Who owns Healthcare Realty Trust (HR)
Which tracked institutional funds hold HR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
143 tracked funds added or opened HR while 67 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 422 tracked filers holding HR, 206 increased or opened the position and 222 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Sixth Street Partners Management Company, L.P.$150M
- CREDIT AGRICOLE S A$14M
- Jain Global LLC$12M
- Mizuho Markets Cayman LP$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- MIZUHO MARKETS AMERICAS LLC$3M
Full exits 41
- COHEN & STEERS, INC.$891M
- PGGM Investments$95M
- Thrivent Financial for Lutherans$89M
- NORDEA INVESTMENT MANAGEMENT AB$24M
- HRT FINANCIAL LP$8M
- Man Group plc$7M
Largest adds
- BlackRock, Inc.$374M
- VANGUARD PORTFOLIO MANAGEMENT LLC$100M
- DEUTSCHE BANK AG\$90M
- LOS ANGELES CAPITAL MANAGEMENT LLC$71M
- PRICE T ROWE ASSOCIATES INC /MD/$53M
- VANGUARD CAPITAL MANAGEMENT LLC$50M
Largest trims
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$109M
- Starboard Value LP$77M
- JPMORGAN CHASE & CO$63M
- Invesco Ltd.$23M
- RUSH ISLAND MANAGEMENT, LP$18M
- KETTLE HILL CAPITAL MANAGEMENT, LLC$10M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 57,045,264 | $1.2B | 14.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 29,049,740 | $586M | 7.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 16,743,817 | $338M | 4.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 16,087,364 | $324M | 3.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 15,579,097 | $314M | 3.8% | 2026-Q2 |
| Resolution Capital Ltd trimmed | 12,135,370 | $245M | 3.0% | 2026-Q2 |
| APG Asset Management US Inc. | 10,223,995 | $207M | 2.5% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 8,105,312 | $163M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 7,440,510 | $150M | 1.8% | 2026-Q2 |
| Sixth Street Partners Management Company, L.P. new | 7,440,510 | $150M | 1.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 7,305,359 | $147M | 1.8% | 2026-Q2 |
| RUSH ISLAND MANAGEMENT, LP trimmed | 5,213,764 | $105M | 1.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 5,037,379 | $102M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 5,014,723 | $101M | 1.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 4,835,207 | $98M | 1.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 4,628,839 | $93M | 1.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,026,952 | $88M | 1.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,287,335 | $86M | 1.1% | 2026-Q2 |
| NORGES BANK trimmed | 3,801,738 | $77M | 0.9% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 3,739,790 | $75M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 3,480,885 | $70M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,472,303 | $70M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 3,425,504 | $69M | 0.8% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 3,267,017 | $66M | 0.8% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD | 3,209,167 | $65M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,907,645 | $59M | 0.7% | 2026-Q2 |
| Legal & General Group Plc added | 2,829,701 | $57M | 0.7% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 2,654,299 | $54M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,561,272 | $52M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 2,325,952 | $47M | 0.6% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC | 2,225,430 | $45M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,188,285 | $44M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,061,714 | $42M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,998,790 | $40M | 0.5% | 2026-Q2 |
| Starboard Value LP trimmed | 1,936,267 | $39M | 0.5% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 1,841,135 | $37M | 0.5% | 2026-Q2 |
| UBS Group AG added | 1,763,546 | $36M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,578,423 | $33M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,240,823 | $25M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,190,084 | $24M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,024,757 | $21M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 954,732 | $19M | 0.2% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 943,623 | $19M | 0.2% | 2026-Q2 |
| SKBA CAPITAL MANAGEMENT LLC trimmed | 927,438 | $19M | 0.2% | 2026-Q2 |
| Marble Harbor Investment Counsel, LLC trimmed | 913,200 | $18M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 888,755 | $18M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 820,757 | $17M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 796,897 | $16M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 786,704 | $16M | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 735,149 | $15M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 734,884 | $15M | 0.2% | 2026-Q2 |
| Northside Capital Management, LLC trimmed | 692,605 | $14M | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A new | 677,500 | $14M | 0.2% | 2026-Q2 |
| Apollo Management Holdings, L.P. | 677,181 | $14M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 673,232 | $14M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 665,000 | $13M | 0.2% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 664,850 | $13M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 664,452 | $13M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 608,589 | $12M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 607,092 | $12M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 590,286 | $12M | 0.1% | 2026-Q2 |
| Jain Global LLC added | 583,297 | $12M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 574,958 | $12M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 563,270 | $11M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 524,043 | $11M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 497,804 | $10M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 492,685 | $10M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 489,814 | $10M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA added | 474,192 | $10M | 0.1% | 2026-Q2 |
| Mizuho Markets Cayman LP new | 484,142 | $10M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 460,248 | $9M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 459,445 | $9M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 452,772 | $9M | 0.1% | 2026-Q2 |
| FMR LLC added | 451,213 | $9M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. added | 447,845 | $9M | 0.1% | 2026-Q2 |
| Creative Planning added | 441,781 | $9M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 491,945 | $8M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 383,581 | $8M | 0.1% | 2026-Q2 |
| Aberdeen Group plc trimmed | 375,574 | $8M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 374,839 | $8M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 370,055 | $7M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 367,792 | $7M | 0.1% | 2026-Q2 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC trimmed | 367,366 | $7M | 0.1% | 2026-Q2 |
| COHEN & STEERS, INC. trimmed | 52,446,482 | $891M | 10.8% | 2026-Q1 stale |
| VANGUARD GROUP INC trimmed | 46,854,935 | $794M | 9.7% | 2025-Q4 stale |
| PGGM Investments trimmed | 5,607,134 | $95M | 1.2% | 2026-Q1 stale |
| Thrivent Financial for Lutherans added | 5,222,220 | $89M | 1.1% | 2026-Q1 stale |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,984,111 | $51M | 0.6% | 2025-Q4 stale |
| DEPRINCE RACE & ZOLLO INC added | 2,584,855 | $44M | 0.5% | 2025-Q1 stale |
| Gillson Capital LP added | 1,793,926 | $28M | 0.3% | 2025-Q2 stale |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,415,099 | $24M | 0.3% | 2026-Q1 stale |
| Freestone Grove Partners LP new | 1,189,340 | $19M | 0.2% | 2025-Q2 stale |
| BEACH INVESTMENT COUNSEL INC/PA trimmed | 1,109,343 | $19M | 0.2% | 2025-Q1 stale |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 941,911 | $15M | 0.2% | 2025-Q2 stale |
| Lighthouse Investment Partners, LLC trimmed | 506,000 | $9M | 0.1% | 2025-Q3 stale |
| Financial Harvest, LLC new | 259,977 | $9M | 0.1% | 2025-Q1 stale |
| COUNTRY CLUB BANK trimmed | 462,497 | $8M | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 476,259 | $8M | 0.1% | 2026-Q1 stale |
| Impax Asset Management Group plc | 440,000 | $7M | 0.1% | 2025-Q1 stale |
| Man Group plc new | 437,224 | $7M | 0.1% | 2026-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.