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
MetLife Investment Management, LLC 0.02% Add +0.8% 210,922 $3.5M
New York State Common Retirement Fund 0.00% Reduce -0.0% 210,331 $3.5M
Raymond James & Associates 0.00% Reduce -63.7% 194,772 $3.2M
Amalgamated Bank 0.03% Reduce -8.0% 191,631 $3.2M
Deutsche Bank AG 0.00% Add +5.0% 190,415 $3.1M
Pensionfund PDN 1.64% No change 187,719 $3.1M
HGI Capital Management, LLC 2.83% Reduce -32.1% 183,066 $3.0M
Janus Henderson Group PLC 0.00% Reduce -6.0% 179,500 $3.0M
Macquarie Group Ltd. 0.00% Add +4.9% 178,451 $2.9M
Franklin Resources Inc. 0.00% Reduce -57.7% 174,720 $2.9M
FIL Ltd 0.00% Reduce -58.2% 172,546 $2.8M
Nisa Investment Advisors, LLC 0.02% Add +0.1% 169,337 $2.8M
Slagle Financial, LLC 1.41% Add +8.6% 166,812 $2.7M
Treasurer of the State of North Carolina 0.01% Reduce -2.5% 165,436 $2.7M
Handelsbanken Fonder AB 0.01% Add +33.6% 160,536 $2.6M
Resona Asset Management Co.,Ltd. 0.02% Add +3.8% 154,798 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -8.4% 154,463 $2.5M
Van Eck Associates Corp. 0.00% Reduce -3.3% 153,084 $2.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -0.2% 151,182 $2.5M
Bank of Montreal 0.00% Reduce -69.2% 144,081 $2.4M
Pathstone Holdings, LLC 0.01% Add +16.1% 141,476 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.4% 139,614 $2.3M
Schroder Investment Management Group 0.00% Reduce -19.9% 135,303 $2.2M
Armor Investment Advisors, LLC 0.98% Add +11.9% 129,322 $2.1M
Squarepoint Ops LLC 0.01% New 129,175 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 121,849 $2.0M
Advisors Asset Management, Inc. 0.04% Add +6.1% 119,623 $2.0M
Presima Securities ULC 0.44% Add +0.3% 118,998 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -39.7% 118,452 $2.0M
HRT Financial LP 0.01% Add +24.5% 116,355 $1.9M
State of Wisconsin Investment Board 0.01% Add +57.9% 114,969 $1.9M
Pictet Asset Management Holding SA 0.00% Add +2.0% 113,310 $1.9M
TD Asset Management Inc 0.00% No change 111,584 $1.8M
Ensign Peak Advisors, Inc 0.00% No change 109,694 $1.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% Reduce -37.4% 108,538 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -2.3% 107,100 $1.8M
UniSuper Management Pty Ltd 0.01% Reduce -1.2% 107,100 $1.8M
Arizona State Retirement System 0.01% Add +1.9% 106,714 $1.8M
Taylor Frigon Capital Management LLC 0.82% Reduce -0.8% 104,505 $1.7M
Prudential Financial Inc. 0.00% Reduce -76.3% 103,524 $1.7M
Creative Planning 0.00% Add +111.1% 102,652 $1.7M
Holocene Advisors, LP 0.01% Reduce -73.4% 102,354 $1.7M
New York Life Investment Management LLC 0.02% Add +4.7% 101,070 $1.7M
State of Tennessee, Department of Treasury 0.01% Add +28.8% 100,722 $1.7M
Cubist Systematic Strategies, LLC 0.03% New 99,183 $1.6M
Westpac Banking Corp. 0.12% Add +3.3% 93,539 $1.5M
Clean Yield Group 0.57% Reduce -58.5% 93,350 $1.5M
Pensionfund Sabic 0.44% No change 91,582 $1.5M
State of Michigan Retirement System 0.01% Reduce -2.6% 91,153 $1.5M
IFM Investors Pty Ltd 0.01% New 88,392 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.6% 84,487 $1.4M
Wellington Management Group LLP 0.00% Reduce -2.5% 81,905 $1.3M
Victory Capital Management Inc. 0.00% Add +1.1% 81,598 $1.3M
Federated Hermes, Inc. 0.00% Reduce -3.2% 81,402 $1.3M
First Dallas Securities Inc. 0.58% Add +35.1% 80,750 $1.3M
Allstate Corp. 0.11% Reduce -17.1% 80,565 $1.3M
Ameritas Investment Partners, Inc. 0.05% Reduce -4.3% 80,516 $1.3M
HighTower Advisors, LLC 0.00% Add +13.8% 79,591 $1.3M
Oregon Public Employees Retirement Fund 0.03% Reduce -16.4% 78,678 $1.3M
Simplex Trading, LLC 0.04% Reduce -64.3% 78,022 $1.3M
New Mexico Educational Retirement Board 0.04% No change 77,800 $1.3M
SG Americas Securities, LLC 0.01% Reduce -80.0% 77,428 $1.3M
Stifel Financial Corp. 0.00% Reduce -2.6% 74,684 $1.2M
Mariner, LLC 0.00% Reduce -46.0% 73,181 $1.2M
Heitman Real Estate Securities LLC 0.08% Reduce -19.5% 72,745 $1.2M
Shay Capital LLC 0.32% Reduce -88.3% 70,000 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +11.9% 69,152 $1.1M
Atria Investments, Inc 0.01% New 67,990 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -1.7% 67,730 $1.1M
Cibc World Market Inc. 0.00% Reduce -59.8% 67,310 $1.1M
Cetera Investment Advisers 0.00% Reduce -7.6% 66,712 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +1.4% 66,654 $1.1M
Prelude Capital Management, LLC 0.09% Reduce -13.8% 65,725 $1.1M
Penserra Capital Management LLC 0.01% Add +9.3% 63,543 $1.0M
Utah Retirement Systems 0.01% Reduce -4.4% 62,603 $1.0M
Sequent Asset Management, LLC 0.50% No change 60,450 $996K
Verition Fund Management LLC 0.01% New 58,777 $969K
Pacer Advisors, Inc. 0.00% Add +0.1% 56,783 $936K
Oppenheimer Asset Management Inc. 0.01% Add +5.4% 56,724 $935K
Aew Capital Management L P 0.04% Reduce -21.9% 54,720 $902K
Consolidated Portfolio Review Corp 0.21% Add +20.6% 54,029 $890K
Voya Investment Management LLC 0.00% Add +17.8% 53,595 $883K
Nissay Asset Management Corp. /Japan 0.01% Add +7.3% 51,585 $850K
Point72 (DIFC) Ltd 0.07% New 50,259 $828K
Lecap Asset Management Ltd. 0.18% Reduce -25.1% 50,024 $824K
Gallagher Fiduciary Advisors, LLC 0.18% New 49,897 $822K
Avantax Advisory Services, Inc. 0.01% Add +332.2% 47,974 $791K
Advisory Resource Group 0.17% Reduce -7.4% 46,286 $763K
M&T Bank Corp 0.00% Reduce -19.4% 45,189 $745K
Savant Capital, LLC 0.01% New 44,434 $732K
Stansberry Asset Management, LLC 0.10% Reduce -13.0% 43,505 $717K
Xponance LLC 0.01% Reduce -13.2% 43,309 $714K
Centiva Capital, LP 0.03% New 42,866 $706K
Headlands Technologies LLC 0.07% Add +10672.3% 42,443 $699K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.3% 41,588 $685K
Brevan Howard Capital Management LP 0.05% Add +8.7% 41,578 $685K
Money Concepts Capital Corp. 0.05% Add +13.2% 39,294 $648K
Public Employees Retirement Association of Colorado 0.00% Reduce -12.3% 38,737 $638K
Baillie Gifford & Co. 0.00% Add +10.9% 38,442 $634K
Algert Global LLC 0.02% New 38,392 $633K
LMR Partners LLP 0.02% No change 38,082 $628K
Cerity Partners LLC 0.00% Reduce -33.3% 37,570 $619K
Neuberger Berman Group LLC 0.00% Add +40.7% 34,054 $561K
Jefferies Financial Group Inc. 0.01% Add +92.2% 33,996 $560K
Natixis Advisors, LLC 0.00% New 33,716 $556K
Hodges Capital Management Inc. 0.04% Add +18.5% 32,050 $528K
United Services Automobile Association 0.01% Add +7.3% 31,655 $522K
Paloma Partners Management Co 0.06% New 31,500 $519K
Linden Thomas Advisory Services, LLC 0.08% New 31,244 $515K
Samalin Investment Counsel, LLC 0.24% Add +13.5% 31,105 $513K
Securian Asset Management, Inc. 0.01% Reduce -3.6% 30,191 $498K
Metis Global Partners, LLC 0.02% Add +18.1% 29,903 $493K
Commerzbank Aktiengesellschaft 0.02% No change 29,633 $489K
Private Advisor Group, LLC 0.00% Add +12.7% 29,296 $483K
Janney Montgomery Scott LLC 0.00% Reduce -67.6% 29,018 $478K
Maryland State Retirement & Pension System 0.01% No change 28,629 $472K
Deerfield Management Company, L.P. 0.01% New 28,566 $471K
Hudson Edge Investment Partners Inc. 0.09% Reduce -13.2% 27,917 $460K
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.8% 27,317 $450K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -11.0% 27,086 $446K
Peak Financial Advisors LLC 0.24% Add +4.7% 25,867 $426K
Susquehanna International Group, LLP 0.00% Reduce -65.0% 25,405 $419K
Fifth Third Bancorp 0.00% Reduce -1.0% 25,362 $418K
Truist Financial Corp. 0.00% Reduce -36.2% 25,325 $417K
Armstrong Advisory Group, Inc. 0.04% Reduce -24.3% 25,222 $416K
Infrastructure Capital Advisors, LLC 0.07% Reduce -1.2% 25,149 $414K
NewEdge Advisors, LLC 0.00% Add +0.7% 25,026 $412K
Clay Northam Wealth Management, LLC 0.31% Reduce -1.0% 24,898 $410K
Captrust Financial Advisors 0.00% Add +1.1% 24,815 $409K
Signaturefd, LLC 0.01% Add +39.4% 24,089 $397K
MML Investors Services, LLC 0.00% Reduce -15.1% 23,071 $380K
Park Avenue Securities LLC 0.00% Add +1.5% 22,461 $370K
J.W. Cole Advisors, Inc. 0.02% Reduce -7.4% 22,198 $366K
Swiss Life Asset Management Ltd 0.00% Reduce -25.0% 21,192 $349K
Brown Advisory Inc. 0.00% Reduce -12.5% 20,970 $346K
Mercer Global Advisors Inc. 0.00% Reduce -11.5% 19,233 $343K
Hall Capital Management Co. Inc. 0.16% No change 20,750 $342K
Greenleaf Trust 0.00% New 20,221 $333K
Tower Research Capital LLC (TRC) 0.01% Reduce -7.3% 20,129 $332K
Fortis Advisors, LLC 0.22% Add +2.0% 18,772 $309K
International Assets Investment Management, LLC 0.03% New 18,748 $309K
HighPoint Advisor Group LLC 0.02% Add +7.5% 17,254 $306K
Orion Porfolio Solutions, LLC 0.00% Add +27.3% 18,525 $305K
Orion Portfolio Solutions, LLC 0.00% Add +27.3% 18,525 $305K
PNC Financial Services Group, Inc. 0.00% Reduce -3.3% 18,484 $305K
Canvas Wealth Advisors, LLC 0.09% Reduce -75.2% 16,950 $301K
Cwm, LLC 0.00% Add +16.9% 18,103 $298K
ProShare Advisors LLC 0.00% Reduce -4.0% 17,835 $294K
Oak Thistle LLC 0.22% New 17,735 $292K
CX Institutional 0.01% No change 17,671 $291K
Evergreen Capital Management LLC 0.01% New 17,646 $291K
Norinchukin Bank, The 0.01% Reduce -4.5% 17,283 $285K
Global Financial Private Client, LLC 0.12% Reduce -12.6% 17,276 $285K
Corient Private Wealth LP 0.00% Reduce -4.5% 17,209 $284K
Intrua Financial, LLC 0.05% Reduce -4.8% 17,078 $281K
Kestra Advisory Services, LLC 0.00% Reduce -8.4% 16,836 $277K
Van Hulzen Asset Management, LLC 0.02% Reduce -5.7% 16,690 $275K
Korea Investment CORP 0.00% No change 16,575 $273K
Point72 Asia (Singapore) Pte. Ltd. 0.06% New 16,464 $271K
PFG Investments, LLC 0.02% Reduce -74.8% 16,431 $271K
US Bancorp \de 0.00% Reduce -0.2% 16,424 $271K
GeoWealth Management, LLC 0.01% Add +10.1% 16,371 $270K
Focus Partners Wealth 0.00% Reduce -19.4% 15,904 $262K
Alps Advisors Inc. 0.00% Reduce -18.9% 15,657 $258K
Wolverine Trading, LLC 0.00% New 15,392 $254K
TBH Global Asset Management, LLC 0.06% New 15,200 $250K
Shelton Capital Management 0.01% Reduce -6.6% 15,151 $250K
Arkos Global Advisors 0.04% No change 14,952 $246K
Boothbay Fund Management, LLC 0.01% Add +28.8% 14,291 $236K
Ausdal Financial Partners, Inc. 0.03% Add +1.0% 14,231 $235K
Heirloom Wealth Management 0.07% Reduce -32.9% 14,019 $231K
Quadrant Capital Group LLC 0.02% Add +37.9% 13,801 $227K
GC Wealth Management RIA, LLC 0.04% New 13,709 $226K
Frank, Rimerman Advisors LLC 0.02% New 13,432 $221K
Coppell Advisory Solutions LLC 0.04% — 13,373 $220K
Sequoia Financial Advisors, LLC 0.00% Reduce -24.4% 13,358 $220K
Sonora Investment Management Group, LLC 0.02% No change 15,428 $218K
Vident Advisory, LLC 0.01% Add +3.9% 13,228 $218K
Baldwin Wealth Partners LLC 0.02% No change 13,100 $216K
Modern Wealth Management, LLC 0.02% No change 12,926 $213K
Fifth Third Wealth Advisors LLC 0.02% New 12,380 $204K
Focus Financial Network, Inc. 0.01% Reduce -3.9% 11,302 $202K
Naviter Wealth, LLC 0.03% No change 11,911 $196K
Choate Investment Advisors 0.01% No change 11,825 $195K
RDA Financial Network 0.06% Reduce -3.7% 11,737 $193K
Independent Financial Group, LLC 0.01% No change 11,442 $189K
Sigma Planning Corp 0.01% Reduce -2.9% 11,384 $188K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -0.4% 11,287 $186K
Pasadena Private Wealth, LLC 0.04% Reduce -6.0% 11,165 $184K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +0.3% 10,978 $183K
JB Capital LLC 0.01% Reduce -5.7% 10,911 $180K
CIBC Asset Management Inc 0.00% Reduce -15.1% 10,813 $178K
Capital Investment Advisory Services, LLC 0.02% No change 10,759 $177K
Accel Wealth Management 0.07% New 10,700 $176K
Arrow Investment Advisors, LLC 0.16% New 10,563 $174K
Spirit of America Management Corp. 0.03% No change 10,000 $165K
KBC Group NV 0.00% Add +17.2% 9,826 $162K
Delta Asset Management LLC 0.01% Reduce -10.3% 9,116 $150K
AlphaQuest LLC 0.02% Reduce -87.9% 8,608 $142K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +11.6% 7,195 $118K
Parallel Advisors, LLC 0.00% Add +27.8% 7,045 $116K
Whittier Trust Co. of Nevada Inc. 0.00% Add +4.1% 7,041 $116K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -36.6% 6,922 $114K
EntryPoint Capital, LLC 0.05% Add +341.4% 6,873 $113K
Walleye Trading LLC 0.00% Reduce -97.5% 6,179 $102K
GAMMA Investing LLC 0.01% Add +67.2% 5,569 $92K
Creekmur Asset Management LLC 0.02% Add +1.0% 5,448 $90K
Huntington National Bank 0.00% Add +8.1% 5,169 $85K
Beacon Capital Management, LLC 0.01% Reduce -25.7% 4,336 $71K
Broadwater Capital Management LLC 0.05% No change 4,300 $71K
Harbour Investments, Inc. 0.00% No change 4,008 $66K
Global Retirement Partners, LLC 0.00% Add +32.0% 3,996 $66K
Principal Securities, Inc. 0.00% Add +37.0% 3,660 $60K
Quarry LP 0.02% Add +4.7% 3,444 $57K
Lindbrook Capital, LLC 0.01% Add +249.4% 3,358 $55K
Lazard Asset Management LLC 0.00% New 3,188 $52K
EverSource Wealth Advisors, LLC 0.00% Add +260.6% 2,809 $50K
CI Investments Inc. 0.00% Add +246.2% 2,621 $43K
Storebrand Asset Management As 0.00% Reduce -42.0% 2,501 $41K
Catalyst Funds Management Pty Ltd 0.01% New 2,400 $40K
Allworth Financial LP 0.00% Add +374.9% 2,194 $38K
Allspring Global Investments Holdings, LLC 0.00% Add +38.1% 2,276 $38K
Quent Capital, LLC 0.00% Add +15.2% 2,227 $37K
Motco 0.00% No change 2,000 $33K
Rise Advisors, LLC 0.01% Add +1.9% 1,711 $28K
Sunbelt Securities, Inc. 0.00% No change 1,629 $27K
Citizens National Bank Trust Department 0.01% No change 1,543 $25K
Jones Financial Companies LLLP 0.00% No change 1,498 $25K
Prestige Wealth Management Group LLC 0.01% Add +3.2% 1,451 $24K
Wiser Advisor Group LLC 0.03% Add +2.1% 1,334 $22K
Ashton Thomas Private Wealth, LLC 0.00% New 1,307 $22K
SYSTM Wealth Solutions LLC 0.00% No change 1,272 $21K
Pathway Financial Advisers, LLC 0.01% Add +2.0% 1,220 $20K
Group One Trading LLC 0.00% New 1,076 $18K
McIlrath & Eck, LLC 0.00% Add +0.2% 1,028 $17K
Tidemark, LLC 0.01% No change 1,022 $17K
Redwood Wealth Management Group, LLC 0.01% New 1,000 $16K
Continuum Advisory, LLC 0.00% No change 1,000 $16K
MassMutual Private Wealth & Trust, FSB 0.00% Add +103.5% 999 $16K
Farther Finance Advisors, LLC 0.00% Add +22.2% 985 $16K
Concourse Financial Group Securities, Inc. 0.00% Add +11.4% 960 $16K
Covestor Ltd 0.01% No change 820 $14K
Register Financial Advisors LLC 0.01% Add +1.9% 844 $14K
Steward Partners Investment Advisory, LLC 0.00% Reduce -49.8% 809 $13K
Oliver Lagore Vanvalin Investment Group 0.00% No change 783 $13K
Peregrine Capital Management LLC 0.00% No change 680 $11K
DecisionPoint Financial, LLC 0.00% No change 600 $11K
Aviso Financial Inc. 0.00% — 640 $11K
AdvisorNet Financial, Inc 0.00% Add +25.1% 637 $11K
Larson Financial Group LLC 0.00% New 572 $9K
IFP Advisors, Inc 0.00% Add +88.2% 572 $9K
Bessemer Group Inc. 0.00% New 541 $9K
CGC Financial Services, LLC 0.00% No change 530 $9K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.9% 515 $8K
Private Wealth Management Group, LLC 0.00% Add +757.1% 480 $8K
Creative Financial Designs Inc. 0.00% Add +1.9% 477 $8K
Parkside Financial Bank & Trust 0.00% Reduce -36.7% 470 $8K
Colonial Trust Advisors 0.00% No change 465 $8K
Opal Wealth Advisors, LLC 0.00% New 460 $8K
Versant Capital Management, Inc 0.00% No change 450 $7K
Smartleaf Asset Management LLC 0.00% Reduce -15.3% 371 $6K
Blue Trust, Inc. 0.00% New 434 $6K
Castleview Partners, LLC 0.00% No change 341 $6K
UMB Bank, n.a. 0.00% Reduce -34.3% 284 $5K
Meeder Asset Management Inc. 0.00% New 260 $4K
Crewe Advisors LLC 0.00% No change 250 $4K
Janiczek Wealth Management, LLC 0.00% Reduce -68.4% 235 $4K
Pinnacle Bancorp, Inc. 0.00% No change 225 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 222 $4K
Arax Advisory Partners 0.00% Reduce -13.4% 206 $3K
WFA of San Diego, LLC 0.00% — 200 $3K
Hexagon Capital Partners LLC 0.00% No change 200 $3K
Criterion Capital Advisors, LLC 0.00% No change 170 $3K
Farmers & Merchants Investments Inc. 0.00% No change 165 $3K
Wetzel Investment Advisors, Inc. 0.00% New 166 $2K
Valley National Advisers Inc. 0.00% New 145 $2K
HM Payson & Co. 0.00% No change 100 $2K
Investors Research Corp 0.00% No change 97 $2K
CIBC Private Wealth Group LLC 0.00% Reduce -92.3% 84 $1K
Cornerstone Planning Group LLC 0.00% No change 58 $1K
Financial Management Professionals, Inc. 0.00% New 41 $1K
Capital Advisors, Ltd. LLC 0.00% Add +25.0% 35 $1K
Sachetta, LLC 0.00% Add +37.8% 51 $905
Bokf, NA 0.00% No change 34 $560
Caitlin John, LLC 0.00% Add +3.0% 34 $559
Raffa Wealth Management, LLC 0.00% No change 31 $511
Innealta Capital, LLC 0.00% New 29 $478
Concord Wealth Partners 0.00% New 28 $461
Assetmark, Inc. 0.00% New 27 $445
Harbor Investment Advisory, LLC 0.00% New 16 $264
Bruce G. Allen Investments, LLC 0.00% Reduce -89.4% 15 $247
MV Capital Management, Inc. 0.00% New 8 $132
Ridgewood Investments LLC 0.00% New 1 $11

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