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Disclosery

HR HEALTHCARE RLTY TR

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REIT (common), issuer CIK 1360604

402 managers (413 13F filers) reported a position in HR shares at 2025-06-30, 370,647,946 shares in all. 46 filers opened a position and 63 filers sold out during the quarter.

Managers
402
13F filers
413
New
46
Added
146
Reduced
155
Sold out
63
Shares held by filers
370,647,946

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Armor Investment Advisors, LLC31,599$501K0.19%-55,68713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC31,068$493K<0.01%013F-HRTimelineGroup
Fortis Advisors, LLC31,032$492K0.32%-4,64113F-HRTimeline
Linden Thomas Advisory Services, LLC30,619$486K0.05%-22013F-HRTimeline
Sanctuary Advisors, LLC28,990$460K<0.01%+17,45613F-HRTimeline
Safe Harbor Fiduciary, LLC28,782$456K0.43%+4,56913F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC28,737$456K0.05%+89713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC27,391$434K0.01%+1,63013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC26,763$424K0.01%-15213F-HRTimeline
GeoWealth Management, LLC26,624$422K0.02%-59413F-HRTimeline
IEQ CAPITAL, LLC26,468$420K<0.01%+4,08513F-HRTimeline
GC Wealth Management RIA, LLC26,102$414K0.03%+1,43413F-HRTimeline
Ethic Inc.26,176$413K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,696$408K<0.01%+2,48813F-HRTimeline
Sage Investment Counsel LLC25,629$406K0.47%+10013F-HRTimeline
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…25,456$404K0.03%+4,89013F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd24,220$384K<0.01%-1,84013F-HRTimelineGroup
Hodges Capital Management Inc.23,980$380K0.04%-13,38513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,093$366K-2,502Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.22,760$361K<0.01%-29,01413F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC22,689$360K0.03%-2,57413F-HRTimeline
SIMPLEX TRADING, LLC22,560$357K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,419$356K<0.01%+5,93613F-HRTimelineGroup
Geneos Wealth Management Inc.22,256$353K0.01%-28,70413F-HRTimeline
Orion Porfolio Solutions, LLC22,117$351K<0.01%+4,52913F-HR/ATimeline
CWM, LLCin group CWM, LLC21,991$349K<0.01%+86813F-HRTimelineGroup
Sterling Capital Management LLC21,843$346K<0.01%+2,21113F-HR/ATimeline
SIGNATUREFD, LLC21,785$346K0.01%-2,48013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,665$344K<0.01%-5,62713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,623$343K<0.01%+2,55113F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC21,249$337K<0.01%-33,31813F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …21,178$336K0.04%+7,10013F-HRTimelineGroup
Triumph Capital Management21,165$336K0.1%+2,21613F-HR/ATimeline
Abel Hall, LLC20,735$329K0.15%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,711$328K<0.01%+1,69313F-HRTimelineGroup
DoubleLine ETF Adviser LP20,633$327K0.1%+11013F-HRTimeline
HRT FINANCIAL LP20,311$322K<0.01%new13F-HRTimeline
Clay Northam Wealth Management, LLC19,753$313K0.2%-7513F-HRTimeline
Federation des caisses Desjardins du Qu…19,554$310K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,523$310K<0.01%-17713F-HRTimelineGroup
GREENLEAF TRUST19,280$306K<0.01%-76213F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC19,017$302K0.01%+2,59013F-HRTimeline
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP19,000$301K<0.01%-83,40013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,939$300K0.01%-34313F-HRTimelineGroup
Pekin Hardy Strauss, Inc.18,500$293K0.03%-2,50013F-HRTimeline
Comprehensive Money Management Services…18,318$291K0.22%+40013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP17,936$284K0.02%new13F-HRTimelineGroup
CX Institutional17,776$282K0.01%013F-HR/ATimeline
Van Hulzen Asset Management, LLC17,500$278K0.02%-9,49013F-HRTimeline
Utah Retirement Systems17,345$275K<0.01%-1,72813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC17,080$271K<0.01%+91513F-HRTimelineGroup
Global Financial Private Client, LLC16,876$268K0.1%-40013F-HRTimeline
NEOS Investment Management LLC16,782$266K<0.01%new13F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The16,749$266K<0.01%+38913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,602$263K<0.01%-17,43013F-HRTimeline
Maryland State Retirement & Pension Sys…16,530$262K0.01%013F-HRTimeline
World Investment Advisors16,430$261K0.01%+46813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,242$258K<0.01%-1,80013F-HRTimelineGroup
HighPoint Advisor Group LLC15,811$251K0.01%-51513F-HRTimeline
ProShare Advisors LLC15,582$247K<0.01%+49313F-HRTimeline
Merit Financial Group, LLC15,313$243K<0.01%+66713F-HRTimeline
Arkos Global Advisors14,952$237K0.03%013F-HRTimeline
Bayforest Capital Ltd14,390$228K0.1%-56,72113F-HRTimeline
NewEdge Advisors, LLC14,328$227K<0.01%-89413F-HRTimeline
Ausdal Financial Partners, Inc.14,316$227K0.02%-2,17713F-HRTimeline
FIL Ltdin group FIL Ltd14,067$223K<0.01%+3,45413F-HRTimelineGroup
Crossmark Global Holdings, Inc.13,851$220K<0.01%+36413F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…13,826$219K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC13,199$209K0.01%-89713F-HRTimeline
Modern Wealth Management, LLC12,909$205K0.01%-1,35113F-HR/ATimeline
SHELTON CAPITAL MANAGEMENT12,696$201K<0.01%-43113F-HRTimeline
Arrow Investment Advisors, LLC12,477$198K0.19%new13F-HRTimeline
Empowered Funds, LLC12,233$194K<0.01%+28013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA12,100$192K0.01%013F-HRTimeline
Centiva Capital, LP12,065$191K0.01%new13F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.12,000$190K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Asset Management Inc11,966$190K<0.01%013F-HRTimeline
Intrua Financial, LLC11,845$188K0.03%-1,51013F-HRTimeline
Focus Financial Network, Inc.11,810$187K0.01%-5813F-HRTimeline
RDA Financial Network11,737$186K0.05%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC11,609$184K0.02%+913F-HRTimeline
Janney Montgomery Scott LLC11,534$183K<0.01%013F-HRTimeline
SHELL ASSET MANAGEMENT CO11,513$183K0.01%-2,44513F-HRTimeline
Coppell Advisory Solutions LLC11,429$180K0.02%+25013F-HR/ATimeline
GWN SECURITIES INC.11,237$178K0.03%-2,37113F-HRTimeline
JB Capital LLC11,082$176K0.01%+16513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,064$175K0.01%-5,79113F-HRTimeline
ALGERT GLOBAL LLC11,007$175K<0.01%013F-HR/ATimeline
Integrated Advisors Network LLC10,994$174K0.01%+79213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,890$173K<0.01%+2,25513F-HRTimeline
Capital Investment Advisory Services, L…10,781$171K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,357$164K<0.01%-6,75213F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC10,325$164K<0.01%-4,08213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,256$163K<0.01%new13F-HRTimelineGroup
Checchi Capital Advisers, LLC10,101$160K0.01%-18413F-HRTimeline
KBC Group NVin group KBC Group NV10,017$159K<0.01%-6,31213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.10,012$159K<0.01%new13F-HRTimeline
GLOBEFLEX CAPITAL L P9,880$157K0.01%new13F-HRTimeline
Quarry LP9,533$151K0.03%+2,21313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN8,578$136K0.01%013F-HRTimeline
Solstein Capital, LLC8,510$135K0.07%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,000$127K0.03%013F-HRTimeline
Parallel Advisors, LLC7,679$122K<0.01%-1,03113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…6,907$110K<0.01%-2,18713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC6,762$107K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.5,882$93.3K<0.01%-49513F-HRTimeline
GROUP ONE TRADING LLC5,874$93.2K<0.01%+4,27813F-HRTimeline
GAMMA Investing LLC5,672$90K0.01%-2,49513F-HRTimeline
Allworth Financial LP5,614$89K<0.01%+10413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,422$86K<0.01%-1,50013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.5,085$81K<0.01%+14013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,920$78K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,712$74.7K<0.01%-24,94413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,608$73K<0.01%-88213F-HRTimelineGroup
Beacon Capital Management, LLC4,587$72.8K0.01%+9613F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC68,198$68.2K0.1%+63,89813F-HR/ATimeline
Clean Yield Group4,190$66.5K0.02%-6,17013F-HRTimeline
Global Retirement Partners, LLC4,187$66.4K<0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB3,691$58.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,479$55.2K<0.01%-75713F-HRTimelineGroup
Strategic Wealth Partners, Ltd.3,473$55.1K<0.01%13F-HRTimeline
MTM Investment Management, LLC3,344$53K0.02%new13F-HRTimeline
Creekmur Asset Management LLC3,123$49.5K0.01%+913F-HRTimeline
UMB Bank, n.a.2,911$46.2K<0.01%-11313F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,833$44.9K0.01%13F-HRTimelineGroup
DANSKE BANK A/S2,600$41.2K<0.01%+1,00013F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS2,501$39.7K<0.01%013F-HRTimeline
MAI Capital Management2,473$39.2K<0.01%-89913F-HRTimeline
Main Street Group, LTD2,445$38.8K0.01%013F-HRTimeline
Anchor Investment Management, LLC2,274$36.1K<0.01%+4813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,008$31.8K<0.01%-2,00013F-HRTimeline
MOTCO2,000$30.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,867$29.4K<0.01%-14413F-HRTimelineGroup
Sunbelt Securities, Inc.1,629$27.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,694$26.9K<0.01%+26313F-HRTimeline
IFP Advisors, Inc0$24.5K<0.01%-66913F-HRTimelineAmount filed as zero, left out of ratios.
Citizens National Bank Trust Department1,543$24.5K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,451$23K<0.01%013F-HR/ATimeline
Versant Capital Management, Inc1,362$21.6K<0.01%-1113F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,341$21.3K<0.01%+22813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,278$20.3K<0.01%+7313F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1,161$18.4K0.01%+44013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,128$18K<0.01%+1,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group1,128$17.9K<0.01%+83413F-HR/ATimeline
Tidemark, LLC1,022$16.2K0.01%013F-HRTimeline
Rise Advisors, LLC915$14.5K0.01%+2013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP783$13.2K0.01%13F-HRTimeline
Covestor Ltd808$13K0.01%-613F-HRTimeline
Westside Investment Management, Inc.772$12.2K<0.01%new13F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC680$10.8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC653$10.4K<0.01%-20413F-HRTimeline
Aviso Financial Inc.640$10.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.650$10K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust611$9.69K<0.01%+14113F-HRTimeline
Smartleaf Asset Management LLC575$9.06K<0.01%-80113F-HRTimeline
Promus Capital, LLC534$8.47K0.01%013F-HR/ATimeline
CGC Financial Services, LLC530$8.41K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC480$7.61K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc476$7.55K<0.01%-1213F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors465$7.38K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.451$7.15K<0.01%013F-HRTimeline
TRUST CO OF VERMONT450$7.14K<0.01%new13F-HRTimeline
Clearstead Trust, LLC415$6.58K<0.01%-38913F-HRTimeline
Larson Financial Group LLC404$6.42K<0.01%+813F-HRTimeline
Creative Capital Management Investments…344$5.46K<0.01%new13F-HRTimeline
Arax Advisory Partners279$4.42K<0.01%-16613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…277$4.39K<0.01%013F-HRTimelineGroup
State of Wyoming252$4K<0.01%new13F-HRTimeline
Crewe Advisors LLC250$3.96K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.225$3.57K<0.01%013F-HRTimeline
Key Financial Inc200$3.17K<0.01%new13F-HRTimeline
WFA of San Diego, LLC200$3.17K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.162$2.52K<0.01%013F-HRTimeline
Blue Trust, Inc.159$2.52K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…146$2.32K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO121$1.92K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC113$1.79K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC105$1.67K<0.01%new13F-HRTimeline
HM PAYSON & CO100$1.59K<0.01%013F-HRTimeline
Investors Research Corp97$1.54K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.84$1.33K<0.01%-113F-HRTimelineGroup
N.E.W. Advisory Services LLC79$1.25K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp75$1.19K<0.01%-6013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC67$1.06K<0.01%-14713F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC61$1.01K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC35$1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC58$983<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.59$936<0.01%+1613F-HRTimeline
Bare Financial Services, Inc59$936<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA50$793<0.01%+1613F-HRTimeline
Essential Partners LLC48$761<0.01%13F-HRTimeline
Sachetta, LLC41$651<0.01%-1013F-HRTimeline
Cromwell Holdings LLC40$634<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$539<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…31$492<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$492<0.01%013F-HRTimeline
WealthTrak Capital Management LLC20$318<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC15$238<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC13$206<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$127<0.01%013F-HRTimeline