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Disclosery

HR HEALTHCARE RLTY TR

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REIT (common), issuer CIK 1360604

408 managers (418 13F filers) reported a position in HR shares at 2024-12-31, 373,467,649 shares in all. 37 filers opened a position and 52 filers sold out during the quarter.

Managers
408
13F filers
418
New
37
Added
146
Reduced
154
Sold out
52
Shares held by filers
373,467,649

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
New York Life Investment Management LLCin group New York Life Investment Mana…38,434$651K0.01%-47,86213F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…37,644$638K0.02%-15,03413F-HRTimelineGroup
Jain Global LLC37,300$632K0.02%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC37,149$630K<0.01%+13713F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.36,979$627K0.04%+22,48713F-HRTimelineGroup
Hodges Capital Management Inc.36,235$614K0.04%+1,25013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.36,211$614K<0.01%-42,33413F-HRTimelineGroup
Samalin Investment Counsel, LLC31,777$539K0.23%+2,05013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,568$535K<0.01%+613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,230$529K<0.01%-48,07913F-HRTimelineGroup
Linden Thomas Advisory Services, LLC30,812$522K0.07%-26113F-HRTimeline
Fortis Advisors, LLC30,698$520K0.34%+49813F-HRTimeline
GeoWealth Management, LLC28,709$487K0.02%+4,35513F-HRTimeline
Steward Partners Investment Advisory, L…28,510$483K<0.01%+27,70013F-HRTimeline
CWM, LLCin group CWM, LLC27,359$464K<0.01%+4,29113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.27,319$463K<0.01%-4,28413F-HRTimeline
NewEdge Advisors, LLC27,159$460K<0.01%+2,20613F-HRTimeline
Van Hulzen Asset Management, LLC26,990$457K0.03%+1,30013F-HRTimeline
AdvisorShares Investments LLC26,900$456K0.09%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC26,791$454K0.01%-1,43813F-HRTimeline
MML INVESTORS SERVICES, LLC26,786$454K<0.01%+2,29913F-HRTimeline
SIGNATUREFD, LLC26,428$448K0.01%+1,51613F-HRTimeline
Perpetual Ltdin group Perpetual Ltd26,060$442K0.01%new13F-HRTimelineGroup
INFRASTRUCTURE CAPITAL ADVISORS, LLC26,046$441K0.06%+1,19613F-HRTimeline
DoubleLine ETF Adviser LP26,036$441K0.12%+12913F-HRTimeline
Sage Investment Counsel LLC25,445$431K0.56%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC25,263$428K0.03%+2013F-HRTimeline
Safe Harbor Fiduciary, LLC24,365$413K0.42%+97513F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC24,182$410K<0.01%new13F-HRTimeline
Private Advisor Group, LLC24,131$409K<0.01%-6,22713F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…23,964$406K0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC23,837$404K0.02%+31913F-HRTimeline
Clean Yield Group23,610$400K0.13%-16,55713F-HRTimeline
Geneos Wealth Management Inc.23,556$399K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,481$398K<0.01%+3,19113F-HRTimelineGroup
Oak Thistle LLC22,861$387K0.12%-27413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,855$387K<0.01%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC22,659$384K0.07%+7,56913F-HRTimeline
AlphaCore Capital LLC22,112$375K0.08%new13F-HRTimeline
J.W. COLE ADVISORS, INC.21,791$369K0.01%-57413F-HRTimeline
Quantinno Capital Management LP21,632$367K<0.01%+10,28713F-HRTimeline
Quantessence Capital LLC21,195$359K0.15%13F-HRTimeline
AlphaQuest LLC21,017$356K0.05%-200,33113F-HRTimeline
Cresset Asset Management, LLC21,012$356K<0.01%new13F-HRTimeline
Sterling Capital Management LLC20,983$356K<0.01%+6,48913F-HRTimeline
Clay Northam Wealth Management, LLC20,978$356K0.23%-3,22413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,754$352K<0.01%+4,35013F-HR/ATimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…20,724$351K<0.01%new13F-HRTimelineGroup
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…20,566$349K0.02%-47,38813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP20,505$348K<0.01%+1,39313F-HRTimelineGroup
GREENLEAF TRUST20,222$343K<0.01%-12313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,193$342K<0.01%+79313F-HRTimelineGroup
Bayforest Capital Ltd19,645$333K0.42%13F-HRTimeline
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO19,628$333K<0.01%-18,81413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,238$326K0.01%-12,12613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC19,157$325K0.01%+1,11813F-HRTimeline
Maryland State Retirement & Pension Sys…18,852$320K0.01%-2,84013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC17,928$304K<0.01%+62513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,783$301K<0.01%+60013F-HRTimelineGroup
CX Institutional17,776$301K0.01%+10513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,653$299K<0.01%-1,24613F-HRTimelineGroup
Global Financial Private Client, LLC17,276$293K0.11%013F-HRTimeline
Triumph Capital Management17,230$292K0.1%+3,23813F-HRTimeline
Comprehensive Money Management Services…17,118$290K0.24%13F-HRTimeline
Orion Porfolio Solutions, LLC16,790$285K<0.01%+4,21813F-HRTimeline
Orion Portfolio Solutions, LLC16,790$285K<0.01%+4,21813F-HRTimeline
ProShare Advisors LLC16,581$281K<0.01%+75613F-HRTimeline
PFG Investments, LLC16,444$279K0.02%+913F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The15,681$266K0.01%-73613F-HRTimelineGroup
HighPoint Advisor Group LLC16,119$261K0.01%+13413F-HRTimeline
TBH Global Asset Management, LLC15,200$258K0.06%013F-HRTimeline
Merit Financial Group, LLC15,066$255K<0.01%+2,57813F-HRTimeline
Arkos Global Advisors14,952$253K0.04%013F-HRTimeline
Atria Wealth Solutions, Inc.14,885$252K<0.01%+1,92413F-HRTimeline
Schonfeld Strategic Advisors LLC14,460$245K<0.01%-4,71013F-HRTimeline
QUADRANT CAPITAL GROUP LLC14,402$244K0.02%+8813F-HRTimeline
Ausdal Financial Partners, Inc.14,255$242K0.02%+11613F-HRTimeline
Modern Wealth Management, LLC14,240$241K0.01%-45113F-HR/ATimeline
Intrua Financial, LLC14,090$239K0.04%-2,41613F-HRTimeline
SHELL ASSET MANAGEMENT CO13,895$236K0.01%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT13,702$232K0.01%-1,44913F-HRTimeline
Sequoia Financial Advisors, LLC13,632$231K<0.01%+28013F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC13,523$229K0.01%13F-HRTimeline
TRUST POINT INC.13,474$228K0.02%+3,45013F-HRTimeline
Frank, Rimerman Advisors LLC13,432$228K0.02%013F-HRTimeline
Farringdon Capital, Ltd.13,046$221K0.09%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,405$210K0.01%+9,50413F-HRTimelineGroup
World Investment Advisors12,175$206K0.01%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA12,100$205K0.01%-1,00013F-HRTimeline
CIBC Asset Management Inc11,769$199K<0.01%+57813F-HRTimeline
RDA Financial Network11,737$199K0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,530$195K<0.01%+70613F-HRTimeline
Coppell Advisory Solutions LLC11,739$195K0.03%-78413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,218$190K0.01%-54413F-HRTimelineGroup
Focus Financial Network, Inc.11,106$188K0.01%-19613F-HRTimeline
Canvas Wealth Advisors, LLC11,000$186K0.05%-1,00013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC10,918$185K0.15%13F-HRTimeline
JB Capital LLC10,865$184K0.01%-17213F-HRTimeline
Capital Investment Advisory Services, L…10,781$183K0.02%+43113F-HRTimeline
PEAK FINANCIAL ADVISORS LLC10,685$181K0.09%-16,71113F-HRTimeline
One68 Global Capital, LLC10,000$170K0.09%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN8,991$152K0.01%013F-HRTimeline
Parallel Advisors, LLC8,328$141K<0.01%+9313F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,000$136K0.03%013F-HRTimeline
GAMMA Investing LLC7,885$134K0.01%+44113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,922$117K<0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd6,913$117K<0.01%-172,45713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC6,762$115K<0.01%-27913F-HRTimeline
GF FUND MANAGEMENT CO. LTD.6,597$112K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,748$97.4K<0.01%-14913F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,455$92K<0.01%+4,14113F-HRTimelineGroup
Allworth Financial LP5,152$84.9K<0.01%+2,79713F-HRTimeline
LEE DANNER & BASS INC5,000$84.8K0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,619$78.3K<0.01%-58613F-HRTimeline
Beacon Capital Management, LLC4,409$74.7K0.01%+7313F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC4,300$72.9K0.06%013F-HR/ATimeline
Wilmington Savings Fund Society, FSB4,291$72.7K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4,250$72K<0.01%-67413F-HRTimeline
HARBOUR INVESTMENTS, INC.4,008$67.9K<0.01%013F-HRTimeline
Lindbrook Capital, LLC3,521$59.7K0.01%+23313F-HRTimeline
GROUP ONE TRADING LLC3,496$59.3K<0.01%new13F-HR/ATimeline
MAI Capital Management3,347$56.7K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC3,106$52.6K0.01%+713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,067$52K<0.01%+1,24913F-HRTimelineGroup
Quarry LP2,674$45.3K0.01%+2213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,679$45K<0.01%new13F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS2,501$42.4K<0.01%013F-HRTimeline
Quent Capital, LLC2,290$38.8K<0.01%+6313F-HRTimeline
Caitong International Asset Management …2,271$38.5K0.04%13F-HR/ATimeline
Synergy Investment Management, LLC2,131$36.1K0.02%13F-HRTimeline
MOTCO2,000$33.9K<0.01%013F-HRTimeline
Main Street Group, LTD1,800$30.5K0.01%-3,34513F-HRTimeline
Rise Advisors, LLC1,770$30K0.01%+2913F-HRTimeline
Householder Group Estate & Retirement S…1,779$30K0.02%-5,15313F-HRTimeline
UMB Bank, n.a.1,745$29.6K<0.01%+41013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC1,650$27.4K<0.01%+61213F-HRTimeline
DANSKE BANK A/S1,600$27.1K<0.01%-50013F-HRTimeline
Sunbelt Securities, Inc.1,629$27.1K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,584$26.8K0.01%new13F-HRTimelineGroup
Citizens National Bank Trust Department1,543$26.2K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,451$24.6K0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC1,349$22.9K<0.01%+9713F-HRTimeline
True Wealth Design, LLC1,347$22.8K0.01%+1,22513F-HRTimeline
Wiser Advisor Group LLC1,302$22.1K0.03%-5513F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,283$21.7K<0.01%+28413F-HRTimeline
Pathway Financial Advisers, LLC1,262$21.4K0.01%+2113F-HRTimeline
Versant Capital Management, Inc1,244$21.1K<0.01%+79413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,205$20.4K<0.01%new13F-HRTimelineGroup
Tidemark, LLC1,022$17.3K0.01%013F-HRTimeline
Continuum Advisory, LLC1,000$16.9K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…982$16.2K<0.01%+2113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC957$16K<0.01%+1213F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding930$15.8K+465Timeline
McIlrath & Eck, LLC856$14.5K<0.01%-17313F-HRTimeline
Covestor Ltd810$14K0.01%+613F-HRTimeline
Fortitude Family Office, LLC804$13.6K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP783$13.3K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC721$12.2K0.01%new13F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC680$11.5K<0.01%013F-HRTimeline
IFP Advisors, Inc669$11.3K<0.01%+10513F-HRTimeline
Parkworth Wealth Management, Inc.667$11.3K0.01%13F-HRTimeline
Aviso Financial Inc.640$10.8K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC600$10.2K<0.01%013F-HRTimeline
Promus Capital, LLC534$9.05K0.01%13F-HR/ATimeline
CGC Financial Services, LLC530$8.98K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV494$8.37K<0.01%+813F-HRTimeline
Private Wealth Management Group, LLC480$8.14K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust470$7.97K<0.01%013F-HRTimeline
Missouri Trust & Investment Co470$7.97K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc458$7.75K<0.01%-19213F-HRTimeline
GHP Investment Advisors, Inc.451$7.64K<0.01%013F-HRTimeline
Larson Financial Group LLC389$6.59K<0.01%-19313F-HRTimeline
Arax Advisory Partners386$6.54K<0.01%+18013F-HRTimeline
Transce3nd, LLC370$6.27K<0.01%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.350$5.93K<0.01%13F-HRTimeline
High Note Wealth, LLC253$4.29K<0.01%new13F-HRTimeline
Crewe Advisors LLC250$4.24K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.225$3.81K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC200$3.39K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.168$2.85K<0.01%-39213F-HRTimelineGroup
CRITERION CAPITAL ADVISORS, LLC170$2.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.162$2.71K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…150$2.54K<0.01%-1513F-HRTimelineGroup
Cornerstone Planning Group LLC106$1.81K<0.01%+4813F-HRTimeline
HM PAYSON & CO100$1.7K<0.01%013F-HRTimeline
Parvin Asset Management, LLC100$1.7K<0.01%13F-HRTimeline
Investors Research Corp97$1.64K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.84$1.38K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC35$1K<0.01%013F-HRTimeline
Sachetta, LLC51$865<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.43$729<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.41$695<0.01%013F-HRTimeline
PRIVATE TRUST CO NA40$678<0.01%013F-HRTimeline
Caitlin John, LLC35$594<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$576<0.01%-17013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$525<0.01%013F-HRTimeline
Dunhill Financial, LLC26$442<0.01%013F-HRTimeline
WPG Advisers, LLC20$339<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC19$322<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.17$288<0.01%-69313F-HR/ATimeline