625 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 32 | $645 | 0.00% | +32 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $685 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 34 | $686 | 0.00% | +34 | New |
| Buck Wealth Strategies, LLC | 37 | $746 | 0.00% | +37 | New |
| Planning Strategies Inc. | 42 | $847 | 0.00% | +42 | New |
| Private Trust Co NA | 44 | $887 | 0.00% | −18−29.0% | Reduced |
| Prestige Wealth Management Group LLC | 45 | $908 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 57 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 59 | $1.19K | 0.00% | −135−69.6% | Reduced |
| Cornerstone Financial Management LLC | 60 | $1.21K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 67 | $1.35K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 67 | $1.36K | 0.00% | −5−6.9% | Reduced |
| Dunhill Financial, LLC | 67 | $1.36K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 79 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 86 | $1.74K | 0.00% | +46+115.0% | Added |
| Danske Bank A/S | 100 | $2.02K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.02K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 127 | $2.43K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 145 | $2.92K | 0.00% | +145 | New |
| Colonial Trust Co | 146 | $2.94K | 0.00% | +146 | New |
| CVA Family Office, LLC | 153 | $3.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 170 | $3.43K | 0.00% | +52+44.1% | Added |
| Rossby Financial, LCC | 179 | $3.61K | 0.00% | +66+58.4% | Added |
| Action Point Financial Planning, LLC | 183 | $3.67K | 0.00% | +183 | New |
| Cornerstone Planning Group LLC | 186 | $3.96K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $4.03K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 200 | $4.03K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 213 | $4.30K | 0.00% | +213 | New |
| Fortitude Family Office, LLC | 214 | $4.32K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $4.54K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 239 | $4.82K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $5.04K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 261 | $5.26K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 270 | $5.45K | 0.00% | +270 | New |
| Natixis | 273 | $5.51K | 0.00% | −17,986−98.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 273 | $5.51K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 285 | $5.75K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 305 | $6.15K | 0.00% | +305 | New |
| Farmers & Merchants Investments Inc | 315 | $6.35K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 334 | $6.74K | 0.00% | −46−12.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 350 | $7.06K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 365 | $7.36K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 372 | $7.50K | 0.00% | +121+48.2% | Added |
| Meeder Asset Management Inc | 373 | $7.52K | 0.00% | +372+37,200.0% | Added |
| Colonial Trust Advisors | 400 | $8.07K | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 430 | $8.67K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 451 | $9.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 480 | $9.68K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 483 | $10.0K | 0.01% | +8+1.7% | Added |
| AdvisorNet Financial, Inc | 506 | $10.2K | 0.00% | +10+2.0% | Added |
| Larson Financial Group LLC | 519 | $10.5K | 0.00% | +98+23.3% | Added |
| CGC Financial Services, LLC | 530 | $10.7K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 629 | $12.7K | 0.00% | +629 | New |
| Trust Co of Toledo NA | 654 | $13.2K | 0.00% | +654 | New |
| Parkside Financial Bank & Trust | 668 | $13.5K | 0.00% | +16+2.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 743 | $15.0K | 0.00% | +743 | New |
| Westside Investment Management, Inc. | 792 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 840 | $16.9K | 0.00% | −3,000−78.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 852 | $17.2K | 0.00% | +852 | New |
| Atlantic Trust, LLC | 867 | $17.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 888 | $17.9K | 0.00% | +433+95.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 900 | $18.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 969 | $19.5K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 988 | $19.9K | 0.00% | +629+175.2% | Added |
| Bartlett & Co. Wealth Management LLC | 1,008 | $20.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,075 | $21.7K | 0.02% | −645−37.5% | Reduced |
| Basecamp Wealth Advisors LLC | 1,082 | $21.8K | 0.00% | −92−7.8% | Reduced |
| Daytona Street Capital LLC | 1,075 | $22.1K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,161 | $23.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,205 | $24.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,213 | $24.5K | 0.00% | +810+201.0% | Added |
| Essential Partners LLC | 1,224 | $24.7K | 0.01% | +322+35.7% | Added |
| Continuum Advisory, LLC | 1,287 | $26.0K | 0.00% | +1,287 | New |
| Transamerica Financial Advisors, Inc. | 1,313 | $26.5K | 0.00% | −167−11.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,366 | $27.6K | 0.00% | −5,513−80.1% | Reduced |
| Wiser Advisor Group LLC | 1,428 | $28.8K | 0.03% | +17+1.2% | Added |
| Massmutual Trust Co FSB | 1,435 | $28.9K | 0.00% | +189+15.2% | Added |
| Citizens National Bank Trust Department | 1,543 | $31.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,509 | $31.1K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,552 | $31.3K | 0.00% | +1,552 | New |
| Bryn Mawr Trust Co | 1,600 | $32.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,726 | $34.8K | 0.00% | +1,726 | New |
| IFP Advisors, Inc | 1,773 | $35.8K | 0.00% | +1,341+310.4% | Added |
| Atlantic Union Bankshares Corp | 1,800 | $36.3K | 0.00% | 00.0% | Unchanged |