Healthcare Realty Trust Ownership 2024 | Who Owns Healthcare Realty Trust Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

18.50%

Insider Ownership

0.59%

Retail Ownership

80.90%

Institutional Holders

195.00

Healthcare Realty Trust Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COHEN & STEERS, INC.16.54%2.17%62,753,794-997,976-1.57%1,034,241,000Jun 30, 2024
VANGUARD GROUP INC14.10%0.02%53,521,158-725,119-1.34%882,028,684Jun 30, 2024
BLACKROCK INC.11.52%0.02%43,719,562-329,824-0.75%720,498,376Jun 30, 2024
STATE STREET CORP5.06%0.01%19,185,167-239,617-1.23%316,171,552,000Jun 30, 2024
RUSH ISLAND MANAGEMENT, LP4.49%23.01%17,022,1381,136,7907.16%280,524,834Jun 30, 2024
DAIWA SECURITIES GROUP INC.3.32%1.10%12,602,229-1,197,419-8.68%207,685,000Jun 30, 2024
APG ASSET MANAGEMENT US INC.3.31%1.18%12,566,887--206,222,616Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC2.97%0.11%11,252,228-62,330-0.55%185,436,593,000Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD2.88%0.18%10,942,261--180,328,461Jun 30, 2024
BANK OF AMERICA CORP /DE/2.61%0.01%9,906,0468,715,423732.01%163,251,642Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.86%0.01%7,057,686107,3791.54%116,339,294Jun 30, 2024
JPMORGAN CHASE & CO1.78%0.01%6,769,396-122,611-1.78%111,559,647Jun 30, 2024
GOLDMAN SACHS GROUP INC1.59%0.02%6,033,7355,176,129603.56%99,435,952Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.54%0.03%5,856,286395,2437.24%96,513,111Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.40%0.02%5,313,59572,2671.38%87,568,046Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS1.26%0.16%4,784,186301,7476.73%78,843,000Jun 30, 2024
NORGES BANK1.22%0.01%4,624,1534,624,153100.00%76,206,041Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.18%0.01%4,492,116216,6625.07%74,030,071Jun 30, 2024
MORGAN STANLEY1.07%0.01%4,066,5921,950,19392.15%67,017,462Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.01%0.01%3,827,366-348,925-8.35%63,074,993Jun 30, 2024

Healthcare Realty Trust's largest institutional shareholder is COHEN & STEERS, INC., holding 16.54% of the company's total share outstanding, currently valued at $1.03B. The top 10 institutional shareholders own together 66.80% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RUSH ISLAND MANAGEMENT, LP4.49%23.01%17,022,1381,136,7907.16%280,524,834Jun 30, 2024
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP0.44%11.61%1,672,722-255,637-13.26%21,995,778Jun 30, 2024
LDR CAPITAL MANAGEMENT LLC0.08%4.53%302,104-8,482-2.73%4,978,674Jun 30, 2024
KETTLE HILL CAPITAL MANAGEMENT, LLC0.23%3.60%866,084-204,865-19.13%14,273,064Jun 30, 2024
WATERFRONT CAPITAL PARTNERS, LLC0.49%3.59%1,853,543564,94343.84%30,546,389Jun 30, 2024
HGI CAPITAL MANAGEMENT, LLC0.05%2.83%183,066-86,714-32.14%3,016,928Jun 30, 2024
SAPIENCE INVESTMENTS, LLC0.07%2.20%261,243-98,467-27.37%4,305,285Jun 30, 2024
COHEN & STEERS, INC.16.54%2.17%62,753,794-997,976-1.57%1,034,241,000Jun 30, 2024
MARBLE HARBOR INVESTMENT COUNSEL, LLC0.21%1.55%801,891-63,675-7.36%13,215,164Jun 30, 2024
SKBA CAPITAL MANAGEMENT LLC0.15%1.49%563,500130,38030.10%9,286,480Jun 30, 2024
SLAGLE FINANCIAL, LLC0.04%1.41%166,81213,1508.56%2,749,062Jun 30, 2024
APG ASSET MANAGEMENT US INC.3.31%1.18%12,566,887--206,222,616Jun 30, 2024
DAIWA SECURITIES GROUP INC.3.32%1.10%12,602,229-1,197,419-8.68%207,685,000Jun 30, 2024
ARMOR INVESTMENT ADVISORS, LLC0.03%0.98%129,32213,78911.94%2,131,219Jun 30, 2024
TAYLOR FRIGON CAPITAL MANAGEMENT LLC0.03%0.82%104,505-803-0.76%1,722,239Jun 30, 2024
NUANCE INVESTMENTS, LLC0.38%0.73%1,448,367-4,073,375-73.77%23,856,775Jun 30, 2024
DIGITALBRIDGE GROUP, INC.0.13%0.71%504,018-126,000-20.00%8,306,217Jun 30, 2024
CHILTON CAPITAL MANAGEMENT LLC0.21%0.59%804,594-76,841-8.72%13,259,710Jun 30, 2024
FIRST DALLAS SECURITIES INC.0.02%0.58%80,75021,00035.15%1,330,760Jun 30, 2024
CLEAN YIELD GROUP0.02%0.57%93,350-131,760-58.53%1,538,408Jun 30, 2024

The largest Healthcare Realty Trust shareholder by % of total assets is RUSH ISLAND MANAGEMENT, LP. The company owns 17.02M shares of Healthcare Realty Trust (HR), representing 23.01% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANK OF AMERICA CORP /DE/2.61%0.01%9,906,0468,715,423732.01%163,251,642Jun 30, 2024
GOLDMAN SACHS GROUP INC1.59%0.02%6,033,7355,176,129603.56%99,435,952Jun 30, 2024
NORGES BANK1.22%0.01%4,624,1534,624,153100.00%76,206,041Jun 30, 2024
MORGAN STANLEY1.07%0.01%4,066,5921,950,19392.15%67,017,462Jun 30, 2024
RUSH ISLAND MANAGEMENT, LP4.49%23.01%17,022,1381,136,7907.16%280,524,834Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB0.79%0.06%3,002,2671,035,57152.66%49,807,609Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC0.21%0.03%800,000800,000100.00%13,184,000Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.26%0.02%982,234737,840301.91%16,187,216Jun 30, 2024
CAPTION MANAGEMENT, LLC0.18%0.18%693,400693,400100.00%11,427,232Jun 30, 2024
AMUNDI0.24%0.01%917,234686,947298.30%15,345,325Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%0.02%625,272625,272100.00%10,304,483Jun 30, 2024
WATERFRONT CAPITAL PARTNERS, LLC0.49%3.59%1,853,543564,94343.84%30,546,389Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.16%0.07%620,810549,194766.86%10,231,000Jun 30, 2024
CANDRIAM S.C.A.0.14%0.05%540,764540,764100.00%8,911,375Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.04%478,822478,822100.00%7,890,987Jun 30, 2024
ROYAL BANK OF CANADA0.23%0.00%885,775474,762115.51%14,598,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.12%0.02%438,217438,217100.00%7,221,816Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.11%0.01%416,011416,011100.00%6,856,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.11%0.00%435,977396,4561003.15%7,184,901Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.54%0.03%5,856,286395,2437.24%96,513,111Jun 30, 2024

As of Jun 30 2024, Healthcare Realty Trust's largest institutional buyer is BANK OF AMERICA CORP /DE/. The company purchased 8.72M stocks of HR, valued at $163.25M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NUANCE INVESTMENTS, LLC0.38%0.73%1,448,367-4,073,375-73.77%23,856,775Jun 30, 2024
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC----2,774,205-100.00%-Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/0.88%0.01%3,333,590-2,448,663-42.35%54,939,000Jun 30, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.0.11%0.01%421,541-1,905,407-81.88%6,946,996Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----1,644,240-100.00%-Jun 30, 2024
V3 CAPITAL MANAGEMENT, L.P.----1,469,350-100.00%-Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.12%0.00%467,527-1,407,325-75.06%7,704,845Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----1,239,203-100.00%-Jun 30, 2024
DAIWA SECURITIES GROUP INC.3.32%1.10%12,602,229-1,197,419-8.68%207,685,000Jun 30, 2024
COHEN & STEERS, INC.16.54%2.17%62,753,794-997,976-1.57%1,034,241,000Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.27%0.00%1,020,706-922,100-47.46%16,821,235Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.14%0.02%537,100-845,700-61.16%8,851,408Jun 30, 2024
WALLEYE TRADING LLC0.04%0.01%133,000-780,800-85.45%2,191,840Jun 30, 2024
VANGUARD GROUP INC14.10%0.02%53,521,158-725,119-1.34%882,028,684Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----596,545-100.00%-Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP----582,463-100.00%-Jun 30, 2024
SHAY CAPITAL LLC0.02%0.16%70,000-530,000-88.33%1,153,600Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----504,157-100.00%-Jun 30, 2024
MARSHALL WACE, LLP----439,073-100.00%-Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.01%0.01%3,827,366-348,925-8.35%63,074,993Jun 30, 2024

As of Jun 30 2024, Healthcare Realty Trust's biggest institutional seller is NUANCE INVESTMENTS, LLC. The company sold -4.07M shares of HR, valued at $23.86M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.22%0.01%4,624,1534,624,153100.00%76,206,041Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC0.21%0.03%800,000800,000100.00%13,184,000Jun 30, 2024
CAPTION MANAGEMENT, LLC0.18%0.18%693,400693,400100.00%11,427,232Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%0.02%625,272625,272100.00%10,304,483Jun 30, 2024
CANDRIAM S.C.A.0.14%0.05%540,764540,764100.00%8,911,375Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.04%478,822478,822100.00%7,890,987Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.12%0.02%438,217438,217100.00%7,221,816Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.11%0.01%416,011416,011100.00%6,856,000Jun 30, 2024
SQUAREPOINT OPS LLC0.03%0.00%116,700116,700100.00%1,923,216Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.03%0.01%99,18399,183100.00%1,634,529Jun 30, 2024
IFM INVESTORS PTY LTD0.02%0.01%88,39288,392100.00%1,456,700Jun 30, 2024
CAPTION MANAGEMENT, LLC0.02%0.02%75,00075,000100.00%1,236,000Jun 30, 2024
ATRIA INVESTMENTS, INC0.02%0.01%67,99067,990100.00%1,120,471Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.02%0.01%58,77758,777100.00%968,645Jun 30, 2024
POINT72 (DIFC) LTD0.01%0.03%50,25950,259100.00%828,263Jun 30, 2024
GALLAGHER FIDUCIARY ADVISORS, LLC0.01%0.18%49,89749,897100.00%822,304Jun 30, 2024
SAVANT CAPITAL, LLC0.01%0.01%44,43444,434100.00%732,272Jun 30, 2024
CENTIVA CAPITAL, LP0.01%0.01%42,86642,866100.00%706,432Jun 30, 2024
ALGERT GLOBAL LLC0.01%0.02%38,39238,392100.00%633,000Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.01%0.01%31,50031,500100.00%519,120Jun 30, 2024
LINDEN THOMAS ADVISORY SERVICES, LLC0.01%0.08%31,24431,244100.00%514,901Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)0.01%0.01%28,56628,566100.00%470,768Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.06%16,46416,464100.00%271,323Jun 30, 2024
WOLVERINE TRADING, LLC0.00%0.00%15,39215,392100.00%253,660Jun 30, 2024
CATALYTIC WEALTH RIA, LLC0.00%0.04%13,70913,709100.00%225,924Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC0.00%0.02%13,43213,432100.00%221,359Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.04%13,37313,373100.00%220,379Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC0.00%0.02%12,38012,380100.00%204,022Jun 30, 2024
ACCEL WEALTH MANAGEMENT0.00%0.07%10,70010,700100.00%176,336Jun 30, 2024
ARROW INVESTMENT ADVISORS, LLC0.00%0.16%10,56310,563100.00%174,078Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.00%0.00%3,1883,188100.00%52,000Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%1,3071,307100.00%21,539Jun 30, 2024
GROUP ONE TRADING, L.P.0.00%0.00%1,0761,076100.00%17,732,000Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.01%1,0001,000100.00%16,480Jun 30, 2024
0.00%0.00%640640100.00%10,547Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.00%0.00%572572100.00%9,433Jun 30, 2024
OPAL WEALTH ADVISORS, LLC0.00%0.00%460460100.00%7,581Jun 30, 2024
MEEDER ASSET MANAGEMENT INC0.00%0.00%260260100.00%4,285Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.00%0.00%222222100.00%3,658Jun 30, 2024
WFA OF SAN DIEGO, LLC0.00%0.00%200200100.00%3,296Jun 30, 2024
WETZEL INVESTMENT ADVISORS, INC.-0.00%166166100.00%2,349Jun 30, 2024
NORTHWEST FINANCIAL ADVISORS-0.00%4343100.00%709Jun 30, 2024
FINANCIAL MANAGEMENT PROFESSIONALS, INC.-0.00%4141100.00%1,000Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%2929100.00%478Jun 30, 2024
CONCORD WEALTH PARTNERS-0.00%2828100.00%461Jun 30, 2024
HARBOR INVESTMENT ADVISORY, LLC--1616100.00%264Jun 30, 2024
MV CAPITAL MANAGEMENT, INC.--88100.00%132Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC--11100.00%11Jun 30, 2024

Healthcare Realty Trust's largest new institutional shareholder by number of shares is NORGES BANK, purchased 4.62M shares, valued at $76.21M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC----2,774,205-100.00%-Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----1,644,240-100.00%-Jun 30, 2024
V3 CAPITAL MANAGEMENT, L.P.----1,469,350-100.00%-Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----1,239,203-100.00%-Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----596,545-100.00%-Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP----582,463-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----504,157-100.00%-Jun 30, 2024
MARSHALL WACE, LLP----439,073-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----326,920-100.00%-Jun 30, 2024
GSI CAPITAL ADVISORS LLC----247,772-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----144,740-100.00%-Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----125,000-100.00%-Jun 30, 2024
CIBC WORLD MARKETS CORP----119,472-100.00%-Jun 30, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN----115,000-100.00%-Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC----102,092-100.00%-Jun 30, 2024
TOROSO INVESTMENTS, LLC----96,091-100.00%-Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC----87,529-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----83,008-100.00%-Jun 30, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.----72,203-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----59,283-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----50,802-100.00%-Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC----50,734-100.00%-Jun 30, 2024
PANAGORA ASSET MANAGEMENT INC----44,535-100.00%-Jun 30, 2024
DOUBLELINE ETF ADVISER LP----29,049-100.00%-Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP----28,774-100.00%-Jun 30, 2024
GLOBAL ASSETS ADVISORY, LLC----24,650-100.00%-Jun 30, 2024
VANDERBILT UNIVERSITY----23,508-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----21,300-100.00%-Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP----21,067-100.00%-Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.----16,294-100.00%-Jun 30, 2024
BRAGG FINANCIAL ADVISORS, INC----15,750-100.00%-Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS----14,068-100.00%-Jun 30, 2024
CUSTOM INDEX SYSTEMS, LLC----14,053-100.00%-Jun 30, 2024
ARMISTICE CAPITAL, LLC----13,589-100.00%-Jun 30, 2024
WEXFORD CAPITAL LP----13,056-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----12,924-100.00%-Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----12,900-100.00%-Jun 30, 2024
CREATIVEONE WEALTH, LLC----12,302-100.00%-Jun 30, 2024
CIM INVESTMENT MANAGEMENT INC----12,168-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----12,121-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----12,085-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----11,760-100.00%-Jun 30, 2024
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO----11,382-100.00%-Jun 30, 2024
PROFUND ADVISORS LLC----11,008-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----10,716-100.00%-Jun 30, 2024
TRUST POINT INC.----10,598-100.00%-Jun 30, 2024
GRAYPOINT LLC----10,357-100.00%-Jun 30, 2024
ATRIA WEALTH SOLUTIONS, INC.----10,245-100.00%-Jun 30, 2024
HAZELVIEW SECURITIES INC.----6,300-100.00%-Jun 30, 2024
MAIN STREET GROUP, LTD----5,145-100.00%-Jun 30, 2024
MUZINICH & CO., INC.----2,179-100.00%-Jun 30, 2024
ROTHSCHILD INVESTMENT LLC----1,053-100.00%-Jun 30, 2024
DYNAMIC WEALTH STRATEGIES, LLC----546-100.00%-Jun 30, 2024
ICA GROUP WEALTH MANAGEMENT, LLC----315-100.00%-Jun 30, 2024
BOYD WATTERSON ASSET MANAGEMENT LLC/OH----250-100.00%-Jun 30, 2024
MATHER GROUP, LLC.----70-100.00%-Jun 30, 2024
OPEROSE ADVISORS LLC----50-100.00%-Jun 30, 2024
SALOMON & LUDWIN, LLC----43-100.00%-Jun 30, 2024
WHITTIER TRUST CO----33-100.00%-Jun 30, 2024

Healthcare Realty Trust's largest sold out institutional shareholder by shares sold is LASALLE INVESTMENT MANAGEMENT SECURITIES LLC, sold -2.77M shares, valued at -, as of undefined.

Healthcare Realty Trust Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
COHEN & STEERS REALTY SHARES INC5.13%6,723,567--Dec 31, 2023
COHEN & STEERS REAL ESTATE SECURITIES FUND INC4.94%9,109,729--Dec 31, 2023
T. Rowe Price Real Estate Fund, Inc.3.81%809,906-52,000-6.03%Mar 31, 2024
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC3.78%7,563,380--Dec 31, 2023
FRANKLIN REAL ESTATE SECURITIES TRUST3.00%182,643--Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS2.79%1,430,000--Mar 31, 2024
T. Rowe Price Real Estate Fund, Inc.2.11%448,347--Mar 31, 2024
FRANKLIN REAL ESTATE SECURITIES TRUST2.04%124,357--Jan 31, 2024
PIONEER EQUITY INCOME FUND1.68%373,300--Jan 31, 2024
PIONEER EQUITY INCOME FUND1.66%368,630--Jan 31, 2024
TAX MANAGED SMALL CAP PORTFOLIO1.61%84,552--Jan 31, 2024
Adirondack Funds1.46%64,07357,289844.47%Mar 31, 2024
COHEN & STEERS GLOBAL REALTY SHARES, INC1.42%1,671,783-66,747-3.84%Dec 31, 2023
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.98%433,472--Dec 31, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.79%3,114,01726,2910.85%Mar 28, 2024
KAVILCO INC/WA/0.75%5,4255,425-Mar 31, 2021
DSS AMERICAFIRST QUANTITATIVE FUNDS0.70%16,008--Dec 29, 2023
NUVEEN REAL ESTATE INCOME FUND0.60%82,405--Mar 31, 2024
CBRE GLOBAL REAL ESTATE INCOME FUND0.59%666,620--Mar 28, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.54%235,517-15,991-6.36%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.51%264,014--Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.49%1,782,400698,60064.46%Mar 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.47%383,000--Mar 31, 2024
Transparent Value Trust0.46%7,337--Dec 31, 2023
UNDISCOVERED MANAGERS FUNDS0.42%3,098,466--Dec 31, 2023
UNDISCOVERED MANAGERS FUNDS0.42%3,087,297--Dec 31, 2023
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.36%3,345,258--Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.35%10,252--Mar 31, 2024
Natixis Funds Trust IV0.34%106,020--Jan 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.34%1,316,469--Mar 28, 2024
abrdn Global Dynamic Dividend Fund0.33%42,100--Jan 31, 2024
SYNTAX ETF TRUST0.30%9,3245,357135.04%Mar 31, 2024
Managed Portfolio Series0.28%6,267,016-549,733-8.06%Jan 31, 2024
VANGUARD SPECIALIZED FUNDS0.28%15,380,508-320,106-2.04%Jan 31, 2024
Total Fund Solution0.28%105,129-435-0.41%Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.26%2,044,992--Mar 31, 2024
T. Rowe Price Global Real Estate Fund, Inc.0.26%24,368--Mar 31, 2024
HIGHLAND GLOBAL ALLOCATION FUND0.25%250,631--Dec 31, 2023
HIGHLAND GLOBAL ALLOCATION FUND0.25%250,631--Dec 31, 2023
Federated Hermes Index Trust0.21%46,3528,14121.31%Jan 31, 2024
Cohen & Steers Real Estate Opportunities & Income Fund0.20%471,31761,48715.00%Dec 31, 2023
BNY MELLON MIDCAP INDEX FUND, INC.0.20%136,481-3,738-2.67%Apr 30, 2022
T. Rowe Price Multi-Sector Account Portfolios, Inc.0.20%310,000--Feb 29, 2024
Managed Portfolio Series0.19%4,319,247--Jan 31, 2024
SCHRODER SERIES TRUST0.19%151,000-49,000-24.50%Oct 31, 2021
BNY Mellon Investment Funds VI0.18%235,000235,000-Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.18%535,378--Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.18%774,882-28,739-3.58%Feb 29, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.18%10,000--Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 100.17%39,100-29,800-43.25%Jan 31, 2024
PFM Multi-Manager Series Trust0.17%138,500--Dec 31, 2023
Brookfield Investment Funds0.16%256,327--Mar 31, 2024
DAVIS VARIABLE ACCOUNT FUND INC0.15%8,230--Dec 31, 2023
T. Rowe Price Real Assets Fund, Inc.0.14%1,878,81035,0651.90%Mar 31, 2024
World Funds Trust0.13%74,788--Jan 31, 2024
Virtus Total Return Fund Inc.0.13%257,310--Feb 29, 2024
VANGUARD SPECIALIZED FUNDS0.13%7,086,903--Jan 31, 2024
Gateway Trust0.13%260,504--Mar 31, 2024
VIRTUS ASSET TRUST0.13%3,400,000--Mar 28, 2024
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC0.13%1,215,621--Dec 31, 2023
Principal Diversified Select Real Asset Fund0.13%5,939--Mar 31, 2024
Tekla World Healthcare Fund0.12%149,567--Mar 31, 2024
DAVIS SERIES INC0.12%143,260--Dec 31, 2023
Federated Hermes Index Trust0.12%27,446--Jan 31, 2024
Nuveen S&P 500 BuyWrite Income Fund0.12%84,268--Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.11%8,054--Sep 30, 2022
HIGHLAND INCOME FUND\MA0.10%574,004--Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.09%2,811--Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.09%218,687--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.09%246,100--Mar 31, 2024
PFM Multi-Manager Series Trust0.09%71,446--Dec 31, 2023
PIONEER BOND FUND /DE/0.09%5,105,000--Mar 28, 2024
Legg Mason ETF Investment Trust0.09%171,126--Mar 31, 2024
Legg Mason ETF Investment Trust0.08%165,179-55,132-25.02%Mar 31, 2024
VIRTUS VARIABLE INSURANCE TRUST0.08%125,731--Mar 28, 2024
VANGUARD INDEX FUNDS0.08%32,929,377-5,489,969-14.29%Mar 31, 2024
Tekla World Healthcare Fund0.08%92,654--Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.08%832,400328,60065.22%Mar 31, 2024
PIONEER BOND FUND /DE/0.08%4,461,000--Mar 28, 2024
Federated Hermes MDT Series0.07%179,636--Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.07%313,273--Feb 29, 2024
CALVERT IMPACT FUND INC0.07%836,459--Mar 31, 2024
John Hancock Hedged Equity & Income Fund0.07%10,938--Mar 31, 2024
Nuveen Real Asset Income & Growth Fund0.07%186,068105,477130.88%Mar 31, 2024
FRANKLIN VALUE INVESTORS TRUST0.07%263,261--Jan 31, 2024
DEUTSCHE DWS MARKET TRUST0.07%1,306,178--Jan 31, 2024
Columbia Funds Variable Series Trust II0.07%2,200,000--Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.07%39,445--Mar 31, 2024
Cohen & Steers Real Assets Fund, Inc.0.07%222,326-10,751-4.61%Dec 31, 2023
FIDELITY COVINGTON TRUST0.06%1,150,16286,2668.11%Jan 31, 2024
Nuveen S&P 500 BuyWrite Income Fund0.06%42,198--Mar 31, 2024
HIGHLAND INCOME FUND\MA0.06%354,533--Dec 31, 2023
NUVEEN INVESTMENT TRUST0.06%31,663--Mar 31, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.05%1,144,271--Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.05%121,417--Mar 31, 2024
COMMERCE FUNDS0.05%1,075,000--Jan 31, 2024
COMMERCE FUNDS0.05%1,075,000--Jan 31, 2024
VIRTUS ASSET TRUST0.05%1,400,000--Mar 28, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.05%42,570--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.05%138,100--Mar 31, 2024

Healthcare Realty Trust's largest mutual fund holder by % of total assets is "COHEN & STEERS REALTY SHARES INC", owning 6.72M shares, compromising 5.13% of its total assets.

Healthcare Realty Trust Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24195-51.13%
31 Mar, 24399-3.62%
31 Dec, 234145.08%
30 Sep, 23394-0.76%
30 Jun, 23397-3.87%
31 Mar, 23413-1.43%
31 Dec, 224196.62%
30 Sep, 2239337.41%
30 Jun, 22286-6.84%
31 Mar, 223073.02%
31 Dec, 212986.43%
30 Sep, 21280-0.36%
30 Jun, 21281-3.44%
31 Mar, 21291-5.52%
31 Dec, 203088.45%
30 Sep, 202840.35%
30 Jun, 202839.27%
31 Mar, 20259-1.89%
31 Dec, 192642.33%
30 Sep, 192589.32%
30 Jun, 19236-7.81%
31 Mar, 192566.67%
31 Dec, 18240-
30 Sep, 18240-1.64%
30 Jun, 182442.95%
31 Mar, 182371.72%
31 Dec, 172337.87%
30 Sep, 17216-1.37%
30 Jun, 17219-2.67%
31 Mar, 17225-6.25%
31 Dec, 16240-
30 Sep, 16240-4.00%
30 Jun, 1625012.11%
31 Mar, 162233.24%
31 Dec, 152163.85%
30 Sep, 152081.46%
30 Jun, 15205-0.49%
31 Mar, 152066.74%
31 Dec, 141934.89%
30 Sep, 14184-4.17%
30 Jun, 141923.78%
31 Mar, 14185-1.07%
31 Dec, 13187-4.10%
30 Sep, 131951.04%
30 Jun, 13193132.53%
31 Mar, 1383-1.19%
31 Dec, 1284-11.58%
30 Sep, 129517.28%
30 Jun, 12811.25%
31 Mar, 1280-3.61%
31 Dec, 11836.41%
30 Sep, 117813.04%
30 Jun, 1169-4.17%
31 Mar, 11725.88%
31 Dec, 106813.33%
30 Sep, 1060-1.64%
30 Jun, 106110.91%
31 Mar, 1055-1.79%
31 Dec, 09567.69%
30 Sep, 09526.12%
30 Jun, 0949-3.92%
31 Mar, 0951-8.93%
31 Dec, 08567.69%
30 Sep, 085226.83%
30 Jun, 0841-14.58%
31 Mar, 0848-2.04%
31 Dec, 0749-2.00%
30 Sep, 07504.17%
30 Jun, 0748-
31 Mar, 0748-9.43%
31 Dec, 065315.22%
30 Sep, 0646-4.17%
30 Jun, 0648-7.69%
31 Mar, 065210.64%
31 Dec, 05476.82%
30 Sep, 0544-13.73%
30 Jun, 055127.50%
31 Mar, 0540-9.09%
31 Dec, 0444-
30 Sep, 044412.82%
30 Jun, 0439-7.14%
31 Mar, 044210.53%
31 Dec, 033815.15%
30 Sep, 033322.22%
30 Jun, 032712.50%
31 Mar, 0324-22.58%
31 Dec, 023124.00%
30 Sep, 0225-16.67%
30 Jun, 02307.14%
31 Mar, 0228115.38%
31 Dec, 0113-7.14%
30 Sep, 0114-26.32%
30 Jun, 011911.76%
31 Mar, 0117-5.56%
31 Dec, 0018-5.26%
30 Sep, 0019-
30 Jun, 001935.71%
31 Mar, 0014-6.67%
31 Dec, 99157.14%
30 Sep, 9914-
30 Jun, 991475.00%
31 Mar, 998-

As of 30 Jun 24, 195 institutions are holding Healthcare Realty Trust's shares, representing a decrease of -51.13% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2470,214,002-81.64%
31 Mar, 24382,369,288-4.29%
31 Dec, 23399,514,5623.62%
30 Sep, 23385,572,663-0.77%
30 Jun, 23388,563,796-2.82%
31 Mar, 23399,856,0093.42%
31 Dec, 22386,633,0902.73%
30 Sep, 22376,352,109125.01%
30 Jun, 22167,257,8274.55%
31 Mar, 22159,975,30212.15%
31 Dec, 21142,644,404-1.44%
30 Sep, 21144,728,7651.92%
30 Jun, 21142,007,8102.72%
31 Mar, 21138,251,9921.53%
31 Dec, 20136,164,4222.57%
30 Sep, 20132,755,182-0.95%
30 Jun, 20134,026,8522.51%
31 Mar, 20130,747,0731.82%
31 Dec, 19128,404,0961.86%
30 Sep, 19126,062,016-0.40%
30 Jun, 19126,572,7882.33%
31 Mar, 19123,690,4150.99%
31 Dec, 18122,480,3190.28%
30 Sep, 18122,140,9403.25%
30 Jun, 18118,294,782-3.52%
31 Mar, 18122,609,716-0.16%
31 Dec, 17122,810,1062.81%
30 Sep, 17119,455,8134.04%
30 Jun, 17114,811,8982.58%
31 Mar, 17111,922,5420.74%
31 Dec, 16111,099,290-5.27%
30 Sep, 16117,286,127-1.03%
30 Jun, 16118,503,64611.99%
31 Mar, 16105,817,9883.20%
31 Dec, 15102,534,778-8.11%
30 Sep, 15111,586,64311.65%
30 Jun, 1599,938,9172.58%
31 Mar, 1597,423,1290.14%
31 Dec, 1497,287,702-1.64%
30 Sep, 1498,905,7691.33%
30 Jun, 1497,607,1852.28%
31 Mar, 1495,432,9243.15%
31 Dec, 1392,514,4750.33%
30 Sep, 1392,213,33615.15%
30 Jun, 1380,082,013135.21%
31 Mar, 1334,046,6730.83%
31 Dec, 1233,764,8985.65%
30 Sep, 1231,958,0125.83%
30 Jun, 1230,198,7654.21%
31 Mar, 1228,979,7130.06%
31 Dec, 1128,962,03210.78%
30 Sep, 1126,142,613-31.50%
30 Jun, 1138,161,67839.97%
31 Mar, 1127,264,50138.73%
31 Dec, 1019,653,49626.48%
30 Sep, 1015,539,178-14.92%
30 Jun, 1018,264,79232.35%
31 Mar, 1013,800,1030.15%
31 Dec, 0913,779,898-0.50%
30 Sep, 0913,849,5715.40%
30 Jun, 0913,139,420-36.96%
31 Mar, 0920,844,353-4.51%
31 Dec, 0821,829,25590.73%
30 Sep, 0811,445,305172.31%
30 Jun, 084,203,082-39.17%
31 Mar, 086,909,484-27.45%
31 Dec, 079,523,64320.33%
30 Sep, 077,914,84471.13%
30 Jun, 074,625,152-21.30%
31 Mar, 075,877,31328.78%
31 Dec, 064,563,81618.77%
30 Sep, 063,842,453-6.01%
30 Jun, 064,088,120-8.14%
31 Mar, 064,450,56842.70%
31 Dec, 053,118,83597.30%
30 Sep, 051,580,772-62.56%
30 Jun, 054,222,25046.44%
31 Mar, 052,883,325-33.16%
31 Dec, 044,313,79138.34%
30 Sep, 043,118,29533.46%
30 Jun, 042,336,448-37.78%
31 Mar, 043,754,89677.35%
31 Dec, 032,117,275-31.65%
30 Sep, 033,097,55910.20%
30 Jun, 032,810,84876.70%
31 Mar, 031,590,758-37.86%
31 Dec, 022,560,098116.44%
30 Sep, 021,182,829-29.27%
30 Jun, 021,672,359-58.29%
31 Mar, 024,009,81960.97%
31 Dec, 012,491,034-29.27%
30 Sep, 013,521,74911.68%
30 Jun, 013,153,399-4.88%
31 Mar, 013,315,072-27.94%
31 Dec, 004,600,708-11.26%
30 Sep, 005,184,2752.82%
30 Jun, 005,042,21017.56%
31 Mar, 004,288,995-6.31%
31 Dec, 994,577,76315.20%
30 Sep, 993,973,693-24.64%
30 Jun, 995,272,632109.01%
31 Mar, 992,522,659-

Healthcare Realty Trust (HR) has 70.21M shares outstanding as of 30 Jun 24, down -81.64% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2418.50%0.18%
31 Mar, 24100.88%0.91%
31 Dec, 23105.43%1.02%
30 Sep, 23101.76%0.97%
30 Jun, 23102.57%0.92%
31 Mar, 23105.55%0.45%
31 Dec, 22153.21%1.17%
30 Sep, 22114.46%4.42%
30 Jun, 2250.87%0.97%
31 Mar, 2272.28%1.74%
31 Dec, 2164.45%1.51%
30 Sep, 2165.39%0.58%
30 Jun, 21106.03%1.00%
31 Mar, 21103.23%1.00%
31 Dec, 20101.67%1.03%
30 Sep, 2099.12%0.90%
30 Jun, 20104.71%1.00%
31 Mar, 20102.15%1.01%
31 Dec, 19100.32%1.03%
30 Sep, 1998.49%1.01%
30 Jun, 1998.89%1.06%
31 Mar, 1996.63%1.06%
31 Dec, 1895.69%2.10%
30 Sep, 1867.46%1.58%
30 Jun, 1865.33%1.42%
31 Mar, 1867.72%1.47%
31 Dec, 1767.83%1.91%
30 Sep, 1759.53%1.41%
30 Jun, 1765.06%1.04%
31 Mar, 1778.94%1.28%
31 Dec, 1678.39%1.10%
30 Sep, 1684.50%1.12%
30 Jun, 1686.80%1.30%
31 Mar, 1681.82%1.24%
31 Dec, 1581.33%1.05%
30 Sep, 1587.96%1.38%
30 Jun, 1579.83%1.32%
31 Mar, 1577.83%1.23%
31 Dec, 1479.46%1.16%
30 Sep, 1482.78%1.23%
30 Jun, 1482.01%1.27%
31 Mar, 1480.44%1.22%
31 Dec, 1381.13%1.29%
30 Sep, 1379.32%1.57%
30 Jun, 1370.99%7.22%
31 Mar, 1331.36%3.41%
31 Dec, 1230.32%3.54%
30 Sep, 1229.28%4.23%
30 Jun, 1226.32%4.12%
31 Mar, 1225.29%3.97%
31 Dec, 1125.25%4.86%
30 Sep, 1122.79%2.06%
30 Jun, 1133.27%5.89%
31 Mar, 1123.77%8.10%
31 Dec, 1017.14%9.34%
30 Sep, 1013.55%5.34%
30 Jun, 1015.92%11.00%
31 Mar, 1012.03%7.96%
31 Dec, 0912.30%8.43%
30 Sep, 0912.08%9.20%
30 Jun, 0911.46%3.47%
31 Mar, 0918.17%4.79%
31 Dec, 0819.48%18.68%
30 Sep, 0810.21%72.61%
30 Jun, 083.75%9.87%
31 Mar, 086.17%8.54%
31 Dec, 078.50%17.04%
30 Sep, 077.06%41.47%
30 Jun, 074.13%15.01%
31 Mar, 075.24%31.62%
31 Dec, 064.07%34.64%
30 Sep, 063.43%25.77%
30 Jun, 063.65%23.13%
31 Mar, 063.97%51.28%
31 Dec, 052.78%139.88%
30 Sep, 051.41%9.94%
30 Jun, 053.77%56.92%
31 Mar, 052.57%17.37%
31 Dec, 043.85%49.72%
30 Sep, 042.78%64.02%
30 Jun, 042.08%18.57%
31 Mar, 043.35%93.88%
31 Dec, 031.89%24.73%
30 Sep, 032.76%3.54%
30 Jun, 038.83%33.90%
31 Mar, 035.10%7.24%
31 Dec, 028.39%53.66%
30 Sep, 023.96%12.17%
30 Jun, 025.70%2.93%
31 Mar, 0213.94%17.85%
31 Dec, 018.84%5.43%
30 Sep, 0112.76%9.36%
30 Jun, 0111.67%7.39%
31 Mar, 0112.57%3.93%
31 Dec, 0017.89%4.14%
30 Sep, 0020.80%4.80%
30 Jun, 0020.81%6.25%
31 Mar, 0018.24%4.53%
31 Dec, 9920.07%6.25%
30 Sep, 9917.92%3.01%
30 Jun, 9924.39%17.04%
31 Mar, 9911.96%-

As of 30 Jun 24, Healthcare Realty Trust is held by 18.50% institutional shareholders, representing a 0.18% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2491-51.85%
31 Mar, 24189-15.63%
31 Dec, 2322415.46%
30 Sep, 2319411.49%
30 Jun, 23174-16.35%
31 Mar, 23208-9.17%
31 Dec, 22229-34.94%
30 Sep, 22352147.89%
30 Jun, 22142-14.97%
31 Mar, 22167-2.91%
31 Dec, 2117233.33%
30 Sep, 21129-9.15%
30 Jun, 211422.16%
31 Mar, 21139-13.66%
31 Dec, 201613.87%
30 Sep, 2015511.51%
30 Jun, 2013921.93%
31 Mar, 20114-25.49%
31 Dec, 1915336.61%
30 Sep, 19112-5.88%
30 Jun, 19119-5.56%
31 Mar, 1912617.76%
31 Dec, 18107-6.96%
30 Sep, 181151.77%
30 Jun, 181132.73%
31 Mar, 18110-10.57%
31 Dec, 17123-
30 Sep, 1712313.89%
30 Jun, 1710811.34%
31 Mar, 1797-22.40%
31 Dec, 161255.04%
30 Sep, 16119-20.13%
30 Jun, 1614941.90%
31 Mar, 16105-6.25%
31 Dec, 1511220.43%
30 Sep, 1593-16.22%
30 Jun, 151112.78%
31 Mar, 151085.88%
31 Dec, 1410215.91%
30 Sep, 1488-
30 Jun, 14884.76%
31 Mar, 1484-2.33%
31 Dec, 1386-19.63%
30 Sep, 13107-28.67%
30 Jun, 13150194.12%
31 Mar, 135113.33%
31 Dec, 1245-28.57%
30 Sep, 126353.66%
30 Jun, 124117.14%
31 Mar, 1235-28.57%
31 Dec, 1149-2.00%
30 Sep, 115028.21%
30 Jun, 1139-
31 Mar, 113914.71%
31 Dec, 103425.93%
30 Sep, 1027-18.18%
30 Jun, 103317.86%
31 Mar, 1028-6.67%
31 Dec, 093042.86%
30 Sep, 0921-32.26%
30 Jun, 0931-6.06%
31 Mar, 0933-19.51%
31 Dec, 084128.13%
30 Sep, 083268.42%
30 Jun, 0819-38.71%
31 Mar, 083114.81%
31 Dec, 0727-10.00%
30 Sep, 073015.38%
30 Jun, 0726-13.33%
31 Mar, 0730-9.09%
31 Dec, 063332.00%
30 Sep, 0625-
30 Jun, 0625-
31 Mar, 0625-
31 Dec, 052547.06%
30 Sep, 0517-39.29%
30 Jun, 052821.74%
31 Mar, 0523-14.81%
31 Dec, 0427-3.57%
30 Sep, 042827.27%
30 Jun, 0422-
31 Mar, 0422-
31 Dec, 032215.79%
30 Sep, 0319-9.52%
30 Jun, 032150.00%
31 Mar, 0314-22.22%
31 Dec, 021863.64%
30 Sep, 0211-21.43%
30 Jun, 0214-30.00%
31 Mar, 0220185.71%
31 Dec, 017-
30 Sep, 017-22.22%
30 Jun, 019-10.00%
31 Mar, 0110-
31 Dec, 001011.11%
30 Sep, 009-25.00%
30 Jun, 001233.33%
31 Mar, 009-
31 Dec, 999-
30 Sep, 999-25.00%
30 Jun, 991250.00%
31 Mar, 998-

91 institutional shareholders have increased their position in HR stock as of 30 Jun 24 compared to 189 in the previous quarter (a -51.85% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2472-50.68%
31 Mar, 241461.39%
31 Dec, 231448.27%
30 Sep, 23133-8.90%
30 Jun, 231466.57%
31 Mar, 23137-
31 Dec, 22137470.83%
30 Sep, 2224-77.98%
30 Jun, 221097.92%
31 Mar, 2210123.17%
31 Dec, 2182-10.87%
30 Sep, 21929.52%
30 Jun, 2184-16.83%
31 Mar, 2110110.99%
31 Dec, 209119.74%
30 Sep, 2076-17.39%
30 Jun, 20929.52%
31 Mar, 208447.37%
31 Dec, 1957-33.72%
30 Sep, 198632.31%
30 Jun, 1965-16.67%
31 Mar, 19786.85%
31 Dec, 1873-1.35%
30 Sep, 18741.37%
30 Jun, 1873-7.59%
31 Mar, 187914.49%
31 Dec, 176932.69%
30 Sep, 1752-25.71%
30 Jun, 1770-17.65%
31 Mar, 178532.81%
31 Dec, 1664-4.48%
30 Sep, 166726.42%
30 Jun, 1653-30.26%
31 Mar, 167640.74%
31 Dec, 1554-20.59%
30 Sep, 156819.30%
30 Jun, 1557-1.72%
31 Mar, 1558-
31 Dec, 14583.57%
30 Sep, 1456-13.85%
30 Jun, 14653.17%
31 Mar, 14631.61%
31 Dec, 136234.78%
30 Sep, 1346109.09%
30 Jun, 132237.50%
31 Mar, 1316-30.43%
31 Dec, 122343.75%
30 Sep, 1216-15.79%
30 Jun, 1219-29.63%
31 Mar, 122758.82%
31 Dec, 111754.55%
30 Sep, 111110.00%
30 Jun, 1110-37.50%
31 Mar, 1116-27.27%
31 Dec, 102222.22%
30 Sep, 1018-
30 Jun, 101812.50%
31 Mar, 1016-5.88%
31 Dec, 0917-5.56%
30 Sep, 091880.00%
30 Jun, 0910-9.09%
31 Mar, 091110.00%
31 Dec, 0810-23.08%
30 Sep, 08138.33%
30 Jun, 081233.33%
31 Mar, 089-30.77%
31 Dec, 0713-
30 Sep, 0713-
30 Jun, 071318.18%
31 Mar, 071137.50%
31 Dec, 068-11.11%
30 Sep, 069-18.18%
30 Jun, 0611-
31 Mar, 0611-21.43%
31 Dec, 051427.27%
30 Sep, 0511-15.38%
30 Jun, 0513-
31 Mar, 05138.33%
31 Dec, 0412140.00%
30 Sep, 045-44.44%
30 Jun, 049-25.00%
31 Mar, 041250.00%
31 Dec, 038-
30 Sep, 038300.00%
30 Jun, 032-71.43%
31 Mar, 03775.00%
31 Dec, 024-42.86%
30 Sep, 027-12.50%
30 Jun, 028100.00%
31 Mar, 024100.00%
31 Dec, 012-33.33%
30 Sep, 013-
30 Jun, 013-
31 Mar, 013-25.00%
31 Dec, 004-20.00%
30 Sep, 005150.00%
30 Jun, 002-33.33%
31 Mar, 003-
31 Dec, 993-25.00%
30 Sep, 994100.00%
30 Jun, 992-
31 Mar, 99--

72 institutional shareholders have reduced their position in HR stock as of 30 Jun 24 compared to 146 in the previous quarter (a -50.68% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24195-51.13%70,214,002-81.64%18.50%0.18%91-51.85%72-50.68%
31 Mar, 24399-3.62%382,369,288-4.29%100.88%0.91%189-15.63%1461.39%
31 Dec, 234145.08%399,514,5623.62%105.43%1.02%22415.46%1448.27%
30 Sep, 23394-0.76%385,572,663-0.77%101.76%0.97%19411.49%133-8.90%
30 Jun, 23397-3.87%388,563,796-2.82%102.57%0.92%174-16.35%1466.57%
31 Mar, 23413-1.43%399,856,0093.42%105.55%0.45%208-9.17%137-
31 Dec, 224196.62%386,633,0902.73%153.21%1.17%229-34.94%137470.83%
30 Sep, 2239337.41%376,352,109125.01%114.46%4.42%352147.89%24-77.98%
30 Jun, 22286-6.84%167,257,8274.55%50.87%0.97%142-14.97%1097.92%
31 Mar, 223073.02%159,975,30212.15%72.28%1.74%167-2.91%10123.17%
31 Dec, 212986.43%142,644,404-1.44%64.45%1.51%17233.33%82-10.87%
30 Sep, 21280-0.36%144,728,7651.92%65.39%0.58%129-9.15%929.52%
30 Jun, 21281-3.44%142,007,8102.72%106.03%1.00%1422.16%84-16.83%
31 Mar, 21291-5.52%138,251,9921.53%103.23%1.00%139-13.66%10110.99%
31 Dec, 203088.45%136,164,4222.57%101.67%1.03%1613.87%9119.74%
30 Sep, 202840.35%132,755,182-0.95%99.12%0.90%15511.51%76-17.39%
30 Jun, 202839.27%134,026,8522.51%104.71%1.00%13921.93%929.52%
31 Mar, 20259-1.89%130,747,0731.82%102.15%1.01%114-25.49%8447.37%
31 Dec, 192642.33%128,404,0961.86%100.32%1.03%15336.61%57-33.72%
30 Sep, 192589.32%126,062,016-0.40%98.49%1.01%112-5.88%8632.31%
30 Jun, 19236-7.81%126,572,7882.33%98.89%1.06%119-5.56%65-16.67%
31 Mar, 192566.67%123,690,4150.99%96.63%1.06%12617.76%786.85%
31 Dec, 18240-122,480,3190.28%95.69%2.10%107-6.96%73-1.35%
30 Sep, 18240-1.64%122,140,9403.25%67.46%1.58%1151.77%741.37%
30 Jun, 182442.95%118,294,782-3.52%65.33%1.42%1132.73%73-7.59%
31 Mar, 182371.72%122,609,716-0.16%67.72%1.47%110-10.57%7914.49%
31 Dec, 172337.87%122,810,1062.81%67.83%1.91%123-6932.69%
30 Sep, 17216-1.37%119,455,8134.04%59.53%1.41%12313.89%52-25.71%
30 Jun, 17219-2.67%114,811,8982.58%65.06%1.04%10811.34%70-17.65%
31 Mar, 17225-6.25%111,922,5420.74%78.94%1.28%97-22.40%8532.81%
31 Dec, 16240-111,099,290-5.27%78.39%1.10%1255.04%64-4.48%
30 Sep, 16240-4.00%117,286,127-1.03%84.50%1.12%119-20.13%6726.42%
30 Jun, 1625012.11%118,503,64611.99%86.80%1.30%14941.90%53-30.26%
31 Mar, 162233.24%105,817,9883.20%81.82%1.24%105-6.25%7640.74%
31 Dec, 152163.85%102,534,778-8.11%81.33%1.05%11220.43%54-20.59%
30 Sep, 152081.46%111,586,64311.65%87.96%1.38%93-16.22%6819.30%
30 Jun, 15205-0.49%99,938,9172.58%79.83%1.32%1112.78%57-1.72%
31 Mar, 152066.74%97,423,1290.14%77.83%1.23%1085.88%58-
31 Dec, 141934.89%97,287,702-1.64%79.46%1.16%10215.91%583.57%
30 Sep, 14184-4.17%98,905,7691.33%82.78%1.23%88-56-13.85%
30 Jun, 141923.78%97,607,1852.28%82.01%1.27%884.76%653.17%
31 Mar, 14185-1.07%95,432,9243.15%80.44%1.22%84-2.33%631.61%
31 Dec, 13187-4.10%92,514,4750.33%81.13%1.29%86-19.63%6234.78%
30 Sep, 131951.04%92,213,33615.15%79.32%1.57%107-28.67%46109.09%
30 Jun, 13193132.53%80,082,013135.21%70.99%7.22%150194.12%2237.50%
31 Mar, 1383-1.19%34,046,6730.83%31.36%3.41%5113.33%16-30.43%
31 Dec, 1284-11.58%33,764,8985.65%30.32%3.54%45-28.57%2343.75%
30 Sep, 129517.28%31,958,0125.83%29.28%4.23%6353.66%16-15.79%
30 Jun, 12811.25%30,198,7654.21%26.32%4.12%4117.14%19-29.63%
31 Mar, 1280-3.61%28,979,7130.06%25.29%3.97%35-28.57%2758.82%
31 Dec, 11836.41%28,962,03210.78%25.25%4.86%49-2.00%1754.55%
30 Sep, 117813.04%26,142,613-31.50%22.79%2.06%5028.21%1110.00%
30 Jun, 1169-4.17%38,161,67839.97%33.27%5.89%39-10-37.50%
31 Mar, 11725.88%27,264,50138.73%23.77%8.10%3914.71%16-27.27%
31 Dec, 106813.33%19,653,49626.48%17.14%9.34%3425.93%2222.22%
30 Sep, 1060-1.64%15,539,178-14.92%13.55%5.34%27-18.18%18-
30 Jun, 106110.91%18,264,79232.35%15.92%11.00%3317.86%1812.50%
31 Mar, 1055-1.79%13,800,1030.15%12.03%7.96%28-6.67%16-5.88%
31 Dec, 09567.69%13,779,898-0.50%12.30%8.43%3042.86%17-5.56%
30 Sep, 09526.12%13,849,5715.40%12.08%9.20%21-32.26%1880.00%
30 Jun, 0949-3.92%13,139,420-36.96%11.46%3.47%31-6.06%10-9.09%
31 Mar, 0951-8.93%20,844,353-4.51%18.17%4.79%33-19.51%1110.00%
31 Dec, 08567.69%21,829,25590.73%19.48%18.68%4128.13%10-23.08%
30 Sep, 085226.83%11,445,305172.31%10.21%72.61%3268.42%138.33%
30 Jun, 0841-14.58%4,203,082-39.17%3.75%9.87%19-38.71%1233.33%
31 Mar, 0848-2.04%6,909,484-27.45%6.17%8.54%3114.81%9-30.77%
31 Dec, 0749-2.00%9,523,64320.33%8.50%17.04%27-10.00%13-
30 Sep, 07504.17%7,914,84471.13%7.06%41.47%3015.38%13-
30 Jun, 0748-4,625,152-21.30%4.13%15.01%26-13.33%1318.18%
31 Mar, 0748-9.43%5,877,31328.78%5.24%31.62%30-9.09%1137.50%
31 Dec, 065315.22%4,563,81618.77%4.07%34.64%3332.00%8-11.11%
30 Sep, 0646-4.17%3,842,453-6.01%3.43%25.77%25-9-18.18%
30 Jun, 0648-7.69%4,088,120-8.14%3.65%23.13%25-11-
31 Mar, 065210.64%4,450,56842.70%3.97%51.28%25-11-21.43%
31 Dec, 05476.82%3,118,83597.30%2.78%139.88%2547.06%1427.27%
30 Sep, 0544-13.73%1,580,772-62.56%1.41%9.94%17-39.29%11-15.38%
30 Jun, 055127.50%4,222,25046.44%3.77%56.92%2821.74%13-
31 Mar, 0540-9.09%2,883,325-33.16%2.57%17.37%23-14.81%138.33%
31 Dec, 0444-4,313,79138.34%3.85%49.72%27-3.57%12140.00%
30 Sep, 044412.82%3,118,29533.46%2.78%64.02%2827.27%5-44.44%
30 Jun, 0439-7.14%2,336,448-37.78%2.08%18.57%22-9-25.00%
31 Mar, 044210.53%3,754,89677.35%3.35%93.88%22-1250.00%
31 Dec, 033815.15%2,117,275-31.65%1.89%24.73%2215.79%8-
30 Sep, 033322.22%3,097,55910.20%2.76%3.54%19-9.52%8300.00%
30 Jun, 032712.50%2,810,84876.70%8.83%33.90%2150.00%2-71.43%
31 Mar, 0324-22.58%1,590,758-37.86%5.10%7.24%14-22.22%775.00%
31 Dec, 023124.00%2,560,098116.44%8.39%53.66%1863.64%4-42.86%
30 Sep, 0225-16.67%1,182,829-29.27%3.96%12.17%11-21.43%7-12.50%
30 Jun, 02307.14%1,672,359-58.29%5.70%2.93%14-30.00%8100.00%
31 Mar, 0228115.38%4,009,81960.97%13.94%17.85%20185.71%4100.00%
31 Dec, 0113-7.14%2,491,034-29.27%8.84%5.43%7-2-33.33%
30 Sep, 0114-26.32%3,521,74911.68%12.76%9.36%7-22.22%3-
30 Jun, 011911.76%3,153,399-4.88%11.67%7.39%9-10.00%3-
31 Mar, 0117-5.56%3,315,072-27.94%12.57%3.93%10-3-25.00%
31 Dec, 0018-5.26%4,600,708-11.26%17.89%4.14%1011.11%4-20.00%
30 Sep, 0019-5,184,2752.82%20.80%4.80%9-25.00%5150.00%
30 Jun, 001935.71%5,042,21017.56%20.81%6.25%1233.33%2-33.33%
31 Mar, 0014-6.67%4,288,995-6.31%18.24%4.53%9-3-
31 Dec, 99157.14%4,577,76315.20%20.07%6.25%9-3-25.00%
30 Sep, 9914-3,973,693-24.64%17.92%3.01%9-25.00%4100.00%
30 Jun, 991475.00%5,272,632109.01%24.39%17.04%1250.00%2-
31 Mar, 998-2,522,659-11.96%-8---

Healthcare Realty Trust Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024Bohjalian Thomas Ndirector-P-PurchaseBuy9,000$17.39$156.50K22,252

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024Bohjalian Thomas Ndirector-P-PurchaseBuy9,000$17.39$156.50K22,252

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 27, 2024Bohjalian Thomas Ndirector-Sell---5,000

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024Bohjalian Thomas Ndirector-P-PurchaseBuy9,000$17.39$156.50K22,252
Jun 27, 2024Bohjalian Thomas Ndirector-A-AwardBuy8,252$16.36$135.00K13,252
Jun 27, 2024Bohjalian Thomas Ndirector-Sell---5,000
May 30, 2024Abbott John Vdirector-A-AwardBuy8,443--15,571
May 22, 2024Vasquez Christann Mdirector-A-AwardBuy8,443--15,571
May 22, 2024SINGLETON JOHN KNOXdirector-A-AwardBuy8,443$15.99$135.00K52,866
May 22, 2024MOORE CONSTANCE Bdirector-A-AwardBuy8,443$15.99$135.00K25,375
May 22, 2024Lyle Peter F SRdirector-A-AwardBuy14,462--21,590
May 22, 2024Leupp Jay Pdirector-A-AwardBuy8,443$15.99$135.00K32,830
May 22, 2024Kilroy James Joseph IVdirector-A-AwardBuy8,443$15.99$135.00K29,772
May 22, 2024Gupta Ajaydirector-A-AwardBuy8,443$15.99$135.00K26,360
May 22, 2024BOOTH VICKI Udirector-A-AwardBuy8,443$15.99$135.00K43,420
May 22, 2024AGEE NANCY Hdirector-A-AwardBuy14,634--21,762
May 22, 2024Abbott John Vdirector-A-AwardBuy8,443$15.99$135.00K25,884
Feb 14, 2024Callaway Amanda Lofficer SVP & Chief Accounting OfficerA-AwardBuy10,677$15.22$162.50K92,745
Feb 14, 2024Hull Robert Eofficer EVP - InvestmentsA-AwardBuy24,639$15.22$375.01K193,896
Feb 14, 2024Wilson Julie F.officer EVP - OperationsA-AwardBuy22,175$15.22$337.50K138,408
Feb 14, 2024BRYANT JOHN M JRofficer EVP and General CounselA-AwardBuy22,175$15.22$337.50K232,526
Feb 14, 2024Douglas J Christopherofficer EVP and CFOA-AwardBuy24,639$15.22$375.01K275,958
Feb 14, 2024Meredith Todd Jdirector, officer President and CEOA-AwardBuy100,526$15.22$1.53M737,098

The last insider sell of Healthcare Realty Trust's stock was made by Bohjalian Thomas N on Jun 27 2024, selling - shares at - per share (valued at -). The last insider buy of HR was made by Bohjalian Thomas N on Aug 13 2024, buying 9,000 shares at $17.39 per share (worth $156.50K).

Healthcare Realty Trust Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 20241211200.00%
Q1 202461600.00%
Q4 2023-10-
Q3 20231--
Q2 202312--
Q1 202391900.00%
Q4 202251145.45%
Q3 2022-28-
Q2 20228--
Q1 2022155300.00%
Q4 2021-8-
Q3 202181800.00%
Q2 20218--
Q1 2021129133.33%
Q4 202055100.00%
Q3 20201211200.00%
Q2 202010--
Q1 2020101376.92%
Q4 20195771.43%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Healthcare Realty Trust's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 2024---
Q1 2024---
Q4 2023-2-
Q3 20231--
Q2 2023---
Q1 20232--
Q4 2022-2-
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021---
Q3 2021-1-
Q2 2021---
Q1 20211250.00%
Q4 2020-2-
Q3 20204--
Q2 20202--
Q1 202032150.00%
Q4 2019-6-

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Healthcare Realty Trust's stocks.

Healthcare Realty Trust Peer Ownership


TickerCompany
SBRASabra Health Care REIT, Inc.
UHTUniversal Health Realty Income Trust
NHINational Health Investors, Inc.
CTRECareTrust REIT, Inc.
WELLWelltower Inc.
GMREGlobal Medical REIT Inc.
CHCTCommunity Healthcare Trust Incorporated

HR Ownership FAQ


Healthcare Realty Trust is owned by institutional shareholders (18.50%), insiders (0.59%), and public (80.90%). The largest institutional shareholder of Healthcare Realty Trust is COHEN & STEERS, INC. (16.54% of total shares) and the top mutual fund owner is COHEN & STEERS REALTY SHARES INC (5.13% of total shares).

Healthcare Realty Trust's major institutional shareholders are COHEN & STEERS, INC., VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, and RUSH ISLAND MANAGEMENT, LP. The top five shareholders own together 51.71% of the company's share outstanding.

As of Jun 2024, there are 195 institutional shareholders of Healthcare Realty Trust.

COHEN & STEERS, INC owns 62.75M shares of Healthcare Realty Trust, representing 16.54% of the company's total shares outstanding, valued at $1.03B (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 53.52M shares of Healthcare Realty Trust (HR), compromising 14.10% of the company, valued at $882.03M.

BLACKROCK INC is the third largest holder of Healthcare Realty Trust. The company owns 43.72M of the company's shares outstanding (worth $720.5M).