Healthcare Realty TrustHR

13F holders, Q3 2025 (September 30)
411holders +1
42new positions
39sold out
8famous investors
$18.04avg. 13F price*

At the end of Q3 2025, 411 institutions reported holding Healthcare Realty Trust Inc. (HR) in their 13F filings, up 1 from Q2 2025. 42 opened new positions and 39 sold out. The largest holders were Cohen & Steers, Inc. ($1.0B), BlackRock, Inc. ($963.8M) and Vanguard Group Inc. ($850.5M). 8 famous investors held it, including Jeff Smith (4.9% of Starboard Value'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions42$156.1M
Exits39$82.4M

All 13F filers, Q2 2025 → Q3 2025: 51,313,614 shares bought and 38,363,300 shares sold, net +12,950,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 411 holders

Cohen & Steers, Inc. 1.81% Reduce -7.4% 55,560,731 $1.0B
BlackRock, Inc. 0.02% Add +8.4% 53,457,203 $963.8M
Vanguard Group Inc. 0.01% Reduce -0.5% 47,170,549 $850.5M
State Street Corp. 0.01% Reduce -3.0% 17,906,599 $322.9M
T. Rowe Price Associates Inc. 0.03% Add +1534.7% 15,326,044 $276.3M
Starboard Value 4.92% Reduce -24.9% 14,490,036 $261.3M
APG Asset Management US Inc. 1.64% Add +1.9% 12,086,673 $222.0M
Daiwa Securities Group Inc. 0.65% Reduce -12.9% 10,699,585 $192.9M
Rush Island Management, LP 9.64% Reduce -45.3% 7,803,351 $140.7M
Invesco Ltd. 0.02% Add +233.8% 7,700,760 $138.8M
Geode Capital Management, LLC 0.01% Add +2.5% 6,951,978 $125.4M
Charles Schwab Investment Management Inc. 0.02% Add +22.6% 6,817,072 $122.9M
Massachusetts Financial Services Co. 0.04% Reduce -1.1% 6,782,485 $122.3M
Resolution Capital Ltd 2.25% New 6,402,102 $115.4M
Deutsche Bank AG 0.03% Add +440.9% 5,415,258 $97.6M
JPMorgan Chase & Co. 0.01% Reduce -23.0% 5,232,512 $94.3M
Thrivent Financial for Lutherans 0.18% Add +8.8% 5,018,021 $90.5M
Dimensional Fund Advisors LP 0.02% Add +3.0% 5,013,488 $90.4M
Russell Investments Group, Ltd. 0.09% Add +68.7% 4,392,815 $79.2M
Centersquare Investment Management LLC 0.78% Reduce -0.5% 4,325,248 $78.0M
Bank of New York Mellon Corp 0.01% Reduce -2.9% 4,151,904 $74.9M
Northern Trust Corp. 0.01% Reduce -0.4% 3,819,640 $68.9M
Morgan Stanley 0.00% Reduce -11.1% 3,443,392 $62.1M
Janus Henderson Group PLC 0.03% Add +75.5% 3,141,613 $56.7M
Legal & General Group Plc 0.01% Reduce -5.9% 3,054,013 $55.1M
Canada Pension Plan Investment Board 0.04% Reduce -27.9% 2,984,111 $53.8M
Sei Investments Co. 0.06% Reduce -8.2% 2,868,259 $51.7M
Nordea Investment Management AB 0.04% Reduce -6.2% 2,548,108 $45.4M
William Blair Investment Management, LLC 0.11% Add +0.4% 2,288,391 $41.3M
UBS Group AG 0.01% Add +124.0% 2,282,951 $41.2M
Pzena Investment Management LLC 0.13% No change 2,225,789 $40.1M
Bank of America Corp. 0.00% Reduce -13.8% 2,220,741 $40.0M
Citadel Advisors 0.03% Add +2834.7% 2,100,436 $37.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +418.3% 1,947,274 $35.1M
AQR Capital Management 0.02% Add +277.8% 1,428,427 $25.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +2.5% 1,300,398 $23.4M
Gotham Asset Management 0.10% Add +122.0% 1,269,969 $22.9M
Prudential Financial Inc. 0.02% Reduce -73.4% 1,129,788 $20.4M
California Public Employees Retirement System 0.01% Reduce -20.8% 1,048,397 $18.9M
Envestnet Asset Management Inc. 0.01% Add +2.5% 998,965 $18.0M
Rhumbline Advisers 0.01% Reduce -4.7% 933,239 $16.8M
Renaissance Technologies 0.02% New 929,372 $16.8M
Marble Harbor Investment Counsel, LLC 1.70% Reduce -0.9% 901,432 $16.3M
Skba Capital Management LLC 2.23% Add +2.8% 893,928 $16.1M
Goldman Sachs Group Inc. 0.00% Reduce -6.3% 882,975 $15.9M
Kettle Hill Capital Management, LLC 3.36% Reduce -29.9% 827,749 $14.9M
Chilton Capital Management LLC 0.49% Add +0.5% 808,276 $14.6M
Principal Financial Group Inc. 0.01% Reduce -1.9% 780,942 $14.1M
Northside Capital Management, LLC 1.24% Reduce -23.7% 755,329 $13.6M
Barclays PLC 0.01% Reduce -33.9% 752,427 $13.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -44.6% 673,740 $12.1M
Swiss National Bank 0.01% Add +1.6% 647,300 $11.7M
Capital Investment Advisors, LLC 0.19% Add +5.9% 632,746 $11.4M
Public Employees Retirement System of Ohio 0.03% Reduce -0.4% 605,259 $10.9M
Ameriprise Financial Inc. 0.00% Reduce -46.4% 585,023 $10.5M
Nuveen, LLC 0.00% Reduce -23.5% 572,028 $10.3M
Allianz Asset Management GmbH 0.01% Add +36.3% 527,024 $9.5M
Nomura Asset Management Co. Ltd. 0.02% Add +1.3% 510,400 $9.2M
Asset Management One Co., Ltd. 0.03% Reduce -0.8% 507,467 $9.1M
Lighthouse Investment Partners, LLC 0.33% Reduce -5.4% 506,000 $9.1M
Alliancebernstein L.P. 0.00% Reduce -9.9% 495,708 $8.9M
Country Club Bank 0.49% Reduce -0.5% 462,497 $8.2M
HSBC Holdings PLC 0.00% Add +54.8% 440,987 $8.0M
HRT Financial LP 0.03% Add +2000.9% 426,708 $7.7M
Retirement Systems of Alabama 0.03% Reduce -1.0% 425,113 $7.7M
Liberty One Investment Management, LLC 0.41% Add +30.2% 407,463 $7.3M
Royal Bank of Canada 0.00% Reduce -27.7% 406,055 $7.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.4% 387,964 $7.0M
Point72 Asset Management 0.01% New 352,120 $6.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.6% 333,242 $6.0M
LPL Financial LLC 0.00% Add +0.6% 327,468 $5.9M
California State Teachers Retirement System 0.01% Add +2.1% 318,894 $5.7M
Aberdeen Group plc 0.01% Add +4.8% 309,928 $5.5M
State Board of Administration of Florida Retirement System 0.01% Add +10.5% 302,593 $5.5M
DekaBank Deutsche Girozentrale 0.01% No change 303,388 $5.3M
Los Angeles Capital Management LLC 0.02% New 293,558 $5.3M
Wells Fargo & Company 0.00% Add +6.0% 283,174 $5.1M
New York State Teachers Retirement System 0.01% Reduce -0.3% 275,499 $5.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.8% 268,747 $4.8M
Comerica Bank 0.02% Reduce -3.3% 252,325 $4.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.7% 242,714 $4.4M
Handelsbanken Fonder AB 0.01% Add +92.6% 240,276 $4.3M
Quantbot Technologies LP 0.12% New 236,282 $4.3M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -42.1% 234,021 $4.2M
Bank of Montreal 0.00% Add +205.9% 213,908 $3.9M
Citigroup Inc. 0.00% Reduce -12.2% 204,637 $3.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -9.4% 200,601 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -0.8% 198,380 $3.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.7% 197,887 $3.6M
Redwood Investment Management, LLC 0.38% Reduce -23.3% 193,639 $3.5M
MetLife Investment Management, LLC 0.02% Reduce -4.3% 190,168 $3.4M
Millennium Management 0.00% Add +4.7% 190,022 $3.4M
Cinctive Capital Management LP 0.17% Add +258.9% 189,551 $3.4M
Franklin Resources Inc. 0.00% Add +13.4% 189,068 $3.4M
Cibc World Market Inc. 0.01% Add +2.0% 188,569 $3.4M
Ieq Capital, LLC 0.01% Add +588.3% 182,176 $3.3M
Van Eck Associates Corp. 0.00% Add +9.0% 179,290 $3.2M
Macquarie Group Ltd. 0.00% Reduce -2.1% 178,902 $3.2M
Amundi 0.00% Reduce -65.8% 177,604 $3.2M
Creative Planning 0.00% Add +42.5% 171,293 $3.1M
State of Tennessee, Department of Treasury 0.01% No change 170,288 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -7.1% 162,382 $2.9M
Amalgamated Bank 0.02% Add +0.1% 159,345 $2.9M
Pinebridge Investments, L.P. 0.02% Reduce -31.7% 157,971 $2.8M
Resona Asset Management Co.,Ltd. 0.01% Add +10.1% 155,135 $2.8M
Stifel Financial Corp. 0.00% Reduce -14.2% 152,506 $2.7M
Treasurer of the State of North Carolina 0.01% Reduce -3.8% 147,534 $2.7M
Police & Firemen's Retirement System of New Jersey 0.02% Add +12.1% 142,690 $2.6M
STRS Ohio 0.01% Reduce -66.0% 138,846 $2.5M
B. Metzler seel. Sohn & Co. AG 0.02% Add +2.2% 136,900 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.9% 131,716 $2.4M
Presima Securities ULC 0.64% Add +3.5% 128,980 $2.3M
Caxton Associates LLP 0.06% Add +50.9% 124,139 $2.2M
New York State Common Retirement Fund 0.00% Reduce -4.5% 124,031 $2.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% New 123,436 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% No change 112,949 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -16.7% 107,806 $1.9M
Quantinno Capital Management LP 0.00% Add +101.2% 100,603 $1.8M
Taylor Frigon Capital Management LLC 0.89% Add +1.8% 99,241 $1.8M
Arizona State Retirement System 0.01% Add +1.5% 98,791 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -1.0% 97,900 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -7.7% 96,226 $1.7M
Cetera Investment Advisers 0.00% Add +33.2% 95,570 $1.7M
Pensionfund PDN 1.09% Reduce -30.9% 93,719 $1.7M
UniSuper Management Pty Ltd 0.01% No change 93,200 $1.7M
Penserra Capital Management LLC 0.02% Add +3.5% 92,463 $1.7M
CIBC Bancorp USA Inc. 0.01% — 92,411 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +61.7% 90,326 $1.6M
Mariner, LLC 0.00% Reduce -1.4% 87,466 $1.6M
State of Wisconsin Investment Board 0.00% Reduce -5.3% 86,167 $1.6M
Lazard Asset Management LLC 0.00% Add +8.7% 86,060 $1.6M
Raymond James Financial Inc. 0.00% Reduce -37.7% 85,370 $1.5M
Commerzbank Aktiengesellschaft 0.03% No change 83,839 $1.5M
SG Americas Securities, LLC 0.01% Add +30.4% 83,838 $1.5M
State of Michigan Retirement System 0.01% Reduce -0.8% 83,753 $1.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.11% No change 81,900 $1.5M
Teacher Retirement System of Texas 0.01% Add +6.2% 81,089 $1.5M
Advisors Asset Management, Inc. 0.02% Reduce -28.8% 80,711 $1.5M
Aew Capital Management L P 0.08% Reduce -91.3% 80,110 $1.4M
Metis Global Partners, LLC 0.03% Add +36.3% 79,225 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -28.6% 78,948 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.1% 78,372 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.2% 78,107 $1.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 77,860 $1.4M
New Mexico Educational Retirement Board 0.04% No change 77,800 $1.4M
HighTower Advisors, LLC 0.00% Add +2.8% 76,266 $1.4M
Osaic Holdings, Inc. 0.00% Add +8.9% 75,007 $1.3M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.0% 70,772 $1.3M
Cwm, LLC 0.00% Add +220.2% 70,415 $1.3M
KLP Kapitalforvaltning As 0.01% No change 69,700 $1.3M
Pacer Advisors, Inc. 0.00% New 68,633 $1.2M
Robeco Institutional Asset Management B.V. 0.00% No change 66,988 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.4% 65,910 $1.2M
Verition Fund Management LLC 0.01% New 64,049 $1.2M
Money Concepts Capital Corp. 0.07% Add +3.9% 61,970 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -43.6% 61,894 $1.1M
Oak Thistle LLC 0.17% Reduce -45.2% 61,139 $1.1M
Sequent Asset Management, LLC 0.52% No change 60,450 $1.1M
Oppenheimer Asset Management Inc. 0.01% Reduce -1.7% 59,844 $1.1M
First Trust Advisors LP 0.00% Reduce -73.7% 58,687 $1.1M
Natixis 0.01% Reduce -77.0% 58,486 $1.1M
Arax Advisory Partners 0.01% Add +20718.3% 58,083 $1.0M
Consolidated Portfolio Review Corp 0.13% Add +1.2% 55,786 $1.0M
Victory Capital Management Inc. 0.00% Reduce -9.4% 53,881 $971K
Mercer Global Advisors Inc. 0.00% Add +222.6% 53,564 $966K
IFM Investors Pty Ltd 0.01% Add +0.5% 53,439 $954K
Commonwealth Equity Services, LLC 0.00% Reduce -8.9% 52,450 $946K
Nissay Asset Management Corp. /Japan 0.01% No change 52,431 $945K
Federated Hermes, Inc. 0.00% Reduce -7.7% 49,290 $889K
Captrust Financial Advisors 0.00% Add +91.2% 49,123 $886K
MML Investors Services, LLC 0.00% Add +4.8% 48,728 $879K
Pictet Asset Management Holding SA 0.00% Reduce -19.2% 47,098 $849K
Nisa Investment Advisors, LLC 0.00% Reduce -17.5% 45,972 $829K
Pensionfund Sabic 0.22% Reduce -34.5% 45,582 $822K
FMR LLC 0.00% Reduce -1.5% 45,564 $822K
Pathstone Holdings, LLC 0.00% Reduce -27.2% 44,803 $808K
Exchange Traded Concepts, LLC 0.01% Reduce -8.6% 44,701 $806K
Federation des caisses Desjardins du Quebec 0.00% Add +126.5% 44,281 $798K
J.W. Cole Advisors, Inc. 0.02% Reduce -6.3% 43,922 $792K
Advisory Resource Group 0.14% Reduce -2.7% 43,861 $791K
D. E. Shaw & Co. 0.00% Add +81.4% 41,289 $744K
Natixis Advisors, LLC 0.00% Reduce -47.8% 41,128 $742K
Cresset Asset Management, LLC 0.00% Add +6.5% 40,881 $737K
Ethic Inc. 0.01% Add +52.8% 40,002 $721K
Sequoia Financial Advisors, LLC 0.00% Add +10.6% 39,225 $707K
Public Employees Retirement Association of Colorado 0.00% No change 38,737 $698K
Cerity Partners LLC 0.00% Add +95.7% 38,203 $689K
Sanctuary Advisors, LLC 0.00% Add +31.7% 38,178 $688K
Xponance LLC 0.01% Reduce -0.7% 38,152 $688K
Quadrant Capital Group LLC 0.02% Add +12.8% 37,899 $683K
Neuberger Berman Group LLC 0.00% Reduce -8.9% 36,615 $660K
Atria Investments, Inc 0.01% Reduce -57.4% 35,693 $644K
New York Life Investment Management LLC 0.01% Reduce -3.0% 35,554 $641K
NEOS Investment Management LLC 0.00% Add +103.1% 34,084 $615K
First Dallas Securities Inc. 0.23% Reduce -39.4% 33,655 $607K
Fortis Advisors, LLC 0.32% Add +1.4% 31,465 $567K
Linden Thomas Advisory Services, LLC 0.06% Add +2.7% 31,445 $567K
Brown Advisory Inc. 0.00% No change 31,068 $560K
Capital Fund Management S.A. 0.01% Reduce -82.3% 29,846 $538K
Sapience Investments, LLC 2.06% Reduce -84.1% 29,130 $525K
Orion Porfolio Solutions, LLC 0.00% Add +31.1% 28,994 $523K
Centiva Capital, LP 0.05% Add +131.3% 27,910 $503K
GC Wealth Management RIA, LLC 0.02% Add +6.6% 27,831 $502K
Journey Strategic Wealth LLC 0.01% Add +1.2% 27,726 $500K
Voya Investment Management LLC 0.00% Reduce -25.7% 27,224 $491K
Securian Asset Management, Inc. 0.01% Reduce -1.6% 26,333 $475K
Tower Research Capital LLC (TRC) 0.01% Add +38.8% 26,279 $474K
GeoWealth Management, LLC 0.02% Reduce -2.7% 25,900 $467K
Sage Investment Counsel LLC 0.51% Add +0.3% 25,695 $463K
Y-Intercept (Hong Kong) Ltd 0.01% New 24,514 $442K
Corient Private Wealth LP 0.00% Add +12.6% 24,340 $439K
Geneos Wealth Management Inc. 0.01% Add +9.3% 24,325 $439K
Fifth Third Bancorp 0.00% Reduce -1.3% 23,916 $431K
Heitman Real Estate Securities LLC 0.03% Reduce -7.5% 23,540 $424K
Pekin Hardy Strauss, Inc. 0.04% Add +27.0% 23,500 $424K
Merit Financial Group, LLC 0.00% Add +50.6% 23,061 $416K
Global Endowment Management, LP 0.05% Add +6.2% 22,498 $406K
Guggenheim Capital LLC 0.00% Reduce -32.9% 22,460 $405K
Armstrong Advisory Group, Inc. 0.03% Reduce -2.4% 22,152 $399K
Signaturefd, LLC 0.01% Add +1.1% 22,027 $397K
DoubleLine ETF Adviser LP 0.12% Add +6.2% 21,921 $395K
Bessemer Group Inc. 0.00% Add +1.6% 21,597 $390K
Park Avenue Securities LLC 0.00% Reduce -5.1% 21,269 $383K
Point72 Hong Kong Ltd 0.02% New 21,131 $381K
Coldstream Capital Management Inc. 0.01% Add +91.2% 20,818 $375K
Abel Hall, LLC 0.15% Reduce -0.2% 20,692 $373K
Warwick Investment Management, Inc. 0.06% New 20,623 $372K
Evergreen Capital Management LLC 0.01% Add +84.8% 20,447 $369K
Sterling Capital Management LLC 0.01% Reduce -7.1% 20,288 $366K
Candriam S.C.A. 0.00% Reduce -97.9% 19,956 $360K
Clay Northam Wealth Management, LLC 0.20% No change 19,753 $356K
Greenleaf Trust 0.00% Add +0.5% 19,370 $349K
Kestra Advisory Services, LLC 0.00% Add +5.8% 18,486 $333K
Comprehensive Money Management Services LLC 0.23% Reduce -0.1% 18,298 $330K
Allstate Corp. 0.01% No change 17,936 $323K
CX Institutional 0.01% No change 17,776 $321K
Intech Investment Management LLC 0.00% Reduce -57.0% 17,575 $317K
PNC Financial Services Group, Inc. 0.00% Add +8.2% 17,572 $317K
Utah Retirement Systems 0.00% No change 17,345 $313K
Focus Partners Wealth 0.00% Reduce -17.7% 17,048 $307K
Alps Advisors Inc. 0.00% Reduce -0.6% 16,970 $306K
Van Hulzen Asset Management, LLC 0.02% Reduce -3.4% 16,900 $305K
Global Financial Private Client, LLC 0.11% No change 16,876 $304K
AXA Investment Managers S.A. 0.00% — 16,671 $301K
Norinchukin Bank, The 0.00% Reduce -0.8% 16,618 $300K
Maryland State Retirement & Pension System 0.01% No change 16,530 $298K
DRW Securities, LLC 0.02% New 16,509 $297K
NewEdge Advisors, LLC 0.00% Add +12.0% 16,045 $289K
HighPoint Advisor Group LLC 0.01% Add +0.4% 15,877 $286K
Swiss Life Asset Management Ltd 0.00% New 15,820 $285K
World Investment Advisors 0.01% Reduce -5.1% 15,590 $281K
TBH Global Asset Management, LLC 0.05% New 15,200 $274K
Armor Investment Advisors, LLC 0.09% Reduce -52.4% 15,053 $271K
Arkos Global Advisors 0.03% No change 14,952 $270K
ProShare Advisors LLC 0.00% Reduce -4.0% 14,955 $270K
Triumph Capital Management 0.07% Reduce -32.9% 14,211 $256K
Brighton Jones LLC 0.01% New 14,135 $255K
Janney Montgomery Scott LLC 0.00% Add +21.7% 14,034 $253K
Integrated Advisors Network LLC 0.01% Add +27.1% 13,978 $252K
PFG Investments, LLC 0.01% Add +1.0% 13,334 $240K
Hodges Capital Management Inc. 0.02% Reduce -44.8% 13,230 $239K
Modern Wealth Management, LLC 0.00% Add +0.6% 12,992 $234K
Empowered Funds, LLC 0.00% Add +6.0% 12,962 $234K
Arrow Investment Advisors, LLC 0.26% Add +3.8% 12,955 $234K
M&T Bank Corp 0.00% Reduce -72.8% 12,648 $228K
Fifth Third Wealth Advisors LLC 0.01% Add +1.4% 12,218 $220K
Shelton Capital Management 0.00% Reduce -4.5% 12,127 $219K
Baldwin Wealth Partners LLC 0.01% No change 12,100 $218K
Farallon Capital Management, L.L.C. 0.00% No change 12,000 $216K
CIBC Asset Management Inc 0.00% No change 11,966 $216K
Intrua Financial, LLC 0.03% Add +0.3% 11,879 $214K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -17.2% 11,849 $214K
RDA Financial Network 0.05% No change 11,737 $212K
Summit Trail Advisors, LLC 0.00% New 11,212 $202K
JB Capital LLC 0.01% Add +1.0% 11,191 $202K
HB Wealth Management, LLC 0.00% New 11,056 $199K
Capital Investment Advisory Services, LLC 0.02% Add +2.3% 11,033 $199K
US Bancorp \de 0.00% Add +5.8% 10,959 $198K
Boothbay Fund Management, LLC 0.01% Reduce -42.9% 10,863 $196K
Ausdal Financial Partners, Inc. 0.01% Reduce -24.3% 10,838 $195K
Brevan Howard Capital Management LP 0.00% Reduce -82.1% 10,800 $195K
Focus Financial Network, Inc. 0.01% Reduce -8.8% 10,776 $194K
Wellington Management Group LLP 0.00% Reduce -74.6% 10,751 $194K
GWN Securities Inc. 0.04% Reduce -9.4% 10,176 $184K
Perpetual Ltd 0.00% Reduce -58.5% 10,040 $181K
KBC Group NV 0.00% No change 10,017 $181K
Coppell Advisory Solutions LLC 0.02% Reduce -11.2% 10,154 $180K
FIL Ltd 0.00% Reduce -34.6% 9,205 $166K
Aster Capital Management (DIFC) Ltd 0.08% New 8,632 $156K
Bayforest Capital Ltd 0.07% Reduce -40.2% 8,604 $155K
Delta Asset Management LLC 0.01% Reduce -1.6% 8,441 $152K
Allworth Financial LP 0.00% Add +44.7% 8,123 $146K
Spirit of America Management Corp. 0.03% No change 8,000 $144K
GAMMA Investing LLC 0.01% Add +40.0% 7,942 $143K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +5.9% 7,313 $132K
Whittier Trust Co. of Nevada Inc. 0.00% No change 6,762 $121K
Parallel Advisors, LLC 0.00% Reduce -18.7% 6,241 $113K
Hantz Financial Services, Inc. 0.00% Add +438.3% 6,072 $109K
Northwestern Mutual Wealth Management Co. 0.00% Add +1020.2% 5,769 $104K
GF Fund Management Co. LTD. 0.00% Reduce -5.0% 5,588 $101K
Harbor Capital Advisors, Inc. 0.01% Reduce -1.0% 5,035 $91K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -9.2% 4,922 $89K
Huntington National Bank 0.00% No change 4,920 $89K
Steward Partners Investment Advisory, LLC 0.00% Add +2.7% 4,840 $87K
Shell Asset Management Co. 0.01% Reduce -62.0% 4,377 $79K
Quarry LP 0.02% Reduce -54.3% 4,356 $79K
Broadwater Capital Management LLC 0.06% Reduce -93.7% 4,300 $78K
Global Retirement Partners, LLC 0.00% Add +0.0% 4,188 $76K
EverSource Wealth Advisors, LLC 0.00% Add +12.7% 3,921 $71K
Clean Yield Group 0.02% Reduce -8.3% 3,840 $69K
Avalon Trust Co 0.00% New 3,650 $66K
Group One Trading LLC 0.00% Reduce -39.3% 3,563 $64K
CI Investments Inc. 0.00% Reduce -25.2% 3,446 $62K
Wilmington Savings Fund Society, FSB 0.00% Reduce -7.9% 3,400 $61K
UMB Bank, n.a. 0.00% Add +15.7% 3,369 $61K
MTM Investment Management, LLC 0.02% No change 3,344 $60K
Principal Securities, Inc. 0.00% Add +3.3% 3,200 $58K
Creekmur Asset Management LLC 0.01% Add +0.2% 3,130 $56K
CIBC Private Wealth Group LLC 0.00% Add +3567.9% 3,081 $56K
Harvest Fund Management Co., Ltd 0.00% New 3,041 $55K
Advisory Services Network, LLC 0.00% New 3,041 $55K
Quent Capital, LLC 0.00% New 3,003 $54K
Point72 (DIFC) Ltd 0.00% New 2,970 $54K
Financial Gravity Asset Management, Inc. 0.01% — 2,833 $51K
Ameritas Advisory Services, LLC 0.00% Reduce -26.1% 2,781 $50K
Danske Bank A/S 0.00% No change 2,600 $47K
Storebrand Asset Management As 0.00% No change 2,501 $45K
Main Street Group, LTD 0.01% No change 2,445 $44K
Anchor Investment Management, LLC 0.00% No change 2,274 $41K
MAI Capital Management 0.00% Reduce -13.4% 2,142 $39K
Harbour Investments, Inc. 0.00% No change 2,008 $36K
Motco 0.00% No change 2,000 $36K
AlphaQuest LLC 0.00% Reduce -96.7% 1,959 $35K
Rockefeller Capital Management L.P. 0.00% New 1,913 $35K
Jones Financial Companies LLLP 0.00% Reduce -0.4% 1,860 $33K
Atlantic Union Bankshares Corp 0.00% New 1,800 $32K
Sunbelt Securities, Inc. 0.00% No change 1,629 $29K
Smartleaf Asset Management LLC 0.00% Add +179.7% 1,608 $29K
Citizens National Bank Trust Department 0.01% No change 1,543 $28K
Farther Finance Advisors, LLC 0.00% Reduce -14.0% 1,457 $26K
Prestige Wealth Management Group LLC 0.01% No change 1,451 $26K
Wealthspire Advisors, LLC 0.00% New 1,395 $25K
Wiser Advisor Group LLC 0.03% New 1,374 $25K
Versant Capital Management, Inc 0.00% No change 1,362 $25K
Pathway Financial Advisers, LLC 0.01% New 1,331 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.4% 1,309 $24K
Atlantic Private Wealth, LLC 0.01% New 1,260 $23K
Spire Wealth Management 0.00% Reduce -5.7% 1,205 $22K
Wolff Wiese Magana LLC 0.01% No change 1,161 $21K
Clearstead Trust, LLC 0.00% Add +150.6% 1,040 $19K
Tidemark, LLC 0.01% No change 1,022 $18K
Nemes Rush Group LLC 0.00% New 1,000 $18K
Transamerica Financial Advisors, LLC 0.00% New 982 $18K
Rise Advisors, LLC 0.01% Add +1.3% 927 $17K
Steigerwald, Gordon & Koch Inc. 0.00% New 900 $16K
Essential Partners LLC 0.01% Add +1708.3% 868 $16K
Covestor Ltd 0.01% Reduce -0.3% 806 $15K
Westside Investment Management, Inc. 0.00% No change 772 $14K
McIlrath & Eck, LLC 0.00% Add +17.3% 766 $14K
Peregrine Capital Management LLC 0.00% No change 680 $12K
Parkside Financial Bank & Trust 0.00% Add +8.5% 663 $12K
Aviso Financial Inc. 0.00% No change 640 $12K
Promus Capital, LLC 0.01% No change 534 $10K
CGC Financial Services, LLC 0.00% No change 530 $10K
Assetmark, Inc. 0.00% Add +682.1% 524 $9K
AdvisorNet Financial, Inc 0.00% Add +1.5% 483 $9K
Private Wealth Management Group, LLC 0.00% No change 480 $9K
Ameriflex Group, Inc. 0.00% Add +195.1% 478 $9K
Colonial Trust Advisors 0.00% No change 465 $8K
GHP Investment Advisors, Inc. 0.00% No change 451 $8K
Lanark Financial, Inc. 0.00% Reduce -33.1% 435 $8K
Clearstead Advisors, LLC 0.00% New 414 $7K
Larson Financial Group LLC 0.00% Add +1.5% 410 $7K
Brown Brothers Harriman & Co. 0.00% Add +228.1% 397 $7K
Measured Wealth Private Client Group, LLC 0.00% New 350 $6K
IFP Advisors, Inc 0.00% Add +0.0% 319 $6K
Farmers & Merchants Investments Inc. 0.00% Add +13.7% 315 $6K
High Note Wealth, LLC 0.00% New 267 $5K
Crewe Advisors LLC 0.00% No change 250 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 246 $4K
Pinnacle Bancorp, Inc. 0.00% No change 225 $4K
Fortitude Family Office, LLC 0.00% New 214 $4K
Sound Income Strategies, LLC 0.00% New 208 $4K
Key Financial Inc 0.00% No change 200 $4K
WFA of San Diego, LLC 0.00% No change 200 $4K
Cornerstone Planning Group LLC 0.00% Add +239.7% 197 $3K
Meeder Asset Management Inc. 0.00% Reduce -99.5% 189 $3K
Schonfeld Strategic Advisors LLC 0.00% Reduce -100.0% 158 $3K
Rothschild Investment LLC 0.00% Add +45.7% 153 $3K
Rossby Financial, LCC 0.00% No change 113 $2K
Bare Financial Services, Inc 0.00% Add +69.5% 100 $2K
HM Payson & Co. 0.00% No change 100 $2K
Investors Research Corp 0.00% No change 97 $2K
N.E.W. Advisory Services LLC 0.00% No change 79 $1K
Private Trust Co. NA 0.00% Add +24.0% 62 $1K
Physician Wealth Advisors, Inc. 0.00% No change 59 $1K
Capital Advisors, Ltd. LLC 0.00% No change 35 $1K
Sachetta, LLC 0.00% No change 41 $740
True Wealth Design, LLC 0.00% New 41 $737
Cromwell Holdings LLC 0.00% No change 40 $722
Caitlin John, LLC 0.00% New 37 $667
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 34 $613
Raffa Wealth Management, LLC 0.00% No change 31 $559
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 31 $559
SouthState Bank Corp 0.00% Reduce -73.3% 20 $361
Blue Trust, Inc. 0.00% Reduce -89.3% 17 $307
Bruce G. Allen Investments, LLC 0.00% No change 15 $270
Imprint Wealth LLC 0.00% — 14 $252
Private Wealth Asset Management, LLC 0.00% No change 13 $234
MV Capital Management, Inc. 0.00% No change 8 $145
Mather Group, Llc. 0.00% New 6 $108

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