Healthcare Realty Trust Ownership | Who Owns Healthcare Realty Trust?
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 3.95% of its assets in Healthcare Realty Trust shares.
HR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Healthcare Realty Trust | 104.18% | 0.62% | -4.80% |
| Sector | Real Estate Stocks | 66.63% | 8.14% | 25.23% |
| Industry | Healthcare REIT Stocks | 81.60% | 3.99% | 14.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Cohen & steers | 62.75M | 16.54% | $1.03B |
| Vanguard group | 53.52M | 14.10% | $882.03M |
| Blackrock | 43.72M | 11.52% | $720.50M |
| State street | 19.19M | 5.06% | $316.17M |
| Rush island management, lp | 17.02M | 4.49% | $280.52M |
| Daiwa securities group | 12.60M | 3.32% | $207.69M |
| Apg asset management us | 12.57M | 3.31% | $206.22M |
| Principal financial group | 11.25M | 2.97% | $185.44M |
| Canada pension plan investment board | 10.94M | 2.88% | $180.33M |
| Bank of america corp /de/ | 9.91M | 2.61% | $163.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rush island management, lp | 17.02M | 23.01% | $280.52M |
| Foresight group ltd liability partnership | 572.33K | 5.95% | $38.42B |
| Ldr capital management | 302.10K | 4.53% | $4.98M |
| Kettle hill capital management | 866.08K | 3.60% | $14.27M |
| Sapience investments | 261.24K | 2.20% | $4.31M |
| Cohen & steers | 62.75M | 2.17% | $1.03B |
| Pensionfund dsm netherlands | 150.72K | 1.59% | $2.56M |
| Marble harbor investment counsel | 801.89K | 1.55% | $13.22M |
| Skba capital management | 563.50K | 1.49% | $9.29M |
| Slagle financial | 166.81K | 1.41% | $2.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of america corp /de/ | 9.91M | 0.01% | 8.72M |
| Goldman sachs group | 6.03M | 0.02% | 5.18M |
| Norges bank | 4.62M | 0.01% | 4.62M |
| Morgan stanley | 4.07M | 0.01% | 1.95M |
| Sumitomo mitsui trust | 1.55M | 0.02% | 1.15M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lasalle investment management securities | - | - | -2.77M |
| Price t rowe associates inc /md/ | 3.33M | 0.01% | -2.45M |
| Waterfront capital partners | - | - | -1.85M |
| Balyasny asset management | - | - | -1.64M |
| V3 capital management | - | - | -1.47M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 4.62M | 0.01% | 4.62M | $76.21M |
| Caisse de depot et placement du quebec | 800.00K | 0.03% | 800.00K | $13.18M |
| Renaissance | 625.27K | 0.02% | 625.27K | $10.30M |
| Candriam s.c.a. | 540.76K | 0.05% | 540.76K | $8.91M |
| Corebridge financial | 478.82K | 0.04% | 478.82K | $7.89M |
Sold Out
| Holder | Change |
|---|---|
| Ridgewood investments | -1.00 |
| Harbor investment advisory | -16.00 |
| Assetmark | -27.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 396 | -1.00% | 385,587,768 | -1.66% | 101 | 0.95% | 194 | 10.86% | 135 | -8.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 13.99M | 3.95% | 12.38K |
| iShares Core S&P Mid-Cap ETF | 11.54M | 3.26% | 38.18K |
| Vanguard Total Stock Mkt Idx Inv | 11.15M | 3.15% | -278.45K |
| Cohen & Steers Real Estate Securities A | 9.11M | 2.57% | - |
| Cohen & Steers Real Estate Opportunities | 9.11M | 2.57% | - |
| Vanguard Small Cap Index | 9.02M | 2.55% | -132.68K |
| 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% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 5.41M | 1.53% | -18.33K |
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 |
|---|---|---|
| 2024 Q4 | 6 | 2 |
| 2024 Q3 | 8 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 2 |
HR Ownership FAQ
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