Healthcare Realty TrustHR

13F holders, Q2 2025 (June 30)
410holders −15
46new positions
63sold out
6famous investors
$15.87avg. 13F price*

At the end of Q2 2025, 410 institutions reported holding Healthcare Realty Trust Inc. (HR) in their 13F filings, down 15 from Q1 2025. 46 opened new positions and 63 sold out. The largest holders were Cohen & Steers, Inc. ($951.1M), BlackRock, Inc. ($781.8M) and Vanguard Group Inc. ($751.7M). 6 famous investors held it, including Jeff Smith (5.3% of Starboard Value's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions46$67.1M
Exits63$110.1M

All 13F filers, Q1 2025 → Q2 2025: 28,755,447 shares bought and 25,584,574 shares sold, net +3,170,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 410 holders

Cohen & Steers, Inc. 1.75% Reduce -2.4% 59,972,378 $951.1M
BlackRock, Inc. 0.01% Add +9.4% 49,293,709 $781.8M
Vanguard Group Inc. 0.01% Reduce -2.0% 47,394,494 $751.7M
Starboard Value 5.30% Reduce -3.9% 19,290,672 $306.0M
State Street Corp. 0.01% Reduce -3.1% 18,453,611 $292.7M
Rush Island Management, LP 14.73% Add +13.8% 14,260,152 $226.2M
Daiwa Securities Group Inc. 0.72% Reduce -1.2% 12,280,355 $194.8M
APG Asset Management US Inc. 1.40% Add +16.8% 11,855,023 $187.4M
Massachusetts Financial Services Co. 0.03% Add +15.0% 6,859,453 $108.8M
JPMorgan Chase & Co. 0.01% Add +11.2% 6,794,815 $107.8M
Geode Capital Management, LLC 0.01% Reduce -1.9% 6,780,210 $107.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.7% 5,562,311 $88.2M
Dimensional Fund Advisors LP 0.02% Reduce -6.4% 4,866,290 $77.2M
Prudential Financial Inc. 0.10% Add +34.9% 4,246,398 $74.3M
Thrivent Financial for Lutherans 0.16% Add +9.0% 4,613,166 $73.2M
Centersquare Investment Management LLC 0.72% Add +138.3% 4,347,618 $69.0M
Bank of New York Mellon Corp 0.01% Reduce -2.6% 4,275,767 $67.8M
Norges Bank 0.01% Reduce -8.6% 4,166,784 $66.1M
Canada Pension Plan Investment Board 0.06% Reduce -62.2% 4,140,611 $65.7M
Morgan Stanley 0.00% Add +6.1% 3,873,417 $61.4M
Northern Trust Corp. 0.01% Reduce -6.0% 3,835,970 $60.8M
Legal & General Group Plc 0.01% Reduce -1.6% 3,244,543 $51.5M
Sei Investments Co. 0.06% Add +1.7% 3,125,509 $49.6M
Nordea Investment Management AB 0.04% Reduce -8.1% 2,715,139 $42.6M
Russell Investments Group, Ltd. 0.05% Reduce -8.4% 2,603,704 $41.3M
Bank of America Corp. 0.00% Add +29.2% 2,577,482 $40.9M
Invesco Ltd. 0.01% Add +48.9% 2,307,109 $36.6M
William Blair Investment Management, LLC 0.10% Add +0.6% 2,278,809 $36.1M
Pzena Investment Management LLC 0.11% No change 2,225,789 $35.3M
Gillson Capital LP 2.17% Add +3551.4% 1,793,926 $28.5M
Janus Henderson Group PLC 0.01% Add +1102.3% 1,790,244 $28.4M
California Public Employees Retirement System 0.01% Reduce -19.5% 1,323,389 $21.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -9.6% 1,269,104 $20.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -7.7% 1,216,732 $19.3M
Freestone Grove Partners LP 0.14% New 1,189,340 $18.9M
Kettle Hill Capital Management, LLC 4.33% Reduce -12.2% 1,180,794 $18.7M
Barclays PLC 0.01% Add +119.1% 1,137,430 $18.0M
Ameriprise Financial Inc. 0.00% Reduce -5.2% 1,091,454 $17.3M
UBS Group AG 0.00% Add +47.9% 1,019,088 $16.2M
Deutsche Bank AG 0.01% Add +312.8% 1,001,091 $15.9M
Northside Capital Management, LLC 1.20% New 990,372 $15.7M
Rhumbline Advisers 0.01% Reduce -5.4% 979,262 $15.5M
Envestnet Asset Management Inc. 0.00% Add +25.3% 974,180 $15.5M
Candriam S.C.A. 0.09% Reduce -37.2% 969,447 $15.4M
Goldman Sachs Group Inc. 0.00% Reduce -31.8% 942,224 $14.9M
CBRE Investment Management Listed Real Assets LLC 0.23% No change 941,911 $14.9M
T. Rowe Price Associates Inc. 0.00% Add +297.8% 937,564 $14.9M
Aew Capital Management L P 0.77% Reduce -12.3% 920,200 $14.6M
Marble Harbor Investment Counsel, LLC 1.57% Add +6.8% 909,932 $14.4M
Skba Capital Management LLC 1.98% Add +14.6% 869,328 $13.8M
Chilton Capital Management LLC 0.47% Add +15.1% 804,483 $12.8M
Principal Financial Group Inc. 0.01% Reduce -2.4% 796,357 $12.6M
Nuveen, LLC 0.00% Reduce -40.5% 747,626 $11.9M
Swiss National Bank 0.01% Reduce -2.4% 637,000 $10.1M
Capital Investment Advisors, LLC 0.18% Add +7.4% 597,695 $10.1M
Public Employees Retirement System of Ohio 0.03% Reduce -0.7% 607,786 $9.6M
Gotham Asset Management 0.05% Reduce -54.3% 571,999 $9.1M
Royal Bank of Canada 0.00% Add +156.3% 561,376 $8.9M
Alliancebernstein L.P. 0.00% Reduce -1.4% 550,284 $8.7M
Lighthouse Investment Partners, LLC 0.37% New 535,000 $8.5M
Amundi 0.00% Add +154.0% 519,816 $8.3M
Asset Management One Co., Ltd. 0.03% Reduce -0.5% 511,325 $8.1M
Nomura Asset Management Co. Ltd. 0.02% Add +3.0% 504,000 $8.0M
Country Club Bank 0.46% Add +36.8% 464,743 $7.3M
Retirement Systems of Alabama 0.02% Reduce -0.4% 429,518 $6.8M
STRS Ohio 0.02% Add +46.9% 407,918 $6.5M
Van Lanschot Kempen Investment Management N.V. 0.06% New 403,965 $6.4M
Schonfeld Strategic Advisors LLC 0.05% Add +508.6% 400,440 $6.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +0.5% 389,455 $6.2M
Allianz Asset Management GmbH 0.01% Add +89.9% 386,628 $6.1M
AQR Capital Management 0.01% Reduce -29.9% 378,144 $6.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -83.0% 375,691 $6.0M
Eisler Capital Management Ltd. 0.20% New 367,174 $5.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.0% 345,765 $5.5M
LPL Financial LLC 0.00% Add +12.3% 325,591 $5.2M
Liberty One Investment Management, LLC 0.50% Add +8.0% 312,895 $5.0M
California State Teachers Retirement System 0.01% Reduce -0.5% 312,377 $5.0M
DekaBank Deutsche Girozentrale 0.01% Add +0.9% 303,388 $4.8M
Aberdeen Group plc 0.01% Add +2.1% 295,659 $4.7M
HSBC Holdings PLC 0.00% Add +0.0% 284,799 $4.5M
New York State Teachers Retirement System 0.01% Add +0.0% 276,452 $4.4M
State Board of Administration of Florida Retirement System 0.01% Add +0.4% 273,831 $4.3M
Wells Fargo & Company 0.00% Add +34.4% 267,072 $4.2M
Comerica Bank 0.02% Add +25.4% 260,842 $4.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.0% 256,490 $4.1M
Natixis 0.02% Add +349.6% 254,327 $4.0M
Redwood Investment Management, LLC 0.42% Reduce -29.0% 252,563 $4.0M
Sophron Capital Management L.P. 1.17% Reduce -7.0% 241,090 $3.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -3.1% 241,041 $3.8M
Citigroup Inc. 0.00% Add +21.3% 232,965 $3.7M
Pinebridge Investments, L.P. 0.03% Add +392.3% 231,378 $3.7M
First Trust Advisors LP 0.00% Add +314.1% 223,125 $3.5M
State of New Jersey Common Pension Fund D 0.01% Add +8.0% 221,322 $3.5M
State of Alaska, Department of Revenue 0.03% Reduce -6.6% 199,965 $3.2M
MetLife Investment Management, LLC 0.02% Reduce -3.9% 198,815 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -1.5% 196,598 $3.1M
Cibc World Market Inc. 0.01% Add +2.2% 184,921 $2.9M
Sapience Investments, LLC 1.94% Reduce -1.1% 182,771 $2.9M
Macquarie Group Ltd. 0.00% Add +0.1% 182,762 $2.9M
Millennium Management 0.00% Add +28.5% 181,536 $2.9M
Stifel Financial Corp. 0.00% Add +65.9% 177,721 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -4.2% 174,765 $2.8M
State of Tennessee, Department of Treasury 0.01% No change 170,288 $2.7M
Capital Fund Management S.A. 0.03% Add +184.8% 168,588 $2.7M
Franklin Resources Inc. 0.00% Reduce -2.9% 166,785 $2.6M
Van Eck Associates Corp. 0.00% Reduce -0.3% 164,421 $2.6M
Amalgamated Bank 0.02% Reduce -2.0% 159,187 $2.5M
Treasurer of the State of North Carolina 0.01% Reduce -5.1% 153,279 $2.4M
Resona Asset Management Co.,Ltd. 0.01% Reduce -8.5% 140,963 $2.2M
Raymond James Financial Inc. 0.00% Add +126.2% 136,976 $2.2M
Pensionfund PDN 1.45% No change 135,719 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.3% 135,593 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -35.9% 133,950 $2.1M
New York State Common Retirement Fund 0.00% Reduce -67.5% 129,831 $2.1M
BNP Paribas Financial Markets 0.00% Add +257.7% 129,422 $2.1M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -0.4% 127,245 $2.0M
Handelsbanken Fonder AB 0.01% Add +11.3% 124,736 $2.0M
Presima Securities ULC 0.45% Add +2.0% 124,656 $2.0M
Creative Planning 0.00% Add +3.4% 120,177 $1.9M
Advisors Asset Management, Inc. 0.03% Reduce -2.3% 113,351 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 112,949 $1.8M
Oak Thistle LLC 0.26% Add +70.3% 111,486 $1.8M
Susquehanna International Group, LLP 0.00% Add +114.0% 110,616 $1.8M
Ensign Peak Advisors, Inc 0.00% Reduce -22.4% 109,694 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -2.7% 104,228 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -0.4% 98,900 $1.6M
Taylor Frigon Capital Management LLC 0.82% Reduce -1.4% 97,525 $1.5M
Arizona State Retirement System 0.01% Add +0.8% 97,313 $1.5M
Cibc World Markets Corp. 0.01% Reduce -5.5% 93,560 $1.5M
UniSuper Management Pty Ltd 0.01% Reduce -6.5% 93,200 $1.5M
State of Wisconsin Investment Board 0.00% Reduce -0.1% 90,944 $1.4M
Penserra Capital Management LLC 0.02% Add +10.6% 89,345 $1.4M
Mariner, LLC 0.00% Add +19.1% 88,672 $1.4M
State of Michigan Retirement System 0.01% Reduce -0.5% 84,453 $1.3M
Commerzbank Aktiengesellschaft 0.03% Add +50.3% 83,839 $1.3M
Atria Investments, Inc 0.02% Reduce -3.8% 83,774 $1.3M
Caxton Associates LLP 0.03% Reduce -25.9% 82,263 $1.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.11% No change 81,900 $1.3M
Lazard Asset Management LLC 0.00% New 79,149 $1.3M
Natixis Advisors, LLC 0.00% Reduce -24.7% 78,813 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.4% 78,463 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +12.6% 77,860 $1.2M
New Mexico Educational Retirement Board 0.04% No change 77,800 $1.2M
Teacher Retirement System of Texas 0.01% Add +19.5% 76,378 $1.2M
HighTower Advisors, LLC 0.00% Reduce -5.4% 74,226 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.3% 72,883 $1.2M
Cetera Investment Advisers 0.00% Add +11.0% 71,765 $1.1M
Citadel Advisors 0.00% Reduce -78.3% 71,572 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.7% 71,478 $1.1M
Bank of Montreal 0.00% Add +8.8% 69,916 $1.1M
KLP Kapitalforvaltning As 0.00% Add +8.9% 69,700 $1.1M
Pensionfund Sabic 0.31% No change 69,582 $1.1M
Osaic Holdings, Inc. 0.00% Add +6.2% 68,894 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -2.1% 68,232 $1.1M
Greenland Capital Management LP 0.15% New 68,112 $1.1M
Robeco Institutional Asset Management B.V. 0.00% No change 66,988 $1.1M
SG Americas Securities, LLC 0.00% Add +75.9% 64,278 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -57.5% 61,533 $976K
Oppenheimer Asset Management Inc. 0.01% Add +0.9% 60,872 $965K
Sequent Asset Management, LLC 0.77% No change 60,450 $959K
Brevan Howard Capital Management LP 0.01% New 60,306 $956K
Money Concepts Capital Corp. 0.06% Add +22.2% 59,636 $946K
Victory Capital Management Inc. 0.00% Reduce -11.1% 59,452 $943K
AlphaQuest LLC 0.09% Reduce -23.5% 59,167 $938K
Pictet Asset Management Holding SA 0.00% Reduce -29.1% 58,258 $923K
Metis Global Partners, LLC 0.02% Add +29.5% 58,140 $922K
Commonwealth Equity Services, LLC 0.00% Add +0.5% 57,556 $913K
Wealth Enhancement Advisory Services, LLC 0.00% Add +9.1% 55,854 $889K
Nisa Investment Advisors, LLC 0.00% Reduce -37.2% 55,716 $884K
Landscape Capital Management, L.L.C. 0.07% Add +61.1% 55,588 $882K
First Dallas Securities Inc. 0.35% Reduce -34.1% 55,500 $880K
Consolidated Portfolio Review Corp 0.12% Add +3.8% 55,149 $875K
Federated Hermes, Inc. 0.00% Add +29.0% 53,385 $847K
IFM Investors Pty Ltd 0.01% Reduce -25.6% 53,168 $843K
Cinctive Capital Management LP 0.05% New 52,817 $838K
Nissay Asset Management Corp. /Japan 0.00% Add +0.1% 52,431 $832K
Wealthedge Investment Advisors, LLC 0.35% New 52,152 $827K
Quantinno Capital Management LP 0.00% Add +43.4% 50,000 $793K
Sculptor Capital LP 0.02% New 50,000 $793K
Exchange Traded Concepts, LLC 0.01% Add +2.0% 48,896 $775K
J.W. Cole Advisors, Inc. 0.02% Add +12.6% 46,892 $744K
M&T Bank Corp 0.00% Add +14.0% 46,551 $739K
MML Investors Services, LLC 0.00% Add +44.2% 46,517 $738K
FMR LLC 0.00% Add +18.8% 46,245 $733K
Advisory Resource Group 0.14% No change 45,085 $715K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -4.9% 44,839 $711K
Neo Ivy Capital Management 0.23% New 44,672 $708K
Wellington Management Group LLP 0.00% Add +34.1% 42,263 $670K
Intech Investment Management LLC 0.01% Add +68.3% 40,883 $648K
Neuberger Berman Group LLC 0.00% Add +17.1% 40,180 $637K
Jain Global LLC 0.01% New 38,876 $617K
Public Employees Retirement Association of Colorado 0.00% No change 38,737 $614K
Xponance LLC 0.01% Reduce -6.4% 38,431 $610K
Cresset Asset Management, LLC 0.00% Add +65.9% 38,383 $609K
Meeder Asset Management Inc. 0.04% Reduce -0.5% 37,840 $600K
Squarepoint Ops LLC 0.00% Reduce -31.3% 37,087 $588K
Voya Investment Management LLC 0.00% Reduce -16.9% 36,660 $581K
New York Life Investment Management LLC 0.01% Reduce -2.9% 36,638 $581K
Sequoia Financial Advisors, LLC 0.00% Add +139.7% 35,475 $563K
FORA Capital, LLC 0.06% New 34,754 $551K
Quadrant Capital Group LLC 0.02% Reduce -7.3% 33,608 $533K
Guggenheim Capital LLC 0.00% Reduce -2.0% 33,480 $531K
Atom Investors LP 0.05% New 32,212 $511K
Armor Investment Advisors, LLC 0.19% Reduce -63.8% 31,599 $501K
Brown Advisory Inc. 0.00% No change 31,068 $493K
Fortis Advisors, LLC 0.32% Reduce -13.0% 31,032 $492K
Linden Thomas Advisory Services, LLC 0.05% Reduce -0.7% 30,619 $486K
Sanctuary Advisors, LLC 0.00% Add +151.3% 28,990 $460K
Safe Harbor Fiduciary, LLC 0.43% Add +18.9% 28,782 $456K
Infrastructure Capital Advisors, LLC 0.07% Add +3.2% 28,737 $456K
Journey Strategic Wealth LLC 0.01% Add +6.3% 27,391 $434K
Securian Asset Management, Inc. 0.01% Reduce -0.6% 26,763 $424K
GeoWealth Management, LLC 0.02% Reduce -2.2% 26,624 $422K
Ieq Capital, LLC 0.00% Add +18.3% 26,468 $420K
GC Wealth Management RIA, LLC 0.03% Add +5.8% 26,102 $414K
Ethic Inc. 0.01% New 26,176 $413K
Captrust Financial Advisors 0.00% Add +10.7% 25,696 $408K
Sage Investment Counsel LLC 0.47% Add +0.4% 25,629 $406K
Heitman Real Estate Securities LLC 0.03% Add +23.8% 25,456 $404K
Fifth Third Bancorp 0.00% Reduce -2.9% 24,222 $384K
Perpetual Ltd 0.00% Reduce -7.1% 24,220 $384K
Hodges Capital Management Inc. 0.04% Reduce -35.8% 23,980 $380K
D. E. Shaw & Co. 0.00% Reduce -56.0% 22,760 $361K
Armstrong Advisory Group, Inc. 0.03% Reduce -10.2% 22,689 $360K
Simplex Trading, LLC 0.01% New 22,560 $357K
Park Avenue Securities LLC 0.00% Add +36.0% 22,419 $356K
Geneos Wealth Management Inc. 0.01% Reduce -5.5% 22,256 $353K
Orion Porfolio Solutions, LLC 0.00% Add +25.8% 22,117 $351K
Cwm, LLC 0.00% Add +4.1% 21,991 $349K
Sterling Capital Management LLC 0.00% Add +11.3% 21,843 $346K
Signaturefd, LLC 0.01% Reduce -10.2% 21,785 $346K
Avantax Advisory Services, Inc. 0.00% Reduce -20.6% 21,665 $344K
Corient Private Wealth LP 0.00% Add +13.4% 21,623 $343K
Bessemer Group Inc. 0.00% Reduce -61.1% 21,249 $337K
Global Endowment Management, LP 0.04% Add +50.4% 21,178 $336K
Triumph Capital Management 0.10% Add +11.7% 21,165 $336K
Abel Hall, LLC 0.15% New 20,735 $329K
Focus Partners Wealth 0.00% Add +8.9% 20,711 $328K
DoubleLine ETF Adviser LP 0.10% Add +0.5% 20,633 $327K
HRT Financial LP 0.00% New 20,311 $322K
Clay Northam Wealth Management, LLC 0.20% Reduce -0.4% 19,753 $313K
Federation des caisses Desjardins du Quebec 0.00% New 19,554 $310K
Cerity Partners LLC 0.00% Reduce -0.9% 19,523 $310K
Greenleaf Trust 0.00% Reduce -3.8% 19,280 $306K
Boothbay Fund Management, LLC 0.01% Add +15.8% 19,017 $302K
Two Sigma Advisers, LP 0.00% Reduce -81.5% 19,000 $301K
Tower Research Capital LLC (TRC) 0.01% Reduce -1.8% 18,939 $300K
Pekin Hardy Strauss, Inc. 0.03% Reduce -11.9% 18,500 $293K
Comprehensive Money Management Services LLC 0.22% Add +2.2% 18,318 $291K
Allstate Corp. 0.02% New 17,936 $284K
CX Institutional 0.01% No change 17,776 $282K
Van Hulzen Asset Management, LLC 0.02% Reduce -35.2% 17,500 $278K
Kestra Advisory Services, LLC 0.00% Reduce -10.7% 17,465 $277K
Utah Retirement Systems 0.00% Reduce -9.1% 17,345 $275K
Alps Advisors Inc. 0.00% Add +5.7% 17,080 $271K
Global Financial Private Client, LLC 0.10% Reduce -2.3% 16,876 $268K
NEOS Investment Management LLC 0.00% New 16,782 $266K
Norinchukin Bank, The 0.00% Add +2.4% 16,749 $266K
Mercer Global Advisors Inc. 0.00% Reduce -51.2% 16,602 $263K
Maryland State Retirement & Pension System 0.01% No change 16,530 $262K
World Investment Advisors 0.01% Add +2.9% 16,430 $261K
PNC Financial Services Group, Inc. 0.00% Reduce -10.0% 16,242 $258K
HighPoint Advisor Group LLC 0.01% Reduce -3.1% 15,811 $251K
ProShare Advisors LLC 0.00% Add +3.3% 15,582 $247K
Merit Financial Group, LLC 0.00% Add +4.5% 15,313 $243K
Arkos Global Advisors 0.03% No change 14,952 $237K
Bayforest Capital Ltd 0.10% Reduce -79.8% 14,390 $228K
NewEdge Advisors, LLC 0.00% Reduce -5.9% 14,328 $227K
Ausdal Financial Partners, Inc. 0.02% Reduce -13.2% 14,316 $227K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -26.9% 14,309 $227K
FIL Ltd 0.00% Add +32.5% 14,067 $223K
Crossmark Global Holdings, Inc. 0.00% Add +2.7% 13,851 $220K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 13,826 $219K
PFG Investments, LLC 0.01% Reduce -6.4% 13,199 $209K
Modern Wealth Management, LLC 0.01% Reduce -9.5% 12,909 $205K
Shelton Capital Management 0.00% Reduce -3.3% 12,696 $201K
Arrow Investment Advisors, LLC 0.19% New 12,477 $198K
Empowered Funds, LLC 0.00% Add +2.3% 12,233 $194K
Baldwin Wealth Partners LLC 0.01% No change 12,100 $192K
Centiva Capital, LP 0.01% New 12,065 $191K
Fifth Third Wealth Advisors LLC 0.01% Reduce -2.4% 12,053 $191K
Farallon Capital Management, L.L.C. 0.00% No change 12,000 $190K
CIBC Asset Management Inc 0.00% No change 11,966 $190K
Intrua Financial, LLC 0.03% Reduce -11.3% 11,845 $188K
Focus Financial Network, Inc. 0.01% Reduce -0.5% 11,810 $187K
RDA Financial Network 0.05% No change 11,737 $186K
Turtle Creek Wealth Advisors, LLC 0.02% Add +0.1% 11,609 $184K
Shell Asset Management Co. 0.01% Reduce -17.5% 11,513 $183K
Janney Montgomery Scott LLC 0.00% No change 11,534 $183K
Coppell Advisory Solutions LLC 0.02% Add +2.2% 11,429 $180K
GWN Securities Inc. 0.03% Reduce -17.4% 11,237 $178K
JB Capital LLC 0.01% Add +1.5% 11,082 $176K
Evergreen Capital Management LLC 0.01% Reduce -34.4% 11,064 $175K
Algert Global LLC 0.00% No change 11,007 $175K
Integrated Advisors Network LLC 0.01% Add +7.8% 10,994 $174K
Coldstream Capital Management Inc. 0.00% Add +26.1% 10,890 $173K
Capital Investment Advisory Services, LLC 0.01% No change 10,781 $171K
US Bancorp \de 0.00% Reduce -39.5% 10,357 $164K
Sagespring Wealth Partners, LLC 0.00% Reduce -28.3% 10,325 $164K
CreativeOne Wealth, LLC 0.00% New 10,256 $163K
Checchi Capital Advisers, LLC 0.01% Reduce -1.8% 10,101 $160K
KBC Group NV 0.00% Reduce -38.7% 10,017 $159K
Vestmark Advisory Solutions, Inc. 0.00% New 10,012 $159K
Globeflex Capital L P 0.01% New 9,880 $157K
Quarry LP 0.04% Add +30.2% 9,533 $151K
Delta Asset Management LLC 0.01% No change 8,578 $136K
Solstein Capital, LLC 0.07% New 8,510 $135K
Spirit of America Management Corp. 0.03% No change 8,000 $127K
Parallel Advisors, LLC 0.00% Reduce -11.8% 7,679 $122K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -24.1% 6,907 $110K
Whittier Trust Co. of Nevada Inc. 0.00% No change 6,762 $107K
GF Fund Management Co. LTD. 0.00% Reduce -7.8% 5,882 $93K
Group One Trading LLC 0.00% Add +268.1% 5,874 $93K
GAMMA Investing LLC 0.01% Reduce -30.6% 5,672 $90K
Kestra Investment Management, LLC 0.00% Reduce -6.9% 5,628 $89K
Allworth Financial LP 0.00% Add +1.9% 5,614 $89K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -21.7% 5,422 $86K
Harbor Capital Advisors, Inc. 0.00% Add +2.8% 5,085 $81K
Huntington National Bank 0.00% No change 4,920 $78K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 4,870 $77K
Steward Partners Investment Advisory, LLC 0.00% Reduce -84.1% 4,712 $75K
CI Investments Inc. 0.00% Reduce -16.1% 4,608 $73K
Beacon Capital Management, LLC 0.01% Add +2.1% 4,587 $73K
Broadwater Capital Management LLC 0.05% Add +1486.0% 68,198 $68K
Clean Yield Group 0.02% Reduce -59.6% 4,190 $66K
Global Retirement Partners, LLC 0.00% — 4,187 $66K
Ameritas Advisory Services, LLC 0.00% New 3,763 $60K
Wilmington Savings Fund Society, FSB 0.00% No change 3,691 $59K
EverSource Wealth Advisors, LLC 0.00% Reduce -17.9% 3,479 $55K
Strategic Wealth Partners, Ltd. 0.00% — 3,473 $55K
MTM Investment Management, LLC 0.02% New 3,344 $53K
Creekmur Asset Management LLC 0.01% Add +0.3% 3,123 $50K
Principal Securities, Inc. 0.00% Add +6.5% 3,097 $49K
UMB Bank, n.a. 0.00% Reduce -3.7% 2,911 $46K
Financial Gravity Companies, Inc. 0.01% — 2,833 $45K
Danske Bank A/S 0.00% Add +62.5% 2,600 $41K
Storebrand Asset Management As 0.00% No change 2,501 $40K
MAI Capital Management 0.00% Reduce -26.7% 2,473 $39K
Main Street Group, LTD 0.01% No change 2,445 $39K
Anchor Investment Management, LLC 0.00% Add +2.2% 2,274 $36K
Harbour Investments, Inc. 0.00% Reduce -49.9% 2,008 $32K
Motco 0.00% No change 2,000 $31K
Jones Financial Companies LLLP 0.00% Reduce -7.2% 1,867 $29K
Sunbelt Securities, Inc. 0.00% No change 1,629 $28K
Farther Finance Advisors, LLC 0.00% Add +18.4% 1,694 $27K
Citizens National Bank Trust Department 0.00% No change 1,543 $24K
Prestige Wealth Management Group LLC 0.00% No change 1,451 $23K
Versant Capital Management, Inc 0.00% Reduce -0.8% 1,362 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Add +20.5% 1,341 $21K
Spire Wealth Management 0.00% Add +6.1% 1,278 $20K
Wolff Wiese Magana LLC 0.01% Add +61.0% 1,161 $18K
Hantz Financial Services, Inc. 0.00% Add +781.3% 1,128 $18K
Brooklyn Investment Group 0.00% Add +283.7% 1,128 $18K
Tidemark, LLC 0.01% No change 1,022 $16K
Rise Advisors, LLC 0.01% Add +2.2% 915 $15K
Oliver Lagore Vanvalin Investment Group 0.01% — 783 $13K
Covestor Ltd 0.01% Reduce -0.7% 808 $13K
Westside Investment Management, Inc. 0.00% New 772 $12K
Peregrine Capital Management LLC 0.00% No change 680 $11K
McIlrath & Eck, LLC 0.00% Reduce -23.8% 653 $10K
Aviso Financial Inc. 0.00% No change 640 $10K
Lanark Financial, Inc. 0.00% New 650 $10K
Parkside Financial Bank & Trust 0.00% Add +30.0% 611 $10K
Smartleaf Asset Management LLC 0.00% Reduce -58.2% 575 $9K
Promus Capital, LLC 0.01% No change 534 $8K
CGC Financial Services, LLC 0.00% No change 530 $8K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.9% 515 $8K
Private Wealth Management Group, LLC 0.00% No change 480 $8K
AdvisorNet Financial, Inc 0.00% Reduce -2.5% 476 $8K
Colonial Trust Advisors 0.00% No change 465 $7K
GHP Investment Advisors, Inc. 0.00% No change 451 $7K
Trust Co. of Vermont 0.00% New 450 $7K
Clearstead Trust, LLC 0.00% Reduce -48.4% 415 $7K
Larson Financial Group LLC 0.00% Add +2.0% 404 $6K
Creative Capital Management Investments LLC 0.00% New 344 $5K
Arax Advisory Partners 0.00% Reduce -37.3% 279 $4K
Farmers & Merchants Investments Inc. 0.00% No change 277 $4K
State of Wyoming 0.00% New 252 $4K
Crewe Advisors LLC 0.00% No change 250 $4K
Pinnacle Bancorp, Inc. 0.00% No change 225 $4K
WFA of San Diego, LLC 0.00% — 200 $3K
Key Financial Inc 0.00% New 200 $3K
Ameriflex Group, Inc. 0.00% No change 162 $3K
Blue Trust, Inc. 0.00% No change 159 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 146 $2K
Brown Brothers Harriman & Co. 0.00% New 121 $2K
Rossby Financial, LCC 0.00% New 113 $2K
Rothschild Investment LLC 0.00% New 105 $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 -1.2% 84 $1K
N.E.W. Advisory Services LLC 0.00% No change 79 $1K
SouthState Bank Corp 0.00% Reduce -44.4% 75 $1K
Assetmark, Inc. 0.00% Reduce -68.7% 67 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 61 $1K
Capital Advisors, Ltd. LLC 0.00% No change 35 $1K
Cornerstone Planning Group LLC 0.00% No change 58 $983
Bare Financial Services, Inc 0.00% New 59 $936
Physician Wealth Advisors, Inc. 0.00% Add +37.2% 59 $936
Private Trust Co. NA 0.00% Add +47.1% 50 $793
Essential Partners LLC 0.00% — 48 $761
Sachetta, LLC 0.00% Reduce -19.6% 41 $651
Cromwell Holdings LLC 0.00% New 40 $634
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 34 $539
Raffa Wealth Management, LLC 0.00% No change 31 $492
Kayne Anderson Rudnick Investment Management LLC 0.00% New 31 $492
WealthTrak Capital Management LLC 0.00% New 20 $318
Bruce G. Allen Investments, LLC 0.00% No change 15 $238
Private Wealth Asset Management, LLC 0.00% No change 13 $206
MV Capital Management, Inc. 0.00% No change 8 $127

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