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.
Q2 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 57.05M | $1.15B | 0.02% | Add |
| Charles Schwab Investment Management history | 7.44M | $150.08M | 0.02% | Add |
| Geode Capital Management history | 7.31M | $147.38M | 0.01% | Add |
| UBS Group AG history | 6.11M | $123.21M | 0.02% | Add |
| Morgan Stanley history | 5.01M | $101.15M | 0.01% | Add |
| Deutsche Bank AG history | 4.63M | $93.36M | 0.03% | Add |
| MFS Investment Management history | 4.03M | $88.21M | 0.03% | Reduce |
| AQR Capital Management history | 4.29M | $86.48M | 0.03% | Add |
| Norges Bank Investment Management history | 3.80M | $76.68M | 0.01% | Add |
| Millennium Management history | 3.48M | $70.21M | 0.03% | Add |
| Northern Trust Corp history | 3.47M | $70.04M | 0.01% | Reduce |
| BNY Mellon history | 3.43M | $69.09M | 0.01% | Reduce |
| Goldman Sachs Group history | 2.91M | $58.65M | 0.01% | Reduce |
| Legal & General Investment Management America history | 2.83M | $57.08M | 0.01% | Hold |
| Renaissance Technologies history | 2.56M | $51.66M | 0.07% | Add |
| Pzena Investment Management history | 2.23M | $44.89M | 0.13% | Hold |
| Bank of America Corp history | 2.06M | $41.58M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.58M | $32.90M | 0.00% | New |
| Invesco Ltd history | 1.24M | $25.03M | 0.00% | Reduce |
| Wells Fargo & Co history | 1.02M | $20.67M | 0.00% | Add |
| Arrowstreet Capital history | 820.76K | $16.55M | 0.01% | Add |
| Citigroup Inc history | 796.90K | $16.07M | 0.01% | Reduce |
| Principal Global Investors history | 786.70K | $15.87M | 0.01% | Add |
| Citadel Advisors history | 761.38K | $15.36M | 0.00% | Reduce |
| Prudential Financial history | 489.81K | $9.88M | 0.01% | Reduce |
| D. E. Shaw & Co history | 460.25K | $9.28M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 451.21K | $9.10M | 0.00% | Add |
| Two Sigma Investments history | 367.79K | $7.42M | 0.01% | Add |
| Manulife Financial history | 311.98K | $6.29M | 0.01% | Reduce |
| Lazard Asset Management history | 219.34K | $4.42M | 0.01% | Add |
| Amundi US history | 200.41K | $4.04M | 0.00% | Add |
| Franklin Resources history | 174.56K | $3.52M | 0.00% | Reduce |
| Point72 Asset Management history | 146.19K | $2.95M | 0.00% | Add |
| PNC Financial Services history | 19.62K | $395.65K | 0.00% | Add |
| T. Rowe Price Associates history | 16.09M | $324.48K | 0.03% | Add |
| Fidelity International (FIL) history | 6.05K | $122.01K | 0.00% | Reduce |
Q1 2026 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 54.84M | $931.81M | 0.02% | Add |
| Charles Schwab Investment Management history | 7.33M | $124.55M | 0.02% | Add |
| Geode Capital Management history | 7.26M | $123.39M | 0.01% | Add |
| MFS Investment Management history | 4.27M | $78.26M | 0.03% | Reduce |
| Morgan Stanley history | 4.37M | $74.22M | 0.01% | Add |
| BNY Mellon history | 3.54M | $60.09M | 0.01% | Reduce |
| Northern Trust Corp history | 3.50M | $59.43M | 0.01% | Reduce |
| Invesco Ltd history | 3.42M | $58.03M | 0.01% | Reduce |
| Goldman Sachs Group history | 3.27M | $55.57M | 0.01% | Add |
| AQR Capital Management history | 2.96M | $50.17M | 0.02% | Add |
| Legal & General Investment Management America history | 2.83M | $48.05M | 0.01% | Reduce |
| Millennium Management history | 2.29M | $38.99M | 0.02% | Add |
| Pzena Investment Management history | 2.23M | $37.81M | 0.12% | Hold |
| Bank of America Corp history | 2.21M | $37.53M | 0.00% | Add |
| Renaissance Technologies history | 1.55M | $26.32M | 0.04% | Add |
| UBS Group AG history | 1.20M | $20.44M | 0.00% | Reduce |
| D. E. Shaw & Co history | 1.05M | $17.92M | 0.01% | Add |
| Prudential Financial history | 917.03K | $15.58M | 0.02% | Add |
| Citadel Advisors history | 915.22K | $15.55M | 0.00% | Reduce |
| Citigroup Inc history | 852.95K | $14.49M | 0.01% | Add |
| Principal Global Investors history | 778.74K | $13.23M | 0.01% | Add |
| Manulife Financial history | 320.37K | $5.44M | 0.01% | Reduce |
| Wells Fargo & Co history | 296.04K | $5.03M | 0.00% | Add |
| Deutsche Bank AG history | 220.36K | $3.74M | 0.00% | Reduce |
| Amundi US history | 191.20K | $3.25M | 0.00% | Add |
| Franklin Resources history | 175.70K | $2.99M | 0.00% | Reduce |
| Janus Henderson Group history | 145.12K | $2.46M | 0.00% | Reduce |
| Marshall Wace history | 102.04K | $1.73M | 0.00% | New |
| Lazard Asset Management history | 100.20K | $1.70M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 46.08K | $782.83K | 0.00% | Add |
| Arrowstreet Capital history | 29.45K | $500.29K | 0.00% | New |
| Two Sigma Investments history | 21.50K | $365.29K | 0.00% | New |
| Point72 Asset Management history | 19.36K | $328.93K | 0.00% | Reduce |
| PNC Financial Services history | 16.74K | $284.46K | 0.00% | Add |
| T. Rowe Price Associates history | 16.00M | $271.86K | 0.03% | Add |
| Farallon Capital Management history | 12.00K | $203.88K | 0.00% | Hold |
| Wellington Management Group history | 10.73K | $182.35K | 0.00% | Hold |
| Fidelity International (FIL) history | 7.02K | $119.34K | 0.00% | Add |
Q4 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 53.62M | $908.79M | 0.02% | Hold |
| Vanguard Group history | 46.85M | $794.19M | 0.01% | Reduce |
| Geode Capital Management history | 7.05M | $119.58M | 0.01% | Add |
| Charles Schwab Investment Management history | 7.03M | $119.21M | 0.02% | Add |
| Invesco Ltd history | 6.75M | $114.38M | 0.02% | Reduce |
| MFS Investment Management history | 5.76M | $97.67M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 5.61M | $95.01M | 0.01% | Add |
| Deutsche Bank AG history | 3.88M | $65.70M | 0.02% | Reduce |
| BNY Mellon history | 3.70M | $62.66M | 0.01% | Reduce |
| Norges Bank Investment Management history | 3.67M | $62.15M | 0.01% | Reduce |
| Northern Trust Corp history | 3.64M | $61.62M | 0.01% | Reduce |
| Morgan Stanley history | 3.63M | $61.48M | 0.00% | Add |
| Legal & General Investment Management America history | 3.26M | $55.25M | 0.01% | Add |
| CPP Investments history | 2.98M | $50.58M | 0.03% | Hold |
| Janus Henderson Group history | 2.38M | $40.36M | 0.02% | Reduce |
| Pzena Investment Management history | 2.23M | $37.73M | 0.11% | Hold |
| Bank of America Corp history | 1.95M | $33.04M | 0.00% | Reduce |
| Citadel Advisors history | 1.68M | $28.56M | 0.00% | Reduce |
| AQR Capital Management history | 1.65M | $27.90M | 0.01% | Add |
| UBS Group AG history | 1.49M | $25.27M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.05M | $17.83M | 0.00% | Add |
| Renaissance Technologies history | 774.67K | $13.13M | 0.02% | Reduce |
| Principal Global Investors history | 756.16K | $12.82M | 0.01% | Reduce |
| Prudential Financial history | 488.03K | $8.27M | 0.01% | Reduce |
| Point72 Asset Management history | 408.00K | $6.92M | 0.01% | Add |
| D. E. Shaw & Co history | 374.74K | $6.35M | 0.00% | Add |
| Manulife Financial history | 327.24K | $5.55M | 0.01% | Reduce |
| Citigroup Inc history | 326.74K | $5.54M | 0.00% | Add |
| Wells Fargo & Co history | 288.44K | $4.89M | 0.00% | Add |
| Amundi US history | 186.00K | $3.15M | 0.00% | Add |
| Franklin Resources history | 185.93K | $3.15M | 0.00% | Reduce |
| Lazard Asset Management history | 89.30K | $1.51M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 43.12K | $730.80K | 0.00% | Reduce |
| Millennium Management history | 21.22K | $359.64K | 0.00% | Reduce |
| T. Rowe Price Associates history | 14.98M | $253.89K | 0.03% | Reduce |
| PNC Financial Services history | 14.79K | $250.74K | 0.00% | Reduce |
| Farallon Capital Management history | 12.00K | $203.40K | 0.00% | Hold |
| Wellington Management Group history | 10.73K | $181.92K | 0.00% | Hold |
| Fidelity International (FIL) history | 6.03K | $102.28K | 0.00% | Reduce |
Q3 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 53.46M | $963.83M | 0.02% | Add |
| Vanguard Group history | 47.17M | $850.48M | 0.01% | Hold |
| Invesco Ltd history | 7.70M | $138.84M | 0.02% | Add |
| Geode Capital Management history | 6.95M | $125.37M | 0.01% | Add |
| Charles Schwab Investment Management history | 6.82M | $122.91M | 0.02% | Add |
| MFS Investment Management history | 6.78M | $122.29M | 0.04% | Reduce |
| Deutsche Bank AG history | 5.42M | $97.64M | 0.03% | Add |
| JPMorgan Chase & Co history | 5.23M | $94.34M | 0.01% | Reduce |
| BNY Mellon history | 4.15M | $74.86M | 0.01% | Reduce |
| Northern Trust Corp history | 3.82M | $68.87M | 0.01% | Hold |
| Morgan Stanley history | 3.44M | $62.08M | 0.00% | Reduce |
| Janus Henderson Group history | 3.14M | $56.69M | 0.03% | Add |
| Legal & General Investment Management America history | 3.05M | $55.06M | 0.01% | Reduce |
| CPP Investments history | 2.98M | $53.80M | 0.04% | Reduce |
| UBS Group AG history | 2.28M | $41.16M | 0.01% | Add |
| Pzena Investment Management history | 2.23M | $40.13M | 0.13% | Hold |
| Bank of America Corp history | 2.22M | $40.04M | 0.00% | Reduce |
| Citadel Advisors history | 2.19M | $39.43M | 0.01% | Add |
| AQR Capital Management history | 1.43M | $25.40M | 0.02% | Add |
| Prudential Financial history | 1.13M | $20.37M | 0.02% | Reduce |
| Renaissance Technologies history | 929.37K | $16.76M | 0.02% | New |
| Goldman Sachs Group history | 882.98K | $15.92M | 0.00% | Reduce |
| Principal Global Investors history | 780.94K | $14.08M | 0.01% | Reduce |
| Point72 Asset Management history | 352.12K | $6.35M | 0.01% | New |
| Manulife Financial history | 333.24K | $6.01M | 0.01% | Reduce |
| Wells Fargo & Co history | 283.17K | $5.11M | 0.00% | Add |
| Citigroup Inc history | 204.64K | $3.69M | 0.00% | Reduce |
| Millennium Management history | 190.02K | $3.43M | 0.00% | Add |
| Franklin Resources history | 189.07K | $3.41M | 0.00% | Add |
| Amundi US history | 177.60K | $3.15M | 0.00% | Reduce |
| Lazard Asset Management history | 86.06K | $1.55M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 45.56K | $821.51K | 0.00% | Reduce |
| D. E. Shaw & Co history | 41.29K | $744.44K | 0.00% | Add |
| PNC Financial Services history | 17.57K | $316.82K | 0.00% | Add |
| T. Rowe Price Associates history | 15.33M | $276.33K | 0.03% | Add |
| Farallon Capital Management history | 12.00K | $216.36K | 0.00% | Hold |
| Wellington Management Group history | 10.75K | $193.84K | 0.00% | Reduce |
| Fidelity International (FIL) history | 9.21K | $165.97K | 0.00% | Reduce |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 49.29M | $781.80M | 0.02% | Add |
| Vanguard Group history | 47.39M | $751.68M | 0.01% | Reduce |
| MFS Investment Management history | 6.86M | $108.79M | 0.04% | Add |
| JPMorgan Chase & Co history | 6.79M | $107.77M | 0.01% | Add |
| Geode Capital Management history | 6.78M | $107.55M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 5.56M | $88.22M | 0.01% | Add |
| Prudential Financial history | 4.25M | $74.25M | 0.10% | Add |
| BNY Mellon history | 4.28M | $67.81M | 0.01% | Reduce |
| Norges Bank Investment Management history | 4.17M | $66.09M | 0.01% | Reduce |
| CPP Investments history | 4.14M | $65.67M | 0.06% | Reduce |
| Morgan Stanley history | 3.87M | $61.43M | 0.00% | Add |
| Northern Trust Corp history | 3.84M | $60.84M | 0.01% | Reduce |
| Legal & General Investment Management America history | 3.24M | $51.46M | 0.01% | Reduce |
| Bank of America Corp history | 2.58M | $40.88M | 0.00% | Add |
| Invesco Ltd history | 2.31M | $36.59M | 0.01% | Add |
| Pzena Investment Management history | 2.23M | $35.30M | 0.12% | Hold |
| Janus Henderson Group history | 1.79M | $28.40M | 0.01% | Add |
| UBS Group AG history | 1.02M | $16.16M | 0.00% | Add |
| Deutsche Bank AG history | 1.00M | $15.88M | 0.01% | Add |
| Goldman Sachs Group history | 942.22K | $14.94M | 0.00% | Reduce |
| Principal Global Investors history | 796.36K | $12.63M | 0.01% | Reduce |
| Amundi US history | 519.82K | $8.34M | 0.00% | Add |
| AQR Capital Management history | 378.14K | $6.00M | 0.01% | Reduce |
| Manulife Financial history | 345.76K | $5.48M | 0.01% | Reduce |
| Wells Fargo & Co history | 267.07K | $4.24M | 0.00% | Add |
| Citigroup Inc history | 232.97K | $3.69M | 0.00% | Add |
| Millennium Management history | 181.54K | $2.88M | 0.00% | Add |
| Franklin Resources history | 166.78K | $2.65M | 0.00% | Reduce |
| Citadel Advisors history | 126.17K | $2.00M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 46.24K | $733.45K | 0.00% | Add |
| Wellington Management Group history | 42.26K | $670.29K | 0.00% | Add |
| D. E. Shaw & Co history | 22.76K | $360.97K | 0.00% | Reduce |
| PNC Financial Services history | 16.24K | $257.60K | 0.00% | Reduce |
| Fidelity International (FIL) history | 14.07K | $223.10K | 0.00% | Add |
| Farallon Capital Management history | 12.00K | $190.32K | 0.00% | Hold |
| T. Rowe Price Associates history | 937.56K | $14.87K | 0.00% | Add |
| Lazard Asset Management history | 79.15K | $1.25K | 0.00% | New |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 48.36M | $817.24M | 0.01% | Reduce |
| BlackRock Inc history | 45.05M | $761.32M | 0.02% | Add |
| CPP Investments history | 10.94M | $184.92M | 0.18% | Hold |
| Geode Capital Management history | 6.91M | $116.84M | 0.01% | Add |
| JPMorgan Chase & Co history | 6.11M | $103.29M | 0.02% | Add |
| MFS Investment Management history | 5.97M | $100.82M | 0.03% | New |
| Charles Schwab Investment Management history | 5.47M | $92.45M | 0.02% | Add |
| BNY Mellon history | 4.39M | $74.22M | 0.01% | Reduce |
| Northern Trust Corp history | 4.08M | $68.96M | 0.01% | Add |
| Morgan Stanley history | 3.65M | $61.68M | 0.01% | Reduce |
| Legal & General Investment Management America history | 3.30M | $55.73M | 0.01% | Add |
| Prudential Financial history | 3.15M | $53.18M | 0.08% | Add |
| Pzena Investment Management history | 2.23M | $37.62M | 0.13% | Hold |
| Bank of America Corp history | 2.00M | $33.72M | 0.00% | Reduce |
| Invesco Ltd history | 1.55M | $26.19M | 0.01% | Add |
| Goldman Sachs Group history | 1.38M | $23.34M | 0.00% | Reduce |
| Principal Global Investors history | 816.00K | $13.79M | 0.01% | Hold |
| UBS Group AG history | 689.23K | $11.65M | 0.00% | Reduce |
| AQR Capital Management history | 539.78K | $9.10M | 0.01% | Reduce |
| Renaissance Technologies history | 457.07K | $7.72M | 0.01% | Reduce |
| Citadel Advisors history | 394.31K | $6.66M | 0.00% | Add |
| Manulife Financial history | 360.24K | $6.09M | 0.01% | Reduce |
| Deutsche Bank AG history | 242.51K | $4.10M | 0.00% | Reduce |
| Amundi US history | 204.64K | $3.41M | 0.00% | Reduce |
| Wells Fargo & Co history | 198.76K | $3.36M | 0.00% | Add |
| Citigroup Inc history | 192.12K | $3.25M | 0.00% | Add |
| Franklin Resources history | 171.84K | $2.90M | 0.00% | Reduce |
| Janus Henderson Group history | 148.90K | $2.50M | 0.00% | Reduce |
| Millennium Management history | 141.27K | $2.39M | 0.00% | Reduce |
| D. E. Shaw & Co history | 51.77K | $874.98K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 38.92K | $657.84K | 0.00% | Reduce |
| Wellington Management Group history | 31.51K | $532.55K | 0.00% | New |
| PNC Financial Services history | 18.04K | $304.91K | 0.00% | Add |
| Farallon Capital Management history | 12.00K | $202.80K | 0.00% | Reduce |
| Fidelity International (FIL) history | 10.61K | $179.36K | 0.00% | Add |
| T. Rowe Price Associates history | 235.71K | $3.98K | 0.00% | Add |
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 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 57.05M | 54.84M | 53.62M | 53.46M | 49.29M | 45.05M | 43.98M | 44.34M | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 7.44M | 7.33M | 7.03M | 6.82M | 5.56M | 5.47M | 5.33M | 5.32M | 5.31M | 5.24M | 5.07M | 4.99M | 4.94M | 4.95M | 4.94M | 4.76M | — |
| Geode Capital Management | 7.31M | 7.26M | 7.05M | 6.95M | 6.78M | 6.91M | 6.72M | 6.95M | 7.06M | 6.95M | 7.54M | 7.30M | 7.12M | 6.89M | 6.06M | 5.72M | — |
| UBS Group AG | 6.11M | 1.20M | 1.49M | 2.28M | 1.02M | 689.23K | 1.17M | 389.82K | 290.54K | 429.30K | 65.46K | 159.44K | 273.99K | 152.27K | 303.37K | 320.79K | — |
| Morgan Stanley | 5.01M | 4.37M | 3.63M | 3.44M | 3.87M | 3.65M | 3.99M | 3.96M | 4.07M | 2.12M | 2.28M | 2.13M | 1.89M | 2.13M | 1.48M | 1.78M | — |
| Deutsche Bank AG | 4.63M | 220.36K | 3.88M | 5.42M | 1.00M | 242.51K | 464.94K | 237.38K | 190.41K | 181.40K | 86.82K | 328.47K | 839.46K | 351.39K | 894.15K | 4.66M | — |
| MFS Investment Management | 4.03M | 4.27M | 5.76M | 6.78M | 6.86M | 5.97M | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 4.29M | 2.96M | 1.65M | 1.43M | 378.14K | 539.78K | 681.62K | 457.04K | 668.63K | 387.39K | 131.02K | 39.97K | 24.65K | 55.19K | 70.31K | 78.45K | — |
| Norges Bank Investment Management | 3.80M | — | 3.67M | — | 4.17M | — | 4.53M | — | 4.62M | — | 3.44M | — | — | — | 3.69M | — | — |
| Millennium Management | 3.48M | 2.29M | 21.22K | 190.02K | 181.54K | 141.27K | 313.13K | 2.02M | 435.98K | 39.52K | 932.25K | 151.42K | 623.06K | — | — | 25.93K | — |
| Northern Trust Corp | 3.47M | 3.50M | 3.64M | 3.82M | 3.84M | 4.08M | 4.04M | 2.88M | 3.01M | 2.63M | 2.96M | 3.70M | 3.68M | 4.18M | 4.19M | 3.90M | — |
| BNY Mellon | 3.43M | 3.54M | 3.70M | 4.15M | 4.28M | 4.39M | 4.63M | 4.14M | 4.49M | 4.28M | 4.55M | 4.82M | 4.98M | 4.95M | 5.71M | 6.32M | — |
| Goldman Sachs Group | 2.91M | 3.27M | 1.05M | 882.98K | 942.22K | 1.38M | 1.95M | 1.99M | 6.03M | 857.61K | 492.32K | 1.09M | 1.12M | 1.12M | 1.93M | 3.28M | — |
| Legal & General Investment Management America | 2.83M | 2.83M | 3.26M | 3.05M | 3.24M | 3.30M | 3.27M | 3.67M | 3.83M | 4.18M | 4.33M | 4.73M | 5.05M | 5.23M | 4.95M | 4.71M | — |
| Renaissance Technologies | 2.56M | 1.55M | 774.67K | 929.37K | — | 457.07K | 822.97K | 1.06M | 625.27K | — | — | — | — | — | — | — | — |
| Pzena Investment Management | 2.23M | 2.23M | 2.23M | 2.23M | 2.23M | 2.23M | 2.23M | 2.23M | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 2.06M | 2.21M | 1.95M | 2.22M | 2.58M | 2.00M | 5.96M | 18.38M | 9.91M | 1.19M | 1.40M | 1.07M | 1.01M | 1.81M | 1.34M | 1.57M | — |
| JPMorgan Chase & Co | 1.58M | — | 5.61M | 5.23M | 6.79M | 6.11M | 1.45M | 2.60M | 6.77M | 6.89M | 12.51M | 1.13M | 1.26M | 3.91M | 9.15M | 11.83M | — |
| Invesco Ltd | 1.24M | 3.42M | 6.75M | 7.70M | 2.31M | 1.55M | 1.37M | 1.66M | 1.56M | 1.77M | 7.08M | 9.37M | 9.56M | 9.90M | 10.55M | 9.93M | — |
| Wells Fargo & Co | 1.02M | 296.04K | 288.44K | 283.17K | 267.07K | 198.76K | 194.90K | 214.34K | 311.99K | 321.61K | 254.88K | 268.65K | 296.17K | 335.00K | 474.18K | 322.54K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details