Healthcare Realty TrustHR

13F holders, Q2 2026 (June 30)
461holders +13
55new positions
40sold out
9famous investors
$20.19avg. 13F price*

At the end of Q2 2026, 461 institutions reported holding Healthcare Realty Trust Inc. (HR) in their 13F filings, up 13 from Q1 2026. 55 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($1.2B), Cohen & Steers, Inc. ($1.1B) and Vanguard Portfolio Management LLC ($585.9M). 9 famous investors held it, including Jeff Smith (0.9% of Starboard Value's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions55$61.8M
Exits40$50.4M

All 13F filers, Q1 2026 → Q2 2026: 33,495,848 shares bought and 34,057,345 shares sold, net −561,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 461 holders

BlackRock, Inc. 0.02% Add +4.0% 57,045,264 $1.2B
Cohen & Steers, Inc. 1.70% Add +1.6% 53,261,400 $1.1B
Vanguard Portfolio Management LLC 0.03% Add +1.5% 29,049,740 $585.9M
State Street Corp. 0.01% Reduce -1.9% 16,743,817 $337.7M
T. Rowe Price Associates Inc. 0.03% Add +0.5% 16,087,364 $324.5M
Vanguard Capital Management LLC 0.01% Add +0.0% 15,579,097 $314.2M
Resolution Capital Ltd 4.50% Reduce -13.5% 12,135,370 $244.8M
APG Asset Management US Inc. 1.45% No change 10,223,995 $207.4M
Daiwa Securities Group Inc. 0.37% Reduce -3.8% 8,105,312 $163.5M
Charles Schwab Investment Management Inc. 0.02% Add +1.5% 7,440,510 $150.1M
Geode Capital Management, LLC 0.01% Add +0.6% 7,305,359 $147.4M
Rush Island Management, LP 6.97% Reduce -27.8% 5,213,764 $105.2M
Thrivent Financial for Lutherans 0.18% Reduce -1.1% 5,162,354 $104.1M
Dimensional Fund Advisors LP 0.02% Add +2.9% 5,037,379 $101.6M
Morgan Stanley 0.01% Add +14.8% 5,014,723 $101.1M
Los Angeles Capital Management LLC 0.36% Add +213.1% 4,835,207 $97.5M
Deutsche Bank AG 0.03% Add +2000.6% 4,628,839 $93.4M
Massachusetts Financial Services Co. 0.03% Reduce -5.8% 4,026,952 $88.2M
AQR Capital Management 0.03% Add +44.6% 4,287,335 $86.5M
Norges Bank 0.01% — 3,801,738 $76.7M
Sei Investments Co. 0.07% Reduce -5.2% 3,739,790 $75.4M
Millennium Management 0.05% Add +51.7% 3,480,885 $70.2M
Northern Trust Corp. 0.01% Reduce -0.7% 3,472,303 $70.0M
Bank of New York Mellon Corp 0.01% Reduce -3.1% 3,425,504 $69.1M
Russell Investments Group, Ltd. 0.06% Add +44.9% 3,267,017 $65.9M
Jupiter Asset Management Ltd. 0.32% No change 3,209,167 $64.7M
Goldman Sachs Group Inc. 0.01% Reduce -11.1% 2,907,645 $58.6M
Legal & General Group Plc 0.01% Add +0.1% 2,829,701 $57.1M
PGGM Investments 1.37% Reduce -50.8% 2,758,771 $55.6M
Gotham Asset Management 0.12% Reduce -3.9% 2,654,299 $53.5M
Renaissance Technologies 0.07% Add +65.3% 2,561,272 $51.7M
HRT Financial LP 0.09% Add +411.1% 2,434,106 $49.1M
Jane Street Group, LLC 0.03% Add +306.2% 2,325,952 $46.9M
Pzena Investment Management LLC 0.13% No change 2,225,430 $44.9M
Vanguard Fiduciary Trust Co. 0.01% Add +1.2% 2,188,285 $44.1M
Bank of America Corp. 0.00% Reduce -6.7% 2,061,714 $41.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +60177.1% 1,998,790 $40.3M
Starboard Value 0.86% Reduce -71.6% 1,936,267 $39.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -6.4% 1,841,135 $37.1M
UBS Group AG 0.01% Add +46.6% 1,763,546 $35.6M
JPMorgan Chase & Co. 0.00% Reduce -72.4% 1,578,423 $32.9M
Invesco Ltd. 0.00% Reduce -63.7% 1,240,823 $25.0M
Envestnet Asset Management Inc. 0.01% Add +8.4% 1,190,084 $24.0M
Wells Fargo & Company 0.00% Add +246.2% 1,024,757 $20.7M
Ameriprise Financial Inc. 0.00% Add +100.3% 954,732 $19.3M
William Blair Investment Management, LLC 0.06% Reduce -28.3% 943,623 $19.0M
Skba Capital Management LLC 3.09% Reduce -16.6% 927,438 $18.7M
Marble Harbor Investment Counsel, LLC 1.87% Reduce -0.5% 913,200 $18.4M
Rhumbline Advisers 0.01% Reduce -0.5% 888,755 $17.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +2687.3% 820,757 $16.6M
Citigroup Inc. 0.01% Reduce -6.6% 796,897 $16.1M
Principal Financial Group Inc. 0.01% Add +1.0% 786,704 $15.9M
Capital Investment Advisors, LLC 0.20% Add +4.1% 735,149 $14.8M
Citadel Advisors 0.01% Reduce -15.7% 734,884 $14.8M
Northside Capital Management, LLC 1.14% Reduce -2.4% 692,605 $14.0M
Credit Agricole S A 0.03% New 677,500 $13.7M
Apollo Management Holdings, L.P. 0.22% No change 677,181 $13.7M
HSBC Holdings PLC 0.01% Reduce -14.1% 673,232 $13.6M
Swiss National Bank 0.01% Add +0.6% 665,000 $13.4M
Chilton Capital Management LLC 0.42% Reduce -16.6% 664,850 $13.4M
California Public Employees Retirement System 0.01% Reduce -18.7% 664,452 $13.4M
Jones Financial Companies LLLP 0.01% Add +18186.9% 608,589 $12.5M
Allianz Asset Management GmbH 0.01% Add +4.9% 607,092 $12.2M
BNP Paribas Financial Markets 0.01% Add +141.4% 590,286 $11.9M
Natixis Advisors, LLC 0.01% Add +2080.9% 585,280 $11.8M
Jain Global LLC 0.15% New 583,297 $11.8M
Asset Management One Co., Ltd. 0.03% Add +4.7% 574,958 $11.6M
Nomura Asset Management Co. Ltd. 0.02% Add +3.8% 563,270 $11.4M
Intech Investment Management LLC 0.10% Add +14.5% 524,043 $10.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +45.4% 497,804 $10.0M
Public Employees Retirement System of Ohio 0.03% Add +2.7% 492,685 $9.9M
Prudential Financial Inc. 0.01% Reduce -46.6% 489,814 $9.9M
First National Bank of Omaha 0.28% Add +4.1% 474,192 $9.8M
Mizuho Markets Cayman LP 0.37% New 484,142 $9.8M
D. E. Shaw & Co. 0.01% Reduce -56.4% 460,248 $9.3M
Nuveen, LLC 0.00% Add +9.5% 459,445 $9.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +3.0% 452,772 $9.1M
FMR LLC 0.00% Add +879.3% 451,213 $9.1M
Edgestream Partners, L.P. 0.27% Add +17.2% 447,845 $9.0M
Creative Planning 0.01% Add +37.7% 441,781 $8.9M
Alliancebernstein L.P. 0.00% Reduce -0.7% 491,945 $8.4M
California State Teachers Retirement System 0.01% Reduce -3.4% 383,581 $7.7M
Aberdeen Group plc 0.01% Reduce -2.9% 375,574 $7.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.3% 374,839 $7.6M
Exchange Traded Concepts, LLC 0.04% Add +24261.8% 370,055 $7.5M
Two Sigma Investments, LP 0.01% Add +1610.7% 367,792 $7.4M
Kettle Hill Capital Management, LLC 1.82% Reduce -65.0% 367,366 $7.4M
Retirement Systems of Alabama 0.02% Reduce -16.2% 358,402 $7.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +11.9% 339,591 $6.8M
Ieq Capital, LLC 0.03% Reduce -5.8% 337,718 $6.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +40.7% 332,972 $6.7M
Quantinno Capital Management LP 0.01% Add +19.3% 322,742 $6.5M
LPL Financial LLC 0.00% Reduce -0.2% 322,085 $6.5M
Liberty One Investment Management, LLC 0.64% Add +2.2% 317,842 $6.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.6% 311,981 $6.3M
Vanguard Investments Australia, Ltd. 0.02% Add +2.4% 306,186 $6.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.4% 296,974 $6.0M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.9% 296,943 $6.0M
Royal Bank of Canada 0.00% Add +30.6% 280,920 $5.7M
SG Americas Securities, LLC 0.00% Add +518.8% 278,593 $5.6M
Fifth Third Bancorp 0.01% Reduce -6.0% 278,040 $5.6M
Mariner, LLC 0.01% Add +18.2% 273,254 $5.5M
Susquehanna International Group, LLP 0.00% New 271,976 $5.5M
New York State Teachers Retirement System 0.01% Add +1.5% 263,139 $5.3M
Raymond James Financial Inc. 0.00% Add +288.7% 257,929 $5.2M
DekaBank Deutsche Girozentrale 0.01% No change 303,388 $5.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +4.0% 249,825 $5.0M
Handelsbanken Fonder AB 0.01% Add +32.6% 231,476 $4.7M
Lazard Asset Management LLC 0.01% Add +118.9% 219,340 $4.4M
Van Eck Associates Corp. 0.00% Reduce -0.5% 214,338 $4.3M
Bessemer Group Inc. 0.01% Reduce -0.3% 202,300 $4.1M
State of Alaska, Department of Revenue 0.04% Add +0.9% 201,031 $4.1M
Amundi 0.00% Add +4.8% 200,411 $4.0M
XTX Topco Ltd 0.05% Add +0.6% 195,178 $3.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.3% 194,636 $3.9M
Cerity Partners LLC 0.00% Add +80.2% 194,551 $3.9M
Van Lanschot Kempen Investment Management N.V. 0.03% Add +48.2% 178,605 $3.6M
Macquarie Group Ltd. 0.02% Add +2.2% 178,174 $3.6M
MetLife Investment Management, LLC 0.02% Reduce -2.6% 176,415 $3.6M
Franklin Resources Inc. 0.00% Reduce -0.7% 174,565 $3.5M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 171,144 $3.5M
Mizuho Markets Americas LLC 0.06% New 165,000 $3.3M
Resona Asset Management Co.,Ltd. 0.01% Reduce -0.9% 152,860 $3.1M
Amalgamated Bank 0.02% Reduce -2.0% 152,846 $3.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +98.7% 152,200 $3.1M
Police & Firemen's Retirement System of New Jersey 0.02% Add +7.4% 151,172 $3.0M
Caxton Associates LLP 0.06% Add +15.3% 150,856 $3.0M
Holocene Advisors, LP 0.01% Reduce -28.4% 150,533 $3.0M
First Trust Advisors LP 0.00% Add +26.8% 149,982 $3.0M
Capital Fund Management S.A. 0.02% Add +788.3% 149,346 $3.0M
Point72 Asset Management 0.00% Add +655.1% 146,186 $2.9M
Jupiter Topco LLC 0.00% — 145,123 $2.9M
Treasurer of the State of North Carolina 0.01% Add +1.5% 142,626 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +36.8% 138,925 $2.9M
Mercer Global Advisors Inc. 0.00% Add +23.8% 140,219 $2.8M
Vanguard Global Advisers, LLC 0.00% Reduce -5.6% 134,276 $2.7M
LSV Asset Management 0.00% No change 131,500 $2.7M
New York State Common Retirement Fund 0.00% Add +4.7% 129,842 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -3.9% 128,524 $2.6M
Stifel Financial Corp. 0.00% Reduce -17.0% 127,810 $2.6M
Cibc World Market Inc. 0.00% Add +3.4% 121,152 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Add +0.9% 113,949 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.4% 112,718 $2.3M
Barclays PLC 0.00% Reduce -65.1% 111,617 $2.3M
American Century Companies Inc. 0.00% New 110,896 $2.2M
Vident Advisory, LLC 0.02% New 108,948 $2.2M
Hazelview Securities Inc. 0.29% New 101,379 $2.1M
Louisiana State Employees Retirement System 0.03% Add +0.3% 101,400 $2.0M
Landscape Capital Management, L.L.C. 0.13% Reduce -27.2% 96,474 $1.9M
Cetera Investment Advisers 0.00% Reduce -2.3% 93,392 $1.9M
Taylor Frigon Capital Management LLC 0.87% Reduce -2.6% 92,207 $1.9M
Arizona State Retirement System 0.01% Reduce -0.5% 91,445 $1.8M
Metis Global Partners, LLC 0.04% Reduce -1.1% 90,366 $1.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.09% No change 90,000 $1.8M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -40.8% 89,810 $1.8M
Captrust Financial Advisors 0.00% Add +23.8% 88,113 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -6.9% 81,457 $1.6M
State of Michigan Retirement System 0.01% Reduce -3.5% 81,053 $1.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -6.1% 80,656 $1.6M
KLP Kapitalforvaltning As 0.01% Add +8.4% 79,700 $1.6M
Osaic Holdings, Inc. 0.00% Add +7.9% 78,283 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.3% 77,948 $1.6M
New Mexico Educational Retirement Board 0.04% No change 77,800 $1.6M
NEOS Investment Management LLC 0.01% Add +13.3% 75,836 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% New 74,762 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -3.8% 74,364 $1.5M
MML Investors Services, LLC 0.00% Add +51.7% 73,532 $1.5M
Oregon Public Employees Retirement Fund 0.02% No change 71,572 $1.4M
Harbour Investments, Inc. 0.02% Add +2.1% 69,337 $1.4M
HighTower Advisors, LLC 0.00% Reduce -29.5% 68,445 $1.4M
CIBC Bancorp USA Inc. 0.00% Reduce -17.4% 65,996 $1.3M
Vestcor Inc 0.03% No change 65,773 $1.3M
Federation des caisses Desjardins du Quebec 0.00% Add +7.9% 65,389 $1.3M
Pensionfund PDN 0.67% No change 64,719 $1.3M
Massar Capital Management, LP 0.44% New 63,915 $1.3M
Ameritas Investment Partners, Inc. 0.03% Reduce -1.0% 63,773 $1.3M
Lecap Asset Management Ltd. 0.54% Add +48.1% 62,051 $1.3M
Assetmark, Inc. 0.00% Add +8134.9% 60,856 $1.2M
Focus Partners Wealth 0.00% Add +33.0% 57,808 $1.2M
Oppenheimer Asset Management Inc. 0.01% Add +0.3% 57,678 $1.2M
Victory Capital Management Inc. 0.00% Add +0.6% 55,490 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -48.0% 55,150 $1.1M
IFM Investors Pty Ltd 0.01% Add +2.2% 54,980 $1.1M
Nissay Asset Management Corp. /Japan 0.00% Reduce -0.9% 54,723 $1.1M
Pictet Asset Management Holding SA 0.00% No change 52,848 $1.1M
Arax Advisory Partners 0.01% Add +2139.6% 51,937 $1.0M
United Capital Financial Advisors, LLC 0.01% Add +316.3% 51,718 $1.0M
NewEdge Advisors, LLC 0.00% Add +237.4% 50,704 $1.0M
Sanctuary Advisors, LLC 0.00% Add +26.4% 47,531 $959K
Hudson Edge Investment Partners Inc. 0.13% Add +0.8% 46,835 $945K
Bank of Montreal 0.00% Reduce -91.0% 46,771 $943K
New York Life Investment Management LLC 0.01% Add +6.2% 46,363 $935K
Sequoia Financial Advisors, LLC 0.00% Add +0.4% 44,767 $903K
Axq Capital, LP 0.10% Reduce -1.4% 44,302 $894K
State of Wisconsin Investment Board 0.00% Reduce -48.7% 44,235 $892K
J.W. Cole Advisors, Inc. 0.02% Add +2.1% 43,652 $880K
Teacher Retirement System of Texas 0.00% Add +5.7% 43,565 $879K
New Age Alpha Advisors, LLC 0.04% New 43,514 $878K
Cresset Asset Management, LLC 0.00% Add +244.0% 42,586 $859K
Ethic Inc. 0.01% Add +5.3% 41,631 $840K
M&T Bank Corp 0.00% Reduce -9.3% 41,147 $830K
Xponance LLC 0.01% Add +0.1% 40,890 $825K
UniSuper Management Pty Ltd 0.00% Reduce -41.0% 40,500 $817K
Aster Capital Management (DIFC) Ltd 0.17% Add +483.6% 39,914 $805K
Pacer Advisors, Inc. 0.00% Reduce -27.7% 39,280 $792K
Advisors Asset Management, Inc. 0.01% Reduce -6.3% 39,186 $790K
Public Employees Retirement Association of Colorado 0.00% No change 38,737 $781K
First Dallas Securities Inc. 0.26% No change 38,405 $775K
Advisory Resource Group 0.11% No change 37,497 $756K
Neuberger Berman Group LLC 0.00% Add +0.9% 36,939 $745K
Commonwealth Equity Services, LLC 0.00% Reduce -18.1% 36,318 $733K
Pathstone Holdings, LLC 0.00% Reduce -20.2% 35,172 $709K
Merit Financial Group, LLC 0.00% Add +32.0% 34,495 $696K
Federated Hermes, Inc. 0.00% Add +21.1% 33,583 $677K
Orion Porfolio Solutions, LLC 0.01% Reduce -2.7% 32,695 $659K
Corient Private Wealth LP 0.00% Add +24.2% 32,619 $658K
Pensionfund Sabic 0.70% No change 32,582 $657K
Linden Thomas Advisory Services, LLC 0.05% Reduce -0.1% 31,566 $637K
Brown Advisory Inc. 0.00% No change 31,143 $628K
Tidal Investments LLC 0.00% Add +28.9% 30,955 $624K
Tudor Investment Corporation 0.00% Reduce -70.8% 30,507 $615K
Fox Run Management, L.L.C. 0.10% Add +18.0% 30,067 $606K
State of Wyoming 0.06% Add +93.0% 29,457 $594K
Rothschild Investment LLC 0.02% Add +500.9% 28,742 $580K
Commerzbank Aktiengesellschaft 0.01% Reduce -56.9% 28,553 $576K
Dynamic Technology Lab Private Ltd 0.13% Add +3.2% 28,282 $570K
TD Private Client Wealth LLC 0.01% New 28,042 $566K
Signaturefd, LLC 0.01% Add +24.4% 28,031 $565K
Haverford Trust Co 0.00% No change 27,581 $556K
Centersquare Investment Management LLC 0.00% Reduce -99.6% 27,377 $552K
Securian Asset Management, Inc. 0.02% Reduce -0.3% 25,554 $545K
Walleye Trading LLC 0.01% New 26,820 $541K
Vinva Investment Management Ltd 0.00% Reduce -40.4% 17,717 $531K
44 Wealth Management LLC 0.18% New 26,249 $529K
Chicago Partners Investment Group LLC 0.01% Add +23.4% 24,570 $519K
Brighton Jones LLC 0.01% Add +24.9% 25,674 $518K
Voya Investment Management LLC 0.00% Add +7.1% 25,623 $517K
GeoWealth Management, LLC 0.02% Reduce -1.1% 25,425 $513K
Sage Investment Counsel LLC 0.51% Add +0.2% 25,313 $511K
Geneos Wealth Management Inc. 0.01% Reduce -1.9% 25,146 $507K
Ensign Peak Advisors, Inc 0.00% Add +0.2% 24,694 $498K
Engineers Gate Manager LP 0.01% Add +28.5% 24,270 $490K
Park Avenue Securities LLC 0.00% Add +8.4% 23,941 $483K
Washington Trust Bank 0.03% No change 23,652 $477K
Brevan Howard Capital Management LP 0.01% Reduce -0.6% 23,206 $468K
Mackenzie Financial Corp. 0.00% New 23,143 $467K
HB Wealth Management, LLC 0.00% Add +13.1% 23,006 $464K
Bleakley Financial Group, LLC 0.01% New 22,512 $454K
Kestra Private Wealth Services, LLC 0.01% Add +47.9% 22,307 $450K
Heitman Real Estate Securities LLC 0.03% Reduce -8.0% 21,513 $434K
Swiss Life Asset Management Ltd 0.00% Add +9.6% 21,354 $431K
Focus Partners Advisor Solutions, LLC 0.00% Add +58.7% 20,677 $417K
MAI Capital Management 0.00% Add +59.8% 20,625 $416K
CX Institutional 0.01% Add +1.1% 19,813 $400K
World Investment Advisors 0.01% Reduce -1.7% 23,174 $397K
PNC Financial Services Group, Inc. 0.00% Add +17.2% 19,616 $396K
Gsa Capital Partners LLP 0.02% Reduce -46.6% 19,576 $395K
Integrated Wealth Concepts LLC 0.00% Reduce -3.3% 19,545 $394K
Armstrong Advisory Group, Inc. 0.02% Reduce -5.4% 19,443 $392K
Kestra Advisory Services, LLC 0.00% Add +9.6% 19,249 $388K
Hantz Financial Services, Inc. 0.01% Add +32.1% 19,003 $383K
AMG National Trust Bank 0.01% Reduce -83.8% 18,814 $379K
DNB Asset Management AS 0.00% No change 18,801 $379K
Comprehensive Money Management Services LLC 0.24% Reduce -1.3% 18,548 $374K
Janney Montgomery Scott LLC 0.00% New 18,339 $370K
Greenleaf Trust 0.00% No change 18,216 $367K
Mgo One Seven LLC 0.01% New 17,873 $360K
Atria Investments, Inc 0.00% Reduce -53.3% 17,849 $360K
Tower Research Capital LLC (TRC) 0.01% Reduce -21.6% 17,754 $358K
Ritholtz Wealth Management 0.01% Add +15.6% 17,528 $354K
Modern Wealth Management, LLC 0.00% Add +36.3% 17,359 $350K
Utah Retirement Systems 0.00% No change 17,345 $350K
Blueshift Asset Management, LLC 0.08% New 17,129 $345K
AlphaGrep UK Ltd 0.10% Reduce -27.0% 16,999 $343K
Global Financial Private Client, LLC 0.09% No change 16,876 $340K
Redwood Investment Management, LLC 0.03% Add +1.1% 16,764 $338K
Bull Harbor Capital LLC 0.07% New 16,756 $338K
Nomura Holdings Inc. 0.00% New 16,701 $337K
Maryland State Retirement & Pension System 0.01% No change 16,530 $333K
Allstate Corp. 0.00% Reduce -24.7% 16,448 $332K
Summit Trail Advisors, LLC 0.00% Add +9.7% 16,423 $331K
Allworth Financial LP 0.00% Add +27.9% 16,357 $330K
VestGen Advisors, LLC 0.01% Reduce -5.3% 15,927 $321K
Transcend Capital Advisors, LLC 0.02% New 15,857 $320K
Clay Northam Wealth Management, LLC 0.15% Reduce -0.9% 15,581 $314K
DoubleLine ETF Adviser LP 0.13% Reduce -14.3% 15,495 $313K
TBH Global Asset Management, LLC 0.06% No change 15,200 $307K
Safe Harbor Family Capital, LLC 0.20% Reduce -29.1% 15,129 $305K
Gross & Hartman Investments LLC 0.13% Reduce -29.1% 15,129 $305K
Arkos Global Advisors 0.04% Add +1.2% 15,128 $305K
O'shaughnessy Asset Management, LLC 0.00% New 15,097 $305K
Norinchukin Bank, The 0.00% Reduce -3.0% 14,989 $302K
Guggenheim Capital LLC 0.00% Reduce -2.8% 14,934 $301K
West Family Investments, Inc. 0.09% New 14,597 $294K
iA Global Asset Management Inc. 0.00% New 14,564 $294K
Evolve Private Wealth, LLC 0.02% Reduce -5.1% 14,302 $288K
ProShare Advisors LLC 0.00% Reduce -2.3% 13,669 $276K
Coldstream Capital Management Inc. 0.00% Reduce -21.0% 13,227 $267K
Empowered Funds, LLC 0.00% Reduce -0.2% 13,072 $264K
Van Hulzen Asset Management, LLC 0.02% Reduce -5.8% 12,900 $260K
Aprio Wealth Management, LLC 0.01% Reduce -0.1% 12,763 $257K
Fifth Third Wealth Advisors LLC 0.01% Reduce -0.3% 12,547 $253K
Hodges Capital Management Inc. 0.02% Reduce -6.0% 12,430 $251K
US Bancorp \de 0.00% Add +5.9% 12,106 $244K
Baldwin Wealth Partners LLC 0.02% No change 12,100 $244K
Integrated Advisors Network LLC 0.01% Add +3.2% 12,077 $244K
Money Concepts Capital Corp. 0.01% Reduce -81.6% 11,768 $237K
RDA Financial Network 0.05% No change 11,737 $237K
Jackson Thornton Wealth Management, LLC 0.02% New 11,405 $230K
Shelton Capital Management 0.00% Reduce -6.0% 11,398 $230K
Frec Markets, Inc. 0.02% New 11,365 $229K
GAMMA Investing LLC 0.01% Add +15.3% 11,255 $227K
Pallas Capital Advisors LLC 0.01% New 11,204 $226K
Abel Hall, LLC 0.04% Reduce -51.8% 11,109 $224K
Capital Investment Advisory Services, LLC 0.01% Reduce -4.7% 11,039 $223K
Krilogy Financial LLC 0.01% New 10,971 $221K
CIBC Asset Management Inc 0.00% Reduce -9.2% 10,868 $219K
Jump Financial, LLC 0.00% New 10,784 $218K
Focus Financial Network, Inc. 0.01% No change 10,776 $217K
JB Capital LLC 0.01% Reduce -0.3% 10,698 $216K
Summit Financial, LLC 0.00% Add +0.2% 10,658 $215K
PFG Investments, LLC 0.01% Reduce -0.7% 10,518 $212K
Parallel Advisors, LLC 0.00% Add +9.8% 10,429 $210K
Virtu Financial LLC 0.01% New 10,408 $210K
Private Advisor Group, LLC 0.00% New 10,109 $204K
Sterling Capital Management LLC 0.00% Reduce -8.5% 10,075 $203K
KBC Group NV 0.00% No change 10,017 $202K
Virtus Advisers, LLC 0.08% New 9,700 $196K
Rockefeller Capital Management L.P. 0.00% Add +2.3% 8,021 $162K
Spirit of America Management Corp. 0.03% No change 8,000 $161K
Globeflex Capital L P 0.02% No change 7,988 $161K
Delta Asset Management LLC 0.01% Add +1.6% 7,865 $159K
STRS Ohio 0.00% Reduce -93.9% 7,060 $142K
Whittier Trust Co. of Nevada Inc. 0.00% No change 6,762 $140K
EverSource Wealth Advisors, LLC 0.00% Reduce -9.4% 6,357 $128K
Nykredit A/S 0.00% — 6,142 $124K
FIL Ltd 0.00% Reduce -13.9% 6,049 $122K
Nisa Investment Advisors, LLC 0.00% Reduce -74.0% 5,101 $103K
Huntington National Bank 0.00% Add +2.7% 5,006 $101K
Synergy Investment Management, LLC 0.02% Add +111.5% 4,506 $91K
GF Fund Management Co. LTD. 0.00% Reduce -12.0% 4,444 $90K
Triumph Capital Management 0.02% Reduce -15.5% 4,420 $89K
UMB Bank, n.a. 0.00% Reduce -1.2% 4,323 $87K
Global Retirement Partners, LLC 0.00% — 4,222 $85K
Steward Partners Investment Advisory, LLC 0.00% Add +47562.5% 3,813 $77K
Avalon Trust Co 0.00% No change 3,650 $74K
Amova Asset Management Americas, Inc. 0.00% New 3,631 $73K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -19.6% 3,540 $71K
MTM Investment Management, LLC 0.02% No change 3,344 $67K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.2% 3,092 $62K
Quent Capital, LLC 0.00% Add +38.7% 3,031 $61K
Eurizon Capital SGR S.p.A. 0.00% Reduce -38.7% 2,893 $60K
Financial Gravity Companies, Inc. 0.01% — 2,833 $57K
Inspire Investing, LLC 0.00% Add +6.1% 2,801 $57K
Farther Finance Advisors, LLC 0.00% Add +45.1% 2,636 $54K
Main Street Group, LTD 0.01% No change 2,445 $49K
Anchor Investment Management, LLC 0.00% Add +9.4% 2,361 $48K
Cape Investment Advisory, Inc. 0.01% New 2,285 $46K
Versant Capital Management, Inc 0.00% Add +48.2% 2,274 $46K
Prosperity Bancshares Inc 0.03% Reduce -10.4% 2,194 $44K
Motco 0.00% No change 2,000 $40K
Atlantic Union Bankshares Corp 0.00% No change 1,800 $36K
IFP Advisors, Inc 0.00% Add +310.4% 1,773 $36K
Quantbot Technologies LP 0.00% New 1,726 $35K
Wilmington Savings Fund Society, FSB 0.00% No change 1,600 $32K
Institute for Wealth Management, LLC. 0.00% New 1,552 $31K
Smartleaf Asset Management LLC 0.00% No change 1,509 $31K
Citizens National Bank Trust Department 0.00% No change 1,543 $31K
MassMutual Private Wealth & Trust, FSB 0.00% Add +15.2% 1,435 $29K
Wiser Advisor Group LLC 0.03% Add +1.2% 1,428 $29K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -80.1% 1,366 $28K
Transamerica Financial Advisors, LLC 0.00% Reduce -11.3% 1,313 $26K
Continuum Advisory, LLC 0.00% New 1,287 $26K
Essential Partners LLC 0.01% Add +35.7% 1,224 $25K
SJS Investment Consulting Inc. 0.00% Add +201.0% 1,213 $24K
Spire Wealth Management 0.00% No change 1,205 $24K
Wolff Wiese Magana LLC 0.01% No change 1,161 $23K
Daytona Street Capital LLC 0.02% No change 1,075 $22K
Basecamp Wealth Advisors LLC 0.00% Reduce -7.8% 1,082 $22K
Broadwater Capital Management LLC 0.02% Reduce -37.5% 1,075 $22K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,008 $20K
EFG International AG 0.00% Add +175.2% 988 $20K
Tidemark, LLC 0.00% No change 969 $20K
Steigerwald, Gordon & Koch Inc. 0.00% No change 900 $18K
True Wealth Design, LLC 0.00% Add +95.2% 888 $18K
Clearstead Trust, LLC 0.00% No change 867 $17K
Cullen/Frost Bankers, Inc. 0.00% New 852 $17K
Clean Yield Group 0.00% Reduce -78.1% 840 $17K
Westside Investment Management, Inc. 0.00% No change 792 $16K
Wealth Enhancement Trust Services, Inc. 0.00% New 743 $15K
Parkside Financial Bank & Trust 0.00% Add +2.5% 668 $13K
Trust Co. of Toledo NA 0.00% New 654 $13K
IFG Advisory, LLC 0.00% New 629 $13K
CGC Financial Services, LLC 0.00% No change 530 $11K
Larson Financial Group LLC 0.00% Add +23.3% 519 $10K
AdvisorNet Financial, Inc 0.00% Add +2.0% 506 $10K
Covestor Ltd 0.01% Add +1.7% 483 $10K
Private Wealth Management Group, LLC 0.00% No change 480 $10K
GHP Investment Advisors, Inc. 0.00% No change 451 $9K
Brookfield Corp 0.00% No change 430 $9K
Colonial Trust Advisors 0.00% No change 400 $8K
Meeder Asset Management Inc. 0.00% Add +37200.0% 373 $8K
Sachetta, LLC 0.00% Add +48.2% 372 $8K
Brown Brothers Harriman & Co. 0.00% No change 365 $7K
Measured Wealth Private Client Group, LLC 0.00% No change 350 $7K
Lanark Financial, Inc. 0.00% Reduce -12.1% 334 $7K
Farmers & Merchants Investments Inc. 0.00% No change 315 $6K
Clearstead Advisors, LLC 0.00% New 305 $6K
Owl Creek Wealth Partners LLC 0.00% No change 285 $6K
Keating Financial Advisory Services, Inc. 0.00% No change 273 $6K
Natixis 0.00% Reduce -98.5% 273 $6K
Nemes Rush Group LLC 0.00% New 270 $5K
High Note Wealth, LLC 0.00% No change 261 $5K
Crewe Advisors LLC 0.00% No change 250 $5K
Ameriflex Group, Inc. 0.00% No change 239 $5K
Pinnacle Bancorp, Inc. 0.00% No change 225 $5K
Fortitude Family Office, LLC 0.00% No change 214 $4K
Elevation Wealth Partners, LLC 0.00% New 213 $4K
Aventura Private Wealth, LLC 0.00% No change 200 $4K
Key Financial Inc 0.00% No change 200 $4K
Cornerstone Planning Group LLC 0.00% No change 186 $4K
Fiduciary Financial Advisors 0.00% New 183 $4K
Rossby Financial, LCC 0.00% Add +58.4% 179 $4K
Physician Wealth Advisors, Inc. 0.00% Add +44.1% 170 $3K
CVA Family Office, LLC 0.00% No change 153 $3K
Colonial Trust Co / SC 0.00% New 146 $3K
Strategic Wealth Partners, Ltd. 0.00% New 145 $3K
Sankala Group LLC 0.00% No change 127 $2K
TD Waterhouse Canada Inc. 0.00% No change 100 $2K
Danske Bank A/S 0.00% No change 100 $2K
HM Payson & Co. 0.00% No change 100 $2K
Cromwell Holdings LLC 0.00% Add +115.0% 86 $2K
N.E.W. Advisory Services LLC 0.00% No change 79 $2K
Dunhill Financial, LLC 0.00% No change 67 $1K
International Assets Investment Management, LLC 0.00% Reduce -6.9% 67 $1K
Manchester Capital Management LLC 0.00% No change 67 $1K
Cornerstone Financial Management LLC 0.00% No change 60 $1K
Bare Financial Services, Inc 0.00% Reduce -69.6% 59 $1K
NBT Bank, N.A. 0.00% No change 57 $1K
Capital Advisors, Ltd. LLC 0.00% No change 35 $1K
Prestige Wealth Management Group LLC 0.00% No change 45 $908
Private Trust Co. NA 0.00% Reduce -29.0% 44 $887
Planning Strategies Inc. 0.00% — 42 $847
Buck Wealth Strategies, LLC 0.00% New 37 $746
SHP Wealth Management 0.00% New 34 $686
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 34 $685
Silver Grove Financial Group, Inc. 0.00% New 32 $645
Raffa Wealth Management, LLC 0.00% No change 31 $625
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 31 $625
Financial Consulate, Inc. 0.00% No change 28 $565
Bogart Wealth, LLC 0.00% No change 28 $565
JPL Wealth Management, LLC 0.00% New 20 $404
SouthState Bank Corp 0.00% No change 20 $404
Bruce G. Allen Investments, LLC 0.00% No change 15 $303
Caitlin John, LLC 0.00% Reduce -63.2% 14 $272
Quarry LP 0.00% Reduce -99.7% 9 $182
MV Capital Management, Inc. 0.00% No change 8 $162
Group One Trading LLC 0.00% New 7 $141
Silicon Valley Capital Partners 0.00% No change 4 $83
Hughes Financial Services, LLC 0.00% No change 2 $40
Evolution Advisers, Inc. 0.00% New 10 $0

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