Healthcare Realty Trust Incorporated (HR) Ownership

14.79 ↑0.24 (1.65%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Cohen & Steers Inc is the biggest individual institutional holder of Healthcare Realty Trust Incorporated (HR), owning a total of 62.9 million shares. Combined, the top 56 institutional holders of HR own 116.75% of the company with a total of 415.5 million shares.

In the latest ownership report on December 31st 2024, the top 56 institutional holders increased their combined ownership of HR by 6.2 million shares. 8 institutions bought 25,292,322 total additional shares and increased their ownership by an average of 12.49%. However 12 institutions sold 19,051,514 total shares and decreased their ownership by an average of 9.97%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Healthcare Realty Trust Incorporated increased by a net total of 6,240,808 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Cohen & Steers Inc	17.911%	-1.039%	62,865,392	-659,678	2024-12-31
Vanguard Group Inc	14.269%	-3.001%	50,083,002	-1,549,236	2024-12-31
BlackRock Inc	12.531%	-0.804%	43,984,284	-356,506	2024-12-31
Starboard Value LP	5.750%	0.000%	20,183,460	20,183,460	2024-12-31
State Street Corp	5.240%	-1.480%	18,393,162	-276,234	2024-12-31
Rush Island Management, LP	4.468%	21.246%	15,681,440	2,747,848	2024-12-31
Daiwa Securities Group Inc	3.499%	-2.131%	12,280,269	-267,413	2024-12-31
Canada Pension Plan Investment Board	3.118%	0.000%	10,942,261	0	2024-12-31
Apg Investments Us Inc	2.891%	-18.932%	10,148,808	-2,370,108	2024-12-31
Geode Capital Management, LLC	1.915%	-3.363%	6,721,040	-233,914	2024-12-31
Bank of America Corp	1.699%	-67.560%	5,963,121	-12,418,820	2024-12-31
Dimensional Fund Advisors, Inc.	1.556%	-2.378%	5,462,546	-133,043	2024-12-31
Charles Schwab Investment Management Inc	1.519%	0.214%	5,331,180	11,385	2024-12-31
Bank of New York Mellon Corp	1.319%	11.984%	4,630,973	495,599	2024-12-31
NORGES BANK	1.291%	-1.983%	4,532,457	-91,696	2024-12-31
Thrivent Financial For Lutherans	1.264%	-7.037%	4,436,019	-335,802	2024-12-31
Northern Trust Corp	1.151%	40.253%	4,040,969	1,159,763	2024-12-31
Morgan Stanley - Brokerage Accounts	1.137%	0.787%	3,990,259	31,154	2024-12-31
Legal & General Group PLC	0.933%	-9.884%	3,273,730	-359,064	2024-12-31
Farallon Capital Management, L.L.C.	0.930%	25.394%	3,264,000	661,000	2024-12-31
Nordea Investment Mgmt Bank Demark A/s	0.918%	0.065%	3,253,535	2,113	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Cohen & Steers Inc	17.911%	-1.039%	62,865,392	-659,678	2024-12-31
Vanguard Group Inc	14.269%	-3.001%	50,083,002	-1,549,236	2024-12-31
BlackRock Inc	12.531%	-0.804%	43,984,284	-356,506	2024-12-31
Starboard Value LP	5.750%	0.000%	20,183,460	20,183,460	2024-12-31
State Street Corporation	5.351%	-8.873%	19,424,784	-1,891,284	2024-03-31
State Street Corp	5.240%	-1.480%	18,393,162	-276,234	2024-12-31
Rush Island Management, LP	4.468%	21.246%	15,681,440	2,747,848	2024-12-31
Daiwa Securities Group Inc	3.499%	-2.131%	12,280,269	-267,413	2024-12-31
Principal Financial Group Inc	3.100%	-0.551%	11,252,228	-62,330	2024-06-30
Canada Pension Plan Investment Board	3.118%	0.000%	10,942,261	0	2024-12-31
Apg Investments Us Inc	2.891%	-18.932%	10,148,808	-2,370,108	2024-12-31
Amvescap Plc.	1.855%	-24.450%	7,075,247	-2,289,767	2023-12-31
Geode Capital Management, LLC	1.915%	-3.363%	6,721,040	-233,914	2024-12-31
Goldman Sachs Group Inc	1.703%	603.556%	6,033,735	5,176,129	2024-06-30
Bank of America Corp	1.699%	-67.560%	5,963,121	-12,418,820	2024-12-31
Fuller & Thaler Asset Management Inc	1.506%	19.415%	5,733,371	932,168	2022-12-31
Royal Bank of Canada	1.604%	541.528%	5,682,494	4,796,719	2024-09-30
Mariner Value Strategies, LLC	1.521%	-49.665%	5,521,742	-5,448,309	2024-03-31
Dimensional Fund Advisors, Inc.	1.556%	-2.378%	5,462,546	-133,043	2024-12-31
Charles Schwab Investment Management Inc	1.519%	0.214%	5,331,180	11,385	2024-12-31
JPMorgan Chase & Co	1.483%	-61.601%	5,198,780	-8,340,012	2024-09-30
Deutsche Bank AG	1.224%	143.882%	4,658,186	2,748,168	2022-09-30
Bank of New York Mellon Corp	1.319%	11.984%	4,630,973	495,599	2024-12-31
NORGES BANK	1.291%	-1.983%	4,532,457	-91,696	2024-12-31
Thrivent Financial For Lutherans	1.264%	-7.037%	4,436,019	-335,802	2024-12-31
Resolution Capital Limited	1.156%	57.887%	4,402,383	1,614,068	2023-03-31
Northern Trust Corp	1.151%	40.253%	4,040,969	1,159,763	2024-12-31
Scout Investment Advisors Inc	1.056%	-5.452%	4,019,196	-231,766	2022-09-30
Morgan Stanley - Brokerage Accounts	1.137%	0.787%	3,990,259	31,154	2024-12-31
FMR Inc	0.963%	-57.329%	3,667,848	-4,927,876	2023-06-30
T. Rowe Price Investment Management,Inc.	0.974%	-7.907%	3,451,464	-296,348	2024-09-30
T. Rowe Price Associates, Inc.	0.918%	-42.348%	3,333,590	-2,448,663	2024-06-30
Legal & General Group PLC	0.933%	-9.884%	3,273,730	-359,064	2024-12-31
Farallon Capital Management, L.L.C.	0.930%	25.394%	3,264,000	661,000	2024-12-31
Nordea Investment Mgmt Bank Demark A/s	0.918%	0.065%	3,253,535	2,113	2024-12-31
Sumitomo Mitsui Trust Holdings Inc	0.807%	14.558%	3,071,884	390,367	2023-09-30
Waterfront Capital Partners, LLC	0.788%	0.000%	3,004,926	3,004,926	2023-12-31
Channing Capital Management, LLC	0.775%	2.960%	2,950,572	84,823	2022-06-30
LaSalle Investment Management Securities LLC	0.764%	5.810%	2,774,205	152,335	2024-03-31
Ceredex Value Advisors LLC	0.442%	-39.450%	1,683,600	-1,096,900	2022-06-30
UBS Asset Mgmt Americas Inc	0.371%	78.656%	1,413,106	622,143	2022-06-30
Columbia Mgmt Investment Advisers, LLC	0.350%	-0.651%	1,325,751	-8,690	2024-03-31
Ameriprise Financial Inc	0.350%	-0.651%	1,325,751	-8,690	2024-03-31
Willis Investment Counsel	0.275%	0.000%	1,046,159	1,046,159	2022-09-30
Nuveen Asset Management, LLC	0.281%	-47.462%	1,020,706	-922,100	2024-06-30
AEW Capital Management LP	0.235%	591.751%	892,290	763,300	2022-09-30
SEI Investments Co	0.202%	480.930%	769,082	636,694	2022-06-30
American Century Companies Inc	0.198%	88.104%	752,517	352,464	2022-06-30
New York State Common Retirement Fund	0.179%	-3.301%	679,864	-23,208	2022-06-30
Retirement Systems of Alabama	0.166%	0.978%	631,712	6,121	2022-06-30
Fidelity International Ltd	0.161%	-61.041%	611,358	-957,876	2022-06-30
CBRE Investment Management Listed Real Assets LLC	0.144%	0.000%	547,012	547,012	2022-06-30
Employees Retirement System Of Texas	0.144%	-17.497%	546,969	-116,000	2022-06-30
Public Employees Retirement System Of Ohio	0.132%	85.297%	503,299	231,681	2022-06-30
AllianceBernstein L.P.	0.131%	7.724%	499,900	35,842	2022-06-30
Ergoteles LLC	0.130%	0.000%	494,371	494,371	2022-06-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Healthcare Realty Trust Incorporated (HR), owning a total of 12.8 million shares. Combined, the top 41 mutual fund holders of HR own 57.22% of the company with a total of 205.6 million shares.

In the latest ownership report on March 31st 2025, the top 41 fund holders increased their combined ownership of HR by 623 thousand shares. 5 funds bought 209,177 total additional shares and increased their ownership by an average of 0.57%. However 6 funds sold 832,248 total shares and decreased their ownership by an average of 3.4%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Healthcare Realty Trust Incorporated decreased by a net total of -623,071 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.650%	-0.417%	12,811,121	-53,661	2025-03-31
iShares Core S&P Mid-Cap ETF	3.298%	0.175%	11,575,300	20,241	2025-03-31
Vanguard Total Stock Mkt Idx Inv	3.198%	0.373%	11,224,567	41,754	2025-03-31
Cohen & Steers Real Estate Opportunities	2.595%	0.000%	9,109,729	0	2025-03-31
Cohen & Steers Real Estate Securities A	2.595%	0.000%	9,109,729	0	2025-03-31
Vanguard Small Cap Index	2.491%	-3.358%	8,744,576	-303,796	2025-03-31
Cohen & Steers Instl Realty Shares	2.403%	1.005%	8,434,350	83,893	2025-03-31
Cohen & Steers Realty Shares L	2.036%	0.000%	7,146,723	0	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.562%	1.083%	5,481,754	58,727	2025-03-31
Vanguard Small Cap Growth Index Inv	1.395%	-3.720%	4,895,315	-189,124	2025-03-31
COHEN & STEERS QUALITY INCOME REALTY FUND INC	0.953%	0.000%	3,345,258	0	2025-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.806%	-1.169%	2,829,575	-33,467	2025-03-31
MFS Global Real Estate I	0.682%	0.000%	2,392,487	0	2025-03-31
Pzena Mid Cap Value	0.634%	0.000%	2,225,240	0	2025-03-31
Vanguard Real Estate II Index	0.615%	0.000%	2,159,541	0	2025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.576%	-5.876%	2,020,017	-126,100	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.576%	-5.876%	2,020,017	-126,100	2025-03-31
iShares S&P Mid-Cap 400 Value ETF	0.570%	0.229%	1,999,532	4,562	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.650%	-0.417%	12,811,121	-53,661	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.102%	2.124%	11,814,785	245,737	2023-03-31
Vanguard US Total Market Shares ETF	3.298%	-2.996%	11,576,453	-357,500	2024-09-30
iShares Core S&P Mid-Cap ETF	3.298%	0.175%	11,575,300	20,241	2025-03-31
Vanguard Total Stock Mkt Idx Inv	3.198%	0.373%	11,224,567	41,754	2025-03-31
Cohen & Steers Real Estate Opportunities	2.595%	0.000%	9,109,729	0	2025-03-31
Cohen & Steers Real Estate Securities A	2.595%	0.000%	9,109,729	0	2025-03-31
Vanguard Small Cap Index	2.491%	-3.358%	8,744,576	-303,796	2025-03-31
Daiwa US-REIT Open Mother Fund	2.472%	-9.433%	8,676,664	-903,714	2024-09-17
Cohen & Steers Instl Realty Shares	2.403%	1.005%	8,434,350	83,893	2025-03-31
Cohen & Steers Realty Shares L	2.036%	0.000%	7,146,723	0	2025-03-31
Nuance Mid Cap Value Institutional	1.471%	-6.074%	5,568,940	-360,139	2024-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.562%	1.083%	5,481,754	58,727	2025-03-31
Vanguard Extended Market Index Investor	1.388%	0.497%	5,284,713	26,114	2023-08-31
Fuller & Thaler Behavrl Small-Cap Value	1.305%	20.010%	4,968,736	828,479	2022-12-31
Vanguard Small Cap Growth Index Inv	1.395%	-3.720%	4,895,315	-189,124	2025-03-31
Fuller & Thaler Small-Cap Value	1.087%	28.384%	4,140,257	915,345	2022-09-30
Ceredex Mid Cap Value Equity	1.085%	-9.500%	4,131,900	-433,750	2022-12-31
Nuance Mid Cap Value Separate Account	1.069%	-49.696%	4,044,723	-3,995,807	2024-03-31
Virtus Ceredex Mid-Cap Value Equity I	0.893%	-9.934%	3,400,000	-375,000	2022-12-31
Scout Mid Cap Equity	0.887%	-5.665%	3,375,995	-202,734	2022-09-30
Carillon Scout Mid Cap I	0.887%	-1.722%	3,375,995	-59,144	2022-09-30
Principal Real Estate Securities R5	0.923%	0.000%	3,349,776	0	2024-08-31
COHEN & STEERS QUALITY INCOME REALTY FUND INC	0.953%	0.000%	3,345,258	0	2025-03-31
Cohen & Steers Qty Inc Realty	0.953%	0.000%	3,345,258	0	2024-12-31
Undiscovered Managers Behavioral Val L	0.814%	-33.734%	3,098,466	-1,577,300	2023-03-31
Fidelity® Mid-Cap Stock	0.763%	-3.059%	2,905,174	-91,674	2023-07-31
SPDR® S&P MIDCAP 400 ETF Trust	0.806%	-1.169%	2,829,575	-33,467	2025-03-31
MFS Global Real Estate I	0.682%	0.000%	2,392,487	0	2025-03-31
T. Rowe Price Real Assets Tr I-Z	0.630%	6.532%	2,382,901	146,112	2024-03-31
Vanguard Selected Value Inv	0.634%	0.000%	2,225,240	0	2024-12-31
Pzena Mid Cap Value	0.634%	0.000%	2,225,240	0	2025-03-31
AMOne Shinko US-REIT Open	0.620%	-39.266%	2,195,798	-1,419,621	2024-03-05
DFA Real Estate Securities I	0.599%	1.240%	2,173,943	26,628	2024-06-30
Vanguard Real Estate II Index	0.615%	0.000%	2,159,541	0	2025-03-31
Schwab US REIT ETF™	0.578%	0.213%	2,029,394	4,305	2025-03-29
Fidelity Extended Market Index	0.571%	-0.017%	2,021,766	-333	2024-11-30
State St Russell Sm/Mid Cp® Indx SL Cl I	0.576%	-5.876%	2,020,017	-126,100	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.576%	-5.876%	2,020,017	-126,100	2025-03-31
iShares S&P Mid-Cap 400 Value ETF	0.570%	0.229%	1,999,532	4,562	2025-03-31
Daiwa US REIT Mother Fund	0.560%	-13.612%	1,984,569	-312,704	2024-09-17