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 |
|---|---|---|
| SG Americas Securities, LLC 0.00% of their portfolio | 278.6k $5.6m | Added +233.6k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 278.0k $5.6m | Reduced -17.6k |
| Mariner, LLC 0.01% of their portfolio | 273.3k $5.5m | Added +42.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 272.0k $5.5m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 263.1k $5.3m | Added +3.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 257.9k $5.2m | Added +191.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 249.8k $5.0m | Added +9.7k |
| Handelsbanken Fonder AB 0.01% of their portfolio | 231.5k $4.7m | Added +56.9k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 225.4k $4.5m | Added +108.8k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 219.3k $4.4m | Added +119.1k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 214.3k $4.3m | Reduced -1.2k |
| BESSEMER GROUP INC 0.01% of their portfolio | 202.3k $4.1m | Reduced -502 |
| State of Alaska, Department of Revenue 0.04% of their portfolio | 201.0k $4.1m | Added +1.9k |
| Amundi 0.00% of their portfolio | 200.4k $4.0m | Added +9.2k |
| XTX Topco Ltd 0.05% of their portfolio | 195.2k $3.9m | Added +1.2k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 194.6k $3.9m | Reduced -4.6k |
| Cerity Partners LLC 0.00% of their portfolio | 194.6k $3.9m | Added +86.6k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.03% of their portfolio | 178.6k $3.6m | Added +58.1k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 178.2k $3.6m | Added +3.9k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 176.4k $3.6m | Reduced -4.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 174.6k $3.5m | Reduced -1.1k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 171.1k $3.5m | Reduced -3.1k |
| MIZUHO MARKETS AMERICAS LLC 0.06% of their portfolio | 165.0k $3.3m | New |
| Resona Asset Management Co.,Ltd. 0.01% of their portfolio | 152.9k $3.1m | Reduced -1.4k |
| AMALGAMATED BANK 0.02% of their portfolio | 152.8k $3.1m | Reduced -3.1k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% of their portfolio | 152.2k $3.1m | Added +75.6k |
| Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio | 151.2k $3.0m | Added +10.4k |
| CAXTON ASSOCIATES LLP 0.06% of their portfolio | 150.9k $3.0m | Added +20.1k |
| Holocene Advisors, LP 0.01% of their portfolio | 150.5k $3.0m | Reduced -59.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 150.0k $3.0m | Added +31.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 149.3k $3.0m | Added +132.5k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 146.2k $2.9m | Added +126.8k |
| Jupiter Topco LLC 0.00% of their portfolio | 145.1k $2.9m | First filing |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 142.6k $2.9m | Added +2.1k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 140.2k $2.8m | Added +27.0k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 138.9k $2.9m | Added +37.4k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 134.3k $2.7m | Reduced -7.9k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 131.5k $2.7m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 129.8k $2.6m | Added +5.8k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 128.5k $2.6m | Reduced -5.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 127.8k $2.6m | Reduced -26.2k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 121.2k $2.4m | Added +4.0k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% of their portfolio | 113.9k $2.3m | Added +1.0k |
| BARCLAYS PLC 0.00% of their portfolio | 111.6k $2.3m | Reduced -208.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 110.9k $2.2m | New |
| Vident Advisory, LLC 0.02% of their portfolio | 108.9k $2.2m | New |
| Louisiana State Employees Retirement System 0.03% of their portfolio | 101.4k $2.0m | Added +300 |
| Hazelview Securities Inc. 0.29% of their portfolio | 101.4k $2.1m | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.13% of their portfolio | 96.5k $1.9m | Reduced -36.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 93.4k $1.9m | Reduced -2.2k |
| Taylor Frigon Capital Management LLC 0.87% of their portfolio | 92.2k $1.9m | Reduced -2.4k |
| ARIZONA STATE RETIREMENT SYSTEM 0.01% of their portfolio | 91.4k $1.8m | Reduced -409 |
| Metis Global Partners, LLC 0.04% of their portfolio | 90.4k $1.8m | Reduced -1.0k |
| Generali Investments CEE, investicni spolecnost, a.s. 0.09% of their portfolio | 90.0k $1.8m | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 89.8k $1.8m | Reduced -61.9k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 88.1k $1.8m | Added +17.0k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 81.5k $1.6m | Reduced -6.0k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.01% of their portfolio | 81.1k $1.6m | Reduced -2.9k |
| Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% of their portfolio | 80.7k $1.6m | Reduced -5.2k |
| KLP KAPITALFORVALTNING AS 0.01% of their portfolio | 79.7k $1.6m | Added +6.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 78.3k $1.6m | Added +5.7k |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 0.02% of their portfolio | 77.9k $1.6m | Reduced -205 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD 0.04% of their portfolio | 77.8k $1.6m | Unchanged |
| NEOS Investment Management LLC 0.01% of their portfolio | 75.8k $1.5m | Added +8.9k |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 74.8k $1.5m | New |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 74.4k $1.5m | Reduced -3.0k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 73.5k $1.5m | Added +25.0k |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.02% of their portfolio | 71.6k $1.4m | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.02% of their portfolio | 69.3k $1.4m | Added +1.4k |
| HighTower Advisors, LLC 0.00% of their portfolio | 68.4k $1.4m | Reduced -28.7k |
| CIBC Bancorp USA Inc. 0.00% of their portfolio | 66.0k $1.3m | Reduced -13.9k |
| Vestcor Inc 0.03% of their portfolio | 65.8k $1.3m | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 65.4k $1.3m | Added +4.8k |
| Pensionfund PDN 0.67% of their portfolio | 64.7k $1.3m | Unchanged |
| Massar Capital Management, LP 0.44% of their portfolio | 63.9k $1.3m | New |
| Ameritas Investment Partners, Inc. 0.03% of their portfolio | 63.8k $1.3m | Reduced -669 |
| LECAP ASSET MANAGEMENT LTD 0.54% of their portfolio | 62.1k $1.3m | Added +20.2k |
| ASSETMARK, INC 0.00% of their portfolio | 60.9k $1.2m | Added +60.1k |
| Focus Partners Wealth 0.00% of their portfolio | 57.8k $1.2m | Added +14.4k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 57.7k $1.2m | Added +204 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 55.5k $1.1m | Added +301 |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 55.1k $1.1m | Reduced -50.8k |
| IFM Investors Pty Ltd 0.01% of their portfolio | 55.0k $1.1m | Added +1.2k |
| NISSAY ASSET MANAGEMENT CORP /JAPAN 0.00% of their portfolio | 54.7k $1.1m | Reduced -479 |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 52.8k $1.1m | Unchanged |
| Arax Advisory Partners 0.01% of their portfolio | 51.9k $1.0m | Added +49.6k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio | 51.7k $1.0m | Added +39.3k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 50.7k $1.0m | Added +35.7k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 47.5k $958.7k | Added +9.9k |
| HUDSON EDGE INVESTMENT PARTNERS INC. 0.13% of their portfolio | 46.8k $944.7k | Added +354 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 46.8k $943.4k | Reduced -472.4k |
| New York Life Investment Management LLC 0.01% of their portfolio | 46.4k $935.1k | Added +2.7k |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 44.8k $903.0k | Added +198 |
| AXQ CAPITAL, LP 0.10% of their portfolio | 44.3k $893.6k | Reduced -653 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 44.2k $892.2k | Reduced -42.0k |
| J.W. COLE ADVISORS, INC. 0.02% of their portfolio | 43.7k $880.5k | Added +893 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 43.6k $878.7k | Added +2.4k |
| New Age Alpha Advisors, LLC 0.04% of their portfolio | 43.5k $877.7k | New |
| Cresset Asset Management, LLC 0.00% of their portfolio | 42.6k $859.0k | Added +30.2k |
| Ethic Inc. 0.01% of their portfolio | 41.6k $839.7k | Added +2.1k |