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Healthcare Realty Trust Ownership | Who Owns Healthcare Realty Trust?

OverviewForecastRevenueFinancialsChartTranscripts

Healthcare Realty Trust Ownership Summary

Healthcare Realty Trust is owned by 104.18% institutional investors, 0.62% insiders. Cohen & steers is the largest institutional shareholder, holding 16.54% of HR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 4.20% of its assets in Healthcare Realty Trust shares.

HR Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHealthcare Realty Trust104.18%0.62%-4.80%
SectorReal Estate Stocks 66.62%8.14%25.24%
IndustryHealthcare REIT Stocks81.60%3.99%14.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Cohen & steers62.75M16.54%$1.03B
Vanguard group53.52M14.10%$882.03M
Blackrock43.72M11.52%$720.50M
State street19.19M5.06%$316.17M
Rush island management, lp17.02M4.49%$280.52M
Daiwa securities group12.60M3.32%$207.69M
Apg asset management us12.57M3.31%$206.22M
Principal financial group11.25M2.97%$185.44M
Canada pension plan investment board10.94M2.88%$180.33M
Bank of america corp /de/9.91M2.61%$163.25M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Rush island management, lp17.02M23.01%$280.52M
Foresight group ltd liability partnership1.67M11.61%$22.00M
Ldr capital management302.10K4.53%$4.98M
Kettle hill capital management866.08K3.60%$14.27M
Sapience investments261.24K2.20%$4.31M
Cohen & steers62.75M2.17%$1.03B
Marble harbor investment counsel801.89K1.55%$13.22M
Skba capital management563.50K1.49%$9.29M
Slagle financial166.81K1.41%$2.75M
Apg asset management us12.57M1.18%$206.22M

Top Buyers

HolderShares% AssetsChange
Bank of america corp /de/9.91M0.01%8.72M
Goldman sachs group6.03M0.02%5.18M
Norges bank4.62M0.01%4.62M
Morgan stanley4.07M0.01%1.95M
Rush island management, lp17.02M23.01%1.14M

Top Sellers

HolderShares% AssetsChange
Lasalle investment management securities---2.77M
Price t rowe associates inc /md/3.33M0.01%-2.45M
Sumitomo mitsui trust421.54K0.01%-1.91M
Waterfront capital partners---1.85M
Balyasny asset management---1.64M

New Positions

HolderShares% AssetsChangeValue
Norges bank4.62M0.01%4.62M$76.21M
Caisse de depot et placement du quebec800.00K0.03%800.00K$13.18M
Renaissance625.27K0.02%625.27K$10.30M
Candriam s.c.a.540.76K0.05%540.76K$8.91M
Corebridge financial478.82K0.04%478.82K$7.89M

Sold Out

HolderChange
Ridgewood investments-1.00
Harbor investment advisory-16.00
Assetmark-27.00
Concord wealth partners-28.00
Innealta capital-29.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20244062.53%373,965,807-2.77%1040.98%1943.19%141-4.08%
Jun 30, 2024390-2.26%382,656,7520.08%1000.99%185-2.12%146-
Mar 31, 2024399-3.62%382,369,288-4.29%1000.91%189-15.63%1461.39%
Dec 31, 20234144.55%399,514,5623.61%1051.02%22415.46%1446.67%
Sep 30, 2023396-1.00%385,587,768-1.66%1010.95%19410.86%135-8.78%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor14.90M4.20%-1.05K
iShares Core S&P Mid-Cap ETF11.66M3.29%22.83K
Vanguard Total Stock Mkt Idx Inv11.53M3.25%-45.09K
Daiwa US-REIT Open Mother Fund9.58M2.64%-314.04K
Vanguard Small Cap Index9.10M2.57%17.80K
Cohen & Steers Real Estate Opportunities9.11M2.51%-
Cohen & Steers Real Estate Securities A9.11M2.51%-
Cohen & Steers Instl Realty Shares8.35M2.30%-
Cohen & Steers Realty Shares L7.15M1.97%-
Vanguard Institutional Extnd Mkt Idx Tr5.41M1.53%-30.71K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 17, 2024Hull Robert E EVP and COOSell$34.98K
Dec 17, 2024Hull Robert E EVP and COOSell$139.84K
Dec 13, 2024Lyle Peter F SR-Buy$172.10K
Nov 22, 2024Bohjalian Thomas N-Buy$68.80K
Nov 22, 2024Bohjalian Thomas N-Buy$17.75K

Insider Transactions Trends

DateBuySell
2024 Q442
2024 Q38-
2024 Q2--
2024 Q1--
2023 Q4-2

HR Ownership FAQ

Who Owns Healthcare Realty Trust?

Healthcare Realty Trust shareholders are primarily institutional investors at 104.18%, followed by 0.62% insiders and -4.80% retail investors. The average institutional ownership in Healthcare Realty Trust's industry, Healthcare REIT Stocks, is 81.60%, which Healthcare Realty Trust exceeds.

Who owns the most shares of Healthcare Realty Trust?

Healthcare Realty Trust’s largest shareholders are Cohen & steers (62.75M shares, 16.54%), Vanguard group (53.52M shares, 14.10%), and Blackrock (43.72M shares, 11.52%). Together, they hold 42.16% of Healthcare Realty Trust’s total shares outstanding.

Does Blackrock own Healthcare Realty Trust?

Yes, BlackRock owns 11.52% of Healthcare Realty Trust, totaling 43.72M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 720.5M$. In the last quarter, BlackRock decreased its holdings by -330K shares, a -0.75% change.

Who is Healthcare Realty Trust’s biggest shareholder by percentage of total assets invested?

Rush island management, lp is Healthcare Realty Trust’s biggest shareholder by percentage of total assets invested, with 23.01% of its assets in 17.02M Healthcare Realty Trust shares, valued at 280.52M$.

Who is the top mutual fund holder of Healthcare Realty Trust shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Healthcare Realty Trust shares, with 4.20% of its total shares outstanding invested in 14.9M Healthcare Realty Trust shares.

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