DaveManuel.com · Institutional Ownership · Who Owns It
HEALTHCARE RLTY TR (HR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
465
Reporting holders
$7.8B
Reported value
110.2%
Of shares outstanding
1.8%
Calls
0.1%
Puts
+13
Holder change
Institutions report 377,554,523 shares against 342,719,760 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.2B | 57,045,264 | 0.02% | 8q | +4.0%+$44.4M |
| COHEN & STEERS, INC. | $1.1B | 53,261,400 | 1.70% | 16q | +1.6%+$16.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $585.9M | 29,049,740 | 0.03% | 2q | +1.5%+$8.6M |
| STATE STREET CORP | $337.7M | 16,743,817 | 0.01% | 16q | -1.9%-$6.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $324.5M | 16,087,364 | 0.03% | 16q | +0.5%+$1.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $314.2M | 15,579,097 | 0.01% | 2q | HELD |
| Resolution Capital Ltd | $244.8M | 12,135,370 | 4.50% | 4q | -13.5%-$38.3M |
| APG Asset Management US Inc. | $207.4M | 10,223,995 | 1.45% | 16q | HELD |
| Daiwa Securities Group Inc. | $163.5M | 8,105,312 | 0.32% | 16q | -3.8%-$6.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $150.1M | 7,440,510 | 0.02% | 16q | +1.5%+$2.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $147.4M | 7,305,359 | 0.01% | 16q | +0.6%+$894.6K |
| UBS Group AG | $123.2M incl. $87.6M options CALL | 1,763,546 | 0.02% | 16q | +46.6%+$39.2M |
| RUSH ISLAND MANAGEMENT, LP | $105.2M | 5,213,764 | 6.97% | 14q | -27.8%-$40.6M |
| Thrivent Financial for Lutherans | $104.1M | 5,162,354 | 0.18% | 16q | -1.1%-$1.2M |
| DIMENSIONAL FUND ADVISORS LP | $101.6M | 5,037,379 | 0.02% | 16q | +2.9%+$2.9M |
| MORGAN STANLEY | $101.1M | 5,014,723 | 0.01% | 16q | +14.8%+$13.0M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $97.5M | 4,835,207 | 0.36% | 4q | +213.1%+$66.4M |
| DEUTSCHE BANK AG\ | $93.4M | 4,628,839 | 0.03% | 16q | +2000.6%+$88.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $88.2M | 4,026,952 | 0.03% | 6q | -5.8%-$5.4M |
| AQR CAPITAL MANAGEMENT LLC | $86.5M | 4,287,335 | 0.03% | 16q | +44.6%+$26.7M |
| NORGES BANK | $76.7M | 3,801,738 | 0.01% | 14q | +3.7%+$2.7M |
| SEI INVESTMENTS CO | $75.4M | 3,739,790 | 0.07% | 16q | -5.2%-$4.1M |
| MILLENNIUM MANAGEMENT LLC | $70.2M | 3,480,885 | 0.03% | 13q | +51.7%+$23.9M |
| NORTHERN TRUST CORP | $70.0M | 3,472,303 | 0.01% | 16q | -0.7%-$520.9K |
| Bank of New York Mellon Corp | $69.1M | 3,425,504 | 0.01% | 16q | -3.1%-$2.2M |
| Russell Investments Group, Ltd. | $65.9M | 3,267,017 | 0.06% | 16q | +44.9%+$20.4M |
| JUPITER ASSET MANAGEMENT LTD | $64.7M | 3,209,167 | 0.32% | 3q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $62.3M incl. $50.4M options CALL | 590,286 | 0.02% | 7q | +141.4%+$36.5M |
| GOLDMAN SACHS GROUP INC | $58.6M | 2,907,645 | 0.01% | 16q | -11.1%-$7.3M |
| Legal & General Group Plc | $57.1M | 2,829,701 | 0.01% | 16q | HELD |
| PGGM Investments | $55.6M | 2,758,771 | 1.37% | 3q | -50.8%-$57.5M |
| Gotham Asset Management, LLC | $53.5M | 2,654,299 | 0.12% | 16q | -3.9%-$2.2M |
| RENAISSANCE TECHNOLOGIES LLC | $51.7M | 2,561,272 | 0.07% | 4q | +65.3%+$20.4M |
| HRT FINANCIAL LP | $49.1M | 2,434,106 | 0.09% | 5q | +411.1%+$39.5M |
| JANE STREET GROUP, LLC | $48.9M incl. $2.0M options CALL | 2,325,952 | 0.00% | 4q | +306.2%+$36.8M |
| PZENA INVESTMENT MANAGEMENT LLC | $44.9M | 2,225,430 | 0.13% | 8q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $44.1M | 2,188,285 | 0.01% | 2q | +1.2%+$516.7K |
| BANK OF AMERICA CORP /DE/ | $41.6M | 2,061,714 | 0.00% | 16q | -6.7%-$3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $40.3M | 1,998,790 | 0.01% | 17q | +60177.1%+$40.2M |
| Starboard Value LP | $39.1M | 1,936,267 | 0.86% | 7q | -71.6%-$98.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $37.1M | 1,841,135 | 0.04% | 16q | -6.4%-$2.5M |
| JPMORGAN CHASE & CO | $32.9M | 1,578,423 | 0.00% | 16q | -72.4%-$86.2M |
| Invesco Ltd. | $25.0M | 1,240,823 | 0.00% | 16q | -63.7%-$43.9M |
| ENVESTNET ASSET MANAGEMENT INC | $24.0M | 1,190,084 | 0.01% | 16q | +8.4%+$1.9M |
| WELLS FARGO & COMPANY/MN | $20.7M | 1,024,757 | 0.00% | 16q | +246.2%+$14.7M |
| AMERIPRISE FINANCIAL INC | $19.3M | 954,732 | 0.00% | 16q | +100.3%+$9.6M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $19.0M | 943,623 | 0.06% | 16q | -28.2%-$7.5M |
| SKBA CAPITAL MANAGEMENT LLC | $18.7M | 927,438 | 3.09% | 10q | -16.6%-$3.7M |
| Marble Harbor Investment Counsel, LLC | $18.4M | 913,200 | 1.87% | 16q | HELD |
| RHUMBLINE ADVISERS | $17.9M | 888,755 | 0.01% | 16q | -0.5%-$94.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.5M incl. $12.0M options CALL+PUT | 271,976 | 0.00% | 16q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $16.6M | 820,757 | 0.01% | 2q | +2687.3%+$16.0M |
| CITIGROUP INC | $16.1M | 796,897 | 0.01% | 16q | -6.6%-$1.1M |
| PRINCIPAL FINANCIAL GROUP INC | $15.9M | 786,704 | 0.01% | 16q | +1.0%+$160.7K |
| CITADEL ADVISORS LLC | $15.4M incl. $534.5K options CALL | 734,884 | 0.00% | 16q | -15.7%-$2.9M |
| Capital Investment Advisors, LLC | $14.8M | 735,149 | 0.20% | 10q | +4.1%+$581.8K |
| Northside Capital Management, LLC | $14.0M | 692,605 | 1.14% | 5q | -2.4%-$340.0K |
| CREDIT AGRICOLE S A | $13.7M | 677,500 | 0.03% | new | NEW |
| Apollo Management Holdings, L.P. | $13.7M | 677,181 | 0.15% | 3q | HELD |
| HSBC HOLDINGS PLC | $13.6M | 673,232 | 0.01% | 16q | -14.1%-$2.2M |
| Swiss National Bank | $13.4M | 665,000 | 0.01% | 16q | +0.6%+$74.6K |
| CHILTON CAPITAL MANAGEMENT LLC | $13.4M | 664,850 | 0.42% | 15q | -16.6%-$2.7M |
| California Public Employees Retirement System | $13.4M | 664,452 | 0.01% | 16q | -18.7%-$3.1M |
| JONES FINANCIAL COMPANIES LLLP | $12.5M | 608,589 | 0.00% | 10q | +18186.9%+$12.4M |
| Allianz Asset Management GmbH | $12.2M | 607,092 | 0.01% | 16q | +4.9%+$570.2K |
| NATIXIS ADVISORS, LLC | $11.8M | 585,280 | 0.01% | 9q | +2080.9%+$11.3M |
| Jain Global LLC | $11.8M | 583,297 | 0.05% | new | NEW |
| Asset Management One Co., Ltd. | $11.6M | 574,958 | 0.03% | 16q | +4.7%+$524.0K |
| NOMURA ASSET MANAGEMENT CO LTD | $11.4M | 563,270 | 0.02% | 16q | +3.8%+$418.9K |
| INTECH INVESTMENT MANAGEMENT LLC | $10.6M | 524,043 | 0.10% | 7q | +14.5%+$1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $10.0M | 497,804 | 0.02% | 6q | +45.4%+$3.1M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $9.9M | 492,685 | 0.03% | 17q | +2.7%+$260.4K |
| PRUDENTIAL FINANCIAL INC | $9.9M | 489,814 | 0.01% | 16q | -46.6%-$8.6M |
| FIRST NATIONAL BANK OF OMAHA | $9.8M | 474,192 | 0.28% | 3q | +4.1%+$385.9K |
| Mizuho Markets Cayman LP | $9.8M | 484,142 | 0.37% | new | NEW |
| D. E. Shaw & Co., Inc. | $9.3M | 460,248 | 0.00% | 16q | -56.4%-$12.0M |
| Nuveen, LLC | $9.3M | 459,445 | 0.00% | 6q | +9.5%+$806.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $9.1M | 452,772 | 0.01% | 2q | +3.0%+$265.1K |
| FMR LLC | $9.1M | 451,213 | 0.00% | 16q | +879.3%+$8.2M |
| Edgestream Partners, L.P. | $9.0M | 447,845 | 0.27% | 2q | +17.2%+$1.3M |
| Creative Planning | $8.9M | 441,781 | 0.01% | 16q | +37.7%+$2.4M |
| ALLIANCEBERNSTEIN L.P. | $8.4M | 491,945 | 0.00% | 16q | -0.7%-$59.5K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.7M | 383,581 | 0.01% | 16q | -3.4%-$270.1K |
| Aberdeen Group plc | $7.6M | 375,574 | 0.01% | 16q | -2.9%-$228.8K |
| Sumitomo Mitsui Trust Group, Inc. | $7.6M | 374,839 | 0.00% | 16q | -1.3%-$97.6K |
| EXCHANGE TRADED CONCEPTS, LLC | $7.5M | 370,055 | 0.03% | 6q | +24261.8%+$7.4M |
| TWO SIGMA INVESTMENTS, LP | $7.4M | 367,792 | 0.01% | 2q | +1610.7%+$7.0M |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | $7.4M | 367,366 | 1.82% | 11q | -65.0%-$13.7M |
| Retirement Systems of Alabama | $7.2M | 358,402 | 0.02% | 16q | -16.2%-$1.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $6.8M | 339,591 | 0.00% | 2q | +11.9%+$727.9K |
| IEQ CAPITAL, LLC | $6.8M | 337,718 | 0.03% | 7q | -5.8%-$417.5K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $6.7M | 332,972 | 0.03% | 16q | +40.7%+$1.9M |
| Quantinno Capital Management LP | $6.5M | 322,742 | 0.01% | 8q | +19.3%+$1.1M |
| LPL Financial LLC | $6.5M | 322,085 | 0.00% | 16q | HELD |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $6.4M | 317,842 | 0.64% | 16q | +2.2%+$136.3K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6.3M | 311,981 | 0.00% | 16q | -2.6%-$169.1K |
| Vanguard Investments Australia, Ltd. | $6.2M | 306,186 | 0.02% | 2q | +2.3%+$141.6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $6.0M | 296,974 | 0.00% | 16q | +4.4%+$251.4K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6.0M | 296,943 | 0.01% | 16q | -1.9%-$114.0K |
| ROYAL BANK OF CANADA | $5.7M | 280,920 | 0.00% | 16q | +30.6%+$1.3M |
Showing the largest 100 of 465 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-23 | Callaway Amanda L | SVP & Chief Accounting Officer | Sold | 25,767 | $524.9K |
| 2026-09-08 | Hull Robert E | EVP and COO | Sold | 21,000 | $401.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 120 | $229.8M | 12,950,054 | 22 | 33 | 34 | 0.0% |
| Q2 2026 | 465 | $7.8B | 377,554,523 | 55 | 161 | 135 | 2.0% |
| Q1 2026 | 452 | $6.4B | 374,489,757 | 62 | 165 | 114 | 0.1% |
| Q4 2025 | 425 | $6.5B | 384,965,246 | 38 | 119 | 153 | 0.1% |
| Q3 2025 | 419 | $7.0B | 384,641,811 | 46 | 136 | 142 | 0.3% |
| Q2 2025 | 413 | $5.9B | 371,160,925 | 48 | 139 | 144 | 0.1% |
| Q1 2025 | 428 | $6.2B | 368,689,899 | 54 | 123 | 156 | 0.1% |
| Q4 2024 | 421 | $6.4B | 373,606,582 | 39 | 133 | 149 | 0.1% |
| Q3 2024 | 414 | $6.9B | 381,105,568 | 59 | 130 | 136 | 0.2% |
| Q2 2024 | 396 | $6.5B | 391,307,416 | 54 | 127 | 145 | 0.7% |
| Q1 2024 | 405 | $5.7B | 398,075,171 | 51 | 131 | 150 | 0.9% |
| Q4 2023 | 416 | $7.2B | 414,437,967 | 66 | 131 | 142 | 1.2% |
| Q3 2023 | 399 | $6.0B | 390,649,922 | 43 | 131 | 130 | 0.1% |
| Q2 2023 | 407 | $7.4B | 391,455,874 | 37 | 134 | 140 | 0.1% |
| Q1 2023 | 421 | $7.8B | 401,418,136 | 52 | 152 | 124 | 0.0% |
| Q4 2022 | 421 | $7.5B | 386,834,871 | 71 | 130 | 146 | 0.1% |
| Q3 2022 | 380 | $19.1B | 915,107,749 | 370 | 9 | 4 | 0.2% |
| Q2 2022 | 279 | $12.2B | 447,741,422 | 48 | 90 | 103 | 0.1% |
| Q1 2022 | 296 | $7.6B | 277,773,948 | 54 | 102 | 89 | 0.0% |
| Q4 2021 | 294 | $8.8B | 276,563,696 | 38 | 118 | 79 | 0.0% |
| Q3 2021 | 269 | $8.2B | 275,609,278 | 25 | 91 | 87 | 0.0% |
| Q2 2021 | 275 | $8.0B | 264,946,084 | 19 | 111 | 79 | 0.0% |
| Q1 2021 | 285 | $7.7B | 254,744,740 | 21 | 103 | 97 | 0.0% |
| Q4 2020 | 303 | $6.5B | 220,975,494 | 46 | 99 | 84 | 0.0% |
| Q3 2020 | 283 | $13.3B | 442,612,287 | 36 | 107 | 74 | 0.0% |
| Q2 2020 | 279 | $11.7B | 399,909,283 | 46 | 84 | 93 | 0.0% |
| Q1 2020 | 259 | $19.4B | 693,750,873 | 32 | 78 | 77 | 0.0% |
| Q4 2019 | 262 | $25.3B | 756,893,517 | 27 | 108 | 56 | 0.0% |
| Q3 2019 | 258 | $12.3B | 368,214,686 | 41 | 65 | 82 | 0.0% |
| Q2 2019 | 233 | $10.7B | 340,471,196 | 19 | 90 | 61 | 0.0% |
| Q1 2019 | 254 | $7.8B | 241,766,016 | 42 | 69 | 75 | 0.0% |
| Q4 2018 | 237 | $6.9B | 242,775,483 | 3 | 5 | 4 | 0.0% |