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HR — HEALTHCARE RLTY TR

Reported value held$3.57B
Funds holding (latest)47
SectorReal Estate
Funds holding (Q2 2026)36
Institutional value$2.68B · 148.57M sh
New / Add / Cut / Exit1 / 20 / 13 / 4
Top-5 / Top-10 concentration62.4% / 77.9%
Institutional holdings change Accumulating +14.9% (+19.26M sh)
Institutional value change Up +38.8%

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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

View all 47 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 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 —

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