Healthcare Realty TrustHR

13F holders, Q3 2024 (September 30)
412holders +19
57new positions
41sold out
8famous investors
$18.08avg. 13F price*

At the end of Q3 2024, 412 institutions reported holding Healthcare Realty Trust Inc. (HR) in their 13F filings, up 19 from Q2 2024. 57 opened new positions and 41 sold out. The largest holders were Cohen & Steers, Inc. ($1.2B), Vanguard Group Inc. ($937.1M) and BlackRock, Inc. ($804.8M). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions57$169.3M
Exits41$89.8M

All 13F filers, Q2 2024 → Q3 2024: 34,238,663 shares bought and 40,195,376 shares sold, net −5,956,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 412 holders

Cohen & Steers, Inc. 2.05% Add +1.2% 63,525,070 $1.2B
Vanguard Group Inc. 0.02% Reduce -3.5% 51,632,238 $937.1M
BlackRock, Inc. 0.02% — 44,340,790 $804.8M
State Street Corp. 0.01% Reduce -2.7% 18,669,396 $338.8M
Bank of America Corp. 0.03% Add +85.6% 18,381,941 $333.6M
Rush Island Management, LP 18.14% Reduce -24.0% 12,933,592 $234.7M
Daiwa Securities Group Inc. 1.06% Reduce -0.4% 12,547,682 $227.7M
APG Asset Management US Inc. 1.52% Reduce -0.4% 12,518,916 $224.1M
Canada Pension Plan Investment Board 0.19% No change 10,942,261 $198.6M
Geode Capital Management, LLC 0.01% Reduce -1.5% 6,954,954 $126.3M
Royal Bank of Canada 0.02% Add +541.5% 5,682,494 $103.1M
Dimensional Fund Advisors LP 0.02% Reduce -4.5% 5,595,589 $101.6M
Charles Schwab Investment Management Inc. 0.02% Add +0.1% 5,319,795 $96.6M
Thrivent Financial for Lutherans 0.17% Reduce -0.3% 4,771,821 $86.6M
Norges Bank 0.01% Reduce -1.6% 4,551,699 $82.6M
Bank of New York Mellon Corp 0.01% Reduce -7.9% 4,135,374 $75.1M
Morgan Stanley 0.01% Reduce -2.6% 3,959,105 $71.9M
Legal & General Group Plc 0.02% Reduce -4.1% 3,632,794 $65.9M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -7.9% 3,451,464 $62.6M
Nordea Investment Management AB 0.07% Add +8.3% 3,251,422 $58.7M
Northern Trust Corp. 0.01% Reduce -4.2% 2,881,206 $52.3M
CBRE Investment Management Listed Real Assets LLC 0.80% Add +315.6% 2,770,223 $50.3M
Farallon Capital Management, L.L.C. 0.26% New 2,603,000 $47.2M
JPMorgan Chase & Co. 0.00% Reduce -61.6% 2,599,390 $47.2M
Sei Investments Co. 0.06% Add +2.5% 2,426,803 $44.0M
Russell Investments Group, Ltd. 0.06% Reduce -7.9% 2,264,477 $41.1M
Pzena Investment Management LLC 0.13% New 2,225,430 $40.4M
Citadel Advisors 0.04% Add +43.6% 2,172,165 $39.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +358.2% 2,142,110 $38.9M
Millennium Management 0.03% Add +364.3% 2,024,002 $36.7M
Goldman Sachs Group Inc. 0.01% Reduce -67.1% 1,987,044 $36.1M
William Blair Investment Management, LLC 0.08% Reduce -0.3% 1,892,770 $34.4M
California Public Employees Retirement System 0.02% Reduce -8.5% 1,681,417 $30.5M
Invesco Ltd. 0.01% Add +6.7% 1,659,938 $30.1M
Beach Investment Counsel Inc. 3.61% Reduce -2.4% 1,606,306 $29.2M
Nuveen Asset Management, LLC 0.01% Add +25.4% 1,279,783 $23.2M
Ameriprise Financial Inc. 0.01% Reduce -7.2% 1,220,283 $22.1M
Arrowstreet Capital, Limited Partnership 0.02% Add +166.5% 1,108,812 $20.1M
Rhumbline Advisers 0.02% Reduce -3.6% 1,075,000 $19.5M
Renaissance Technologies 0.03% Add +69.3% 1,058,372 $19.2M
Balyasny Asset Management L.P. 0.05% New 1,046,711 $19.0M
Envestnet Asset Management Inc. 0.01% Reduce -1.1% 1,014,793 $18.4M
Retirement Systems of Alabama 0.07% Reduce -2.6% 977,595 $17.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -15.7% 893,048 $16.2M
Tudor Investment Corporation 0.17% New 876,229 $15.9M
Principal Financial Group Inc. 0.01% Reduce -92.5% 844,528 $15.3M
Allianz Asset Management GmbH 0.02% Reduce -14.2% 842,444 $15.3M
Marble Harbor Investment Counsel, LLC 1.62% Add +1.9% 817,291 $14.8M
Caisse de depot et placement du Quebec 0.03% No change 800,000 $14.5M
Gotham Asset Management 0.15% Add +9.6% 794,305 $14.4M
Swiss National Bank 0.01% Reduce -1.6% 739,000 $13.4M
Barclays PLC 0.01% Add +116.2% 722,582 $13.1M
Chilton Capital Management LLC 0.53% Reduce -12.9% 700,392 $12.7M
Public Employees Retirement System of Ohio 0.05% Reduce -3.6% 660,752 $12.0M
Kettle Hill Capital Management, LLC 3.03% Reduce -24.8% 651,267 $11.8M
D. E. Shaw & Co. 0.02% Add +7.4% 642,213 $11.7M
Candriam S.C.A. 0.06% Add +6.1% 573,906 $10.4M
Alliancebernstein L.P. 0.00% Reduce -6.9% 568,940 $10.3M
Skba Capital Management LLC 1.52% No change 563,500 $10.2M
Asset Management One Co., Ltd. 0.04% Reduce -0.6% 548,175 $9.9M
Amundi 0.00% Reduce -38.2% 566,523 $9.7M
DigitalBridge Group, Inc. 0.77% Add +5.4% 531,436 $9.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.1% 472,670 $8.6M
AQR Capital Management 0.01% Reduce -31.6% 457,039 $8.3M
Uniplan Investment Counsel, Inc. 0.71% New 439,029 $8.0M
Guggenheim Capital LLC 0.06% Add +103.0% 437,408 $7.9M
T. Rowe Price Associates Inc. 0.00% Reduce -87.1% 429,744 $7.8M
Corebridge Financial, Inc. 0.04% Reduce -10.3% 429,426 $7.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -3.7% 421,878 $7.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.4% 406,400 $7.4M
Impax Asset Management Group plc 0.03% Reduce -43.4% 400,000 $7.3M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -5.5% 398,452 $7.2M
UBS Group AG 0.00% Add +34.2% 389,816 $7.1M
B. Metzler seel. Sohn & Co. Holding AG 0.07% — 388,600 $7.1M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -2.3% 388,600 $7.1M
California State Teachers Retirement System 0.01% Reduce -3.7% 358,405 $6.5M
Capital Investment Advisors, LLC 0.13% Add +8.3% 358,198 $6.5M
Cubist Systematic Strategies, LLC 0.09% Add +246.8% 344,008 $6.2M
Jane Street Group, LLC 0.01% Reduce -46.7% 343,332 $6.2M
Country Club Bank 0.42% Reduce -2.1% 342,504 $6.2M
HSBC Holdings PLC 0.00% Add +24.9% 321,185 $5.8M
HRT Financial LP 0.03% Add +169.8% 313,977 $5.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -9.0% 303,809 $5.5M
DekaBank Deutsche Girozentrale 0.01% Reduce -1.6% 303,388 $5.5M
Mutual of America Capital Management LLC 0.06% Reduce -3.2% 287,858 $5.2M
Two Sigma Advisers, LP 0.01% New 287,800 $5.2M
LDR Capital Management LLC 8.62% Reduce -5.0% 287,084 $5.2M
Quantbot Technologies LP 0.20% Add +18.1% 279,181 $5.1M
LPL Financial LLC 0.00% Add +3.0% 278,235 $5.0M
New York State Teachers Retirement System 0.01% Reduce -2.0% 277,552 $5.0M
State Board of Administration of Florida Retirement System 0.01% No change 271,771 $4.9M
Sapience Investments, LLC 2.41% Add +2.9% 268,720 $4.9M
Engineers Gate Manager LP 0.09% New 265,583 $4.8M
STRS Ohio 0.02% Add +7.9% 255,670 $4.6M
Aberdeen Group plc 0.01% Add +2.6% 252,889 $4.6M
State of New Jersey Common Pension Fund D 0.02% Reduce -1.8% 252,147 $4.6M
Liberty One Investment Management, LLC 0.45% Add +6.0% 240,394 $4.4M
Deutsche Bank AG 0.00% Add +24.7% 237,375 $4.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -4.5% 235,438 $4.3M
Cinctive Capital Management LP 0.24% New 234,543 $4.3M
Comerica Bank 0.02% Reduce -9.2% 229,928 $4.2M
Lighthouse Investment Partners, LLC 0.22% New 225,000 $4.1M
State of Alaska, Department of Revenue 0.04% Reduce -0.5% 223,866 $4.1M
AlphaQuest LLC 0.36% Add +2471.4% 221,348 $4.0M
Wells Fargo & Company 0.00% Reduce -31.3% 214,345 $3.9M
Ensign Peak Advisors, Inc 0.01% Add +94.9% 213,814 $3.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.1% 212,288 $3.9M
MetLife Investment Management, LLC 0.02% Reduce -5.7% 198,950 $3.6M
Squarepoint Ops LLC 0.01% Add +47.5% 190,529 $3.5M
Centiva Capital, LP 0.16% Add +340.7% 188,899 $3.4M
Pensionfund PDN 1.56% No change 187,719 $3.4M
Macquarie Group Ltd. 0.00% Add +1.2% 180,646 $3.3M
Slagle Financial, LLC 1.45% Add +8.2% 180,543 $3.3M
Janus Henderson Group PLC 0.00% No change 179,500 $3.3M
FIL Ltd 0.00% Add +4.0% 179,370 $3.3M
State of Tennessee, Department of Treasury 0.01% Add +73.8% 175,093 $3.2M
Franklin Resources Inc. 0.00% Add +3.6% 180,958 $3.2M
Amalgamated Bank 0.03% Reduce -9.2% 174,030 $3.2M
Bessemer Group Inc. 0.01% Add +31781.0% 172,476 $3.1M
Van Eck Associates Corp. 0.00% Add +8.9% 166,676 $3.0M
New York State Common Retirement Fund 0.00% Reduce -20.7% 166,831 $3.0M
Treasurer of the State of North Carolina 0.01% Add +0.4% 166,116 $3.0M
Handelsbanken Fonder AB 0.01% No change 160,536 $2.9M
Pathstone Holdings, LLC 0.01% Add +12.5% 159,193 $2.9M
Citigroup Inc. 0.00% Reduce -83.8% 154,386 $2.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -3.1% 146,523 $2.7M
Resona Asset Management Co.,Ltd. 0.01% Reduce -8.8% 141,233 $2.6M
Schroder Investment Management Group 0.00% Add +2.3% 138,393 $2.5M
Graham Capital Management, L.P. 0.13% New 138,154 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.3% 133,659 $2.4M
Yousif Capital Management, LLC 0.03% Reduce -15.6% 130,410 $2.4M
Advisors Asset Management, Inc. 0.04% Add +7.2% 128,261 $2.3M
Creative Planning 0.00% Add +23.4% 126,633 $2.3M
Armor Investment Advisors, LLC 0.95% Reduce -2.1% 126,581 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -26.8% 123,920 $2.2M
Pictet Asset Management Holding SA 0.00% Add +7.2% 121,449 $2.2M
Presima Securities ULC 0.48% Add +0.9% 120,098 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.7% 118,539 $2.2M
First Trust Advisors LP 0.00% Reduce -51.1% 112,544 $2.0M
Arizona State Retirement System 0.01% Add +2.1% 108,999 $2.0M
UniSuper Management Pty Ltd 0.01% Add +0.6% 107,700 $2.0M
Point72 (DIFC) Ltd 0.15% Add +113.7% 107,420 $1.9M
State of Wisconsin Investment Board 0.00% Reduce -6.7% 107,309 $1.9M
TD Asset Management Inc 0.00% Reduce -5.7% 105,184 $1.9M
Shay Capital LLC 0.56% Add +50.0% 105,000 $1.9M
Taylor Frigon Capital Management LLC 0.92% Reduce -3.0% 101,343 $1.8M
Prudential Financial Inc. 0.00% Reduce -2.5% 100,900 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -6.1% 100,600 $1.8M
Simplex Trading, LLC 0.06% Add +27.8% 99,673 $1.8M
Cibc World Markets Corp. 0.01% New 95,939 $1.7M
Caxton Associates LP 0.08% New 91,951 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -22.4% 91,868 $1.7M
Lecap Asset Management Ltd. 0.35% Add +78.4% 89,241 $1.6M
IFM Investors Pty Ltd 0.02% Reduce -0.0% 88,364 $1.6M
Atria Investments, Inc 0.02% Add +29.5% 88,054 $1.6M
New York Life Investment Management LLC 0.02% Reduce -14.6% 86,296 $1.6M
State of Michigan Retirement System 0.01% Reduce -5.5% 86,153 $1.6M
Stifel Financial Corp. 0.00% Add +13.4% 84,728 $1.5M
Foresight Group Ltd Liability Partnership 2.91% Reduce -26.6% 1,228,244 $1.5M
Weiss Asset Management LP 0.05% New 81,058 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -4.7% 80,542 $1.5M
Pinebridge Investments, L.P. 0.01% New 79,691 $1.4M
Wellington Management Group LLP 0.00% Reduce -3.2% 79,313 $1.4M
Susquehanna International Group, LLP 0.00% Add +212.2% 79,309 $1.4M
First Dallas Securities Inc. 0.60% Reduce -1.9% 79,250 $1.4M
Walleye Trading LLC 0.03% Add +1182.0% 79,213 $1.4M
Federated Hermes, Inc. 0.00% Reduce -3.5% 78,545 $1.4M
Penserra Capital Management LLC 0.03% Add +22.9% 78,113 $1.4M
New Mexico Educational Retirement Board 0.05% No change 77,800 $1.4M
Pensionfund Sabic 0.44% Reduce -15.3% 77,582 $1.4M
Cerity Partners LLC 0.00% Add +106.4% 77,545 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -7.5% 74,480 $1.4M
Magnetar Financial LLC 0.03% New 73,679 $1.3M
Oregon Public Employees Retirement Fund 0.03% Reduce -6.5% 73,578 $1.3M
Mariner, LLC 0.00% Reduce -1.1% 72,375 $1.3M
Cibc World Market Inc. 0.00% Add +7.5% 72,331 $1.3M
Prelude Capital Management, LLC 0.10% Add +9.2% 71,743 $1.3M
Victory Capital Management Inc. 0.00% Reduce -12.8% 71,156 $1.3M
Pacer Advisors, Inc. 0.00% Add +23.3% 69,990 $1.3M
HighTower Advisors, LLC 0.00% Reduce -12.5% 69,626 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +4.2% 69,465 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 69,152 $1.3M
Heitman Real Estate Securities LLC 0.07% Reduce -6.6% 67,954 $1.2M
Cetera Investment Advisers 0.00% Reduce -0.3% 66,545 $1.2M
Utah Retirement Systems 0.01% No change 62,603 $1.1M
Gsa Capital Partners LLP 0.08% New 60,982 $1.1M
Verition Fund Management LLC 0.01% Add +3.7% 60,936 $1.1M
Sequent Asset Management, LLC 0.54% No change 60,450 $1.1M
Point72 Asset Management 0.00% New 59,700 $1.1M
Raymond James & Associates 0.00% Reduce -70.1% 58,171 $1.1M
Bank of Montreal 0.00% Reduce -59.8% 57,923 $1.1M
Allstate Corp. 0.10% Reduce -28.0% 58,010 $1.1M
Oppenheimer Asset Management Inc. 0.01% Reduce -1.1% 56,071 $1.0M
Aew Capital Management L P 0.04% No change 54,720 $993K
Consolidated Portfolio Review Corp 0.22% Add +0.9% 54,525 $990K
Walleye Capital LLC 0.01% New 53,149 $965K
Point72 Asia (Singapore) Pte. Ltd. 0.18% Add +222.7% 53,130 $964K
Brevan Howard Capital Management LP 0.05% Add +26.7% 52,678 $956K
Nissay Asset Management Corp. /Japan 0.01% Add +1.4% 52,307 $949K
FMR LLC 0.00% Reduce -77.3% 50,946 $925K
Voya Investment Management LLC 0.00% Reduce -7.7% 49,463 $898K
Commonwealth Equity Services, LLC 0.00% Reduce -28.6% 48,338 $877K
Y-Intercept (Hong Kong) Ltd 0.05% New 46,752 $849K
Advisory Resource Group 0.17% Reduce -2.5% 45,132 $819K
Savant Capital, LLC 0.01% Add +1.2% 44,982 $816K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.9% 44,034 $799K
XTX Topco Ltd 0.06% New 43,424 $788K
Xponance LLC 0.01% Reduce -2.1% 42,415 $770K
M&T Bank Corp 0.00% Reduce -7.9% 41,603 $755K
Money Concepts Capital Corp. 0.06% Add +5.2% 41,334 $750K
Gallagher Fiduciary Advisors, LLC 0.15% Reduce -18.1% 40,839 $741K
Clean Yield Group 0.23% Reduce -57.0% 40,167 $729K
SG Americas Securities, LLC 0.00% Reduce -48.2% 40,101 $728K
Public Employees Retirement Association of Colorado 0.00% No change 38,737 $703K
Baillie Gifford & Co. 0.00% No change 38,442 $698K
Two Sigma Investments, LP 0.00% New 37,830 $687K
Metis Global Partners, LLC 0.02% Add +25.0% 37,375 $678K
Neuberger Berman Group LLC 0.00% Add +8.7% 37,012 $672K
Hodges Capital Management Inc. 0.04% Add +9.2% 34,985 $635K
Natixis Advisors, LLC 0.00% Add +1.0% 34,058 $618K
Hudson Edge Investment Partners Inc. 0.11% Add +14.9% 32,084 $582K
Avantax Advisory Services, Inc. 0.00% Reduce -34.1% 31,603 $574K
Captrust Financial Advisors 0.00% Add +27.2% 31,562 $573K
Tower Research Capital LLC (TRC) 0.02% Add +55.8% 31,364 $569K
Linden Thomas Advisory Services, LLC 0.08% Reduce -0.6% 31,073 $564K
Private Advisor Group, LLC 0.00% Add +3.6% 30,358 $551K
Fortis Advisors, LLC 0.36% Add +60.9% 30,200 $548K
Samalin Investment Counsel, LLC 0.24% Reduce -4.4% 29,727 $540K
Commerzbank Aktiengesellschaft 0.01% No change 29,633 $538K
Fifth Third Bancorp 0.00% Add +16.4% 29,520 $536K
Securian Asset Management, Inc. 0.01% Reduce -6.5% 28,229 $512K
Peak Financial Advisors LLC 0.26% Add +5.9% 27,396 $497K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.1% 27,107 $492K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -3.1% 26,465 $480K
Algert Global LLC 0.01% Reduce -32.5% 25,920 $470K
DoubleLine ETF Adviser LP 0.11% New 25,907 $470K
Van Hulzen Asset Management, LLC 0.03% Add +53.9% 25,690 $466K
Armstrong Advisory Group, Inc. 0.04% Add +0.1% 25,243 $458K
NewEdge Advisors, LLC 0.00% Reduce -0.3% 24,953 $453K
Signaturefd, LLC 0.01% Add +3.4% 24,912 $452K
Infrastructure Capital Advisors, LLC 0.07% Reduce -1.2% 24,850 $451K
MML Investors Services, LLC 0.00% Add +6.1% 24,487 $444K
GeoWealth Management, LLC 0.02% Add +48.8% 24,354 $442K
Clay Northam Wealth Management, LLC 0.30% Reduce -2.8% 24,202 $439K
United Services Automobile Association 0.01% Reduce -24.3% 23,964 $435K
Journey Strategic Wealth LLC 0.02% New 23,518 $427K
Safe Harbor Fiduciary, LLC 0.40% — 23,390 $425K
Oak Thistle LLC 0.14% Add +30.4% 23,135 $420K
Cwm, LLC 0.00% Add +27.4% 23,068 $419K
J.W. Cole Advisors, Inc. 0.02% Add +0.8% 22,365 $406K
Maryland State Retirement & Pension System 0.01% Reduce -24.2% 21,692 $394K
Inceptionr LLC 0.10% New 21,681 $394K
Greenleaf Trust 0.00% Add +0.6% 20,345 $369K
Brown Advisory Inc. 0.00% Reduce -3.2% 20,290 $368K
Mercer Global Advisors Inc. 0.00% Add +6.7% 20,516 $367K
Connecticut Wealth Management, LLC 0.02% New 20,000 $363K
Park Avenue Securities LLC 0.00% Reduce -13.6% 19,400 $352K
Schonfeld Strategic Advisors LLC 0.00% New 19,170 $348K
Corient Private Wealth LP 0.00% Add +11.1% 19,112 $347K
Truist Financial Corp. 0.00% Reduce -25.4% 18,904 $343K
US Bancorp \de 0.00% Add +15.1% 18,899 $343K
Evergreen Capital Management LLC 0.01% Add +2.2% 18,039 $327K
CX Institutional 0.01% No change 17,671 $321K
Alps Advisors Inc. 0.00% Add +10.5% 17,303 $314K
Global Financial Private Client, LLC 0.12% No change 17,276 $314K
PNC Financial Services Group, Inc. 0.00% Reduce -7.0% 17,183 $312K
Mackenzie Financial Corp. 0.00% New 17,018 $309K
Intrua Financial, LLC 0.05% Reduce -3.4% 16,506 $300K
PFG Investments, LLC 0.02% Add +0.0% 16,435 $298K
Norinchukin Bank, The 0.01% Reduce -5.0% 16,417 $298K
Focus Partners Wealth 0.00% Add +3.1% 16,404 $298K
ProShare Advisors LLC 0.00% Reduce -11.3% 15,825 $287K
Vident Advisory, LLC 0.01% Add +18.0% 15,613 $283K
TBH Global Asset Management, LLC 0.06% No change 15,200 $276K
Shelton Capital Management 0.01% No change 15,151 $275K
GC Wealth Management RIA, LLC 0.05% Add +10.1% 15,090 $274K
Arkos Global Advisors 0.04% No change 14,952 $271K
HighPoint Advisor Group LLC 0.02% Reduce -7.3% 15,985 $270K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +33.8% 14,693 $267K
Modern Wealth Management, LLC 0.02% Add +13.7% 14,691 $267K
Sterling Capital Management LLC 0.00% — 14,494 $263K
Meeder Asset Management Inc. 0.02% Add +5473.9% 14,492 $263K
Quadrant Capital Group LLC 0.02% Add +3.7% 14,314 $260K
Ausdal Financial Partners, Inc. 0.03% Reduce -0.7% 14,139 $257K
Triumph Capital Management 0.09% New 13,992 $254K
Shell Asset Management Co. 0.01% — 13,895 $252K
Sonora Investment Management Group, LLC 0.02% Reduce -10.8% 13,768 $250K
Dark Forest Capital Management LP 0.03% New 13,461 $244K
Frank, Rimerman Advisors LLC 0.02% No change 13,432 $244K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.0% 13,352 $242K
Baldwin Wealth Partners LLC 0.02% No change 13,100 $238K
Atria Wealth Solutions, Inc. 0.00% New 12,961 $235K
Orion Porfolio Solutions, LLC 0.00% Reduce -32.1% 12,572 $228K
Orion Portfolio Solutions, LLC 0.00% Reduce -32.1% 12,572 $228K
Coppell Advisory Solutions LLC 0.03% Reduce -6.4% 12,523 $228K
Merit Financial Group, LLC 0.01% New 12,488 $227K
Fifth Third Wealth Advisors LLC 0.01% Add +0.8% 12,477 $226K
Canvas Wealth Advisors, LLC 0.06% Reduce -29.2% 12,000 $218K
CreativeOne Wealth, LLC 0.01% New 11,762 $213K
RDA Financial Network 0.07% No change 11,737 $213K
KBC Group NV 0.00% Add +16.5% 11,451 $208K
Quantinno Capital Management LP 0.00% New 11,345 $206K
Focus Financial Network, Inc. 0.01% No change 11,302 $205K
CIBC Asset Management Inc 0.00% Add +3.5% 11,191 $203K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -2.1% 11,050 $201K
JB Capital LLC 0.01% Add +1.1% 11,037 $200K
Janney Montgomery Scott LLC 0.00% Reduce -62.5% 10,887 $198K
Sanctuary Advisors, LLC 0.00% New 11,187 $194K
O'shaughnessy Asset Management, LLC 0.00% New 10,824 $189K
Pasadena Private Wealth, LLC 0.04% Reduce -7.1% 10,369 $188K
Capital Investment Advisory Services, LLC 0.02% Reduce -3.8% 10,350 $188K
Naviter Wealth, LLC 0.03% Reduce -14.3% 10,211 $185K
Trust Point Inc. 0.01% New 10,024 $182K
Delta Asset Management LLC 0.01% Reduce -1.4% 8,991 $163K
Parallel Advisors, LLC 0.00% Add +16.9% 8,235 $149K
Spirit of America Management Corp. 0.03% Reduce -20.0% 8,000 $145K
GAMMA Investing LLC 0.01% Add +33.7% 7,444 $135K
Whittier Trust Co. of Nevada Inc. 0.00% No change 7,041 $128K
Bartlett & Co. Wealth Management LLC 0.00% No change 6,922 $126K
Householder Group Estate & Retirement Specialist, LLC 0.04% Reduce -3.7% 6,932 $125K
International Assets Investment Management, LLC 0.01% Reduce -63.6% 6,815 $124K
Catalyst Funds Management Pty Ltd 0.03% Add +162.5% 6,300 $114K
Huntington National Bank 0.00% Add +14.1% 5,897 $107K
Global Retirement Partners, LLC 0.00% Add +30.3% 5,205 $94K
Main Street Group, LTD 0.04% New 5,145 $93K
Harbor Capital Advisors, Inc. 0.00% New 4,924 $89K
Beacon Capital Management, LLC 0.01% No change 4,336 $79K
Broadwater Capital Management LLC 0.06% No change 4,300 $78K
Wilmington Savings Fund Society, FSB 0.00% New 4,291 $78K
Harbour Investments, Inc. 0.00% No change 4,008 $73K
Point72 Hong Kong Ltd 0.00% New 3,600 $65K
Lindbrook Capital, LLC 0.01% Reduce -2.1% 3,288 $60K
Creekmur Asset Management LLC 0.01% Reduce -43.1% 3,099 $56K
EverSource Wealth Advisors, LLC 0.00% Add +3.3% 2,901 $53K
Principal Securities, Inc. 0.00% Reduce -21.0% 2,890 $52K
Quarry LP 0.02% Reduce -23.0% 2,652 $48K
Optiver Holding B.V. 0.00% New 2,566 $47K
Storebrand Asset Management As 0.00% No change 2,501 $45K
Allworth Financial LP 0.00% Add +7.3% 2,355 $43K
Quent Capital, LLC 0.00% No change 2,227 $40K
Danske Bank A/S 0.00% New 2,100 $38K
Motco 0.00% No change 2,000 $36K
Allspring Global Investments Holdings, LLC 0.00% Reduce -15.1% 1,932 $35K
Jones Financial Companies LLLP 0.00% Add +21.4% 1,818 $33K
Northwestern Mutual Wealth Management Co. 0.00% Add +250.3% 1,804 $33K
Rise Advisors, LLC 0.02% Add +1.8% 1,741 $32K
Sunbelt Securities, Inc. 0.00% No change 1,629 $30K
Citizens National Bank Trust Department 0.01% No change 1,543 $28K
Prestige Wealth Management Group LLC 0.01% No change 1,451 $26K
Jaffetilchin Investment Partners, LLC 0.00% New 1,419 $26K
Wiser Advisor Group LLC 0.04% Add +1.7% 1,357 $25K
UMB Bank, n.a. 0.00% Add +370.1% 1,335 $24K
CI Investments Inc. 0.00% Reduce -49.9% 1,314 $24K
Farther Finance Advisors, LLC 0.00% Add +27.1% 1,252 $23K
Pathway Financial Advisers, LLC 0.01% Add +1.7% 1,241 $23K
Smartleaf Asset Management LLC 0.00% Add +179.8% 1,038 $19K
McIlrath & Eck, LLC 0.00% Add +0.1% 1,029 $19K
Tidemark, LLC 0.01% No change 1,022 $19K
MassMutual Private Wealth & Trust, FSB 0.00% No change 999 $18K
Concourse Financial Group Securities, Inc. 0.00% Add +0.1% 961 $17K
Continuum Advisory, LLC 0.00% No change 1,000 $17K
Capital Analysts, LLC 0.00% New 945 $17K
Covestor Ltd 0.01% Reduce -1.9% 804 $15K
Steward Partners Investment Advisory, LLC 0.00% Add +0.1% 810 $15K
Oliver Lagore Vanvalin Investment Group 0.00% No change 783 $14K
Peregrine Capital Management LLC 0.00% No change 680 $12K
AdvisorNet Financial, Inc 0.00% Add +2.0% 650 $12K
Blue Trust, Inc. 0.00% Add +63.6% 710 $12K
Aviso Financial Inc. 0.00% No change 640 $12K
Northwest Investment Counselors, LLC 0.00% New 627 $11K
DecisionPoint Financial, LLC 0.00% No change 600 $11K
Larson Financial Group LLC 0.00% Add +1.8% 582 $11K
IFP Advisors, Inc 0.00% Reduce -1.4% 564 $10K
Cullen/Frost Bankers, Inc. 0.00% New 560 $10K
CGC Financial Services, LLC 0.00% No change 530 $10K
Creative Financial Designs Inc. 0.00% Add +1.9% 486 $9K
Private Wealth Management Group, LLC 0.00% No change 480 $9K
Parkside Financial Bank & Trust 0.00% No change 470 $9K
Colonial Trust Advisors 0.00% No change 465 $8K
GHP Investment Advisors, Inc. 0.00% New 451 $8K
Versant Capital Management, Inc 0.00% No change 450 $8K
Earned Wealth Advisors, LLC 0.00% New 421 $8K
Aster Capital Management (DIFC) Ltd 0.00% — 332 $6K
Crewe Advisors LLC 0.00% No change 250 $5K
Pinnacle Bancorp, Inc. 0.00% No change 225 $4K
Arax Advisory Partners 0.00% No change 206 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -8.1% 204 $4K
WFA of San Diego, LLC 0.00% No change 200 $4K
Hexagon Capital Partners LLC 0.00% No change 200 $4K
Farmers & Merchants Investments Inc. 0.00% No change 165 $3K
Criterion Capital Advisors, LLC 0.00% No change 170 $3K
True Wealth Design, LLC 0.00% New 122 $2K
Abound Wealth Management 0.00% New 116 $2K
Ashton Thomas Securities, LLC 0.00% New 101 $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% No change 84 $2K
Cornerstone Planning Group LLC 0.00% No change 58 $1K
Financial Management Professionals, Inc. 0.00% No change 41 $1K
Capital Advisors, Ltd. LLC 0.00% No change 35 $1K
Sachetta, LLC 0.00% No change 51 $926
Private Trust Co. NA 0.00% New 40 $726
Brooklyn Investment Group 0.00% New 39 $708
Ascentis Independent Advisors 0.00% New 38 $689
Caitlin John, LLC 0.00% Add +2.9% 35 $607
Bokf, NA 0.00% No change 34 $600
Raffa Wealth Management, LLC 0.00% No change 31 $563
Voisard Asset Management Group, Inc. 0.00% New 30 $545
Dunhill Financial, LLC 0.00% New 26 $474
Bruce G. Allen Investments, LLC 0.00% No change 15 $272
MV Capital Management, Inc. 0.00% No change 8 $146
Mather Group, Llc. 0.00% New 6 $109

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