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 ($8.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.87. Options: 4 managers hold calls ($1.1m notional), 5 hold puts ($3.7m).
Trends to Q2 2025
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 |
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 2023 | 190 | 187 |
| Q4 2023 | 202 | 211 |
| Q1 2024 | 187 | 209 |
| Q2 2024 | 184 | 207 |
| Q3 2024 | 192 | 187 |
| Q4 2024 | 183 | 206 |
| Q1 2025 | 193 | 199 |
| Q2 2025 | 194 | 217 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $11.6m | $5.2m | 0.44 |
| Q4 2024 | $2.6m | $827.1k | 0.32 |
| Q1 2025 | $2.4m | $1.2m | 0.49 |
| Q2 2025 | $1.1m | $3.7m | 3.40 |
Biggest buyers
| BlackRock, Inc. | Added | +4.2m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Added | +2.5m |
| Gillson Capital LP | Added | +1.7m |
| RUSH ISLAND MANAGEMENT, LP | Added | +1.7m |
| APG Asset Management US Inc. | Added | +1.7m |
| JANUS HENDERSON GROUP PLC | Added | +1.6m |
| Freestone Grove Partners LP | New | +1.2m |
| PRUDENTIAL FINANCIAL INC | Added | +1.1m |
| Northside Capital Management, LLC | New | +990.4k |
| ROYAL BANK OF CANADA | Added | +903.7k |
Biggest sellers
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -6.8m |
| DEPRINCE RACE & ZOLLO INC | Sold out | -2.6m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -1.8m |
| COHEN & STEERS, INC. | Reduced | -1.5m |
| VANGUARD GROUP INC | Reduced | -963.1k |
| Starboard Value LP | Reduced | -781.3k |
| Gotham Asset Management, LLC | Reduced | -679.2k |
| STATE STREET CORP | Reduced | -586.3k |
| Candriam S.C.A. | Reduced | -574.0k |
| Nuveen, LLC | Reduced | -508.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $866.0k54.6k shares |
| GROUP ONE TRADING LLC | Reduced | $176.0k11.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $58.0k3.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.1m132.9k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m68.6k shares |
| GROUP ONE TRADING LLC | Added | $352.1k22.2k shares |
| WOLVERINE TRADING, LLC | New | $193.8k12.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $539.0k | 0 | — | — |
| Q4 2023 | 0 | — | 2 | $502.9k | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 4 | $892.2k | 0 | — | — |
| Q4 2024 | 4 | $492.0k | 1 | $174.8k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $36.8k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-13 | Bohjalian Thomas N Director | Bought | $36.8k2.5k 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 2025
| Manager | Shares | Change |
|---|---|---|
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 177.7k $2.8m | Added +70.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 174.8k $2.8m | Reduced -7.6k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 170.3k $2.7m | Unchanged |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 168.6k $2.7m | Added +109.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 166.8k $2.6m | Reduced -5.1k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 164.4k $2.6m | Reduced -433 |
| AMALGAMATED BANK 0.02% of their portfolio | 159.2k $2.5m | Reduced -3.3k |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 153.3k $2.4m | Reduced -8.3k |
| Resona Asset Management Co.,Ltd. 0.01% of their portfolio | 141.0k $2.2m | Reduced -13.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 137.0k $2.2m | Added +76.4k |
| Pensionfund PDN 1.45% of their portfolio | 135.7k $2.2m | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 135.6k $2.2m | Reduced -387 |
| B. Metzler seel. Sohn & Co. AG 0.02% of their portfolio | 133.9k $2.1m | Reduced -75.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 129.8k $2.1m | Reduced -269.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 129.4k $2.1m | Added +93.2k |
| Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio | 127.2k $2.0m | Reduced -550 |
| Handelsbanken Fonder AB 0.01% of their portfolio | 124.7k $2.0m | Added +12.7k |
| Presima Securities ULC 0.45% of their portfolio | 124.7k $2.0m | Added +2.5k |
| Creative Planning 0.00% of their portfolio | 120.2k $1.9m | Added +3.9k |
| Advisors Asset Management, Inc. 0.03% of their portfolio | 113.4k $1.8m | Reduced -2.7k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 112.9k $1.8m | Unchanged |
| Oak Thistle LLC 0.26% of their portfolio | 111.5k $1.8m | Added +46.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 110.6k $1.8m | Added +58.9k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 109.7k $1.7m | Reduced -31.7k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 104.2k $1.7m | Reduced -2.9k |
| Louisiana State Employees Retirement System 0.03% of their portfolio | 98.9k $1.6m | Reduced -400 |
| Taylor Frigon Capital Management LLC 0.82% of their portfolio | 97.5k $1.5m | Reduced -1.3k |
| ARIZONA STATE RETIREMENT SYSTEM 0.01% of their portfolio | 97.3k $1.5m | Added +742 |
| CIBC WORLD MARKETS CORP 0.01% of their portfolio | 93.6k $1.5m | Reduced -5.4k |
| UniSuper Management Pty Ltd 0.01% of their portfolio | 93.2k $1.5m | Reduced -6.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 90.9k $1.4m | Reduced -121 |
| Penserra Capital Management LLC 0.02% of their portfolio | 89.3k $1.4m | Added +8.6k |
| Mariner, LLC 0.00% of their portfolio | 88.7k $1.4m | Added +14.2k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.01% of their portfolio | 84.5k $1.3m | Reduced -400 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI 0.03% of their portfolio | 83.8k $1.3m | Added +28.1k |
| Atria Investments, Inc 0.02% of their portfolio | 83.8k $1.3m | Reduced -3.3k |
| CAXTON ASSOCIATES LLP 0.03% of their portfolio | 82.3k $1.3m | Reduced -28.8k |
| Generali Investments CEE, investicni spolecnost, a.s. 0.11% of their portfolio | 81.9k $1.3m | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 79.1k $1.3m | New |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 78.8k $1.2m | Reduced -25.8k |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 0.02% of their portfolio | 78.5k $1.2m | Reduced -333 |
| Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% of their portfolio | 77.9k $1.2m | Added +8.7k |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD 0.04% of their portfolio | 77.8k $1.2m | Unchanged |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 76.4k $1.2m | Added +12.5k |
| HighTower Advisors, LLC 0.00% of their portfolio | 74.2k $1.2m | Reduced -4.2k |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 72.9k $1.2m | Added +4.3k |
| Cetera Investment Advisers 0.00% of their portfolio | 71.8k $1.1m | Added +7.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 71.6k $1.1m | Reduced -258.3k |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.02% of their portfolio | 71.5k $1.1m | Reduced -500 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 69.9k $1.1m | Added +5.7k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 69.7k $1.1m | Added +5.7k |
| Pensionfund Sabic 0.31% of their portfolio | 69.6k $1.1m | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 68.9k $1.1m | Added +4.0k |
| Ameritas Investment Partners, Inc. 0.03% of their portfolio | 68.2k $1.1m | Reduced -1.5k |
| BROADWATER CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 68.2k $68.2k | Added +63.9k |
| Greenland Capital Management LP 0.14% of their portfolio | 68.1k $1.1m | New |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 67.0k $1.1m | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 64.3k $1.0m | Added +27.7k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 61.5k $975.9k | Reduced -83.4k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 60.9k $965.4k | Added +571 |
| Sequent Asset Management, LLC 0.77% of their portfolio | 60.5k $958.7k | Unchanged |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 60.3k $956.5k | New |
| MONEY CONCEPTS CAPITAL CORP 0.06% of their portfolio | 59.6k $945.8k | Added +10.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 59.5k $942.9k | Reduced -7.4k |
| AlphaQuest LLC 0.09% of their portfolio | 59.2k $938.4k | Reduced -18.2k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 58.3k $923.4k | Reduced -24.0k |
| Metis Global Partners, LLC 0.02% of their portfolio | 58.1k $922.1k | Added +13.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 57.6k $913.0k | Added +263 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 55.9k $889.2k | Added +4.7k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 55.7k $883.7k | Reduced -32.9k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.07% of their portfolio | 55.6k $881.6k | Added +21.1k |
| First Dallas Securities Inc. 0.35% of their portfolio | 55.5k $880.2k | Reduced -28.8k |
| Consolidated Portfolio Review Corp 0.12% of their portfolio | 55.1k $874.7k | Added +2.0k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 53.4k $846.7k | Added +12.0k |
| IFM Investors Pty Ltd 0.01% of their portfolio | 53.2k $843.2k | Reduced -18.3k |
| Cinctive Capital Management LP 0.05% of their portfolio | 52.8k $837.7k | New |
| NISSAY ASSET MANAGEMENT CORP /JAPAN 0.00% of their portfolio | 52.4k $831.6k | Added +63 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC 0.35% of their portfolio | 52.2k $827.1k | New |
| Sculptor Capital LP 0.01% of their portfolio | 50.0k $793.0k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 50.0k $793.0k | Added +15.1k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 48.9k $775.5k | Added +940 |
| J.W. COLE ADVISORS, INC. 0.02% of their portfolio | 46.9k $743.7k | Added +5.2k |
| M&T Bank Corp 0.00% of their portfolio | 46.6k $738.8k | Added +5.7k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 46.5k $738.0k | Added +14.3k |
| FMR LLC 0.00% of their portfolio | 46.2k $733.4k | Added +7.3k |
| Advisory Resource Group 0.14% of their portfolio | 45.1k $715.0k | Unchanged |
| Gallagher Fiduciary Advisors, LLC 0.03% of their portfolio | 44.8k $711.1k | Reduced -2.3k |
| Neo Ivy Capital Management 0.23% of their portfolio | 44.7k $708.5k | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 42.3k $670.3k | Added +10.8k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 40.9k $648.4k | Added +16.6k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 40.2k $637.3k | Added +5.9k |
| Jain Global LLC 0.01% of their portfolio | 38.9k $616.6k | New |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 38.7k $614.0k | Unchanged |
| XPONANCE LLC 0.01% of their portfolio | 38.4k $609.5k | Reduced -2.6k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 38.4k $608.8k | Added +15.2k |
| MEEDER ASSET MANAGEMENT INC 0.04% of their portfolio | 37.8k $600.1k | Reduced -185 |
| Squarepoint Ops LLC 0.00% of their portfolio | 37.1k $588.2k | Reduced -16.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 36.7k $581.4k | Reduced -51.6k |
| New York Life Investment Management LLC 0.01% of their portfolio | 36.6k $581.1k | Reduced -1.1k |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 35.5k $562.6k | Added +20.7k |