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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $442.3M |
| Exits | 52 | $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 |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +31.8% | 193,140 | $3.3M |
| Sophron Capital Management L.P. | 1.26% | — | 188,291 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +17.6% | 187,253 | $3.2M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -35.0% | 187,203 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +65.7% | 186,533 | $3.2M |
| KBC Group NV | 0.01% | Add +1519.8% | 185,477 | $3.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 179,454 | $3.0M |
| Cibc World Market Inc. | 0.01% | Add +147.8% | 179,215 | $3.0M |
| Algert Global LLC | 0.07% | Add +591.5% | 179,227 | $3.0M |
| Raymond James Financial Inc. | 0.00% | — | 178,102 | $3.0M |
| Bessemer Group Inc. | 0.00% | Add +0.2% | 172,895 | $2.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -19.1% | 172,879 | $2.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.3% | 171,800 | $2.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 170,288 | $2.9M |
| Citigroup Inc. | 0.00% | Add +10.2% | 170,155 | $2.9M |
| Amalgamated Bank | 0.02% | Reduce -2.8% | 169,120 | $2.9M |
| Van Eck Associates Corp. | 0.00% | Reduce -3.1% | 161,434 | $2.7M |
| Macquarie Group Ltd. | 0.00% | Reduce -11.2% | 160,339 | $2.7M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.5% | 155,286 | $2.6M |
| Pensionfund PDN | 1.59% | Reduce -19.7% | 150,719 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | New | 147,709 | $2.5M |
| LDR Capital Management LLC | 4.61% | Reduce -50.6% | 141,844 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.0% | 141,631 | $2.4M |
| Squarepoint Ops LLC | 0.01% | Reduce -26.0% | 140,935 | $2.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +0.3% | 141,593 | $2.4M |
| Advisors Asset Management, Inc. | 0.04% | Add +8.6% | 139,343 | $2.4M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -64.5% | 138,050 | $2.3M |
| New Age Alpha Advisors, LLC | 0.09% | New | 134,289 | $2.3M |
| Armor Investment Advisors, LLC | 0.93% | Add +5.2% | 133,189 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 130,513 | $2.2M |
| Creative Planning | 0.00% | Add +2.4% | 129,686 | $2.2M |
| Capital Fund Management S.A. | 0.02% | New | 126,861 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +48.3% | 125,665 | $2.1M |
| Presima Securities ULC | 0.50% | No change | 120,098 | $2.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.4% | 119,700 | $2.0M |
| Pinebridge Investments, L.P. | 0.01% | Add +42.7% | 113,709 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -4.7% | 112,949 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | Reduce -30.2% | 112,036 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -15.3% | 110,408 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -13.8% | 106,761 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +212.8% | 106,515 | $1.8M |
| Arizona State Retirement System | 0.01% | Reduce -3.3% | 105,357 | $1.8M |
| Cibc World Markets Corp. | 0.01% | Add +7.4% | 103,045 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -7.8% | 99,300 | $1.7M |
| Taylor Frigon Capital Management LLC | 0.84% | Reduce -2.8% | 98,486 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.2% | 98,400 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.5% | 98,176 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +42.6% | 86,880 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 86,149 | $1.5M |
| Nomura Holdings Inc. | 0.01% | New | 85,511 | $1.4M |
| First Dallas Securities Inc. | 0.58% | Add +6.3% | 84,250 | $1.4M |
| State of Michigan Retirement System | 0.01% | Reduce -2.5% | 83,953 | $1.4M |
| IFM Investors Pty Ltd | 0.01% | Reduce -7.3% | 81,916 | $1.4M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.14% | — | 81,900 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -7.8% | 81,175 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -2.2% | 78,763 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | No change | 77,800 | $1.3M |
| Gillson Capital LP | 0.12% | New | 77,667 | $1.3M |
| Pensionfund Sabic | 0.35% | No change | 77,582 | $1.3M |
| Prelude Capital Management, LLC | 0.11% | Add +7.4% | 77,020 | $1.3M |
| Mariner, LLC | 0.00% | Add +3.9% | 75,194 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | — | 75,000 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 72,650 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.0% | 72,078 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -4.7% | 70,982 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +1.1% | 70,776 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -89.1% | 70,260 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -30.4% | 70,198 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +0.5% | 69,785 | $1.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 69,152 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -3.1% | 68,977 | $1.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -78.0% | 66,988 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -84.7% | 66,842 | $1.1M |
| Penserra Capital Management LLC | 0.02% | Reduce -14.6% | 66,748 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 65,701 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | New | 65,288 | $1.1M |
| Bank of Montreal | 0.00% | Add +10.6% | 64,060 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -25.7% | 57,644 | $1.0M |
| Utah Retirement Systems | 0.01% | Reduce -6.4% | 58,603 | $993K |
| Mackenzie Financial Corp. | 0.00% | Add +234.9% | 56,987 | $966K |
| Consolidated Portfolio Review Corp | 0.15% | Add +1.5% | 55,333 | $938K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.5% | 53,501 | $907K |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -2.3% | 51,117 | $862K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 48,186 | $817K |
| HRT Financial LP | 0.00% | Reduce -84.7% | 47,991 | $813K |
| Commerzbank Aktiengesellschaft | 0.02% | Add +59.1% | 47,138 | $784K |
| Schroder Investment Management Group | 0.00% | Reduce -66.0% | 47,111 | $783K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -18.1% | 45,901 | $778K |
| Gallagher Fiduciary Advisors, LLC | 0.15% | Add +11.0% | 45,327 | $768K |
| Advisory Resource Group | 0.16% | Reduce -0.1% | 45,085 | $764K |
| Lecap Asset Management Ltd. | 0.21% | Reduce -49.6% | 44,956 | $762K |
| Savant Capital, LLC | 0.01% | Reduce -0.9% | 44,586 | $756K |
| M&T Bank Corp | 0.00% | Add +6.3% | 44,219 | $749K |
| Money Concepts Capital Corp. | 0.06% | Add +6.4% | 43,981 | $745K |
| Gsa Capital Partners LLP | 0.05% | Reduce -29.2% | 43,161 | $732K |
| Voya Investment Management LLC | 0.00% | Reduce -13.2% | 42,942 | $728K |
| Xponance LLC | 0.01% | Add +1.0% | 42,854 | $726K |
| Mercer Global Advisors Inc. | 0.00% | Add +107.6% | 42,585 | $722K |
| Metis Global Partners, LLC | 0.02% | Add +11.4% | 41,624 | $706K |
| FMR LLC | 0.00% | Reduce -20.2% | 40,654 | $689K |
| Hudson Edge Investment Partners Inc. | 0.12% | Add +22.1% | 39,185 | $664K |
| Ieq Capital, LLC | 0.01% | New | 38,899 | $659K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 38,737 | $657K |
| New York Life Investment Management LLC | 0.01% | Reduce -55.5% | 38,434 | $651K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -28.5% | 37,644 | $638K |
| Jain Global LLC | 0.02% | — | 37,300 | $632K |
| Neuberger Berman Group LLC | 0.00% | Add +0.4% | 37,149 | $630K |
| Meeder Asset Management Inc. | 0.04% | Add +155.2% | 36,979 | $627K |
| Hodges Capital Management Inc. | 0.04% | Add +3.6% | 36,235 | $614K |
| Federated Hermes, Inc. | 0.00% | Reduce -53.9% | 36,211 | $614K |
| Samalin Investment Counsel, LLC | 0.23% | Add +6.9% | 31,777 | $539K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 31,568 | $535K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.6% | 31,230 | $529K |
| Linden Thomas Advisory Services, LLC | 0.07% | Reduce -0.8% | 30,812 | $522K |
| Fortis Advisors, LLC | 0.34% | Add +1.6% | 30,698 | $520K |
| Fifth Third Bancorp | 0.00% | Reduce -1.0% | 29,219 | $495K |
| GeoWealth Management, LLC | 0.02% | Add +17.9% | 28,709 | $487K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3419.8% | 28,510 | $483K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.1% | 27,825 | $472K |
| Cwm, LLC | 0.00% | Add +18.6% | 27,359 | $464K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -13.6% | 27,319 | $463K |
| NewEdge Advisors, LLC | 0.00% | Add +8.8% | 27,159 | $460K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +5.1% | 26,990 | $457K |
| AdvisorShares Investments LLC | 0.09% | New | 26,900 | $456K |
| Securian Asset Management, Inc. | 0.01% | Reduce -5.1% | 26,791 | $454K |
| MML Investors Services, LLC | 0.00% | Add +9.4% | 26,786 | $454K |
| Signaturefd, LLC | 0.01% | Add +6.1% | 26,428 | $448K |
| Perpetual Ltd | 0.01% | New | 26,060 | $442K |
| Infrastructure Capital Advisors, LLC | 0.07% | Add +4.8% | 26,046 | $441K |
| DoubleLine ETF Adviser LP | 0.12% | Add +0.5% | 26,036 | $441K |
| Sage Investment Counsel LLC | 0.56% | — | 25,445 | $431K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.1% | 25,263 | $428K |
| Safe Harbor Fiduciary, LLC | 0.42% | Add +4.2% | 24,365 | $413K |
| Intech Investment Management LLC | 0.00% | New | 24,182 | $410K |
| Private Advisor Group, LLC | 0.00% | Reduce -20.5% | 24,131 | $409K |
| United Services Automobile Association | 0.01% | No change | 23,964 | $406K |
| Journey Strategic Wealth LLC | 0.02% | Add +1.4% | 23,837 | $404K |
| Clean Yield Group | 0.13% | Reduce -41.2% | 23,610 | $400K |
| Geneos Wealth Management Inc. | 0.01% | New | 23,556 | $399K |
| Brown Advisory Inc. | 0.00% | Add +15.7% | 23,481 | $398K |
| Oak Thistle LLC | 0.12% | Reduce -1.2% | 22,861 | $387K |
| Kestra Advisory Services, LLC | 0.00% | New | 22,855 | $387K |
| GC Wealth Management RIA, LLC | 0.07% | Add +50.2% | 22,659 | $384K |
| AlphaCore Capital LLC | 0.08% | New | 22,112 | $375K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.6% | 21,791 | $369K |
| Quantinno Capital Management LP | 0.00% | Add +90.7% | 21,632 | $367K |
| Quantessence Capital LLC | 0.15% | — | 21,195 | $359K |
| AlphaQuest LLC | 0.05% | Reduce -90.5% | 21,017 | $356K |
| Cresset Asset Management, LLC | 0.00% | New | 21,012 | $356K |
| Sterling Capital Management LLC | 0.00% | Add +44.8% | 20,983 | $356K |
| Clay Northam Wealth Management, LLC | 0.23% | Reduce -13.3% | 20,978 | $356K |
| Focus Partners Wealth | 0.00% | Add +26.5% | 20,754 | $352K |
| Capstone Investment Advisors, LLC | 0.00% | New | 20,724 | $351K |
| Heitman Real Estate Securities LLC | 0.02% | Reduce -69.7% | 20,566 | $349K |
| Corient Private Wealth LP | 0.00% | Add +7.3% | 20,505 | $348K |
| Greenleaf Trust | 0.00% | Reduce -0.6% | 20,222 | $343K |
| Park Avenue Securities LLC | 0.00% | Add +4.1% | 20,193 | $342K |
| Bayforest Capital Ltd | 0.42% | — | 19,645 | $333K |
| Baillie Gifford & Co. | 0.00% | Reduce -48.9% | 19,628 | $333K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -38.7% | 19,238 | $326K |
| Evergreen Capital Management LLC | 0.01% | Add +6.2% | 19,157 | $325K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.1% | 18,852 | $320K |
| Alps Advisors Inc. | 0.00% | Add +3.6% | 17,928 | $304K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 17,783 | $301K |
| CX Institutional | 0.01% | Add +0.6% | 17,776 | $301K |
| US Bancorp \de | 0.00% | Reduce -6.6% | 17,653 | $299K |
| Global Financial Private Client, LLC | 0.11% | No change | 17,276 | $293K |
| Triumph Capital Management | 0.10% | Add +23.1% | 17,230 | $292K |
| Comprehensive Money Management Services LLC | 0.24% | — | 17,118 | $290K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +33.5% | 16,790 | $285K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +33.5% | 16,790 | $285K |
| ProShare Advisors LLC | 0.00% | Add +4.8% | 16,581 | $281K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 16,444 | $279K |
| Norinchukin Bank, The | 0.01% | Reduce -4.5% | 15,681 | $266K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.8% | 16,119 | $261K |
| TBH Global Asset Management, LLC | 0.06% | No change | 15,200 | $258K |
| Merit Financial Group, LLC | 0.00% | Add +20.6% | 15,066 | $255K |
| Arkos Global Advisors | 0.04% | No change | 14,952 | $253K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +14.8% | 14,885 | $252K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -24.6% | 14,460 | $245K |
| Quadrant Capital Group LLC | 0.02% | Add +0.6% | 14,402 | $244K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.8% | 14,255 | $242K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.1% | 14,240 | $241K |
| Intrua Financial, LLC | 0.04% | Reduce -14.6% | 14,090 | $239K |
| Shell Asset Management Co. | 0.01% | No change | 13,895 | $236K |
| Shelton Capital Management | 0.01% | Reduce -9.6% | 13,702 | $232K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.1% | 13,632 | $231K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 13,523 | $229K |
| Trust Point Inc. | 0.02% | Add +34.4% | 13,474 | $228K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 13,432 | $228K |
| Farringdon Capital, Ltd. | 0.09% | — | 13,046 | $221K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 12,477 | $211K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +327.6% | 12,405 | $210K |
| World Investment Advisors | 0.01% | New | 12,175 | $206K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -7.6% | 12,100 | $205K |
| CIBC Asset Management Inc | 0.00% | Add +5.2% | 11,769 | $199K |
| RDA Financial Network | 0.06% | No change | 11,737 | $199K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.5% | 11,530 | $195K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -6.3% | 11,739 | $195K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.6% | 11,218 | $190K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.7% | 11,106 | $188K |
| Canvas Wealth Advisors, LLC | 0.05% | Reduce -8.3% | 11,000 | $186K |
| Accredited Investor Services, LLC | 0.15% | — | 10,918 | $185K |
| JB Capital LLC | 0.01% | Reduce -1.6% | 10,865 | $184K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +4.2% | 10,781 | $183K |
| Peak Financial Advisors LLC | 0.09% | Reduce -61.0% | 10,685 | $181K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -31.1% | 10,131 | $171K |
| One68 Global Capital, LLC | 0.09% | — | 10,000 | $170K |
| Delta Asset Management LLC | 0.01% | No change | 8,991 | $152K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 8,328 | $141K |
| Spirit of America Management Corp. | 0.03% | No change | 8,000 | $136K |
| GAMMA Investing LLC | 0.01% | Add +5.9% | 7,885 | $134K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,922 | $117K |
| FIL Ltd | 0.00% | Reduce -96.2% | 6,913 | $117K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -4.0% | 6,762 | $115K |
| GF Fund Management Co. LTD. | 0.00% | — | 6,597 | $112K |
| Huntington National Bank | 0.00% | Reduce -2.5% | 5,748 | $97K |
| CI Investments Inc. | 0.00% | Add +315.1% | 5,455 | $92K |
| Allworth Financial LP | 0.00% | Add +118.8% | 5,152 | $85K |
| Lee Danner & Bass Inc. | 0.01% | New | 5,000 | $85K |
| Global Retirement Partners, LLC | 0.00% | Reduce -11.3% | 4,619 | $78K |
| Beacon Capital Management, LLC | 0.01% | Add +1.7% | 4,409 | $75K |
| Broadwater Capital Management LLC | 0.06% | No change | 4,300 | $73K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4,291 | $73K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -13.7% | 4,250 | $72K |
| Harbour Investments, Inc. | 0.00% | No change | 4,008 | $68K |
| Lindbrook Capital, LLC | 0.01% | Add +7.1% | 3,521 | $60K |
| Group One Trading LLC | 0.00% | New | 3,496 | $59K |
| MAI Capital Management | 0.00% | New | 3,347 | $57K |
| Creekmur Asset Management LLC | 0.01% | Add +0.2% | 3,106 | $53K |
| Jones Financial Companies LLLP | 0.00% | Add +68.7% | 3,067 | $52K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +67.1% | 3,015 | $51K |
| Principal Securities, Inc. | 0.00% | Add +0.6% | 2,908 | $49K |
| Quarry LP | 0.01% | Add +0.8% | 2,674 | $45K |
| Lazard Asset Management LLC | 0.00% | New | 2,679 | $45K |
| Storebrand Asset Management As | 0.00% | No change | 2,501 | $42K |
| Quent Capital, LLC | 0.00% | Add +2.8% | 2,290 | $39K |
| Caitong International Asset Management Co., Ltd | 0.04% | — | 2,271 | $38K |
| Synergy Investment Management, LLC | 0.02% | — | 2,131 | $36K |
| Motco | 0.00% | No change | 2,000 | $34K |
| Main Street Group, LTD | 0.01% | Reduce -65.0% | 1,800 | $31K |
| Rise Advisors, LLC | 0.01% | Add +1.7% | 1,770 | $30K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -74.3% | 1,779 | $30K |
| UMB Bank, n.a. | 0.00% | Add +30.7% | 1,745 | $30K |
| Smartleaf Asset Management LLC | 0.00% | Add +59.0% | 1,650 | $27K |
| Danske Bank A/S | 0.00% | Reduce -23.8% | 1,600 | $27K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,629 | $27K |
| Financial Gravity Companies, Inc. | 0.01% | New | 1,584 | $27K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,543 | $26K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,451 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.8% | 1,349 | $23K |
| True Wealth Design, LLC | 0.01% | Add +1004.1% | 1,347 | $23K |
| Wiser Advisor Group LLC | 0.03% | Reduce -4.0% | 1,302 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +28.4% | 1,283 | $22K |
| Pathway Financial Advisers, LLC | 0.01% | Add +1.7% | 1,262 | $21K |
| Versant Capital Management, Inc | 0.00% | Add +176.4% | 1,244 | $21K |
| Spire Wealth Management | 0.00% | New | 1,205 | $20K |
| Tidemark, LLC | 0.01% | No change | 1,022 | $17K |
| Continuum Advisory, LLC | 0.00% | No change | 1,000 | $17K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +2.2% | 982 | $16K |
| Capital Analysts, LLC | 0.00% | Add +1.3% | 957 | $16K |
| McIlrath & Eck, LLC | 0.00% | Reduce -16.8% | 856 | $15K |
| Covestor Ltd | 0.01% | Add +0.8% | 810 | $14K |
| Fortitude Family Office, LLC | 0.00% | New | 804 | $14K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 783 | $13K |
| Wolff Wiese Magana LLC | 0.01% | New | 721 | $12K |
| Peregrine Capital Management LLC | 0.00% | No change | 680 | $12K |
| IFP Advisors, Inc | 0.00% | Add +18.6% | 669 | $11K |
| Parkworth Wealth Management, Inc. | 0.01% | — | 667 | $11K |
| Aviso Financial Inc. | 0.00% | No change | 640 | $11K |
| DecisionPoint Financial, LLC | 0.00% | No change | 600 | $10K |
| Promus Capital, LLC | 0.01% | — | 534 | $9K |
| CGC Financial Services, LLC | 0.00% | No change | 530 | $9K |
| Creative Financial Designs Inc. | 0.00% | Add +1.6% | 494 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 480 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 470 | $8K |
| Missouri Trust & Investment Co | 0.00% | New | 470 | $8K |
| Colonial Trust Co / SC | 0.00% | New | 465 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 465 | $8K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -29.5% | 458 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 451 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -33.2% | 389 | $7K |
| Arax Advisory Partners | 0.00% | Add +87.4% | 386 | $7K |
| Transce3nd, LLC | 0.00% | — | 370 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 350 | $6K |
| High Note Wealth, LLC | 0.00% | New | 253 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 250 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 225 | $4K |
| Hexagon Capital Partners LLC | 0.00% | No change | 200 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -70.0% | 168 | $3K |
| Criterion Capital Advisors, LLC | 0.00% | No change | 170 | $3K |
| Ameriflex Group, Inc. | 0.00% | — | 162 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.1% | 150 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +82.8% | 106 | $2K |
| Parvin Asset Management, LLC | 0.00% | — | 100 | $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 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 35 | $1K |
| Sachetta, LLC | 0.00% | No change | 51 | $865 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 43 | $729 |
| Financial Management Professionals, Inc. | 0.00% | No change | 41 | $695 |
| Private Trust Co. NA | 0.00% | No change | 40 | $678 |
| Caitlin John, LLC | 0.00% | No change | 35 | $594 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -83.3% | 34 | $576 |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $525 |
| Dunhill Financial, LLC | 0.00% | No change | 26 | $442 |
| WPG Advisers, LLC | 0.00% | — | 20 | $339 |
| Assetmark, Inc. | 0.00% | New | 19 | $322 |
| Blue Trust, Inc. | 0.00% | Reduce -97.6% | 17 | $288 |
| WealthTrak Capital Management LLC | 0.00% | — | 15 | $255 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 15 | $254 |
| MV Capital Management, Inc. | 0.00% | Add +50.0% | 12 | $204 |
| Rothschild Investment LLC | 0.00% | New | 10 | $170 |
| Mather Group, Llc. | 0.00% | No change | 6 | $102 |
| Brooklyn Investment Group | 0.00% | Reduce -89.7% | 4 | $52 |
| Activest Wealth Management | 0.00% | New | 2 | $34 |
"% of holder's portfolio" is HR's weight in each manager's 13F, not the share of Healthcare Realty Trust Inc. the manager owns.