Healthcare Realty TrustHR

13F holders, Q1 2025 (March 31)
425holders +8
52new positions
40sold out
8famous investors
$16.91avg. 13F price*

At the end of Q1 2025, 425 institutions reported holding Healthcare Realty Trust Inc. (HR) in their 13F filings, up 8 from Q4 2024. 52 opened new positions and 40 sold out. The largest holders were Cohen & Steers, Inc. ($1.0B), Vanguard Group Inc. ($817.2M) and BlackRock, Inc. ($761.3M). 8 famous investors held it, including Jeff Smith (6.2% of Starboard Value's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions52$186.6M
Exits40$49.4M

All 13F filers, Q4 2024 → Q1 2025: 24,108,980 shares bought and 28,775,504 shares sold, net −4,666,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 425 holders

Cohen & Steers, Inc. 1.92% Reduce -2.2% 61,458,220 $1.0B
Vanguard Group Inc. 0.01% Reduce -3.5% 48,357,636 $817.2M
BlackRock, Inc. 0.02% Add +2.4% 45,048,289 $761.3M
Starboard Value 6.18% Reduce -0.6% 20,072,000 $339.2M
State Street Corp. 0.01% Add +3.5% 19,039,948 $321.8M
Rush Island Management, LP 13.49% Reduce -20.1% 12,531,661 $211.8M
Daiwa Securities Group Inc. 0.89% Add +1.2% 12,426,452 $210.0M
Canada Pension Plan Investment Board 0.18% No change 10,942,261 $184.9M
APG Asset Management US Inc. 1.32% No change 10,148,808 $171.8M
Geode Capital Management, LLC 0.01% Add +2.8% 6,911,917 $116.8M
JPMorgan Chase & Co. 0.01% Add +322.9% 6,111,604 $103.3M
Massachusetts Financial Services Co. 0.03% New 5,965,515 $100.8M
Charles Schwab Investment Management Inc. 0.02% Add +2.6% 5,470,199 $92.4M
Dimensional Fund Advisors LP 0.02% Reduce -4.8% 5,198,759 $87.9M
Norges Bank 0.01% Add +0.6% 4,560,384 $77.1M
Bank of New York Mellon Corp 0.01% Reduce -5.2% 4,391,825 $74.2M
Thrivent Financial for Lutherans 0.16% Reduce -4.6% 4,232,787 $71.5M
Northern Trust Corp. 0.01% Add +1.0% 4,080,435 $69.0M
Morgan Stanley 0.00% Reduce -8.5% 3,649,443 $61.7M
Legal & General Group Plc 0.02% Add +0.7% 3,297,465 $55.7M
Prudential Financial Inc. 0.08% Add +4382.9% 3,146,931 $53.2M
Sei Investments Co. 0.07% Add +7.9% 3,074,053 $52.0M
Nordea Investment Management AB 0.05% Reduce -9.2% 2,954,977 $50.1M
Russell Investments Group, Ltd. 0.07% Add +2.5% 2,841,636 $48.0M
Deprince Race & Zollo Inc. 0.91% Add +11.4% 2,584,855 $43.7M
William Blair Investment Management, LLC 0.11% Add +19.6% 2,264,794 $38.3M
Pzena Investment Management LLC 0.13% No change 2,225,789 $37.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +4.9% 2,209,940 $37.3M
Bank of America Corp. 0.00% Reduce -66.5% 1,995,288 $33.7M
Centersquare Investment Management LLC 0.32% New 1,824,518 $30.8M
California Public Employees Retirement System 0.02% Reduce -3.8% 1,643,399 $27.8M
Invesco Ltd. 0.01% Add +13.2% 1,549,567 $26.2M
Candriam S.C.A. 0.16% Reduce -10.8% 1,543,440 $26.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +10.8% 1,404,150 $23.7M
Goldman Sachs Group Inc. 0.00% Reduce -29.2% 1,381,082 $23.3M
Kettle Hill Capital Management, LLC 6.24% Add +3.7% 1,344,994 $22.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% New 1,318,625 $22.3M
Nuveen, LLC 0.01% — 1,255,679 $21.2M
Gotham Asset Management 0.18% Add +34.7% 1,251,215 $21.1M
Ameriprise Financial Inc. 0.01% Reduce -4.6% 1,150,806 $19.4M
Beach Investment Counsel Inc. 2.76% Reduce -11.2% 1,109,343 $18.7M
Aew Capital Management L P 0.87% Add +14.0% 1,049,450 $17.7M
Rhumbline Advisers 0.02% Reduce -1.8% 1,035,549 $17.5M
CBRE Investment Management Listed Real Assets LLC 0.25% Reduce -51.5% 941,911 $15.9M
Marble Harbor Investment Counsel, LLC 1.62% Add +0.5% 852,323 $14.4M
Principal Financial Group Inc. 0.01% Add +0.1% 816,000 $13.8M
Envestnet Asset Management Inc. 0.00% Reduce -14.3% 777,490 $13.1M
Skba Capital Management LLC 1.91% Add +38.6% 758,628 $12.8M
Chilton Capital Management LLC 0.51% Reduce -8.2% 698,673 $11.8M
UBS Group AG 0.00% Reduce -41.3% 689,229 $11.6M
Swiss National Bank 0.01% Reduce -8.6% 652,300 $11.0M
Public Employees Retirement System of Ohio 0.04% Reduce -2.5% 611,775 $10.3M
Alliancebernstein L.P. 0.00% Reduce -1.9% 557,816 $9.4M
Capital Investment Advisors, LLC 0.18% Add +18.5% 556,293 $9.4M
AQR Capital Management 0.01% Reduce -20.8% 539,784 $9.1M
Barclays PLC 0.00% Add +47.8% 519,144 $8.8M
Asset Management One Co., Ltd. 0.03% Reduce -0.9% 513,952 $8.7M
Financial Harvest, LLC 7.10% New 259,977 $8.6M
Nomura Asset Management Co. Ltd. 0.03% Add +1.3% 489,200 $8.3M
Renaissance Technologies 0.01% Reduce -44.5% 457,072 $7.7M
Impax Asset Management Group plc 0.04% No change 440,000 $7.4M
Retirement Systems of Alabama 0.03% Reduce -54.4% 431,334 $7.3M
New York State Common Retirement Fund 0.01% Add +3.1% 398,810 $6.7M
Corebridge Financial, Inc. 0.04% Reduce -2.4% 391,428 $6.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -75.0% 387,708 $6.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.4% 360,238 $6.1M
Redwood Investment Management, LLC 0.65% Reduce -0.7% 355,862 $6.0M
Country Club Bank 0.38% Add +0.4% 339,708 $5.7M
Citadel Advisors 0.01% Add +40.0% 329,914 $5.6M
Tudor Investment Corporation 0.05% New 324,375 $5.5M
California State Teachers Retirement System 0.01% Reduce -7.4% 313,990 $5.3M
DekaBank Deutsche Girozentrale 0.01% Reduce -0.9% 300,767 $5.0M
LPL Financial LLC 0.00% Reduce -1.0% 289,820 $4.9M
Liberty One Investment Management, LLC 0.50% Add +12.1% 289,801 $4.9M
Aberdeen Group plc 0.01% Add +1.4% 289,592 $4.9M
HSBC Holdings PLC 0.00% Reduce -2.3% 284,768 $4.8M
STRS Ohio 0.02% Add +0.6% 277,764 $4.7M
New York State Teachers Retirement System 0.01% Reduce -0.0% 276,376 $4.7M
State Board of Administration of Florida Retirement System 0.01% Add +0.4% 272,741 $4.6M
Sophron Capital Management L.P. 1.49% Add +37.7% 259,309 $4.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -6.5% 248,812 $4.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.8% 246,653 $4.2M
Deutsche Bank AG 0.00% Reduce -47.8% 242,514 $4.1M
T. Rowe Price Associates Inc. 0.00% Add +1.9% 235,710 $4.0M
Royal Bank of Canada 0.00% Reduce -19.8% 219,039 $3.7M
State of Alaska, Department of Revenue 0.04% Add +1.6% 214,075 $3.6M
B. Metzler seel. Sohn & Co. AG 0.04% Add +51.4% 208,950 $3.5M
Comerica Bank 0.01% Reduce -0.8% 208,003 $3.5M
Slagle Financial, LLC 1.55% Add +4.2% 207,199 $3.5M
MetLife Investment Management, LLC 0.02% Reduce -1.6% 206,891 $3.5M
State of New Jersey Common Pension Fund D 0.02% Reduce -5.6% 204,901 $3.5M
Allianz Asset Management GmbH 0.01% Reduce -74.3% 203,613 $3.4M
Amundi 0.00% Reduce -34.3% 204,637 $3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +3.3% 199,585 $3.4M
Wells Fargo & Company 0.00% Add +2.0% 198,765 $3.4M
Jane Street Group, LLC 0.01% Reduce -28.4% 195,723 $3.3M
Citigroup Inc. 0.00% Add +12.9% 192,120 $3.2M
Sapience Investments, LLC 2.23% Reduce -18.5% 184,874 $3.1M
Macquarie Group Ltd. 0.00% Add +13.9% 182,554 $3.1M
Mutual of America Capital Management LLC 0.04% Reduce -2.6% 182,397 $3.1M

"% 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 425 holders