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Disclosery

HR HEALTHCARE RLTY TR

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REIT (common), issuer CIK 1360604

417 managers (428 13F filers) reported a position in HR shares at 2025-03-31, 368,627,418 shares in all. 52 filers opened a position and 40 filers sold out during the quarter.

Managers
417
13F filers
428
New
52
Added
143
Reduced
160
Sold out
40
Shares held by filers
368,627,418

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
QUADRANT CAPITAL GROUP LLC36,269$613K0.02%+21,86713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS36,181$611K<0.01%-111,52813F-HRTimelineGroup
Fortis Advisors, LLC35,673$603K0.39%+4,97513F-HRTimeline
Quantinno Capital Management LP34,870$589K<0.01%+13,23813F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…34,513$583K0.05%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC34,311$580K<0.01%-2,83813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC34,167$577K0.01%-32,67513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV34,032$575K<0.01%-8,55313F-HRTimeline
Samalin Investment Counsel, LLC33,678$569K0.23%+1,90113F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP32,712$553K0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC32,250$545K<0.01%+5,46413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…31,512$533K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC31,068$525K<0.01%+7,58713F-HRTimelineGroup
Linden Thomas Advisory Services, LLC30,839$521K0.07%+2713F-HRTimeline
Steward Partners Investment Advisory, L…29,656$501K<0.01%+1,14613F-HRTimeline
INCEPTIONR LLC28,220$477K0.14%new13F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC27,840$470K0.06%+1,79413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,292$461K<0.01%-2713F-HRTimeline
GeoWealth Management, LLC27,218$460K0.02%-1,49113F-HRTimeline
Van Hulzen Asset Management, LLC26,990$456K0.04%013F-HRTimeline
AdvisorShares Investments LLC26,900$455K0.09%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC26,915$455K0.01%+12413F-HRTimeline
LECAP ASSET MANAGEMENT LTD26,069$441K0.1%-18,88713F-HRTimeline
Perpetual Ltdin group Perpetual Ltd26,060$440K0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC25,761$435K0.02%+1,92413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,595$433K+2,740Timeline
Sage Investment Counsel LLC25,529$431K0.55%+8413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC25,263$428K0.03%013F-HRTimeline
Private Advisor Group, LLC25,051$423K<0.01%+92013F-HRTimeline
GC Wealth Management RIA, LLC24,668$417K0.08%+2,00913F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC24,296$411K<0.01%+11413F-HRTimeline
SIGNATUREFD, LLC24,265$410K0.01%-2,16313F-HRTimeline
Safe Harbor Fiduciary, LLC24,213$409K0.42%-15213F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…23,508$394K0.01%-45613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,208$392K<0.01%-8,36013F-HRTimeline
Cresset Asset Management, LLC23,133$391K<0.01%+2,12113F-HRTimeline
Frank, Rimerman Advisors LLC22,648$383K0.03%+9,21613F-HRTimeline
IEQ CAPITAL, LLC22,383$378K<0.01%-16,51613F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.21,884$370K0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC21,123$357K<0.01%-6,23613F-HRTimelineGroup
Pekin Hardy Strauss, Inc.21,000$355K0.04%new13F-HRTimeline
Pacer Advisors, Inc.20,648$349K<0.01%-50,12813F-HRTimeline
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…20,566$348K0.02%013F-HRTimelineGroup
DoubleLine ETF Adviser LP20,523$347K0.12%-5,51313F-HRTimeline
GREENLEAF TRUST20,042$339K<0.01%-18013F-HRTimeline
Clay Northam Wealth Management, LLC19,828$335K0.23%-1,15013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,700$333K<0.01%-37,94413F-HRTimelineGroup
Sterling Capital Management LLC19,632$332K0.01%-1,35113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,282$326K0.01%+4413F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd19,217$325K0.02%new13F-HRTimeline
Utah Retirement Systems19,073$322K<0.01%-39,53013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,072$322K<0.01%-1,43313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth19,018$321K<0.01%-1,73613F-HR/ATimelineGroup
Triumph Capital Management18,949$320K0.11%+1,71913F-HRTimeline
Foresight Group Ltd Liability Partnersh…18,693$313K0.04%-553,64013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,042$305K<0.01%+25913F-HRTimelineGroup
Comprehensive Money Management Services…17,918$303K0.24%+80013F-HRTimeline
CX Institutional17,776$300K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC17,588$297K<0.01%+79813F-HRTimeline
Orion Portfolio Solutions, LLC17,588$297K<0.01%+79813F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP17,722$297K<0.01%-29,38913F-HRTimeline
Global Financial Private Client, LLC17,276$292K0.11%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,109$289K<0.01%-54413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC16,855$285K0.01%-2,30213F-HRTimeline
Catalyst Funds Management Pty Ltd16,800$284K0.07%new13F-HRTimeline
Maryland State Retirement & Pension Sys…16,530$279K0.01%-2,32213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,483$279K<0.01%-3,71013F-HRTimelineGroup
Ausdal Financial Partners, Inc.16,493$279K0.02%+2,23813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC16,427$278K0.01%new13F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The16,360$276K0.01%+67913F-HRTimelineGroup
KBC Group NVin group KBC Group NV16,329$276K<0.01%-169,14813F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC16,165$273K<0.01%-1,76313F-HRTimelineGroup
World Investment Advisors15,962$270K0.01%+3,78713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,706$265K<0.01%+4,17613F-HRTimeline
NewEdge Advisors, LLC15,222$257K<0.01%-11,93713F-HRTimeline
TBH Global Asset Management, LLC15,200$257K0.05%013F-HRTimeline
Atria Wealth Solutions, Inc.15,189$257K<0.01%+30413F-HRTimeline
ProShare Advisors LLC15,089$255K<0.01%-1,49213F-HRTimeline
Arkos Global Advisors14,952$253K0.04%013F-HRTimeline
HighPoint Advisor Group LLC16,326$251K0.01%+20713F-HRTimeline
Sequoia Financial Advisors, LLC14,803$250K<0.01%+1,17113F-HRTimeline
Merit Financial Group, LLC14,646$248K<0.01%-42013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,407$243K0.01%+88413F-HRTimeline
Modern Wealth Management, LLC14,260$241K0.01%+2013F-HR/ATimeline
PFG Investments, LLC14,096$238K0.02%-2,34813F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …14,078$238K0.03%new13F-HRTimelineGroup
Verition Fund Management LLC14,028$237K<0.01%-72,85213F-HRTimeline
SHELL ASSET MANAGEMENT CO13,958$236K0.01%+6313F-HRTimeline
GWN SECURITIES INC.13,608$230K0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.13,487$228K<0.01%new13F-HRTimeline
Intrua Financial, LLC13,355$226K0.04%-73513F-HRTimeline
SHELTON CAPITAL MANAGEMENT13,127$222K0.01%-57513F-HRTimeline
Dynamic Technology Lab Private Ltd12,159$205K0.03%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA12,100$204K0.01%013F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.12,000$203K<0.01%-3,252,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Asset Management Inc11,966$202K<0.01%+19713F-HRTimeline
Empowered Funds, LLC11,953$202K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.11,868$201K0.01%+76213F-HRTimeline
RDA Financial Network11,737$198K0.06%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC11,600$196K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC11,534$195K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC11,534$195K<0.01%new13F-HRTimeline
PEAK FINANCIAL ADVISORS LLC11,413$193K0.1%+72813F-HRTimeline
ALGERT GLOBAL LLC11,007$186K<0.01%-168,22013F-HR/ATimeline
JB Capital LLC10,917$185K0.01%+5213F-HRTimeline
Capital Investment Advisory Services, L…10,781$182K0.02%013F-HRTimeline
FIL Ltdin group FIL Ltd10,613$179K<0.01%+3,70013F-HRTimelineGroup
Clean Yield Group10,360$175K0.06%-13,25013F-HRTimeline
Checchi Capital Advisers, LLC10,285$174K0.01%new13F-HRTimeline
Integrated Advisors Network LLC10,202$172K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC11,179$172K0.02%-56013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding9,094$152K-417,859Timeline
Parallel Advisors, LLC8,710$147K<0.01%+38213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,635$146K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN8,578$145K0.01%-41313F-HRTimeline
GAMMA Investing LLC8,167$138K0.01%+28213F-HR/ATimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,000$135K0.03%013F-HRTimeline
Quarry LP7,320$124K0.03%+4,64613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,922$117K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,762$114K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.6,377$108K<0.01%-22013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,490$93K<0.01%+3513F-HRTimelineGroup
Allworth Financial LP5,510$86.7K<0.01%+35813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4,945$84K<0.01%+69513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,920$83.1K<0.01%-82813F-HRTimelineGroup
Lindbrook Capital, LLC4,701$79.4K0.01%+1,18013F-HRTimeline
Beacon Capital Management, LLC4,491$75.9K0.01%+8213F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC4,300$72.7K0.06%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,236$71.6K<0.01%-8,16913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,008$67.7K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,691$62.4K<0.01%-60013F-HRTimeline
MAI Capital Management3,372$57K<0.01%+2513F-HRTimeline
Avalon Trust Co3,139$53K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC3,114$52.6K0.01%+813F-HRTimeline
UMB Bank, n.a.3,024$51.1K<0.01%+1,27913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,833$47.9K0.01%13F-HRTimelineGroup
Quent Capital, LLC2,646$44.7K<0.01%+35613F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS2,501$42.3K<0.01%013F-HRTimeline
Main Street Group, LTD2,445$41.3K0.02%+64513F-HRTimeline
Anchor Investment Management, LLC2,226$37.6K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC2,131$36K0.02%013F-HRTimeline
SVB WEALTH LLC2,075$35.1K<0.01%new13F-HRTimeline
MOTCO2,000$33.8K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,011$33.7K<0.01%-1,05613F-HR/ATimelineGroup
Sunbelt Securities, Inc.1,629$27.5K<0.01%013F-HRTimeline
DANSKE BANK A/S1,600$27K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC1,596$27K<0.01%-1,90013F-HRTimeline
Golden State Wealth Management, LLC1,557$26.3K<0.01%new13F-HR/ATimeline
Citizens National Bank Trust Department1,543$26.1K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,451$24.5K0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC1,431$24.2K<0.01%+8213F-HRTimeline
Versant Capital Management, Inc1,373$23.2K<0.01%+12913F-HRTimeline
Smartleaf Asset Management LLC1,376$23.1K<0.01%-27413F-HRTimeline
Wiser Advisor Group LLC1,327$22.4K0.03%+2513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,205$20.4K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,113$18.8K<0.01%-17013F-HRTimeline
Tidemark, LLC1,022$17.3K0.01%013F-HRTimeline
Continuum Advisory, LLC1,000$16.9K<0.01%013F-HRTimeline
Rise Advisors, LLC895$15.1K0.01%-87513F-HRTimeline
McIlrath & Eck, LLC857$14.5K<0.01%+113F-HRTimeline
Covestor Ltd814$14K0.01%+413F-HRTimeline
Clearstead Trust, LLC804$13.6K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC721$12.2K0.01%013F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC680$11.5K<0.01%013F-HRTimeline
IFP Advisors, Inc669$11.3K<0.01%013F-HRTimeline
Aviso Financial Inc.640$10.8K<0.01%013F-HRTimeline
Promus Capital, LLC534$9.03K0.01%013F-HR/ATimeline
CGC Financial Services, LLC530$8.96K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV503$8.5K<0.01%+913F-HRTimeline
AdvisorNet Financial, Inc488$8.25K<0.01%+3013F-HRTimeline
Private Wealth Management Group, LLC480$8.11K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust470$7.94K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding465$7.86K-465Timeline
GHP Investment Advisors, Inc.451$7.62K<0.01%013F-HRTimeline
Arax Advisory Partners445$7.52K<0.01%+5913F-HRTimeline
Larson Financial Group LLC396$6.69K<0.01%+713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.350$5.92K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.340$5.75K<0.01%new13F-HRTimeline
High Note Wealth, LLC319$5.39K<0.01%+6613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.313$5.29K<0.01%new13F-HRTimeline
Brooklyn Investment Group294$4.97K<0.01%+29013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…277$4.68K<0.01%+12713F-HRTimelineGroup
Crewe Advisors LLC250$4.22K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.225$3.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC214$3.62K<0.01%+19513F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.201$3.4K<0.01%new13F-HRTimelineGroup
Hexagon Capital Partners LLC200$3.38K<0.01%013F-HRTimeline
Clearstead Advisors, LLC175$2.96K<0.01%new13F-HRTimeline
LASALLE INVESTMENT MANAGEMENT SECURITIE…172$2.91K<0.01%-1,852,24013F-HRTimeline
AMERIFLEX GROUP, INC.162$2.74K<0.01%013F-HRTimeline
Blue Trust, Inc.159$2.68K<0.01%+14213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp135$2.28K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.128$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HM PAYSON & CO100$1.69K<0.01%013F-HRTimeline
Investors Research Corp97$1.64K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC79$1.33K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.85$1.28K<0.01%+113F-HRTimelineGroup
Capital Advisors, Ltd. LLC35$1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC58$912<0.01%-4813F-HRTimeline
Sachetta, LLC51$862<0.01%013F-HRTimeline