Healthcare Realty TrustHR

13F holders, Q4 2025 (December 31)
422holders +11
39new positions
40sold out
8famous investors
$16.95avg. 13F price*

At the end of Q4 2025, 422 institutions reported holding Healthcare Realty Trust Inc. (HR) in their 13F filings, up 11 from Q3 2025. 39 opened new positions and 40 sold out. The largest holders were Cohen & Steers, Inc. ($954.4M), BlackRock, Inc. ($908.8M) and Vanguard Group Inc. ($794.2M). 8 famous investors held it, including Jeff Smith (4.0% 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions39$177.9M
Exits40$29.2M

All 13F filers, Q3 2025 → Q4 2025: 21,976,708 shares bought and 20,464,460 shares sold, net +1,512,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 422 holders

Cohen & Steers, Inc. 1.73% Add +1.3% 56,305,460 $954.4M
BlackRock, Inc. 0.02% Add +0.3% 53,616,183 $908.8M
Vanguard Group Inc. 0.01% Reduce -0.7% 46,854,935 $794.2M
State Street Corp. 0.01% Reduce -2.5% 17,451,345 $295.8M
T. Rowe Price Associates Inc. 0.03% Reduce -2.3% 14,978,751 $253.9M
Starboard Value 4.05% Reduce -13.0% 12,600,000 $213.6M
APG Asset Management US Inc. 1.65% Add +2.5% 12,391,772 $210.0M
Rush Island Management, LP 9.54% Add +15.4% 9,007,902 $152.7M
Daiwa Securities Group Inc. 0.48% Reduce -19.3% 8,632,087 $146.3M
Resolution Capital Ltd 3.05% Add +27.2% 8,141,866 $138.0M
Geode Capital Management, LLC 0.01% Add +1.5% 7,053,360 $119.6M
Charles Schwab Investment Management Inc. 0.02% Add +3.2% 7,033,219 $119.2M
Invesco Ltd. 0.01% Reduce -12.4% 6,748,335 $114.4M
PGGM Investments 1.80% New 6,689,638 $113.4M
Centersquare Investment Management LLC 1.00% Add +38.0% 5,970,456 $101.2M
Massachusetts Financial Services Co. 0.03% Reduce -15.0% 5,762,269 $97.7M
JPMorgan Chase & Co. 0.01% Add +7.1% 5,605,073 $95.0M
Thrivent Financial for Lutherans 0.16% Add +2.5% 5,144,466 $87.2M
Dimensional Fund Advisors LP 0.02% Add +0.1% 5,018,448 $85.1M
Deutsche Bank AG 0.02% Reduce -28.4% 3,876,068 $65.7M
Bank of New York Mellon Corp 0.01% Reduce -11.0% 3,696,949 $62.7M
Norges Bank 0.01% — 3,666,912 $62.2M
Northern Trust Corp. 0.01% Reduce -4.8% 3,635,104 $61.6M
Morgan Stanley 0.00% Add +5.3% 3,627,298 $61.5M
Russell Investments Group, Ltd. 0.06% Reduce -21.1% 3,466,742 $58.8M
Sei Investments Co. 0.06% Add +14.6% 3,285,898 $55.7M
Legal & General Group Plc 0.01% Add +6.7% 3,259,672 $55.3M
Canada Pension Plan Investment Board 0.03% No change 2,984,111 $50.6M
Janus Henderson Group PLC 0.02% Reduce -24.2% 2,380,380 $40.4M
Pzena Investment Management LLC 0.11% No change 2,225,789 $37.7M
William Blair Investment Management, LLC 0.10% Reduce -6.7% 2,134,580 $36.2M
Nordea Investment Management AB 0.03% Reduce -21.9% 1,989,491 $33.8M
Bank of America Corp. 0.00% Reduce -12.2% 1,949,183 $33.0M
Jupiter Asset Management Ltd. 0.25% New 1,876,671 $31.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +44.2% 1,874,874 $31.8M
AQR Capital Management 0.01% Add +15.2% 1,645,892 $27.9M
Citadel Advisors 0.02% Reduce -23.3% 1,610,454 $27.3M
UBS Group AG 0.01% Reduce -34.7% 1,490,927 $25.3M
Kettle Hill Capital Management, LLC 5.20% Add +66.0% 1,374,243 $23.3M
Gotham Asset Management 0.07% Reduce -8.3% 1,165,025 $19.7M
Goldman Sachs Group Inc. 0.00% Add +19.1% 1,051,947 $17.8M
Envestnet Asset Management Inc. 0.01% Add +4.0% 1,038,394 $17.6M
Skba Capital Management LLC 2.42% Add +12.6% 1,006,108 $17.1M
Marble Harbor Investment Counsel, LLC 1.67% Add +1.9% 918,982 $15.6M
HRT Financial LP 0.05% Add +111.8% 903,901 $15.3M
Rhumbline Advisers 0.01% Reduce -3.4% 901,841 $15.3M
California Public Employees Retirement System 0.01% Reduce -17.6% 863,850 $14.6M
Chilton Capital Management LLC 0.46% Reduce -2.3% 789,975 $13.4M
Renaissance Technologies 0.02% Reduce -16.6% 774,672 $13.1M
Principal Financial Group Inc. 0.01% Reduce -3.2% 756,165 $12.8M
Northside Capital Management, LLC 1.11% Reduce -0.1% 754,929 $12.8M
Capital Investment Advisors, LLC 0.17% Add +5.8% 669,707 $11.4M
Swiss National Bank 0.01% Add +1.8% 658,600 $11.2M
Apollo Management Holdings, L.P. 0.12% New 621,870 $10.5M
Asset Management One Co., Ltd. 0.03% Add +21.3% 615,717 $10.4M
Public Employees Retirement System of Ohio 0.03% Reduce -4.4% 578,555 $9.8M
Allianz Asset Management GmbH 0.01% Add +7.3% 565,287 $9.6M
HSBC Holdings PLC 0.01% Add +21.8% 536,891 $9.1M
Nomura Asset Management Co. Ltd. 0.02% Add +4.0% 530,600 $9.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -23.4% 515,771 $8.7M
Alliancebernstein L.P. 0.00% Add +1.9% 504,883 $8.6M
Prudential Financial Inc. 0.01% Reduce -56.8% 488,027 $8.3M
First National Bank of Omaha 0.23% New 461,032 $7.9M
Ameriprise Financial Inc. 0.00% Reduce -20.9% 463,034 $7.8M
Nuveen, LLC 0.00% Reduce -19.8% 458,675 $7.8M
Retirement Systems of Alabama 0.02% Reduce -0.7% 422,013 $7.2M
Point72 Asset Management 0.01% Add +15.9% 408,002 $6.9M
Aberdeen Group plc 0.01% Add +26.2% 391,201 $6.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.7% 381,440 $6.5M
D. E. Shaw & Co. 0.01% Add +807.6% 374,744 $6.4M
Bayhunt Capital LLC 3.43% — 366,753 $6.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.8% 327,237 $5.5M
Citigroup Inc. 0.00% Add +59.7% 326,739 $5.5M
California State Teachers Retirement System 0.01% Reduce -0.1% 318,601 $5.4M
LPL Financial LLC 0.00% Reduce -3.7% 315,499 $5.3M
Barclays PLC 0.00% Reduce -58.9% 308,948 $5.2M
Los Angeles Capital Management LLC 0.02% Reduce -0.7% 291,407 $5.2M
State Board of Administration of Florida Retirement System 0.01% No change 302,593 $5.1M
Wells Fargo & Company 0.00% Add +1.9% 288,443 $4.9M
DekaBank Deutsche Girozentrale 0.01% No change 303,388 $4.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +3.6% 278,560 $4.7M
New York State Teachers Retirement System 0.01% Reduce -1.2% 272,117 $4.6M
Royal Bank of Canada 0.00% Reduce -36.4% 258,351 $4.4M
Comerica Bank 0.02% Add +0.5% 253,503 $4.3M
Liberty One Investment Management, LLC 0.51% Reduce -41.8% 236,988 $4.0M
Ieq Capital, LLC 0.01% Add +29.0% 235,016 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -9.2% 220,462 $3.7M
SG Americas Securities, LLC 0.00% Add +152.5% 211,666 $3.6M
Bessemer Group Inc. 0.01% Add +837.7% 202,506 $3.4M
State of Alaska, Department of Revenue 0.04% Reduce -0.7% 196,965 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -1.1% 195,640 $3.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -3.8% 193,072 $3.3M
BNP Paribas Financial Markets 0.00% Add +77.0% 190,873 $3.2M
Cibc World Market Inc. 0.01% Add +0.1% 188,807 $3.2M
Van Eck Associates Corp. 0.00% Add +4.9% 188,144 $3.2M
Amundi 0.00% Add +4.7% 185,997 $3.2M
Franklin Resources Inc. 0.00% Reduce -1.7% 185,934 $3.2M
MetLife Investment Management, LLC 0.01% Reduce -4.7% 181,214 $3.1M
Creative Planning 0.00% Add +5.5% 180,674 $3.1M
Macquarie Group Ltd. 0.01% Reduce -1.1% 176,886 $3.0M
Cinctive Capital Management LP 0.16% Reduce -13.1% 164,667 $2.8M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 163,294 $2.7M
Handelsbanken Fonder AB 0.01% Reduce -32.9% 161,276 $2.7M
Nomura Holdings Inc. 0.01% New 160,521 $2.7M
Amalgamated Bank 0.02% Reduce -4.0% 153,001 $2.6M
Quantinno Capital Management LP 0.01% Add +49.9% 150,787 $2.6M
Resona Asset Management Co.,Ltd. 0.01% Reduce -4.8% 147,648 $2.5M
Stifel Financial Corp. 0.00% Reduce -3.6% 147,081 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -9.9% 146,339 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -1.4% 140,757 $2.4M
Treasurer of the State of North Carolina 0.01% Reduce -6.8% 137,481 $2.3M
Presima Securities ULC 1.27% Add +0.6% 129,765 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.8% 129,410 $2.2M
New York State Common Retirement Fund 0.00% No change 124,031 $2.1M
XTX Topco Ltd 0.05% New 122,445 $2.1M
STRS Ohio 0.01% Reduce -16.2% 116,360 $2.0M
Teachers Retirement System of the State of Kentucky 0.01% No change 112,949 $1.9M
LSV Asset Management 0.00% New 112,400 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -22.6% 105,950 $1.8M
Caxton Associates LLP 0.04% Reduce -16.0% 104,271 $1.8M
First Trust Advisors LP 0.00% Add +68.2% 98,711 $1.7M
Mariner, LLC 0.00% Add +12.6% 98,474 $1.7M
Taylor Frigon Capital Management LLC 0.84% Reduce -1.2% 98,050 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -0.6% 97,300 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.3% 95,984 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -2.0% 94,337 $1.6M
Arizona State Retirement System 0.01% Reduce -5.4% 93,462 $1.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.11% Add +9.9% 90,000 $1.5M
Lazard Asset Management LLC 0.00% Add +3.8% 89,297 $1.5M
Cibc World Markets Corp. 0.01% — 88,446 $1.5M
Cetera Investment Advisers 0.00% Reduce -9.8% 86,247 $1.5M
Commerzbank Aktiengesellschaft 0.03% No change 83,839 $1.4M
Metis Global Partners, LLC 0.03% Add +5.0% 83,175 $1.4M
State of Michigan Retirement System 0.01% Reduce -0.8% 83,053 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.4% 78,673 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 77,860 $1.3M
New Mexico Educational Retirement Board 0.04% No change 77,800 $1.3M
Cwm, LLC 0.00% Add +10.3% 77,666 $1.3M
HighTower Advisors, LLC 0.00% Add +1.6% 77,519 $1.3M
Raymond James Financial Inc. 0.00% Reduce -9.5% 77,260 $1.3M
State of Wisconsin Investment Board 0.00% Reduce -10.9% 76,764 $1.3M
Advisors Asset Management, Inc. 0.02% Reduce -5.4% 76,378 $1.3M
Oak Thistle LLC 0.18% Add +23.2% 75,297 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -4.2% 74,809 $1.3M
Intech Investment Management LLC 0.01% Add +311.4% 72,300 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -4.2% 71,877 $1.2M
KLP Kapitalforvaltning As 0.00% Add +2.4% 71,400 $1.2M
Cerity Partners LLC 0.00% Add +84.5% 70,491 $1.2M
Harbour Investments, Inc. 0.02% Add +3394.4% 70,167 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.1% 69,972 $1.2M
UniSuper Management Pty Ltd 0.01% Reduce -27.5% 67,600 $1.1M
Robeco Institutional Asset Management B.V. 0.00% No change 66,988 $1.1M
Pensionfund PDN 0.72% Reduce -30.9% 64,719 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -2.2% 64,442 $1.1M
Pinebridge Investments LLC 0.01% — 61,882 $1.0M
Money Concepts Capital Corp. 0.06% Reduce -0.6% 61,597 $1.0M
Sequent Asset Management, LLC 0.46% No change 60,450 $1.0M
Mercer Global Advisors Inc. 0.00% Add +7.3% 57,501 $975K
Oppenheimer Asset Management Inc. 0.01% Reduce -4.1% 57,416 $973K
Nissay Asset Management Corp. /Japan 0.00% Add +3.9% 54,481 $923K
Federation des caisses Desjardins du Quebec 0.00% Add +22.7% 54,315 $921K
Pacer Advisors, Inc. 0.00% Reduce -21.2% 54,072 $917K
IFM Investors Pty Ltd 0.01% No change 53,439 $906K
MML Investors Services, LLC 0.00% Add +9.1% 53,177 $901K
Federated Hermes, Inc. 0.00% Add +7.4% 52,955 $898K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 52,895 $897K
Victory Capital Management Inc. 0.00% Reduce -2.9% 52,301 $887K
Campbell & CO Investment Adviser LLC 0.04% New 52,125 $884K
Captrust Financial Advisors 0.00% Add +4.2% 51,167 $867K
Pictet Asset Management Holding SA 0.00% Add +6.0% 49,898 $846K
Jane Street Group, LLC 0.00% New 49,326 $836K
Commonwealth Equity Services, LLC 0.00% Reduce -6.5% 49,033 $831K
NEOS Investment Management LLC 0.00% Add +43.3% 48,824 $828K
Teacher Retirement System of Texas 0.00% Reduce -40.9% 47,945 $813K
Ethic Inc. 0.01% Add +18.9% 47,546 $806K
Bank of Montreal 0.00% Reduce -78.4% 46,291 $785K
M&T Bank Corp 0.00% Add +256.4% 45,079 $764K
Pathstone Holdings, LLC 0.00% Reduce -2.6% 43,614 $739K
Exchange Traded Concepts, LLC 0.01% Reduce -2.9% 43,423 $736K
J.W. Cole Advisors, Inc. 0.02% Add +1.1% 44,405 $735K
Sanctuary Advisors, LLC 0.00% Add +13.2% 43,232 $733K
FMR LLC 0.00% Reduce -5.4% 43,115 $731K
Advisory Resource Group 0.13% Reduce -2.1% 42,944 $728K
Two Sigma Advisers, LP 0.00% New 41,800 $709K
Cresset Asset Management, LLC 0.00% Add +1.7% 41,581 $705K
Public Employees Retirement Association of Colorado 0.00% No change 38,737 $657K
Quadrant Capital Group LLC 0.02% Reduce -3.0% 36,779 $623K
Neuberger Berman Group LLC 0.00% Add +0.3% 36,741 $623K
Sequoia Financial Advisors, LLC 0.00% Reduce -8.0% 36,092 $612K
Jefferies Financial Group Inc. 0.01% New 35,929 $609K
Orion Porfolio Solutions, LLC 0.00% Add +17.2% 33,978 $576K
Atria Investments, Inc 0.01% Reduce -5.8% 33,628 $570K
First Dallas Securities Inc. 0.21% Reduce -0.7% 33,405 $566K
Susquehanna International Group, LLP 0.00% Reduce -58.3% 32,911 $558K
Pensionfund Sabic 0.15% Reduce -28.5% 32,582 $552K
Fortis Advisors, LLC 0.30% Add +1.4% 31,890 $541K
Xponance LLC 0.00% Reduce -17.2% 31,593 $536K
Nisa Investment Advisors, LLC 0.00% Reduce -31.6% 31,463 $533K
Linden Thomas Advisory Services, LLC 0.05% Reduce -0.2% 31,373 $532K
New York Life Investment Management LLC 0.00% Reduce -12.3% 31,165 $528K
Brown Advisory Inc. 0.00% Reduce -0.9% 30,778 $522K
GeoWealth Management, LLC 0.02% Add +15.4% 29,885 $507K
Sapience Investments, LLC 1.86% Reduce -0.2% 29,070 $493K
Tower Research Capital LLC (TRC) 0.01% Add +9.4% 28,758 $487K
Journey Strategic Wealth LLC 0.01% Add +2.3% 28,353 $481K
Focus Partners Wealth 0.00% Add +53.5% 26,163 $443K
Corient Private Wealth LP 0.00% Add +7.2% 26,097 $442K
Sage Investment Counsel LLC 0.48% Add +0.3% 25,759 $437K
Securian Asset Management, Inc. 0.02% Reduce -2.7% 25,626 $434K
Natixis Advisors, LLC 0.00% Reduce -37.7% 25,614 $434K
Geneos Wealth Management Inc. 0.01% Add +4.2% 25,337 $429K
AlphaQuest LLC 0.02% Add +1186.9% 25,211 $427K
Merit Financial Group, LLC 0.00% Add +9.1% 25,169 $427K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -79.8% 24,933 $423K
Ensign Peak Advisors, Inc 0.00% Reduce -60.2% 24,644 $418K
Voya Investment Management LLC 0.00% Reduce -11.1% 24,211 $410K
Guggenheim Capital LLC 0.00% Add +5.3% 23,647 $401K
Heitman Real Estate Securities LLC 0.03% No change 23,540 $399K
Inceptionr LLC 0.11% New 23,369 $396K
World Investment Advisors 0.01% Add +49.1% 23,249 $394K
Axq Capital, LP 0.09% New 22,891 $388K
DoubleLine ETF Adviser LP 0.12% Add +3.7% 22,741 $385K
Signaturefd, LLC 0.01% Add +1.4% 22,330 $378K
Armstrong Advisory Group, Inc. 0.03% Reduce -0.3% 22,074 $374K
Harbor Capital Advisors, Inc. 0.03% Add +329.1% 21,604 $366K
Millennium Management 0.00% Reduce -88.8% 21,218 $360K
Fifth Third Bancorp 0.00% Reduce -11.3% 21,215 $360K
Abel Hall, LLC 0.08% Add +2.0% 21,105 $358K
Park Avenue Securities LLC 0.00% Reduce -1.1% 21,029 $356K
Warwick Investment Management, Inc. 0.05% No change 20,623 $350K
Dynamic Technology Lab Private Ltd 0.08% New 20,158 $342K
Kestra Advisory Services, LLC 0.00% Add +6.4% 19,670 $333K
Pekin Hardy Strauss, Inc. 0.03% Reduce -17.0% 19,500 $331K
CX Institutional 0.01% Add +9.5% 19,471 $330K
Sterling Capital Management LLC 0.01% Reduce -4.3% 19,412 $329K
Greenleaf Trust 0.00% Reduce -0.2% 19,324 $328K
Safe Harbor Family Capital, LLC 0.27% — 18,342 $311K
Gross & Hartman Investments LLC 0.18% — 18,342 $311K
Comprehensive Money Management Services LLC 0.21% No change 18,298 $310K
Coldstream Capital Management Inc. 0.00% Reduce -12.7% 18,172 $308K
Utah Retirement Systems 0.00% No change 17,345 $294K
Global Financial Private Client, LLC 0.10% No change 16,876 $286K
Maryland State Retirement & Pension System 0.01% No change 16,530 $280K
Redwood Investment Management, LLC 0.03% Reduce -91.5% 16,371 $277K
NewEdge Advisors, LLC 0.00% Add +0.9% 16,195 $275K
Boothbay Fund Management, LLC 0.01% Add +48.4% 16,117 $273K
HighPoint Advisor Group LLC 0.01% Add +1.4% 16,103 $273K
Norinchukin Bank, The 0.00% Reduce -3.3% 16,076 $272K
Swiss Life Asset Management Ltd 0.00% No change 15,820 $268K
Clay Northam Wealth Management, LLC 0.15% Reduce -20.4% 15,717 $266K
TBH Global Asset Management, LLC 0.04% No change 15,200 $258K
Arkos Global Advisors 0.03% No change 14,952 $253K
Kestra Private Wealth Services, LLC 0.00% New 14,903 $253K
PNC Financial Services Group, Inc. 0.00% Reduce -15.8% 14,793 $251K
Landscape Capital Management, L.L.C. 0.02% New 14,679 $249K
ProShare Advisors LLC 0.00% Reduce -5.7% 14,106 $239K
Jump Financial, LLC 0.00% New 13,722 $233K
Van Hulzen Asset Management, LLC 0.02% Reduce -18.9% 13,700 $232K
Bayforest Capital Ltd 0.17% Add +58.9% 13,675 $232K
Evolve Private Wealth, LLC 0.01% — 13,596 $230K
Integrated Advisors Network LLC 0.01% Reduce -3.8% 13,450 $228K
Hodges Capital Management Inc. 0.02% No change 13,230 $224K
Summit Trail Advisors, LLC 0.00% Add +16.4% 13,045 $221K
Empowered Funds, LLC 0.00% Add +0.6% 13,043 $221K
Modern Wealth Management, LLC 0.00% Add +0.3% 13,027 $221K
HB Wealth Management, LLC 0.00% Add +14.8% 12,693 $215K
Evergreen Capital Management LLC 0.00% Reduce -38.1% 12,648 $214K
Shelton Capital Management 0.00% No change 12,127 $206K
Baldwin Wealth Partners LLC 0.01% No change 12,100 $205K
Arrow Investment Advisors, LLC 0.23% Reduce -6.7% 12,082 $205K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.8% 12,001 $203K
Farallon Capital Management, L.L.C. 0.00% No change 12,000 $203K
CIBC Asset Management Inc 0.00% No change 11,966 $203K
Intrua Financial, LLC 0.02% Add +0.2% 11,905 $202K
Global Endowment Management, LP 0.03% Reduce -47.4% 11,841 $201K
PharVision Advisers, LLC 0.10% New 11,818 $200K
RDA Financial Network 0.05% No change 11,737 $199K
North Dakota State Investment Board 0.01% — 11,633 $197K
Worldquant Millennium Advisors LLC 0.00% New 11,576 $196K
PFG Investments, LLC 0.01% Reduce -15.4% 11,276 $191K
Jain Global LLC 0.00% New 11,249 $191K
Capital Investment Advisory Services, LLC 0.01% Add +0.0% 11,035 $187K
Focus Financial Network, Inc. 0.01% No change 10,776 $183K
Wellington Management Group LLP 0.00% Reduce -0.2% 10,733 $182K
US Bancorp \de 0.00% Reduce -2.8% 10,655 $181K
JB Capital LLC 0.01% Reduce -5.0% 10,628 $180K
Summit Financial, LLC 0.00% New 10,549 $179K
Chicago Partners Investment Group LLC 0.00% New 10,429 $178K
Vident Advisory, LLC 0.00% New 10,404 $176K
GWN Securities Inc. 0.04% Add +2.2% 10,400 $176K
MQS Management LLC 0.10% New 10,230 $173K
Blueshift Asset Management, LLC 0.05% New 10,148 $172K
Vestmark Advisory Solutions, Inc. 0.00% New 10,147 $172K
Advisory Services Network, LLC 0.00% Add +232.9% 10,125 $172K
KBC Group NV 0.00% No change 10,017 $170K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -15.4% 10,024 $170K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +33.5% 9,762 $165K
Allworth Financial LP 0.00% Add +3.4% 8,401 $142K
Spirit of America Management Corp. 0.03% No change 8,000 $136K
GAMMA Investing LLC 0.01% Add +0.1% 7,946 $135K
Delta Asset Management LLC 0.01% Reduce -8.3% 7,741 $131K
Whittier Trust Co. of Nevada Inc. 0.00% No change 6,762 $116K
Global Retirement Partners, LLC 0.00% Add +46.0% 6,113 $104K
Triumph Capital Management 0.02% Reduce -57.1% 6,093 $103K
FIL Ltd 0.00% Reduce -34.5% 6,034 $102K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.3% 5,639 $96K
GF Fund Management Co. LTD. 0.00% Reduce -1.0% 5,534 $94K
Parallel Advisors, LLC 0.00% Reduce -12.9% 5,436 $92K
Hantz Financial Services, Inc. 0.00% Reduce -13.8% 5,233 $89K
Huntington National Bank 0.00% Reduce -0.9% 4,875 $83K
UMB Bank, n.a. 0.00% Add +42.5% 4,801 $81K
Pinnacle Wealth Planning Services, Inc. 0.01% New 4,506 $76K
Quarry LP 0.01% Add +1.6% 4,425 $75K
EverSource Wealth Advisors, LLC 0.00% Add +3.8% 4,068 $69K
Clean Yield Group 0.02% No change 3,840 $65K
Group One Trading LLC 0.00% Add +6.3% 3,789 $64K
Avalon Trust Co 0.00% No change 3,650 $62K
MTM Investment Management, LLC 0.02% No change 3,344 $57K
Arax Advisory Partners 0.00% Reduce -94.4% 3,228 $55K
Harvest Fund Management Co., Ltd 0.00% No change 3,041 $52K
Quent Capital, LLC 0.00% No change 3,003 $51K
Financial Gravity Asset Management, Inc. 0.01% No change 2,833 $48K
Danske Bank A/S 0.00% No change 2,600 $44K
Prosperity Bancshares Inc 0.04% — 2,449 $42K
MAI Capital Management 0.00% Add +10.7% 2,372 $40K
Eurizon Capital SGR S.p.A. 0.00% — 2,157 $37K
Anchor Investment Management, LLC 0.00% Reduce -5.1% 2,159 $37K
Motco 0.00% No change 2,000 $34K
SageView Advisory Group, LLC 0.00% New 1,875 $32K
Atlantic Union Bankshares Corp 0.00% No change 1,800 $31K
Broadwater Capital Management LLC 0.02% Reduce -60.0% 1,720 $29K
Sunbelt Securities, Inc. 0.00% No change 1,629 $28K
Wilmington Savings Fund Society, FSB 0.00% Reduce -52.9% 1,600 $27K
Citizens National Bank Trust Department 0.00% No change 1,543 $26K
Jones Financial Companies LLLP 0.00% Reduce -17.6% 1,532 $26K
Ancora Advisors LLC 0.00% New 1,466 $25K
Smartleaf Asset Management LLC 0.00% Reduce -10.0% 1,447 $25K
Farther Finance Advisors, LLC 0.00% Reduce -2.0% 1,428 $24K
Wiser Advisor Group LLC 0.03% Add +1.4% 1,393 $24K
Versant Capital Management, Inc 0.00% Add +2.2% 1,392 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.0% 1,335 $23K
Rockefeller Capital Management L.P. 0.00% Reduce -30.8% 1,324 $22K
Transamerica Financial Advisors, LLC 0.00% Add +30.6% 1,283 $22K
Atlantic Private Wealth, LLC 0.01% Add +1.4% 1,277 $22K
Spire Wealth Management 0.00% No change 1,205 $20K
Optima Capital LLC 0.01% New 1,185 $20K
Wolff Wiese Magana LLC 0.01% No change 1,161 $20K
Daytona Street Capital LLC 0.01% — 1,075 $18K
Clearstead Trust, LLC 0.00% No change 1,040 $18K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -79.7% 1,000 $17K
Nemes Rush Group LLC 0.00% No change 1,000 $17K
DV Trading LLC 0.00% — 1,000 $17K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -100.0% 976 $17K
Tidemark, LLC 0.00% Reduce -5.2% 969 $16K
Essential Partners LLC 0.00% Add +8.4% 941 $16K
Steigerwald, Gordon & Koch Inc. 0.00% No change 900 $15K
Parkside Financial Bank & Trust 0.00% Add +29.7% 860 $15K
Covestor Ltd 0.01% No change 806 $14K
Westside Investment Management, Inc. 0.00% Add +2.6% 792 $13K
McIlrath & Eck, LLC 0.00% No change 766 $13K
Steward Partners Investment Advisory, LLC 0.00% Reduce -85.6% 698 $12K
Peregrine Capital Management LLC 0.00% No change 680 $12K
Aviso Financial Inc. 0.00% No change 640 $11K
Assetmark, Inc. 0.00% Add +8.0% 566 $10K
CGC Financial Services, LLC 0.00% No change 530 $9K
Safe Harbor Fiduciary, LLC 0.01% — 521 $9K
IFP Advisors, Inc 0.00% Add +57.0% 501 $8K
AdvisorNet Financial, Inc 0.00% Add +1.2% 489 $8K
Private Wealth Management Group, LLC 0.00% No change 480 $8K
GHP Investment Advisors, Inc. 0.00% No change 451 $8K
Basecamp Wealth Advisors LLC 0.00% — 435 $7K
Lanark Financial, Inc. 0.00% Reduce -1.4% 429 $7K
Larson Financial Group LLC 0.00% Add +1.5% 416 $7K
Colonial Trust Advisors 0.00% Reduce -14.0% 400 $7K
Brown Brothers Harriman & Co. 0.00% Reduce -8.1% 365 $6K
Elyxium Wealth, LLC 0.00% New 359 $6K
True Wealth Design, LLC 0.00% Add +756.1% 351 $6K
Measured Wealth Private Client Group, LLC 0.00% No change 350 $6K
Rothschild Investment LLC 0.00% Add +108.5% 319 $5K
Farmers & Merchants Investments Inc. 0.00% No change 315 $5K
CIBC Private Wealth Group LLC 0.00% Reduce -89.8% 313 $5K
Miller Global Investments, LLC 0.00% — 311 $5K
Clearstead Advisors, LLC 0.00% Reduce -30.9% 286 $5K
High Note Wealth, LLC 0.00% Reduce -2.3% 261 $4K
Crewe Advisors LLC 0.00% No change 250 $4K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 239 $4K
Pinnacle Bancorp, Inc. 0.00% No change 225 $4K
Sound Income Strategies, LLC 0.00% Add +1.0% 210 $4K
Fortitude Family Office, LLC 0.00% No change 214 $4K
Cornerstone Planning Group LLC 0.00% Add +7.6% 212 $3K
Tucker Asset Management LLC 0.00% New 204 $3K
WFA of San Diego, LLC 0.00% No change 200 $3K
Aventura Private Wealth, LLC 0.00% New 200 $3K
Key Financial Inc 0.00% No change 200 $3K
International Assets Investment Management, LLC 0.00% New 143 $2K
Sankala Group LLC 0.00% — 127 $2K
Flagship Harbor Advisors, LLC 0.00% New 133 $2K
Bare Financial Services, Inc 0.00% Add +29.0% 129 $2K
Rossby Financial, LCC 0.00% No change 113 $2K
HM Payson & Co. 0.00% No change 100 $2K
Investors Research Corp 0.00% No change 97 $2K
Hilton Head Capital Partners, LLC 0.00% — 83 $1K
N.E.W. Advisory Services LLC 0.00% No change 79 $1K
Manchester Capital Management LLC 0.00% New 67 $1K
Private Trust Co. NA 0.00% No change 62 $1K
Cornerstone Financial Management LLC 0.00% — 60 $1K
Physician Wealth Advisors, Inc. 0.00% No change 59 $1K
Capital Advisors, Ltd. LLC 0.00% No change 35 $1K
Prestige Wealth Management Group LLC 0.00% Reduce -96.9% 45 $763
Sachetta, LLC 0.00% No change 41 $695
Cromwell Holdings LLC 0.00% No change 40 $678
Caitlin John, LLC 0.00% Add +2.7% 38 $636
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 34 $576
Raffa Wealth Management, LLC 0.00% No change 31 $525
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 31 $525
SouthState Bank Corp 0.00% No change 20 $339
Dunhill Financial, LLC 0.00% New 19 $329
Bruce G. Allen Investments, LLC 0.00% No change 15 $254
Private Wealth Asset Management, LLC 0.00% No change 13 $220
Keating Financial Advisory Services, Inc. 0.00% — 13 $220
MV Capital Management, Inc. 0.00% No change 8 $136
Hughes Financial Services, LLC 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.