undamentalytics Newsletter

Healthcare Realty Trust Inc: which funds bought and sold

Institutions that bought and sold Healthcare Realty Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 220 institutions that filed 13F reports for both quarters added to or opened positions in Healthcare Realty Trust, and 182 cut or closed them. Together they sold a net 515K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 354K shares (+0.6%); index fund managers were net buyers of 2.5M shares (+1.8%). 53 opened a new position and 38 sold out entirely.

Bought, Q2 2026 220 institutions, 53 of them new holders Sold, Q2 2026 182 institutions, 38 of them sold out
Net change, all compared −515K shares (−0.1%)
Net change, active managers +354K shares (+0.6%), 22 bought, 22 sold

Buyers versus sellers

institutions compared, 488
Active managers and hedge funds 22 bought · 22 sold · +354K
Index fund managers 6 bought · 5 sold · +2.5M
Other institutions 192 bought · 155 sold · −3.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Deutsche Bank Ag\ +4.4M +2000.6% 4.6M $93.4M
Los Angeles Capital Management LLC Active manager +3.3M +213.1% 4.8M $97.5M
Blackrock, Inc. Index funds +2.2M +4.0% 57.0M $1.2B
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +2.0M +60177.1% 2.0M $40.3M
HRT Financial LP +2.0M +411.1% 2.4M $49.1M
Jane Street Group, LLC +1.8M +306.2% 2.3M $46.9M
AQR Capital Management LLC Hedge fund +1.3M +44.6% 4.3M $86.5M
Millennium Management LLC Hedge fund +1.2M +51.7% 3.5M $70.2M
Russell Investments Group, Ltd. +1.0M +44.9% 3.3M $65.9M
Renaissance Technologies LLC Hedge fund +1.0M +65.3% 2.6M $51.7M
Cohen & Steers, Inc. +815K +1.6% 53.3M $1.1B
Arrowstreet Capital, Limited Partnership Hedge fund +791K +2687.3% 821K $16.6M
Wells Fargo & Company +729K +246.2% 1.0M $20.7M
Credit Agricole S A +678K New position 678K $13.7M
Morgan Stanley +646K +14.8% 5.0M $101M
Jones Financial Companies LLLP +605K +18186.9% 609K $12.5M
Jain Global LLC Hedge fund +583K New position 583K $11.8M
UBS Group AG +561K +46.6% 1.8M $35.6M
Natixis Advisors, LLC +558K +2080.9% 585K $11.8M
Mizuho Markets Cayman LP +484K New position 484K $9.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Centersquare Investment Management LLC −6.4M −99.6% 27K $552,194
Starboard Value LP Hedge fund −4.9M −71.6% 1.9M $39.1M
Jpmorgan Chase & Co −4.1M −72.4% 1.6M $32.9M
PGGM Investments −2.8M −50.8% 2.8M $55.6M
Invesco Ltd. −2.2M −63.7% 1.2M $25M
Rush Island Management, LP Hedge fund −2.0M −27.8% 5.2M $105M
Resolution Capital Ltd −1.9M −13.5% 12.1M $245M
Nordea Investment Management AB −1.4M Sold out 0 —
Kettle Hill Capital Management, LLC −681K −65.0% 367K $7.4M
D. E. Shaw & Co., Inc. Hedge fund −595K −56.4% 460K $9.3M
Bank Of Montreal −472K −91.0% 47K $943,371
Man Group PLC Hedge fund −437K Sold out 0 —
Prudential Financial Inc −427K −46.6% 490K $9.9M
William Blair Investment Management, LLC Active manager −371K −28.2% 944K $19M
Goldman Sachs Group Inc −363K −11.1% 2.9M $58.6M
State Street Corp Index funds −326K −1.9% 16.7M $338M
Daiwa Securities Group Inc. −318K −3.8% 8.1M $163M
Massachusetts Financial Services Co Active manager −246K −5.8% 4.0M $88.2M
Barclays PLC −208K −65.1% 112K $2.3M
Sei Investments Co −203K −5.2% 3.7M $75.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Credit Agricole S A 678K $13.7M
Jain Global LLCHedge fund 583K $11.8M
Mizuho Markets Cayman LP 484K $9.8M
Susquehanna International Group, LLP 272K $5.5M
Mizuho Markets Americas LLC 165K $3.3M
American Century Companies IncActive manager 111K $2.2M
Vident Advisory, LLC 109K $2.2M
Hazelview Securities Inc. 101K $2.1M
Y-Intercept (Hong Kong) Ltd 75K $1.5M
Massar Capital Management, LP 64K $1.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Nordea Investment Management AB 1.4M $23.9M
Man Group PLCHedge fund 437K $7.4M
Varcov Co. 159K $2.7M
Presima Securities Ulc 130K $2.2M
Winton Group LtdHedge fund 129K $2.2M
Cinctive Capital Management LPHedge fund 106K $1.8M
Marshall Wace, LLPHedge fund 102K $1.7M
Oak Thistle LLC 96K $1.6M
Jefferies Financial Group Inc. 77K $1.3M
Robeco Institutional Asset Management B.V. 67K $1.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
457
Ten largest holders
59.8%
of 13F-reported shares
Index fund managers
37.0%
of 13F-reported shares
Active managers and hedge funds
15.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 22 22 4 9 +354K +0.6%
Index fund managers 6 5 0 0 +2.5M +1.8%
Other institutions 192 155 49 29 −3.3M −1.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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