HEALTHCARE RLTY TR HR
CL A COM · REIT · CUSIP 42226K105 · ISIN US42226K1051
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersNashville, TN
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.19. Options: 6 managers hold calls ($143.6m notional), 3 hold puts ($9.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 390 |
| Q4 2022 | 418 |
| Q1 2023 | 421 |
| Q2 2023 | 403 |
| Q3 2023 | 397 |
| Q4 2023 | 411 |
| Q1 2024 | 402 |
| Q2 2024 | 394 |
| Q3 2024 | 412 |
| Q4 2024 | 418 |
| Q1 2025 | 428 |
| Q2 2025 | 413 |
| Q3 2025 | 412 |
| Q4 2025 | 422 |
| Q1 2026 | 449 |
| Q2 2026 | 459 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 192 | 187 |
| Q4 2024 | 183 | 206 |
| Q1 2025 | 193 | 199 |
| Q2 2025 | 194 | 217 |
| Q3 2025 | 186 | 192 |
| Q4 2025 | 169 | 195 |
| Q1 2026 | 229 | 157 |
| Q2 2026 | 222 | 185 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.8m | $13.8m | 2.85 |
| Q4 2025 | $6.7m | $659.4k | 0.10 |
| Q1 2026 | $6.8m | $543.7k | 0.08 |
| Q2 2026 | $143.6m | $9.3m | 0.06 |
Biggest buyers
| DEUTSCHE BANK AG\ | Added | +4.4m |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +3.3m |
| BlackRock, Inc. | Added | +2.2m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +2.0m |
| HRT FINANCIAL LP | Added | +2.0m |
| JANE STREET GROUP, LLC | Added | +1.8m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.3m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.2m |
| Russell Investments Group, Ltd. | Added | +1.0m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +1.0m |
Biggest sellers
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -6.4m |
| Starboard Value LP | Reduced | -4.9m |
| JPMORGAN CHASE & CO | Reduced | -4.1m |
| PGGM Investments | Reduced | -2.8m |
| Invesco Ltd. | Reduced | -2.2m |
| RUSH ISLAND MANAGEMENT, LP | Reduced | -2.0m |
| Resolution Capital Ltd | Reduced | -1.9m |
| NORDEA INVESTMENT MANAGEMENT AB | Sold out | -1.4m |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | Reduced | -680.8k |
| D. E. Shaw & Co., Inc. | Reduced | -594.5k |
Biggest calls
| UBS Group AG | New | $87.6m4.3m shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $50.4m25.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.8m137.2k shares |
| JANE STREET GROUP, LLC | Reduced | $2.0m97.5k shares |
| CITADEL ADVISORS LLC | Reduced | $534.5k26.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $266.2k13.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.3m458.8k shares |
| GROUP ONE TRADING LLC | Reduced | $6.1k300 shares |
| SIMPLEX TRADING, LLC | Reduced | $2.0k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| COHEN & STEERS, INC. 13G · institution filed 2025-11-14 | 16.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), STATE STREET CORP (5.0%, 2026-02-09)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 4 | $492.0k | 1 | $174.8k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $36.8k | 0 | — | — |
| Q3 2025 | 1 | $164.6k | 1 | $270.0k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 2 | $181.1k | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $524.9k | — |
| Q3 2026 | 0 | — | 1 | $401.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-08 | Hull Robert E EVP and COO | Sold | $401.3k21.0k shares |
| 2026-06-23 | Callaway Amanda L SVP & Chief Accounting Officer | Sold | $524.9k25.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 57.0m $1.2bn | Added +2.2m |
| COHEN & STEERS, INC. 1.70% of their portfolio | 53.3m $1.1bn | Added +814.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 29.0m $585.9m | Added +426.3k |
| STATE STREET CORP 0.01% of their portfolio | 16.7m $337.7m | Reduced -326.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 16.1m $324.5m | Added +86.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 15.6m $314.2m | Added +7.0k |
| Resolution Capital Ltd 4.50% of their portfolio | 12.1m $244.8m | Reduced -1.9m |
| APG Asset Management US Inc. 1.45% of their portfolio | 10.2m $207.4m | Unchanged |
| Daiwa Securities Group Inc. 0.37% of their portfolio | 8.1m $163.5m | Reduced -317.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 7.4m $150.1m | Added +109.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 7.3m $147.4m | Added +44.3k |
| RUSH ISLAND MANAGEMENT, LP 6.97% of their portfolio | 5.2m $105.2m | Reduced -2.0m |
| Thrivent Financial for Lutherans 0.18% of their portfolio | 5.2m $104.1m | Reduced -59.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 5.0m $101.6m | Added +142.1k |
| MORGAN STANLEY 0.01% of their portfolio | 5.0m $101.1m | Added +646.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.36% of their portfolio | 4.8m $97.5m | Added +3.3m |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 4.6m $93.4m | Added +4.4m |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 4.3m $86.5m | Added +1.3m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 4.0m $88.2m | Reduced -245.7k |
| NORGES BANK 0.01% of their portfolio | 3.8m $76.7m | Not comparable |
| SEI INVESTMENTS CO 0.07% of their portfolio | 3.7m $75.4m | Reduced -203.1k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 3.5m $70.2m | Added +1.2m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 3.5m $70.0m | Reduced -25.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 3.4m $69.1m | Reduced -111.3k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 3.3m $65.9m | Added +1.0m |
| JUPITER ASSET MANAGEMENT LTD 0.32% of their portfolio | 3.2m $64.7m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.9m $58.6m | Reduced -363.1k |
| Legal & General Group Plc 0.01% of their portfolio | 2.8m $57.1m | Added +1.3k |
| PGGM Investments 1.37% of their portfolio | 2.8m $55.6m | Reduced -2.8m |
| Gotham Asset Management, LLC 0.12% of their portfolio | 2.7m $53.5m | Reduced -108.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 2.6m $51.7m | Added +1.0m |
| HRT FINANCIAL LP 0.12% of their portfolio | 2.4m $49.1m | Added +2.0m |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 2.3m $46.9m | Added +1.8m |
| PZENA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 2.2m $44.9m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.2m $44.1m | Added +25.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.1m $41.6m | Reduced -147.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 2.0m $40.3m | Added +2.0m |
| Starboard Value LP 0.86% of their portfolio | 1.9m $39.1m | Reduced -4.9m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 1.8m $37.1m | Reduced -125.6k |
| UBS Group AG 0.01% of their portfolio | 1.8m $35.6m | Added +560.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $32.9m | Reduced -4.1m |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $25.0m | Reduced -2.2m |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 1.2m $24.0m | Added +92.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.0m $20.7m | Added +728.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 954.7k $19.3m | Added +478.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 943.6k $19.0m | Reduced -371.5k |
| SKBA CAPITAL MANAGEMENT LLC 3.09% of their portfolio | 927.4k $18.7m | Reduced -184.4k |
| Marble Harbor Investment Counsel, LLC 1.87% of their portfolio | 913.2k $18.4m | Reduced -4.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 888.8k $17.9m | Reduced -4.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 820.8k $16.6m | Added +791.3k |
| CITIGROUP INC 0.01% of their portfolio | 796.9k $16.1m | Reduced -56.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 786.7k $15.9m | Added +8.0k |
| Capital Investment Advisors, LLC 0.20% of their portfolio | 735.1k $14.8m | Added +28.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 734.9k $14.8m | Reduced -136.8k |
| Northside Capital Management, LLC 1.14% of their portfolio | 692.6k $14.0m | Reduced -16.9k |
| CREDIT AGRICOLE S A 0.03% of their portfolio | 677.5k $13.7m | New |
| Apollo Management Holdings, L.P. 0.19% of their portfolio | 677.2k $13.7m | Unchanged |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 673.2k $13.6m | Reduced -110.1k |
| Swiss National Bank 0.01% of their portfolio | 665.0k $13.4m | Added +3.7k |
| CHILTON CAPITAL MANAGEMENT LLC 0.42% of their portfolio | 664.9k $13.4m | Reduced -131.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 664.5k $13.4m | Reduced -152.8k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 608.6k $12.5m | Added +605.3k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 607.1k $12.2m | Added +28.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 590.3k $11.9m | Added +345.7k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 585.3k $11.8m | Added +558.4k |
| Jain Global LLC 0.14% of their portfolio | 583.3k $11.8m | New |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 575.0k $11.6m | Added +26.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 563.3k $11.4m | Added +20.8k |
| INTECH INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 524.0k $10.6m | Added +66.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 497.8k $10.0m | Added +155.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 492.7k $9.9m | Added +12.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 491.9k $8.4m | Reduced -3.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 489.8k $9.9m | Reduced -427.2k |
| Mizuho Markets Cayman LP 0.37% of their portfolio | 484.1k $9.8m | New |
| FIRST NATIONAL BANK OF OMAHA 0.28% of their portfolio | 474.2k $9.8m | Added +18.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 460.2k $9.3m | Reduced -594.5k |
| Nuveen, LLC 0.00% of their portfolio | 459.4k $9.3m | Added +40.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 452.8k $9.1m | Added +13.1k |
| FMR LLC 0.00% of their portfolio | 451.2k $9.1m | Added +405.1k |
| Edgestream Partners, L.P. 0.27% of their portfolio | 447.8k $9.0m | Added +65.8k |
| Creative Planning 0.01% of their portfolio | 441.8k $8.9m | Added +121.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 383.6k $7.7m | Reduced -13.4k |
| Aberdeen Group plc 0.01% of their portfolio | 375.6k $7.6m | Reduced -11.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 374.8k $7.6m | Reduced -4.8k |
| EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio | 370.1k $7.5m | Added +368.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 367.8k $7.4m | Added +346.3k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 1.82% of their portfolio | 367.4k $7.4m | Reduced -680.8k |
| Retirement Systems of Alabama 0.02% of their portfolio | 358.4k $7.2m | Reduced -69.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 339.6k $6.8m | Added +36.1k |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 337.7k $6.8m | Reduced -20.7k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio | 333.0k $6.7m | Added +96.4k |
| Quantinno Capital Management LP 0.01% of their portfolio | 322.7k $6.5m | Added +52.2k |
| LPL Financial LLC 0.00% of their portfolio | 322.1k $6.5m | Reduced -736 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0.64% of their portfolio | 317.8k $6.4m | Added +6.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 312.0k $6.3m | Reduced -8.4k |
| Vanguard Investments Australia, Ltd. 0.02% of their portfolio | 306.2k $6.2m | Added +7.0k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 303.4k $5.1m | Unchanged |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 297.0k $6.0m | Added +12.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 296.9k $6.0m | Reduced -5.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 280.9k $5.7m | Added +65.9k |