HEALTHCARE RLTY TR (HR)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
423
Reporting holders
$6.3B
Reported value
88.1%
Of shares outstanding
2.4%
Held as options
+9
Holder change
Institutions report 302,084,940 shares against 342,719,760 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.2B | 57,045,264 | 0.02% | 8q | +4.0%+$44.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $585.9M | 29,049,740 | 0.03% | 2q | +1.5%+$8.6M |
| STATE STREET CORP | $337.7M | 16,743,817 | 0.01% | 16q | -1.9%-$6.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $314.2M | 15,579,097 | 0.01% | 2q | HELD |
| Resolution Capital Ltd | $244.8M | 12,135,370 | 4.50% | 4q | -13.5%-$38.3M |
| APG Asset Management US Inc. | $207.4M | 10,223,995 | 1.45% | 16q | HELD |
| Daiwa Securities Group Inc. | $163.5M | 8,105,312 | 0.32% | 16q | -3.8%-$6.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $150.1M | 7,440,510 | 0.02% | 16q | +1.5%+$2.2M |
| Sixth Street Partners Management Company, L.P. | $150.1M | 7,440,510 | 0.02% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $147.4M | 7,305,359 | 0.01% | 16q | +0.6%+$894.6K |
| UBS Group AG | $123.2M | 1,763,546 | 0.02% | 16q | +46.6%+$39.2M |
| RUSH ISLAND MANAGEMENT, LP | $105.2M | 5,213,764 | 6.97% | 14q | -27.8%-$40.6M |
| DIMENSIONAL FUND ADVISORS LP | $101.6M | 5,037,379 | 0.02% | 16q | +2.9%+$2.9M |
| MORGAN STANLEY | $101.1M | 5,014,723 | 0.01% | 16q | +14.8%+$13.0M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $97.5M | 4,835,207 | 0.36% | 4q | +213.1%+$66.4M |
| DEUTSCHE BANK AG\ | $93.4M | 4,628,839 | 0.03% | 16q | +2000.6%+$88.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $88.2M | 4,026,952 | 0.03% | 6q | -5.8%-$5.4M |
| AQR CAPITAL MANAGEMENT LLC | $86.5M | 4,287,335 | 0.03% | 16q | +44.6%+$26.7M |
| NORGES BANK | $76.7M | 3,801,738 | 0.01% | 14q | +3.7%+$2.7M |
| SEI INVESTMENTS CO | $75.4M | 3,739,790 | 0.07% | 16q | -5.2%-$4.1M |
| MILLENNIUM MANAGEMENT LLC | $70.2M | 3,480,885 | 0.03% | 13q | +51.7%+$23.9M |
| NORTHERN TRUST CORP | $70.0M | 3,472,303 | 0.01% | 16q | -0.7%-$520.9K |
| Bank of New York Mellon Corp | $69.1M | 3,425,504 | 0.01% | 16q | -3.1%-$2.2M |
| Russell Investments Group, Ltd. | $65.9M | 3,267,017 | 0.06% | 16q | +44.9%+$20.4M |
| JUPITER ASSET MANAGEMENT LTD | $64.7M | 3,209,167 | 0.32% | 3q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $62.3M | 590,286 | 0.02% | 7q | +141.4%+$36.5M |
| GOLDMAN SACHS GROUP INC | $58.6M | 2,907,645 | 0.01% | 16q | -11.1%-$7.3M |
| Legal & General Group Plc | $57.1M | 2,829,701 | 0.01% | 16q | HELD |
| Gotham Asset Management, LLC | $53.5M | 2,654,299 | 0.12% | 16q | -3.9%-$2.2M |
| RENAISSANCE TECHNOLOGIES LLC | $51.7M | 2,561,272 | 0.07% | 4q | +65.3%+$20.4M |
| JANE STREET GROUP, LLC | $48.9M | 2,325,952 | 0.00% | 4q | +306.2%+$36.8M |
| PZENA INVESTMENT MANAGEMENT LLC | $44.9M | 2,225,430 | 0.13% | 8q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $44.1M | 2,188,285 | 0.01% | 2q | +1.2%+$516.7K |
| BANK OF AMERICA CORP /DE/ | $41.6M | 2,061,714 | 0.00% | 16q | -6.7%-$3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $40.3M | 1,998,790 | 0.01% | 17q | +60177.1%+$40.2M |
| Starboard Value LP | $39.1M | 1,936,267 | 0.86% | 7q | -71.6%-$98.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $37.1M | 1,841,135 | 0.04% | 16q | -6.4%-$2.5M |
| JPMORGAN CHASE & CO | $32.9M | 1,578,423 | 0.00% | 16q | -72.4%-$86.2M |
| Invesco Ltd. | $25.0M | 1,240,823 | 0.00% | 16q | -63.7%-$43.9M |
| ENVESTNET ASSET MANAGEMENT INC | $24.0M | 1,190,084 | 0.01% | 16q | +8.4%+$1.9M |
| WELLS FARGO & COMPANY/MN | $20.7M | 1,024,757 | 0.00% | 16q | +73.1%+$8.7M |
| AMERIPRISE FINANCIAL INC | $19.3M | 954,732 | 0.00% | 16q | HELD |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $19.0M | 943,623 | 0.06% | 16q | -28.2%-$7.5M |
| SKBA CAPITAL MANAGEMENT LLC | $18.7M | 927,438 | 3.09% | 10q | -16.6%-$3.7M |
| Marble Harbor Investment Counsel, LLC | $18.4M | 913,200 | 1.87% | 16q | HELD |
| RHUMBLINE ADVISERS | $17.9M | 888,755 | 0.01% | 16q | -0.5%-$94.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.5M | 271,976 | 0.00% | 16q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $16.6M | 820,757 | 0.01% | 2q | +2687.3%+$16.0M |
| CITIGROUP INC | $16.1M | 796,897 | 0.01% | 16q | -6.6%-$1.1M |
| PRINCIPAL FINANCIAL GROUP INC | $15.9M | 786,704 | 0.01% | 16q | +1.0%+$160.7K |
| CITADEL ADVISORS LLC | $15.4M | 734,884 | 0.00% | 16q | -15.7%-$2.9M |
| EXCHANGE TRADED CONCEPTS, LLC | $14.9M | 740,110 | 0.03% | 6q | +48623.5%+$14.9M |
| Capital Investment Advisors, LLC | $14.8M | 735,149 | 0.20% | 10q | +4.1%+$581.8K |
| Northside Capital Management, LLC | $14.0M | 692,605 | 1.14% | 5q | -2.4%-$340.0K |
| CREDIT AGRICOLE S A | $13.7M | 677,500 | 0.03% | new | NEW |
| Apollo Management Holdings, L.P. | $13.7M | 677,181 | 0.15% | 3q | HELD |
| HSBC HOLDINGS PLC | $13.6M | 673,232 | 0.01% | 16q | -14.1%-$2.2M |
| Swiss National Bank | $13.4M | 665,000 | 0.01% | 16q | +0.6%+$74.6K |
| CHILTON CAPITAL MANAGEMENT LLC | $13.4M | 664,850 | 0.42% | 15q | -16.6%-$2.7M |
| California Public Employees Retirement System | $13.4M | 664,452 | 0.01% | 16q | -18.7%-$3.1M |
| JONES FINANCIAL COMPANIES LLLP | $12.5M | 608,589 | 0.00% | 10q | +18186.9%+$12.4M |
| Allianz Asset Management GmbH | $12.2M | 607,092 | 0.01% | 16q | +4.9%+$570.2K |
| Jain Global LLC | $11.8M | 583,297 | 0.05% | new | NEW |
| Asset Management One Co., Ltd. | $11.6M | 574,958 | 0.03% | 16q | +4.7%+$524.0K |
| NOMURA ASSET MANAGEMENT CO LTD | $11.4M | 563,270 | 0.02% | 16q | +3.8%+$418.9K |
| INTECH INVESTMENT MANAGEMENT LLC | $10.6M | 524,043 | 0.10% | 7q | +14.5%+$1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $10.0M | 497,804 | 0.02% | 6q | +45.4%+$3.1M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $9.9M | 492,685 | 0.03% | 17q | +2.7%+$260.4K |
| PRUDENTIAL FINANCIAL INC | $9.9M | 489,814 | 0.01% | 16q | -46.6%-$8.6M |
| FIRST NATIONAL BANK OF OMAHA | $9.8M | 474,192 | 0.28% | 3q | +4.1%+$385.9K |
| Mizuho Markets Cayman LP | $9.8M | 484,142 | 0.37% | new | NEW |
| D. E. Shaw & Co., Inc. | $9.3M | 460,248 | 0.00% | 16q | -56.4%-$12.0M |
| Nuveen, LLC | $9.3M | 459,445 | 0.00% | 6q | +9.5%+$806.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $9.1M | 452,772 | 0.01% | 2q | +3.0%+$265.1K |
| FMR LLC | $9.1M | 451,213 | 0.00% | 16q | +879.3%+$8.2M |
| Edgestream Partners, L.P. | $9.0M | 447,845 | 0.27% | 2q | +17.2%+$1.3M |
| Creative Planning | $8.9M | 441,781 | 0.01% | 16q | +37.7%+$2.4M |
| ALLIANCEBERNSTEIN L.P. | $8.4M | 491,945 | 0.00% | 16q | -0.7%-$59.5K |
| Aberdeen Group plc | $7.6M | 375,574 | 0.01% | 16q | -2.9%-$228.8K |
| Sumitomo Mitsui Trust Group, Inc. | $7.6M | 374,839 | 0.00% | 16q | -1.3%-$97.6K |
| TWO SIGMA INVESTMENTS, LP | $7.4M | 367,792 | 0.01% | 2q | +1610.7%+$7.0M |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | $7.4M | 367,366 | 1.82% | 11q | -65.0%-$13.7M |
| Retirement Systems of Alabama | $7.2M | 358,402 | 0.02% | 16q | -16.2%-$1.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $6.8M | 339,591 | 0.00% | 2q | +11.9%+$727.9K |
| IEQ CAPITAL, LLC | $6.8M | 337,718 | 0.03% | 7q | -5.8%-$417.5K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $6.7M | 332,972 | 0.03% | 16q | +40.7%+$1.9M |
| Quantinno Capital Management LP | $6.5M | 322,742 | 0.01% | 8q | +19.3%+$1.1M |
| LPL Financial LLC | $6.5M | 322,085 | 0.00% | 16q | HELD |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $6.4M | 317,842 | 0.64% | 16q | +2.2%+$136.3K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6.3M | 311,981 | 0.00% | 16q | -2.6%-$169.1K |
| Vanguard Investments Australia, Ltd. | $6.2M | 306,186 | 0.02% | 2q | +2.3%+$141.6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $6.0M | 296,974 | 0.00% | 16q | +4.4%+$251.4K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6.0M | 296,943 | 0.01% | 16q | -1.9%-$114.0K |
| ROYAL BANK OF CANADA | $5.7M | 280,920 | 0.00% | 16q | +30.6%+$1.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $5.6M | 279,438 | 0.00% | 16q | +146.7%+$3.4M |
| FIFTH THIRD BANCORP | $5.6M | 278,040 | 0.01% | 16q | -6.0%-$355.4K |
| Mariner, LLC | $5.5M | 273,254 | 0.01% | 16q | +18.2%+$849.0K |
| RAYMOND JAMES FINANCIAL INC | $5.2M | 257,929 | 0.00% | 7q | +288.7%+$3.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $5.0M | 249,825 | 0.01% | 16q | +4.0%+$195.1K |
| LAZARD ASSET MANAGEMENT LLC | $4.4M | 219,340 | 0.01% | 5q | +118.9%+$2.4M |
Showing the largest 100 of 459 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 423 | $6.3B | 302,084,940 | 52 | 142 | 127 | 2.4% |
| Q1 2026 | 414 | $5.0B | 292,879,595 | 59 | 150 | 104 | 0.1% |
| Q4 2025 | 386 | $4.9B | 287,786,615 | 36 | 110 | 137 | 0.2% |
| Q3 2025 | 377 | $5.3B | 293,623,290 | 44 | 124 | 127 | 0.3% |
| Q2 2025 | 369 | $4.6B | 287,410,644 | 44 | 125 | 131 | 0.1% |
| Q1 2025 | 384 | $4.8B | 284,683,182 | 51 | 110 | 140 | 0.1% |
| Q4 2024 | 374 | $4.9B | 287,881,776 | 33 | 121 | 132 | 0.1% |
| Q3 2024 | 368 | $5.3B | 290,693,713 | 56 | 116 | 119 | 0.3% |
| Q2 2024 | 347 | $4.9B | 297,401,791 | 47 | 112 | 126 | 0.8% |
| Q1 2024 | 350 | $4.3B | 299,433,309 | 43 | 111 | 131 | 1.2% |
| Q4 2023 | 355 | $5.5B | 315,953,250 | 55 | 108 | 123 | 1.4% |
| Q3 2023 | 339 | $4.5B | 293,706,558 | 39 | 111 | 113 | 0.1% |
| Q2 2023 | 340 | $5.6B | 295,226,073 | 27 | 109 | 122 | 0.1% |
| Q1 2023 | 345 | $5.9B | 307,097,956 | 45 | 122 | 103 | 0.0% |
| Q4 2022 | 324 | $5.4B | 278,862,536 | 54 | 101 | 106 | 0.1% |
| Q3 2022 | 388 | $7.9B | 376,668,613 | 382 | 7 | 3 | 0.5% |
| Q2 2022 | 15 | $178.7M | 6,485,828 | 14 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $2.3K | 72 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $2.4K | 72 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $2.1K | 72 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $1.9K | 72 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $2.0K | 72 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $2.0K | 72 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 1 | $858 | 33 | 0 | 1 | 0 | 0.0% |
| Q2 2020 | 1 | $822 | 31 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 1 | $5.0K | 206 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $939 | 31 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $911 | 31 | 1 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $886 | 31 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $785 | 31 | 0 | 0 | 0 | 0.0% |