Healthcare Realty TrustHR

13F holders, Q1 2026 (March 31)
448holders +26
63new positions
36sold out
9famous investors
$17.01avg. 13F price*

At the end of Q1 2026, 448 institutions reported holding Healthcare Realty Trust Inc. (HR) in their 13F filings, up 26 from Q4 2025. 63 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($931.8M), Cohen & Steers, Inc. ($891.1M) and Vanguard Portfolio Management LLC ($486.3M). 9 famous investors held it, including Jeff Smith (2.5% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions63$51.8M
Exits36$65.5M

All 13F filers, Q4 2025 → Q1 2026: 30,529,467 shares bought and 36,688,155 shares sold, net −6,158,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 448 holders

BlackRock, Inc. 0.02% Add +2.3% 54,844,563 $931.8M
Cohen & Steers, Inc. 1.55% Reduce -6.8% 52,446,482 $891.1M
Vanguard Portfolio Management LLC 0.03% — 28,623,399 $486.3M
State Street Corp. 0.01% Reduce -2.2% 17,069,935 $290.0M
T. Rowe Price Associates Inc. 0.03% Add +6.8% 16,001,233 $271.9M
Vanguard Capital Management LLC 0.01% — 15,572,090 $264.6M
Resolution Capital Ltd 5.01% Add +72.4% 14,034,367 $238.4M
APG Asset Management US Inc. 1.35% Reduce -17.5% 10,223,995 $175.4M
Daiwa Securities Group Inc. 0.41% Reduce -2.4% 8,422,975 $143.1M
Charles Schwab Investment Management Inc. 0.02% Add +4.2% 7,330,756 $124.5M
Geode Capital Management, LLC 0.01% Add +2.9% 7,261,014 $123.4M
Rush Island Management, LP 8.23% Reduce -19.8% 7,225,362 $122.8M
Starboard Value 2.54% Reduce -45.9% 6,821,267 $115.9M
Centersquare Investment Management LLC 1.13% Add +7.7% 6,428,867 $109.2M
JPMorgan Chase & Co. 0.01% Add +2.0% 5,715,357 $96.1M
PGGM Investments 1.67% Reduce -16.2% 5,607,134 $95.3M
Thrivent Financial for Lutherans 0.17% Add +1.5% 5,222,220 $88.7M
Dimensional Fund Advisors LP 0.02% Reduce -2.5% 4,895,247 $83.2M
Massachusetts Financial Services Co. 0.03% Reduce -25.9% 4,272,658 $78.3M
Morgan Stanley 0.00% Add +20.4% 4,368,543 $74.2M
Sei Investments Co. 0.06% Add +20.0% 3,942,866 $67.0M
Bank of New York Mellon Corp 0.01% Reduce -4.3% 3,536,787 $60.1M
Northern Trust Corp. 0.01% Reduce -3.8% 3,498,128 $59.4M
Invesco Ltd. 0.01% Reduce -49.4% 3,415,552 $58.0M
Goldman Sachs Group Inc. 0.01% Add +210.9% 3,270,789 $55.6M
Jupiter Asset Management Ltd. 0.29% Add +71.0% 3,209,167 $54.5M
AQR Capital Management 0.02% Add +80.1% 2,964,095 $50.2M
Legal & General Group Plc 0.01% Reduce -13.2% 2,828,419 $48.1M
Gotham Asset Management 0.14% Add +137.1% 2,762,507 $46.9M
Millennium Management 0.03% Add +10715.7% 2,294,869 $39.0M
Russell Investments Group, Ltd. 0.04% Reduce -35.0% 2,254,872 $38.3M
Pzena Investment Management LLC 0.12% Reduce -0.0% 2,225,430 $37.8M
Bank of America Corp. 0.00% Add +13.3% 2,208,965 $37.5M
Vanguard Fiduciary Trust Co. 0.01% — 2,162,668 $36.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +4.9% 1,966,726 $33.4M
Renaissance Technologies 0.04% Add +100.0% 1,549,172 $26.3M
Los Angeles Capital Management LLC 0.10% Add +429.9% 1,544,210 $26.2M
Nordea Investment Management AB 0.02% Reduce -28.9% 1,415,099 $23.9M
William Blair Investment Management, LLC 0.07% Reduce -38.4% 1,315,096 $22.3M
UBS Group AG 0.00% Reduce -19.3% 1,202,972 $20.4M
Skba Capital Management LLC 2.59% Add +10.5% 1,111,838 $18.9M
Envestnet Asset Management Inc. 0.01% Add +5.7% 1,097,982 $18.7M
D. E. Shaw & Co. 0.02% Add +181.5% 1,054,779 $17.9M
Kettle Hill Capital Management, LLC 4.46% Reduce -23.7% 1,048,205 $17.8M
Marble Harbor Investment Counsel, LLC 1.69% Reduce -0.1% 917,607 $15.6M
Prudential Financial Inc. 0.02% Add +87.9% 917,031 $15.6M
Rhumbline Advisers 0.01% Reduce -0.9% 893,433 $15.2M
Citadel Advisors 0.01% Reduce -45.9% 871,719 $14.8M
Citigroup Inc. 0.01% Add +161.1% 852,954 $14.5M
California Public Employees Retirement System 0.01% Reduce -5.4% 817,302 $13.9M
Chilton Capital Management LLC 0.47% Add +0.8% 796,727 $13.5M
HSBC Holdings PLC 0.01% Add +45.9% 783,371 $13.3M
Principal Financial Group Inc. 0.01% Add +3.0% 778,739 $13.2M
Northside Capital Management, LLC 1.06% Reduce -6.0% 709,463 $12.1M
Capital Investment Advisors, LLC 0.18% Add +5.5% 706,302 $12.0M
Apollo Management Holdings, L.P. 0.22% Add +8.9% 677,181 $11.5M
Swiss National Bank 0.01% Add +0.4% 661,300 $11.2M
Allianz Asset Management GmbH 0.01% Add +2.4% 578,821 $9.8M
Jane Street Group, LLC 0.01% Add +1060.8% 572,566 $9.7M
Asset Management One Co., Ltd. 0.03% Reduce -10.8% 548,977 $9.3M
Nomura Asset Management Co. Ltd. 0.02% Add +2.2% 542,500 $9.2M
Bank of Montreal 0.00% Add +1021.5% 519,174 $8.8M
Alliancebernstein L.P. 0.00% Reduce -1.9% 495,450 $8.4M
Public Employees Retirement System of Ohio 0.03% Reduce -17.1% 479,777 $8.2M
Ameriprise Financial Inc. 0.00% Add +3.0% 476,722 $8.1M
HRT Financial LP 0.02% Reduce -47.3% 476,259 $8.1M
Intech Investment Management LLC 0.08% Add +532.9% 457,600 $7.8M
First National Bank of Omaha 0.24% Reduce -1.2% 455,482 $7.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 439,631 $7.5M
Man Group plc 0.02% New 437,224 $7.4M
Retirement Systems of Alabama 0.02% Add +1.3% 427,672 $7.3M
Nuveen, LLC 0.00% Reduce -8.6% 419,471 $7.1M
California State Teachers Retirement System 0.01% Add +24.6% 396,973 $6.7M
Aberdeen Group plc 0.01% Reduce -1.1% 386,919 $6.6M
Edgestream Partners, L.P. 0.21% New 382,013 $6.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.5% 379,678 $6.5M
Ieq Capital, LLC 0.03% Add +52.5% 358,415 $6.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -33.6% 342,309 $5.8M
LPL Financial LLC 0.00% Add +2.3% 322,821 $5.5M
Creative Planning 0.00% Add +77.6% 320,819 $5.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.1% 320,367 $5.4M
Barclays PLC 0.00% Add +3.5% 319,835 $5.4M
Liberty One Investment Management, LLC 0.54% Add +31.3% 311,085 $5.3M
DekaBank Deutsche Girozentrale 0.01% No change 303,388 $5.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 303,504 $5.2M
State Board of Administration of Florida Retirement System 0.01% No change 302,593 $5.1M
Vanguard Investments Australia, Ltd. 0.01% — 299,168 $5.1M
Wells Fargo & Company 0.00% Add +2.6% 296,040 $5.0M
Fifth Third Bancorp 0.01% Add +1293.6% 295,660 $5.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2.1% 284,510 $4.8M
Quantinno Capital Management LP 0.01% Add +79.5% 270,591 $4.6M
New York State Teachers Retirement System 0.01% Reduce -4.7% 259,346 $4.4M
BNP Paribas Financial Markets 0.00% Add +28.1% 244,566 $4.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +8.9% 240,152 $4.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +20.9% 236,607 $4.0M
Mariner, LLC 0.00% Add +134.8% 231,179 $3.9M
Deutsche Bank AG 0.00% Reduce -94.3% 220,358 $3.7M
Van Eck Associates Corp. 0.00% Add +14.5% 215,502 $3.7M
Royal Bank of Canada 0.00% Reduce -16.8% 215,032 $3.7M
Holocene Advisors, LP 0.01% New 210,264 $3.6M
Bessemer Group Inc. 0.01% Add +0.1% 202,802 $3.4M
State of New Jersey Common Pension Fund D 0.01% Add +3.2% 199,207 $3.4M
State of Alaska, Department of Revenue 0.04% Add +1.1% 199,180 $3.4M
XTX Topco Ltd 0.06% Add +58.4% 193,948 $3.3M
Amundi 0.00% Add +2.8% 191,204 $3.2M
MetLife Investment Management, LLC 0.02% Reduce -0.0% 181,138 $3.1M
Franklin Resources Inc. 0.00% Reduce -5.5% 175,704 $3.0M
Handelsbanken Fonder AB 0.01% Add +8.3% 174,576 $3.0M
Macquarie Group Ltd. 0.02% Reduce -1.5% 174,262 $3.0M
State of Tennessee, Department of Treasury 0.01% Add +6.7% 174,226 $3.0M
VARCOV Co. 1.01% New 158,872 $2.7M
Amalgamated Bank 0.02% Add +1.9% 155,922 $2.6M
Stifel Financial Corp. 0.00% Add +4.7% 154,019 $2.6M
Resona Asset Management Co.,Ltd. 0.01% Add +4.5% 154,226 $2.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +186.7% 151,673 $2.6M
Janus Henderson Group PLC 0.00% Reduce -93.9% 145,123 $2.5M
Vanguard Global Advisers, LLC 0.00% — 142,205 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% No change 140,757 $2.4M
Treasurer of the State of North Carolina 0.01% Add +2.2% 140,476 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -8.6% 133,688 $2.3M
Landscape Capital Management, L.L.C. 0.14% Add +802.5% 132,484 $2.3M
LSV Asset Management 0.00% Add +17.0% 131,500 $2.2M
Caxton Associates LLP 0.05% Add +25.4% 130,781 $2.2M
Presima Securities ULC 1.24% No change 129,765 $2.2M
WINTON GROUP Ltd 0.08% New 128,633 $2.2M
Cwm, LLC 0.01% Add +64.4% 127,657 $2.2M
New York State Common Retirement Fund 0.00% No change 124,031 $2.1M
Van Lanschot Kempen Investment Management N.V. 0.02% New 120,480 $2.0M
First Trust Advisors LP 0.00% Add +19.9% 118,330 $2.0M
Cibc World Market Inc. 0.00% Reduce -37.9% 117,173 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.8% 116,663 $2.0M
STRS Ohio 0.01% Reduce -0.0% 116,348 $2.0M
AMG National Trust Bank 0.04% New 116,184 $2.0M
Mercer Global Advisors Inc. 0.00% Add +97.0% 113,250 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% No change 112,949 $1.9M
Cerity Partners LLC 0.00% Add +53.2% 107,996 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% No change 105,950 $1.8M
Cinctive Capital Management LP 0.12% Reduce -35.7% 105,821 $1.8M
Tudor Investment Corporation 0.01% New 104,379 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.8% 101,546 $1.8M
Marshall Wace, LLP 0.00% New 102,039 $1.7M
Louisiana State Employees Retirement System 0.03% Add +3.9% 101,100 $1.7M
Lazard Asset Management LLC 0.00% Add +12.2% 100,202 $1.7M
HighTower Advisors, LLC 0.00% Add +25.3% 97,101 $1.6M
Oak Thistle LLC 0.16% Add +27.1% 95,676 $1.6M
Cetera Investment Advisers 0.00% Add +10.8% 95,598 $1.6M
Taylor Frigon Capital Management LLC 0.91% Reduce -3.5% 94,645 $1.6M
Arizona State Retirement System 0.01% Reduce -1.7% 91,854 $1.6M
Metis Global Partners, LLC 0.04% Add +9.9% 91,395 $1.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.08% No change 90,000 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -7.3% 87,475 $1.5M
State of Wisconsin Investment Board 0.00% Add +12.3% 86,196 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +10.3% 85,896 $1.5M
State of Michigan Retirement System 0.01% Add +1.1% 83,953 $1.4M
CIBC Bancorp USA Inc. 0.00% — 79,930 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.7% 78,153 $1.3M
New Mexico Educational Retirement Board 0.04% No change 77,800 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.4% 77,328 $1.3M
Jefferies Financial Group Inc. 0.02% Add +113.2% 76,600 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 76,600 $1.3M
KLP Kapitalforvaltning As 0.00% Add +2.9% 73,500 $1.2M
Osaic Holdings, Inc. 0.00% Add +0.9% 72,556 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +2.3% 71,572 $1.2M
Captrust Financial Advisors 0.00% Add +39.0% 71,150 $1.2M
UniSuper Management Pty Ltd 0.01% Add +1.5% 68,600 $1.2M
Harbour Investments, Inc. 0.02% Reduce -3.2% 67,904 $1.2M
Robeco Institutional Asset Management B.V. 0.00% No change 66,988 $1.1M
NEOS Investment Management LLC 0.01% Add +37.0% 66,914 $1.1M
Raymond James Financial Inc. 0.00% Reduce -14.1% 66,356 $1.1M
Commerzbank Aktiengesellschaft 0.02% Reduce -20.9% 66,281 $1.1M
Vestcor Inc 0.03% New 65,773 $1.1M
Pensionfund PDN 0.64% No change 64,719 $1.1M
Ameritas Investment Partners, Inc. 0.03% No change 64,442 $1.1M
Pinebridge Investments LLC 0.01% Add +3.3% 63,948 $1.1M
Money Concepts Capital Corp. 0.06% Add +3.6% 63,805 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +11.5% 60,581 $1.0M
Sequent Asset Management, LLC 0.49% No change 60,450 $1.0M
Oppenheimer Asset Management Inc. 0.01% Add +0.1% 57,474 $976K
Quadrant Capital Group LLC 0.03% Add +54.7% 56,905 $967K
Nissay Asset Management Corp. /Japan 0.01% Add +1.3% 55,202 $938K
Victory Capital Management Inc. 0.00% Add +5.5% 55,189 $938K
Pacer Advisors, Inc. 0.00% Add +0.5% 54,356 $924K
IFM Investors Pty Ltd 0.01% Add +0.7% 53,819 $914K
Pictet Asset Management Holding SA 0.00% Add +5.9% 52,848 $898K
MML Investors Services, LLC 0.00% Reduce -8.8% 48,484 $824K
Hudson Edge Investment Partners Inc. 0.12% New 46,481 $790K
FMR LLC 0.00% Add +6.9% 46,076 $783K
M&T Bank Corp 0.00% Add +0.6% 45,360 $770K
SG Americas Securities, LLC 0.00% Reduce -78.7% 45,024 $765K
Axq Capital, LP 0.10% Add +96.4% 44,955 $764K
Sequoia Financial Advisors, LLC 0.00% Add +23.5% 44,569 $757K
Commonwealth Equity Services, LLC 0.00% Reduce -9.6% 44,350 $754K
Pathstone Holdings, LLC 0.00% Add +1.1% 44,098 $749K
New York Life Investment Management LLC 0.01% Add +40.0% 43,639 $741K
Focus Partners Wealth 0.00% Add +66.1% 43,456 $738K
Vinva Investment Management Ltd 0.01% New 29,731 $729K
J.W. Cole Advisors, Inc. 0.02% Reduce -3.7% 42,759 $726K
Lecap Asset Management Ltd. 0.27% New 41,891 $712K
Advisors Asset Management, Inc. 0.01% Reduce -45.3% 41,818 $710K
Teacher Retirement System of Texas 0.00% Reduce -14.0% 41,212 $700K
Xponance LLC 0.00% Add +29.3% 40,835 $694K
Ethic Inc. 0.01% Reduce -16.9% 39,533 $672K
Public Employees Retirement Association of Colorado 0.00% No change 38,737 $658K
First Dallas Securities Inc. 0.24% Add +15.0% 38,405 $653K
Atria Investments, Inc 0.01% Add +13.7% 38,225 $649K
Sanctuary Advisors, LLC 0.00% Reduce -13.0% 37,620 $639K
Advisory Resource Group 0.11% Reduce -12.7% 37,497 $637K
Neuberger Berman Group LLC 0.00% Reduce -0.3% 36,615 $622K
Gsa Capital Partners LLP 0.04% New 36,629 $622K
DRW Securities, LLC 0.03% New 33,793 $574K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.1% 33,611 $571K
Pensionfund Sabic 0.67% No change 32,582 $554K
Linden Thomas Advisory Services, LLC 0.05% Add +0.7% 31,604 $537K
Brown Advisory Inc. 0.00% Add +1.2% 31,143 $529K
Journey Strategic Wealth LLC 0.01% Add +7.0% 30,336 $515K
Arrowstreet Capital, Limited Partnership 0.00% New 29,446 $500K
Federated Hermes, Inc. 0.00% Reduce -47.6% 27,730 $471K
Haverford Trust Co 0.00% New 27,581 $469K
Dynamic Technology Lab Private Ltd 0.08% Add +35.9% 27,403 $466K
Natixis Advisors, LLC 0.00% Add +4.8% 26,837 $456K
Corient Private Wealth LP 0.00% Add +0.6% 26,261 $446K
Merit Financial Group, LLC 0.00% Add +3.8% 26,136 $444K
GeoWealth Management, LLC 0.02% Reduce -14.0% 25,710 $437K
Geneos Wealth Management Inc. 0.01% Add +1.2% 25,646 $436K
Securian Asset Management, Inc. 0.02% No change 25,626 $435K
Sage Investment Counsel LLC 0.48% Reduce -1.9% 25,262 $429K
Fox Run Management, L.L.C. 0.07% New 25,480 $428K
Ensign Peak Advisors, Inc 0.00% No change 24,644 $419K
Tidal Investments LLC 0.00% New 24,005 $408K
Voya Investment Management LLC 0.00% Reduce -1.2% 23,923 $406K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -4.2% 23,888 $406K
Washington Trust Bank 0.03% New 23,652 $402K
World Investment Advisors 0.01% Add +1.4% 23,575 $401K
Heitman Real Estate Securities LLC 0.03% Reduce -0.7% 23,372 $397K
Brevan Howard Capital Management LP 0.00% New 23,342 $397K
AlphaGrep UK Ltd 0.12% New 23,300 $396K
Abel Hall, LLC 0.08% Add +9.2% 23,037 $391K
Tower Research Capital LLC (TRC) 0.01% Reduce -21.2% 22,653 $385K
Signaturefd, LLC 0.01% Add +0.9% 22,531 $383K
Magnetar Financial LLC 0.00% New 22,157 $376K
Park Avenue Securities LLC 0.00% Add +5.0% 22,081 $375K
Allstate Corp. 0.00% New 21,848 $371K
Two Sigma Investments, LP 0.00% New 21,500 $365K
Chicago Partners Investment Group LLC 0.01% Add +90.9% 19,909 $365K
Safe Harbor Family Capital, LLC 0.28% Add +16.4% 21,352 $363K
Gross & Hartman Investments LLC 0.19% Add +16.4% 21,352 $363K
Brighton Jones LLC 0.01% New 20,554 $349K
Armstrong Advisory Group, Inc. 0.02% Reduce -6.9% 20,547 $349K
HB Wealth Management, LLC 0.00% Add +60.3% 20,345 $346K
Integrated Wealth Concepts LLC 0.00% New 20,204 $343K
VestGen Advisors, LLC 0.01% New 16,809 $338K
Brooklyn Investment Group 0.01% New 19,859 $337K
Nisa Investment Advisors, LLC 0.00% Reduce -37.5% 19,660 $334K
CX Institutional 0.01% Add +0.7% 19,599 $333K
Swiss Life Asset Management Ltd 0.00% Add +23.2% 19,492 $331K
Point72 Asset Management 0.00% Reduce -95.3% 19,360 $329K
Engineers Gate Manager LP 0.00% New 18,890 $321K
DNB Asset Management AS 0.00% New 18,801 $319K
Comprehensive Money Management Services LLC 0.21% Add +2.7% 18,798 $319K
Natixis 0.00% New 18,259 $310K
Greenleaf Trust 0.00% Reduce -5.7% 18,216 $309K
DoubleLine ETF Adviser LP 0.12% Reduce -20.5% 18,085 $307K
Bayforest Capital Ltd 0.34% Add +31.3% 17,961 $305K
Kestra Advisory Services, LLC 0.00% Reduce -10.7% 17,570 $299K
Utah Retirement Systems 0.00% No change 17,345 $295K
Global Financial Private Client, LLC 0.09% No change 16,876 $287K
Capital Fund Management S.A. 0.00% New 16,813 $286K
Coldstream Capital Management Inc. 0.00% Reduce -7.8% 16,745 $284K
PNC Financial Services Group, Inc. 0.00% Add +13.2% 16,743 $284K
Redwood Investment Management, LLC 0.04% Add +1.3% 16,575 $282K
Maryland State Retirement & Pension System 0.01% No change 16,530 $281K
Global Endowment Management, LP 0.03% Add +34.5% 15,921 $270K
Boothbay Fund Management, LLC 0.01% Reduce -1.6% 15,865 $270K
Clay Northam Wealth Management, LLC 0.15% No change 15,717 $267K
Norinchukin Bank, The 0.00% Reduce -3.9% 15,453 $263K
Guggenheim Capital LLC 0.00% Reduce -35.0% 15,358 $261K
State of Wyoming 0.03% New 15,261 $259K
TBH Global Asset Management, LLC 0.05% No change 15,200 $258K
Ritholtz Wealth Management 0.00% New 15,162 $258K
Kestra Private Wealth Services, LLC 0.00% Add +1.2% 15,087 $256K
Evolve Private Wealth, LLC 0.01% Add +10.9% 15,073 $256K
NewEdge Advisors, LLC 0.00% Reduce -7.2% 15,028 $255K
Summit Trail Advisors, LLC 0.00% Add +14.7% 14,965 $254K
Arkos Global Advisors 0.03% No change 14,952 $254K
Hantz Financial Services, Inc. 0.00% Add +174.9% 14,386 $244K
Squarepoint Ops LLC 0.00% New 14,182 $241K
ProShare Advisors LLC 0.00% Reduce -0.8% 13,992 $238K
Van Hulzen Asset Management, LLC 0.02% No change 13,700 $233K
Hodges Capital Management Inc. 0.02% No change 13,230 $225K
Empowered Funds, LLC 0.00% Add +0.4% 13,096 $223K
Focus Partners Advisor Solutions, LLC 0.00% New 13,026 $221K
MAI Capital Management 0.00% Add +444.2% 12,909 $219K
Modern Wealth Management, LLC 0.00% Reduce -2.2% 12,738 $219K
Allworth Financial LP 0.00% Add +52.2% 12,786 $217K
Aprio Wealth Management, LLC 0.01% New 12,776 $217K
Fifth Third Wealth Advisors LLC 0.01% Add +4.8% 12,580 $214K
United Capital Financial Advisors, LLC 0.00% New 12,424 $211K
Cresset Asset Management, LLC 0.00% Reduce -70.2% 12,381 $210K
Shelton Capital Management 0.00% No change 12,127 $206K
Baldwin Wealth Partners LLC 0.01% No change 12,100 $206K
Farallon Capital Management, L.L.C. 0.00% No change 12,000 $204K
CIBC Asset Management Inc 0.00% No change 11,966 $203K
RDA Financial Network 0.05% No change 11,737 $199K
Integrated Advisors Network LLC 0.01% Reduce -13.0% 11,703 $199K
Arrow Investment Advisors, LLC 0.21% Reduce -3.2% 11,693 $199K
Capital Investment Advisory Services, LLC 0.01% Add +4.9% 11,579 $197K
US Bancorp \de 0.00% Add +7.3% 11,428 $194K
Intrua Financial, LLC 0.02% Reduce -6.3% 11,159 $190K
Sterling Capital Management LLC 0.00% Reduce -43.3% 11,009 $187K
Focus Financial Network, Inc. 0.01% No change 10,776 $183K
Wellington Management Group LLP 0.00% No change 10,733 $182K
JB Capital LLC 0.01% Add +1.0% 10,732 $182K
Summit Financial, LLC 0.00% Add +0.8% 10,637 $181K
PFG Investments, LLC 0.01% Reduce -6.1% 10,588 $180K
GWN Securities Inc. 0.03% Reduce -3.6% 10,028 $170K
KBC Group NV 0.00% No change 10,017 $170K
GAMMA Investing LLC 0.01% Add +22.9% 9,765 $166K
Parallel Advisors, LLC 0.00% Add +74.7% 9,496 $161K
Spirit of America Management Corp. 0.03% No change 8,000 $136K
Globeflex Capital L P 0.02% New 7,988 $136K
Rockefeller Capital Management L.P. 0.00% Add +492.4% 7,844 $133K
Delta Asset Management LLC 0.01% No change 7,741 $132K
FIL Ltd 0.00% Add +16.4% 7,024 $119K
EverSource Wealth Advisors, LLC 0.00% Add +72.5% 7,017 $119K
Whittier Trust Co. of Nevada Inc. 0.00% No change 6,762 $117K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -29.5% 6,879 $117K
Aster Capital Management (DIFC) Ltd 0.04% New 6,839 $116K
Triumph Capital Management 0.02% Reduce -14.1% 5,232 $89K
GF Fund Management Co. LTD. 0.00% Reduce -8.8% 5,049 $86K
Huntington National Bank 0.00% No change 4,875 $83K
Rothschild Investment LLC 0.00% Add +1399.4% 4,783 $81K
Eurizon Capital SGR S.p.A. 0.00% Add +118.7% 4,718 $80K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -2.2% 4,405 $75K
UMB Bank, n.a. 0.00% Reduce -8.8% 4,377 $74K
Clean Yield Group 0.02% No change 3,840 $65K
Avalon Trust Co 0.00% No change 3,650 $62K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.1% 3,603 $61K
Quarry LP 0.01% Reduce -23.1% 3,405 $58K
MTM Investment Management, LLC 0.02% No change 3,344 $57K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +239.8% 3,316 $56K
Jones Financial Companies LLLP 0.00% Add +117.2% 3,328 $56K
Advisory Services Network, LLC 0.00% Reduce -70.1% 3,029 $51K
Financial Gravity Asset Management, Inc. 0.01% No change 2,833 $48K
Inspire Investing, LLC 0.00% New 2,640 $45K
Prosperity Bancshares Inc 0.03% No change 2,449 $42K
Main Street Group, LTD 0.01% New 2,445 $42K
Arax Advisory Partners 0.00% Reduce -28.2% 2,319 $39K
Quent Capital, LLC 0.00% Reduce -27.2% 2,185 $37K
Anchor Investment Management, LLC 0.00% No change 2,159 $37K
Synergy Investment Management, LLC 0.01% New 2,131 $36K
Motco 0.00% No change 2,000 $34K
Farther Finance Advisors, LLC 0.00% Add +27.2% 1,817 $31K
Atlantic Union Bankshares Corp 0.00% No change 1,800 $31K
Broadwater Capital Management LLC 0.02% No change 1,720 $29K
Wilmington Savings Fund Society, FSB 0.00% No change 1,600 $27K
Citizens National Bank Trust Department 0.00% No change 1,543 $26K
Versant Capital Management, Inc 0.00% Add +10.2% 1,534 $26K
Exchange Traded Concepts, LLC 0.00% Reduce -96.5% 1,519 $26K
Smartleaf Asset Management LLC 0.00% Add +4.3% 1,509 $25K
Transamerica Financial Advisors, LLC 0.00% Add +15.3% 1,480 $25K
Ancora Advisors LLC 0.00% No change 1,466 $25K
Wiser Advisor Group LLC 0.03% Add +1.3% 1,411 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.7% 1,246 $21K
Spire Wealth Management 0.00% No change 1,205 $20K
Basecamp Wealth Advisors LLC 0.00% Add +169.9% 1,174 $20K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.8% 1,008 $20K
Wolff Wiese Magana LLC 0.01% No change 1,161 $20K
Daytona Street Capital LLC 0.01% No change 1,075 $18K
Tidemark, LLC 0.00% No change 969 $16K
Harvest Fund Management Co., Ltd 0.00% Reduce -68.5% 957 $16K
Destiny Wealth Partners, LLC 0.00% New 920 $16K
Essential Partners LLC 0.01% Reduce -4.1% 902 $15K
Steigerwald, Gordon & Koch Inc. 0.00% No change 900 $15K
Clearstead Trust, LLC 0.00% Reduce -16.6% 867 $15K
Westside Investment Management, Inc. 0.00% No change 792 $14K
McIlrath & Eck, LLC 0.00% No change 766 $13K
Assetmark, Inc. 0.00% Add +30.6% 739 $13K
Peregrine Capital Management LLC 0.00% No change 680 $12K
Parkside Financial Bank & Trust 0.00% Reduce -24.2% 652 $11K
Aviso Financial Inc. 0.00% No change 640 $11K
Root Financial Partners, LLC 0.00% New 637 $11K
CGC Financial Services, LLC 0.00% No change 530 $9K
AdvisorNet Financial, Inc 0.00% Add +1.4% 496 $8K
Private Wealth Management Group, LLC 0.00% No change 480 $8K
Covestor Ltd 0.01% Reduce -41.1% 475 $8K
True Wealth Design, LLC 0.00% Add +29.6% 455 $8K
GHP Investment Advisors, Inc. 0.00% No change 451 $8K
IFP Advisors, Inc 0.00% Reduce -13.8% 432 $7K
Sapience Investments, LLC 0.95% Reduce -98.5% 431 $7K
Brookfield Corp 0.00% New 430 $7K
Larson Financial Group LLC 0.00% Add +1.2% 421 $7K
SJS Investment Consulting Inc. 0.00% New 403 $7K
Colonial Trust Advisors 0.00% No change 400 $7K
Lanark Financial, Inc. 0.00% Reduce -11.4% 380 $6K
Brown Brothers Harriman & Co. 0.00% No change 365 $6K
EFG International AG 0.00% New 359 $6K
Measured Wealth Private Client Group, LLC 0.00% No change 350 $6K
Farmers & Merchants Investments Inc. 0.00% No change 315 $5K
Owl Creek Wealth Partners LLC 0.00% — 285 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +2000.0% 273 $5K
High Note Wealth, LLC 0.00% No change 261 $4K
Sachetta, LLC 0.00% Add +512.2% 251 $4K
Crewe Advisors LLC 0.00% No change 250 $4K
Ameriflex Group, Inc. 0.00% No change 239 $4K
Pinnacle Bancorp, Inc. 0.00% No change 225 $4K
Cornerstone Planning Group LLC 0.00% Reduce -12.3% 186 $4K
Sound Income Strategies, LLC 0.00% Add +0.9% 212 $4K
Fortitude Family Office, LLC 0.00% No change 214 $4K
WFA of San Diego, LLC 0.00% No change 200 $3K
Aventura Private Wealth, LLC 0.00% No change 200 $3K
Key Financial Inc 0.00% No change 200 $3K
Bare Financial Services, Inc 0.00% Add +50.4% 194 $3K
CVA Family Office, LLC 0.00% New 153 $3K
Beaird Harris Wealth Management, LLC 0.00% New 150 $3K
Wealth Preservation Advisors, LLC 0.00% New 145 $2K
Sankala Group LLC 0.00% No change 127 $2K
Physician Wealth Advisors, Inc. 0.00% Add +100.0% 118 $2K
Rossby Financial, LCC 0.00% No change 113 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 105 $2K
TD Waterhouse Canada Inc. 0.00% New 100 $2K
Danske Bank A/S 0.00% Reduce -96.2% 100 $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% Reduce -2.4% 81 $1K
N.E.W. Advisory Services LLC 0.00% No change 79 $1K
International Assets Investment Management, LLC 0.00% Reduce -49.6% 72 $1K
Dunhill Financial, LLC 0.00% Add +252.6% 67 $1K
Manchester Capital Management LLC 0.00% No change 67 $1K
Private Trust Co. NA 0.00% No change 62 $1K
Cornerstone Financial Management LLC 0.00% No change 60 $1K
Capital Advisors, Ltd. LLC 0.00% No change 35 $1K
NBT Bank, N.A. 0.00% New 57 $968
Whittier Trust Co. 0.00% New 50 $865
Prestige Wealth Management Group LLC 0.00% No change 45 $765
Cromwell Holdings LLC 0.00% No change 40 $680
Caitlin John, LLC 0.00% No change 38 $646
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 34 $577
Raffa Wealth Management, LLC 0.00% No change 31 $527
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 31 $527
Financial Consulate, Inc. 0.00% New 28 $476
Bogart Wealth, LLC 0.00% New 28 $476
SouthState Bank Corp 0.00% No change 20 $340
Bruce G. Allen Investments, LLC 0.00% No change 15 $255
Steward Partners Investment Advisory, LLC 0.00% Reduce -98.8% 8 $141
MV Capital Management, Inc. 0.00% No change 8 $136
Silicon Valley Capital Partners 0.00% New 4 $69
Hughes Financial Services, LLC 0.00% No change 2 $34
Meeder Asset Management Inc. 0.00% New 1 $17

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