Healthcare Realty TrustHR

13F holders, Q4 2024 (December 31)
417holders +5
37new positions
52sold out
7famous investors
$17.02avg. 13F price*

At the end of Q4 2024, 417 institutions reported holding Healthcare Realty Trust Inc. (HR) in their 13F filings, up 5 from Q3 2024. 37 opened new positions and 52 sold out. The largest holders were Cohen & Steers, Inc. ($1.1B), Vanguard Group Inc. ($848.9M) and BlackRock, Inc. ($745.5M). 7 famous investors held it, including Jeff Smith (6.2% of Starboard Value's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions37$442.3M
Exits52$168.5M

All 13F filers, Q3 2024 → Q4 2024: 39,866,982 shares bought and 46,377,385 shares sold, net −6,510,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 417 holders

Cohen & Steers, Inc. 2.02% Reduce -1.0% 62,865,392 $1.1B
Vanguard Group Inc. 0.01% Reduce -3.0% 50,083,002 $848.9M
BlackRock, Inc. 0.02% Reduce -0.8% 43,984,284 $745.5M
Starboard Value 6.20% New 20,183,460 $342.1M
State Street Corp. 0.01% Reduce -1.5% 18,393,162 $311.8M
Rush Island Management, LP 17.67% Add +21.3% 15,681,440 $265.8M
Daiwa Securities Group Inc. 0.94% Reduce -2.1% 12,280,269 $208.2M
Canada Pension Plan Investment Board 0.18% No change 10,942,261 $185.5M
APG Asset Management US Inc. 1.31% Reduce -18.9% 10,148,808 $172.0M
Geode Capital Management, LLC 0.01% Reduce -3.4% 6,721,040 $114.0M
Bank of America Corp. 0.01% Reduce -67.6% 5,963,121 $101.1M
Dimensional Fund Advisors LP 0.02% Reduce -2.4% 5,462,546 $92.6M
Charles Schwab Investment Management Inc. 0.02% Add +0.2% 5,331,180 $90.4M
Bank of New York Mellon Corp 0.01% Add +12.0% 4,630,973 $78.5M
Norges Bank 0.01% Reduce -0.4% 4,532,457 $76.8M
Thrivent Financial for Lutherans 0.15% Reduce -7.0% 4,436,019 $75.2M
Northern Trust Corp. 0.01% Add +40.3% 4,040,969 $68.5M
Morgan Stanley 0.00% Add +0.8% 3,990,259 $67.6M
Legal & General Group Plc 0.01% Reduce -9.9% 3,273,730 $55.5M
Farallon Capital Management, L.L.C. 0.29% Add +25.4% 3,264,000 $55.3M
Nordea Investment Management AB 0.06% Add +0.1% 3,253,535 $55.0M
Sei Investments Co. 0.06% Add +17.4% 2,849,743 $48.3M
Russell Investments Group, Ltd. 0.07% Add +22.4% 2,772,522 $47.0M
Deprince Race & Zollo Inc. 0.78% New 2,320,757 $39.3M
Foresight Group Ltd Liability Partnership 5.95% Reduce -53.4% 572,333 $38.4M
Pzena Investment Management LLC 0.13% Add +0.0% 2,225,789 $37.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -1.6% 2,106,663 $35.7M
Goldman Sachs Group Inc. 0.01% Reduce -1.8% 1,950,583 $33.1M
CBRE Investment Management Listed Real Assets LLC 0.59% Reduce -30.0% 1,939,901 $32.9M
William Blair Investment Management, LLC 0.08% Add +0.0% 1,893,265 $32.1M
Lasalle Investment Management Securities LLC 1.33% New 1,852,412 $31.4M
Candriam S.C.A. 0.17% Add +201.4% 1,729,651 $29.3M
California Public Employees Retirement System 0.02% Add +1.6% 1,707,523 $28.9M
Nuveen Asset Management, LLC 0.01% Add +22.0% 1,560,813 $26.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +289.5% 1,552,109 $26.3M
JPMorgan Chase & Co. 0.00% Reduce -44.4% 1,445,311 $24.5M
Invesco Ltd. 0.00% Reduce -17.5% 1,369,037 $23.2M
Kettle Hill Capital Management, LLC 4.78% Add +99.2% 1,297,070 $22.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +41.9% 1,267,597 $21.5M
Beach Investment Counsel Inc. 2.86% Reduce -22.2% 1,249,791 $21.2M
Ameriprise Financial Inc. 0.01% Reduce -1.2% 1,205,782 $20.4M
UBS Group AG 0.00% Add +201.0% 1,173,393 $19.9M
Rhumbline Advisers 0.02% Reduce -1.9% 1,054,054 $17.9M
Retirement Systems of Alabama 0.06% Reduce -3.2% 946,606 $16.0M
Gotham Asset Management 0.15% Add +16.9% 928,927 $15.7M
Aew Capital Management L P 0.75% Add +1582.3% 920,560 $15.6M
Envestnet Asset Management Inc. 0.00% Reduce -10.6% 907,539 $15.4M
Marble Harbor Investment Counsel, LLC 1.58% Add +3.8% 848,179 $14.4M
Renaissance Technologies 0.02% Reduce -22.2% 822,972 $13.9M
Principal Financial Group Inc. 0.01% Reduce -3.5% 815,150 $13.8M
Allianz Asset Management GmbH 0.02% Reduce -6.2% 790,659 $13.4M
Chilton Capital Management LLC 0.54% Add +8.6% 760,743 $12.9M
Swiss National Bank 0.01% Reduce -3.4% 714,000 $12.1M
AQR Capital Management 0.01% Add +49.1% 681,618 $11.5M
Public Employees Retirement System of Ohio 0.04% Reduce -5.0% 627,574 $10.6M
Alliancebernstein L.P. 0.00% Reduce -0.1% 568,435 $9.6M
Skba Capital Management LLC 1.47% Reduce -2.8% 547,500 $9.3M
DigitalBridge Group, Inc. 0.65% Reduce -1.1% 525,836 $8.9M
Asset Management One Co., Ltd. 0.03% Reduce -5.4% 518,777 $8.7M
Nomura Asset Management Co. Ltd. 0.02% Add +2.2% 482,970 $8.2M
Capital Investment Advisors, LLC 0.16% Add +31.0% 469,323 $8.0M
Deutsche Bank AG 0.00% Add +95.9% 464,941 $7.9M
Impax Asset Management Group plc 0.03% Add +10.0% 440,000 $7.5M
Uniplan Investment Counsel, Inc. 0.70% Reduce -2.1% 429,863 $7.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -1.2% 416,822 $7.1M
Corebridge Financial, Inc. 0.04% Reduce -6.6% 400,991 $6.8M
New York State Common Retirement Fund 0.01% Add +131.8% 386,679 $6.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.3% 380,836 $6.5M
Balyasny Asset Management L.P. 0.01% Reduce -64.3% 373,893 $6.3M
Redwood Investment Management, LLC 0.59% New 358,445 $6.1M
Barclays PLC 0.00% Reduce -51.4% 351,364 $6.0M
California State Teachers Retirement System 0.01% Reduce -5.4% 339,010 $5.7M
Country Club Bank 0.38% Reduce -1.3% 338,227 $5.6M
Millennium Management 0.00% Reduce -84.5% 313,129 $5.3M
Amundi 0.00% Reduce -45.1% 311,271 $5.1M
DekaBank Deutsche Girozentrale 0.01% No change 303,388 $5.0M
LPL Financial LLC 0.00% Add +5.3% 292,851 $5.0M
HSBC Holdings PLC 0.00% Reduce -9.3% 291,327 $4.9M
13D Management LLC 3.57% New 284,350 $4.8M
Aberdeen Group plc 0.01% Add +12.9% 285,564 $4.7M
New York State Teachers Retirement System 0.01% Reduce -0.4% 276,405 $4.7M
STRS Ohio 0.02% Add +8.0% 276,174 $4.7M
Royal Bank of Canada 0.00% Reduce -95.2% 273,229 $4.6M
Jane Street Group, LLC 0.01% Reduce -20.4% 273,155 $4.6M
State Board of Administration of Florida Retirement System 0.01% No change 271,771 $4.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +25.4% 266,240 $4.5M
Liberty One Investment Management, LLC 0.47% Add +7.6% 258,579 $4.4M
Citadel Advisors 0.00% Reduce -89.2% 235,664 $4.0M
T. Rowe Price Associates Inc. 0.00% Reduce -46.2% 231,372 $3.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 235,438 $3.9M
Sapience Investments, LLC 2.24% Reduce -15.6% 226,822 $3.8M
Two Sigma Advisers, LP 0.01% Reduce -21.8% 225,100 $3.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -13.9% 217,044 $3.7M
State of Alaska, Department of Revenue 0.04% Reduce -5.8% 210,767 $3.6M
MetLife Investment Management, LLC 0.02% Add +5.6% 210,156 $3.6M
Comerica Bank 0.01% Reduce -8.8% 209,584 $3.6M
Employees Retirement System of Texas 0.03% New 200,000 $3.4M
Slagle Financial, LLC 1.52% Add +10.1% 198,779 $3.4M
Weiss Asset Management LP 0.10% Add +142.6% 196,682 $3.3M
Wells Fargo & Company 0.00% Reduce -9.1% 194,904 $3.3M

"% 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 417 holders