Healthcare Realty TrustHR

13F holders, Q2 2024 (June 30)
393holders −8
51new positions
59sold out
6famous investors
$16.47avg. 13F price*

At the end of Q2 2024, 393 institutions reported holding Healthcare Realty Trust Inc. (HR) in their 13F filings, down 8 from Q1 2024. 51 opened new positions and 59 sold out. The largest holders were Cohen & Steers, Inc. ($1.0B), Vanguard Group Inc. ($882.0M) and BlackRock Inc. ($720.5M). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Healthcare Realty Trust Inc.
CUSIP
42226K105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 401Q1 2024Q2 2024: 393Q2 2024Q3 2024: 412Q3 2024Q4 2024: 417Q4 2024Q1 2025: 425Q1 2025Q2 2025: 410Q2 2025Q3 2025: 411Q3 2025Q4 2025: 422Q4 2025Q1 2026: 448Q1 2026Q2 2026: 461Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions51$59.4M
Exits59$163.8M

All 13F filers, Q1 2024 → Q2 2024: 30,758,153 shares bought and 33,480,609 shares sold, net −2,722,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 393 holders

Cohen & Steers, Inc. 2.17% Reduce -1.6% 62,753,794 $1.0B
Vanguard Group Inc. 0.02% Reduce -1.3% 53,521,158 $882.0M
BlackRock Inc. 0.02% Reduce -0.8% 43,719,562 $720.5M
State Street Corp. 0.01% Reduce -1.2% 19,185,167 $316.2M
Rush Island Management, LP 23.01% Add +7.2% 17,022,138 $280.5M
Daiwa Securities Group Inc. 1.12% Reduce -8.7% 12,602,229 $207.7M
APG Asset Management US Inc. 1.18% No change 12,566,887 $206.2M
Principal Financial Group Inc. 0.11% Reduce -0.6% 11,252,228 $185.4M
Canada Pension Plan Investment Board 0.18% No change 10,942,261 $180.3M
Bank of America Corp. 0.02% Add +732.0% 9,906,046 $163.3M
Geode Capital Management, LLC 0.01% Add +1.5% 7,057,686 $116.3M
JPMorgan Chase & Co. 0.01% Reduce -1.8% 6,769,396 $111.6M
Goldman Sachs Group Inc. 0.02% Add +603.6% 6,033,735 $99.4M
Dimensional Fund Advisors LP 0.03% Add +7.2% 5,856,286 $96.5M
Charles Schwab Investment Management Inc. 0.02% Add +1.4% 5,313,595 $87.6M
Thrivent Financial for Lutherans 0.16% Add +6.7% 4,784,186 $78.8M
Norges Bank 0.01% Add +3.6% 4,624,153 $76.2M
Bank of New York Mellon Corp 0.01% Add +5.1% 4,492,116 $74.0M
Morgan Stanley 0.01% Add +92.2% 4,066,592 $67.0M
Legal & General Group Plc 0.02% Reduce -9.3% 3,787,387 $62.4M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -3.8% 3,747,812 $61.8M
T. Rowe Price Associates Inc. 0.01% Reduce -42.4% 3,333,590 $54.9M
Nordea Investment Management AB 0.06% Add +52.7% 3,002,267 $49.8M
Northern Trust Corp. 0.01% Add +14.2% 3,005,886 $49.5M
Russell Investments Group, Ltd. 0.07% Reduce -11.4% 2,459,521 $40.6M
Sei Investments Co. 0.06% Add +4.6% 2,367,735 $39.0M
William Blair Investment Management, LLC 0.08% Add +0.6% 1,899,183 $31.3M
Waterfront Capital Partners, LLC 3.92% Add +43.8% 1,853,543 $30.5M
California Public Employees Retirement System 0.02% Reduce -14.8% 1,838,108 $30.3M
Beach Investment Counsel Inc. 3.34% Reduce -2.7% 1,645,186 $27.1M
Invesco Ltd. 0.01% Reduce -12.2% 1,555,574 $25.6M
Citadel Advisors 0.03% Add +94.8% 1,512,160 $24.9M
Nuance Investments, LLC 0.73% Reduce -73.8% 1,448,367 $23.9M
Foresight Group Ltd Liability Partnership 11.61% Reduce -13.3% 1,672,722 $22.0M
Ameriprise Financial Inc. 0.01% Reduce -0.8% 1,315,258 $21.7M
Rhumbline Advisers 0.02% Reduce -1.3% 1,115,518 $18.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +0.5% 1,059,223 $17.5M
Envestnet Asset Management Inc. 0.01% Add +24.0% 1,026,566 $16.9M
Nuveen Asset Management, LLC 0.00% Reduce -47.5% 1,020,706 $16.8M
Retirement Systems of Alabama 0.06% Reduce -10.8% 1,003,815 $16.5M
Allianz Asset Management GmbH 0.03% Add +301.9% 982,234 $16.2M
Citigroup Inc. 0.02% Add +274.6% 954,290 $15.7M
Amundi 0.01% Add +298.3% 917,234 $15.3M
Royal Bank of Canada 0.00% Add +115.5% 885,775 $14.6M
Kettle Hill Capital Management, LLC 3.60% Reduce -19.1% 866,084 $14.3M
Chilton Capital Management LLC 0.60% Reduce -8.7% 804,594 $13.3M
Marble Harbor Investment Counsel, LLC 1.55% Reduce -7.4% 801,891 $13.2M
Caisse de depot et placement du Quebec 0.03% New 800,000 $13.2M
Swiss National Bank 0.01% No change 751,300 $12.4M
Gotham Asset Management 0.15% Add +70.0% 724,984 $11.9M
Impax Asset Management Group plc 0.05% No change 706,352 $11.6M
Public Employees Retirement System of Ohio 0.04% Reduce -1.1% 685,421 $11.3M
AQR Capital Management 0.02% Add +72.6% 668,631 $11.0M
CBRE Investment Management Listed Real Assets LLC 0.20% No change 666,620 $11.0M
Natixis 0.07% Add +45.5% 649,100 $10.7M
Jane Street Group, LLC 0.01% Add +1827.6% 644,115 $10.6M
Renaissance Technologies 0.02% New 625,272 $10.3M
ExodusPoint Capital Management, LP 0.11% Add +766.9% 620,810 $10.2M
Alliancebernstein L.P. 0.00% Reduce -12.4% 610,880 $10.1M
D. E. Shaw & Co. 0.01% Add +7.3% 597,855 $9.9M
Skba Capital Management LLC 1.49% Add +30.1% 563,500 $9.3M
Asset Management One Co., Ltd. 0.03% Reduce -3.1% 551,512 $9.1M
Candriam S.C.A. 0.05% New 540,764 $8.9M
DigitalBridge Group, Inc. 0.74% Reduce -20.0% 504,018 $8.3M
Corebridge Financial, Inc. 0.04% — 478,822 $7.9M
Nomura Asset Management Co. Ltd. 0.03% Add +5.4% 473,400 $7.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -75.1% 467,527 $7.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 438,217 $7.2M
Millennium Management 0.01% Add +1003.1% 435,977 $7.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.6% 429,495 $7.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -81.9% 421,541 $6.9M
Arrowstreet Capital, Limited Partnership 0.01% New 416,011 $6.9M
B. Metzler seel. Sohn & Co. AG 0.06% No change 397,600 $6.6M
California State Teachers Retirement System 0.01% Reduce -2.6% 372,019 $6.1M
Country Club Bank 0.40% Reduce -21.9% 349,716 $5.8M
Barclays PLC 0.00% Reduce -20.1% 334,277 $5.5M
Robeco Institutional Asset Management B.V. 0.01% Reduce -7.3% 333,809 $5.5M
Capital Investment Advisors, LLC 0.12% Add +0.8% 330,759 $5.5M
Wells Fargo & Company 0.00% Reduce -3.0% 311,991 $5.1M
DekaBank Deutsche Girozentrale 0.01% Add +2.5% 308,198 $5.1M
LDR Capital Management LLC 6.02% Reduce -2.7% 302,104 $5.0M
Mutual of America Capital Management LLC 0.05% Reduce -3.3% 297,454 $4.9M
UBS Group AG 0.00% Reduce -32.3% 290,543 $4.8M
New York State Teachers Retirement System 0.01% Reduce -0.3% 283,351 $4.7M
State Board of Administration of Florida Retirement System 0.01% Reduce -8.2% 271,771 $4.5M
LPL Financial LLC 0.00% Add +23.4% 270,152 $4.5M
Sapience Investments, LLC 2.20% Reduce -27.4% 261,243 $4.3M
HSBC Holdings PLC 0.00% Reduce -7.8% 257,132 $4.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -45.2% 256,876 $4.2M
Comerica Bank 0.02% Add +0.8% 253,344 $4.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +4.7% 246,646 $4.1M
Aberdeen Group plc 0.01% Add +0.7% 246,470 $4.1M
STRS Ohio 0.02% Reduce -39.6% 236,998 $3.9M
Quantbot Technologies LP 0.19% New 236,328 $3.9M
First Trust Advisors LP 0.00% Add +36.9% 230,065 $3.8M
Liberty One Investment Management, LLC 0.42% Add +30.8% 226,779 $3.7M
State of Alaska, Department of Revenue 0.04% Add +1.2% 224,937 $3.7M
FMR LLC 0.00% Add +8.8% 224,029 $3.7M
Guggenheim Capital LLC 0.03% Reduce -2.2% 215,415 $3.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +6.0% 211,989 $3.5M

"% of holder's portfolio" is HR's weight in each manager's 13F, not the share of Healthcare Realty Trust Inc. the manager owns.

Show all 393 holders