Healthcare Realty Trust Ownership | Who Owns Healthcare Realty Trust?
Healthcare Realty Trust Ownership Summary
Healthcare Realty Trust is owned by 77.01% institutional investors, 0.73% insiders, and 22.26% retail investors. Cohen & steers is the largest institutional shareholder, holding 17.51% of HR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.67% of its assets in Healthcare Realty Trust shares.
HR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Healthcare Realty Trust | 77.01% | 0.73% | 22.26% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Healthcare REIT Stocks | 65.26% | 3.78% | 30.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Cohen & steers | 62.87M | 17.51% | $1.07B |
| Vanguard group | 50.08M | 13.95% | $848.91M |
| Blackrock funding, inc. /de | 43.98M | 12.25% | $745.53M |
| Blackrock | 43.72M | 11.52% | $720.50M |
| Starboard value lp | 20.18M | 5.62% | $342.11M |
| State street | 19.19M | 5.06% | $316.17M |
| Rush island management, lp | 15.68M | 4.37% | $265.80M |
| Daiwa securities group | 12.28M | 3.42% | $208.15M |
| Canada pension plan investment board | 10.94M | 3.05% | $185.47M |
| Apg asset management us | 10.15M | 2.83% | $172.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rush island management, lp | 15.68M | 17.67% | $265.80M |
| Starboard value lp | 20.18M | 6.19% | $342.11M |
| Foresight group ltd liability partnership | 572.33K | 5.95% | $38.42B |
| Kettle hill capital management | 1.30M | 4.78% | $21.99M |
| Ldr capital management | 141.84K | 3.26% | $2.40M |
| Sapience investments | 261.24K | 2.20% | $4.31M |
| Cohen & steers | 62.87M | 2.02% | $1.07B |
| Pensionfund dsm netherlands | 150.72K | 1.59% | $2.56M |
| Marble harbor investment counsel | 848.18K | 1.58% | $14.38M |
| Slagle financial | 198.78K | 1.52% | $3.37M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Starboard value lp | 20.18M | 6.19% | 20.18M |
| Bank of america corp /de/ | 9.91M | 0.01% | 8.72M |
| Norges bank | 4.53M | 0.01% | 4.53M |
| Rush island management, lp | 15.68M | 17.67% | 2.75M |
| Deprince race & zollo | 2.32M | 0.78% | 2.32M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royal bank of canada | 273.23K | 0.00% | -5.41M |
| T. rowe price investment management | - | - | -3.45M |
| Apg asset management us | 10.15M | 1.31% | -2.37M |
| Waterfront capital partners | - | - | -1.85M |
| Millennium management | 313.13K | 0.00% | -1.71M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Starboard value lp | 20.18M | 6.19% | 20.18M | $342.11M |
| Norges bank | 4.53M | 0.01% | 4.53M | $76.83M |
| Deprince race & zollo | 2.32M | 0.78% | 2.32M | $39.34M |
| Lasalle investment management securities | 1.85M | 1.33% | 1.85M | $31.40M |
| Redwood investment management | 358.44K | 0.59% | 358.44K | $6.08M |
Sold Out
| Holder | Change |
|---|---|
| Ridgewood investments | -1.00 |
| Rothschild investment | -10.00 |
| Harbor investment advisory | -16.00 |
| Concord wealth partners | -28.00 |
| Innealta capital | -29.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 277 | -32.93% | 276,437,204 | -26.29% | 77 | 0.71% | 137 | -30.10% | 102 | -30.14% |
| Sep 30, 2024 | 406 | 2.53% | 373,965,807 | -2.77% | 104 | 0.98% | 194 | 3.19% | 141 | -4.08% |
| Jun 30, 2024 | 390 | -2.26% | 382,656,752 | 0.08% | 100 | 0.99% | 185 | -2.12% | 146 | - |
| Mar 31, 2024 | 399 | -3.62% | 382,369,288 | -4.29% | 100 | 0.91% | 189 | -15.63% | 146 | 1.39% |
| Dec 31, 2023 | 414 | 4.55% | 399,514,562 | 3.61% | 105 | 1.02% | 224 | 15.46% | 144 | 6.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 12.86M | 3.67% | -1.18M |
| iShares Core S&P Mid-Cap ETF | 11.58M | 3.30% | 20.24K |
| Vanguard US Total Market Shares ETF | 11.58M | 3.30% | -357.50K |
| Vanguard Total Stock Mkt Idx Inv | 11.18M | 3.19% | 7.67K |
| Vanguard Small Cap Index | 9.05M | 2.58% | 7.37K |
| Cohen & Steers Real Estate Securities A | 9.11M | 2.57% | - |
| Cohen & Steers Real Estate Opportunities | 9.11M | 2.57% | - |
| Daiwa US-REIT Open Mother Fund | 8.68M | 2.45% | -903.71K |
| Cohen & Steers Instl Realty Shares | 8.35M | 2.36% | - |
| Cohen & Steers Realty Shares L | 7.15M | 2.02% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 20, 2024 | Leupp Jay P | - | Buy | $16.85K |
| Dec 19, 2024 | WOOD DONALD C | - | Buy | $99.47K |
| Dec 17, 2024 | Hull Robert E | EVP and COO | Sell | $139.84K |
| Dec 17, 2024 | Hull Robert E | EVP and COO | Sell | $34.98K |
| Dec 13, 2024 | Lyle Peter F SR | - | Buy | $172.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | 6 | 2 |
| 2024 Q3 | 8 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
HR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools