HR — HEALTHCARE RLTY TR
As of Q2 2026, 36 SEC-registered investment managers reported holding HR (HEALTHCARE RLTY TR) in their latest 13F filings, with a combined reported value of $2.68B across 148.57M shares. That is +14.9% by share count (+19.26M shares) versus the previous quarter, while reported value moved +38.8%. Ownership is concentrated: the five largest holders account for 62.4% of reported value and the top ten for 77.9%.
Compared with the prior quarter, 1 opened new positions, 20 added to existing stakes, 13 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HR is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 57.05M | $1.15B | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 46.85M | $794.19M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 7.44M | $150.08M | 0.02% | Add |
| Geode Capital Management history | Q2 2026 | 7.31M | $147.38M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 6.11M | $123.21M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 5.01M | $101.15M | 0.01% | Add |
| Deutsche Bank AG history | Q2 2026 | 4.63M | $93.36M | 0.03% | Add |
| MFS Investment Management history | Q2 2026 | 4.03M | $88.21M | 0.03% | Reduce |
| AQR Capital Management history | Q2 2026 | 4.29M | $86.48M | 0.03% | Add |
| Norges Bank Investment Management history | Q2 2026 | 3.80M | $76.68M | 0.01% | Add |
| Millennium Management history | Q2 2026 | 3.48M | $70.21M | 0.03% | Add |
| Northern Trust Corp history | Q2 2026 | 3.47M | $70.04M | 0.01% | Reduce |
| BNY Mellon history | Q2 2026 | 3.43M | $69.09M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 2.91M | $58.65M | 0.01% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 2.83M | $57.08M | 0.01% | Hold |
| Renaissance Technologies history | Q2 2026 | 2.56M | $51.66M | 0.07% | Add |
| CPP Investments history | Q4 2025 | 2.98M | $50.58M | 0.03% | Hold |
| Pzena Investment Management history | Q2 2026 | 2.23M | $44.89M | 0.13% | Hold |
| Bank of America Corp history | Q2 2026 | 2.06M | $41.58M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 1.58M | $32.90M | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.58M sh · $32.90M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 145.12K sh · $2.46M
- Marshall Wace sold 102.04K sh · $1.73M
- Farallon Capital Management sold 12.00K sh · $203.88K
- Wellington Management Group sold 10.73K sh · $182.35K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | 44.34M | 43.98M | 45.05M | 49.29M | 53.46M | 53.62M | 54.84M | 57.05M |
| Charles Schwab Investment Management | — | 4.76M | 4.94M | 4.95M | 4.94M | 4.99M | 5.07M | 5.24M | 5.31M | 5.32M | 5.33M | 5.47M | 5.56M | 6.82M | 7.03M | 7.33M | 7.44M |
| Geode Capital Management | — | 5.72M | 6.06M | 6.89M | 7.12M | 7.30M | 7.54M | 6.95M | 7.06M | 6.95M | 6.72M | 6.91M | 6.78M | 6.95M | 7.05M | 7.26M | 7.31M |
| UBS Group AG | — | 320.79K | 303.37K | 152.27K | 273.99K | 159.44K | 65.46K | 429.30K | 290.54K | 389.82K | 1.17M | 689.23K | 1.02M | 2.28M | 1.49M | 1.20M | 6.11M |
| Morgan Stanley | — | 1.78M | 1.48M | 2.13M | 1.89M | 2.13M | 2.28M | 2.12M | 4.07M | 3.96M | 3.99M | 3.65M | 3.87M | 3.44M | 3.63M | 4.37M | 5.01M |
| Deutsche Bank AG | — | 4.66M | 894.15K | 351.39K | 839.46K | 328.47K | 86.82K | 181.40K | 190.41K | 237.38K | 464.94K | 242.51K | 1.00M | 5.42M | 3.88M | 220.36K | 4.63M |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | — | 5.97M | 6.86M | 6.78M | 5.76M | 4.27M | 4.03M |
| AQR Capital Management | — | 78.45K | 70.31K | 55.19K | 24.65K | 39.97K | 131.02K | 387.39K | 668.63K | 457.04K | 681.62K | 539.78K | 378.14K | 1.43M | 1.65M | 2.96M | 4.29M |
| Norges Bank Investment Management | — | — | 3.69M | — | — | — | 3.44M | — | 4.62M | — | 4.53M | — | 4.17M | — | 3.67M | — | 3.80M |
| Millennium Management | — | 25.93K | — | — | 623.06K | 151.42K | 932.25K | 39.52K | 435.98K | 2.02M | 313.13K | 141.27K | 181.54K | 190.02K | 21.22K | 2.29M | 3.48M |
| Northern Trust Corp | — | 3.90M | 4.19M | 4.18M | 3.68M | 3.70M | 2.96M | 2.63M | 3.01M | 2.88M | 4.04M | 4.08M | 3.84M | 3.82M | 3.64M | 3.50M | 3.47M |
| BNY Mellon | — | 6.32M | 5.71M | 4.95M | 4.98M | 4.82M | 4.55M | 4.28M | 4.49M | 4.14M | 4.63M | 4.39M | 4.28M | 4.15M | 3.70M | 3.54M | 3.43M |
| Goldman Sachs Group | — | 3.28M | 1.93M | 1.12M | 1.12M | 1.09M | 492.32K | 857.61K | 6.03M | 1.99M | 1.95M | 1.38M | 942.22K | 882.98K | 1.05M | 3.27M | 2.91M |
| Legal & General Investment Management America | — | 4.71M | 4.95M | 5.23M | 5.05M | 4.73M | 4.33M | 4.18M | 3.83M | 3.67M | 3.27M | 3.30M | 3.24M | 3.05M | 3.26M | 2.83M | 2.83M |
| Renaissance Technologies | — | — | — | — | — | — | — | — | 625.27K | 1.06M | 822.97K | 457.07K | — | 929.37K | 774.67K | 1.55M | 2.56M |
| Pzena Investment Management | — | — | — | — | — | — | — | — | — | 2.23M | 2.23M | 2.23M | 2.23M | 2.23M | 2.23M | 2.23M | 2.23M |
| Bank of America Corp | — | 1.57M | 1.34M | 1.81M | 1.01M | 1.07M | 1.40M | 1.19M | 9.91M | 18.38M | 5.96M | 2.00M | 2.58M | 2.22M | 1.95M | 2.21M | 2.06M |
| JPMorgan Chase & Co | — | 11.83M | 9.15M | 3.91M | 1.26M | 1.13M | 12.51M | 6.89M | 6.77M | 2.60M | 1.45M | 6.11M | 6.79M | 5.23M | 5.61M | — | 1.58M |
| Invesco Ltd | — | 9.93M | 10.55M | 9.90M | 9.56M | 9.37M | 7.08M | 1.77M | 1.56M | 1.66M | 1.37M | 1.55M | 2.31M | 7.70M | 6.75M | 3.42M | 1.24M |
| Wells Fargo & Co | — | 322.54K | 474.18K | 335.00K | 296.17K | 268.65K | 254.88K | 321.61K | 311.99K | 214.34K | 194.90K | 198.76K | 267.07K | 283.17K | 288.44K | 296.04K | 1.02M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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