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Disclosery

HR HEALTHCARE RLTY TR

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REIT (common), issuer CIK 1360604

403 managers (413 13F filers) reported a position in HR shares at 2025-09-30, 379,395,782 shares in all. 42 filers opened a position and 40 filers sold out during the quarter.

Managers
403
13F filers
413
New
42
Added
144
Reduced
153
Sold out
40
Shares held by filers
379,395,782

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
JOURNEY STRATEGIC WEALTH LLC27,726$500K0.01%+33513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC27,224$491K<0.01%-9,43613F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC26,333$475K0.01%-43013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26,279$474K0.01%+7,34013F-HRTimelineGroup
GeoWealth Management, LLC25,900$467K0.02%-72413F-HRTimeline
Sage Investment Counsel LLC25,695$463K0.51%+6613F-HRTimeline
Y-Intercept (Hong Kong) Ltd24,514$442K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,340$439K<0.01%+2,71713F-HRTimelineGroup
Geneos Wealth Management Inc.24,325$439K0.01%+2,06913F-HRTimeline
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…23,540$424K0.03%-1,91613F-HRTimelineGroup
Pekin Hardy Strauss, Inc.23,500$424K0.04%+5,00013F-HRTimeline
Merit Financial Group, LLC23,061$416K<0.01%+7,74813F-HR/ATimeline
Global Endowment Management, LPin group Global Endowment Management, …22,498$406K0.05%+1,32013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC22,460$405K<0.01%-11,02013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC22,152$399K0.03%-53713F-HRTimeline
SIGNATUREFD, LLC22,027$397K0.01%+24213F-HRTimeline
DoubleLine ETF Adviser LP21,921$395K0.12%+1,28813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC21,597$390K<0.01%+34813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,269$383K<0.01%-1,15013F-HRTimelineGroup
Point72 Hong Kong Ltd21,131$381K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,818$375K0.01%+9,92813F-HRTimeline
Abel Hall, LLC20,692$373K0.15%-4313F-HRTimeline
Warwick Investment Management, Inc.20,623$372K0.06%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC20,447$369K0.01%+9,38313F-HRTimeline
Sterling Capital Management LLC20,288$366K0.01%-1,55513F-HRTimeline
Candriam S.C.A.19,956$360K<0.01%-949,49113F-HRTimeline
Clay Northam Wealth Management, LLC19,753$356K0.2%013F-HRTimeline
GREENLEAF TRUST19,370$349K<0.01%+9013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,486$333K-4,607Timeline
Comprehensive Money Management Services…18,298$330K0.23%-2013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP17,936$323K0.01%013F-HRTimelineGroup
CX Institutional17,776$321K0.01%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC17,575$317K<0.01%-23,30813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,572$317K<0.01%+1,33013F-HRTimelineGroup
Utah Retirement Systems17,345$313K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,048$307K<0.01%-3,66313F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC16,970$306K<0.01%-11013F-HRTimelineGroup
Van Hulzen Asset Management, LLC16,900$305K0.02%-60013F-HRTimeline
Global Financial Private Client, LLC16,876$304K0.11%013F-HRTimeline
AXA Investment Managers S.A.16,671$301K<0.01%13F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The16,618$300K<0.01%-13113F-HRTimelineGroup
Maryland State Retirement & Pension Sys…16,530$298K0.01%013F-HRTimeline
DRW Securities, LLC16,509$297K0.02%new13F-HRTimeline
NewEdge Advisors, LLC16,045$289K<0.01%+1,71713F-HRTimeline
HighPoint Advisor Group LLC15,877$286K0.01%+6613F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…15,820$285K<0.01%new13F-HRTimelineGroup
World Investment Advisors15,590$281K0.01%-84013F-HRTimeline
TBH Global Asset Management, LLC15,200$274K0.05%new13F-HRTimeline
Armor Investment Advisors, LLC15,053$271K0.09%-16,54613F-HRTimeline
Arkos Global Advisors14,952$270K0.03%013F-HRTimeline
ProShare Advisors LLC14,955$270K<0.01%-62713F-HRTimeline
Triumph Capital Management14,211$256K0.07%-6,95413F-HR/ATimeline
BRIGHTON JONES LLC14,135$255K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC14,034$253K<0.01%+2,50013F-HRTimeline
Integrated Advisors Network LLC13,978$252K0.01%+2,98413F-HRTimeline
PFG Investments, LLC13,334$240K0.01%+13513F-HRTimeline
Hodges Capital Management Inc.13,230$239K0.02%-10,75013F-HRTimeline
Modern Wealth Management, LLC12,992$234K<0.01%+8313F-HRTimeline
Empowered Funds, LLC12,962$234K<0.01%+72913F-HRTimeline
Arrow Investment Advisors, LLC12,955$234K0.26%+47813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,648$228K<0.01%-33,90313F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT12,127$219K<0.01%-56913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA12,100$218K0.01%013F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.12,000$216K<0.01%013F-HR/ATimeline
CIBC Asset Management Inc11,966$216K<0.01%013F-HRTimeline
Intrua Financial, LLC11,879$214K0.03%+3413F-HRTimeline
RDA Financial Network11,737$212K0.05%013F-HRTimeline
Summit Trail Advisors, LLC11,212$202K<0.01%new13F-HRTimeline
JB Capital LLC11,191$202K0.01%+10913F-HRTimeline
HB Wealth Management, LLC11,056$199K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…11,033$199K0.02%+25213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,959$198K<0.01%+60213F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC10,863$196K<0.01%-8,15413F-HRTimeline
Ausdal Financial Partners, Inc.10,838$195K0.01%-3,47813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,800$195K<0.01%-49,50613F-HRTimelineGroup
Focus Financial Network, Inc.10,776$194K0.01%-1,03413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…10,751$194K<0.01%-31,51213F-HRTimelineGroup
GWN SECURITIES INC.10,176$184K0.04%-1,06113F-HRTimeline
Perpetual Ltdin group Perpetual Ltd10,040$181K<0.01%-14,18013F-HRTimelineGroup
KBC Group NVin group KBC Group NV10,017$181K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC10,154$180K0.02%-1,27513F-HRTimeline
FIL Ltdin group FIL Ltd9,205$166K<0.01%-4,86213F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd8,632$156K0.08%new13F-HRTimeline
Bayforest Capital Ltd8,604$155K0.07%-5,78613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN8,441$152K0.01%-13713F-HRTimeline
Allworth Financial LP8,123$146K<0.01%+2,50913F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,000$144K0.03%013F-HRTimeline
GAMMA Investing LLC7,942$143K0.01%+2,27013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,313$132K<0.01%+40613F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC6,762$121K<0.01%013F-HRTimeline
Parallel Advisors, LLC6,241$113K<0.01%-1,43813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6,072$109K<0.01%+4,94413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GF FUND MANAGEMENT CO. LTD.5,588$101K<0.01%-29413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.5,035$91K0.01%-5013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,922$88.7K<0.01%-50013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,920$88.7K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,840$87.3K<0.01%+12813F-HRTimeline
SHELL ASSET MANAGEMENT CO4,377$79K0.01%-7,13613F-HRTimeline
Quarry LP4,356$78.5K0.02%-5,17713F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC4,300$77.5K0.06%-63,89813F-HR/ATimeline
Global Retirement Partners, LLC4,188$75.5K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,921$70.7K<0.01%+44213F-HRTimelineGroup
Clean Yield Group3,840$69.2K0.02%-35013F-HRTimeline
Avalon Trust Co3,650$65.8K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC3,563$64.2K<0.01%-2,31113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,446$62K<0.01%-1,16213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,400$61.3K<0.01%-29113F-HR/ATimeline
UMB Bank, n.a.3,369$60.7K<0.01%+45813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MTM Investment Management, LLC3,344$60.3K0.02%013F-HRTimeline
Creekmur Asset Management LLC3,130$56.4K0.01%+713F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,041$55K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC3,041$54.8K<0.01%new13F-HRTimeline
Quent Capital, LLC3,003$54.1K<0.01%new13F-HRTimeline
Point72 (DIFC) Ltd2,970$53.5K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,833$51.1K0.01%13F-HRTimelineGroup
DANSKE BANK A/S2,600$46.9K<0.01%013F-HR/ATimeline
STOREBRAND ASSET MANAGEMENT AS2,501$45.1K<0.01%013F-HRTimeline
Main Street Group, LTD2,445$44.1K0.01%013F-HRTimeline
Anchor Investment Management, LLC2,274$41K<0.01%013F-HRTimeline
MAI Capital Management2,142$38.6K<0.01%-33113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,008$36.2K<0.01%013F-HRTimeline
MOTCO2,000$36.1K<0.01%013F-HRTimeline
AlphaQuest LLC1,959$35.3K<0.01%-57,20813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,913$34.5K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,860$33.2K<0.01%-713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,800$32.5K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.1,629$29.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,608$28.5K<0.01%+1,03313F-HRTimeline
Citizens National Bank Trust Department1,543$27.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,457$26.3K<0.01%-23713F-HRTimeline
Prestige Wealth Management Group LLC1,451$26.2K0.01%013F-HR/ATimeline
Wealthspire Advisors, LLC1,395$25.2K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC1,374$24.8K0.03%new13F-HRTimeline
Versant Capital Management, Inc1,362$24.6K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC1,331$24K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,309$23.6K<0.01%-3213F-HRTimeline
Atlantic Private Wealth, LLC1,260$22.7K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,205$21.7K<0.01%-7313F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1,161$20.9K0.01%013F-HRTimeline
Clearstead Trust, LLC1,040$18.8K<0.01%+62513F-HRTimeline
Tidemark, LLC1,022$18.4K0.01%013F-HRTimeline
Nemes Rush Group LLC1,000$18K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…982$17.7K<0.01%new13F-HRTimelineGroup
Rise Advisors, LLC927$16.7K0.01%+1213F-HRTimeline
Steigerwald, Gordon & Koch Inc.900$16.2K<0.01%new13F-HRTimeline
Essential Partners LLC868$15.7K0.01%+82013F-HRTimeline
Covestor Ltd806$15K0.01%-213F-HRTimeline
Westside Investment Management, Inc.772$14.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC766$13.8K<0.01%+11313F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC680$12.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust663$12K<0.01%+5213F-HRTimeline
Aviso Financial Inc.640$11.5K<0.01%013F-HRTimeline
Promus Capital, LLC534$9.63K0.01%013F-HRTimeline
CGC Financial Services, LLC530$9.56K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC524$9.45K<0.01%+45713F-HRTimelineGroup
AdvisorNet Financial, Inc483$8.71K<0.01%+713F-HRTimeline
Private Wealth Management Group, LLC480$8.65K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.478$8.62K<0.01%+31613F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors465$8.38K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.451$8.13K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.435$7.84K<0.01%-21513F-HRTimeline
Clearstead Advisors, LLC414$7.46K<0.01%new13F-HRTimeline
Larson Financial Group LLC410$7.39K<0.01%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO397$7.16K<0.01%+27613F-HRTimelineGroup
Measured Wealth Private Client Group, L…350$6.31K<0.01%new13F-HRTimeline
IFP Advisors, Inc319$5.75K<0.01%+31913F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…315$5.68K<0.01%+3813F-HRTimelineGroup
High Note Wealth, LLC267$4.81K<0.01%new13F-HRTimeline
Crewe Advisors LLC250$4.51K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.246$4.43K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.225$4.06K<0.01%013F-HRTimeline
Fortitude Family Office, LLC214$3.86K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC208$3.69K<0.01%new13F-HRTimeline
Key Financial Inc200$3.67K<0.01%013F-HRTimeline
WFA of San Diego, LLC200$3.61K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC197$3.5K<0.01%+13913F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.189$3.41K<0.01%-37,65113F-HRTimelineGroup
Schonfeld Strategic Advisors LLC158$2.85K<0.01%-400,28213F-HRTimeline
ROTHSCHILD INVESTMENT LLC153$2.76K<0.01%+4813F-HRTimeline
Rossby Financial, LCC113$2.08K<0.01%013F-HRTimeline
HM PAYSON & CO100$1.8K<0.01%013F-HRTimeline
Bare Financial Services, Inc100$1.8K<0.01%+4113F-HRTimeline
Investors Research Corp97$1.75K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC79$1.42K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA62$1.12K<0.01%+1213F-HRTimeline
Physician Wealth Advisors, Inc.59$1.06K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC35$1K<0.01%013F-HRTimeline
Sachetta, LLC41$740<0.01%013F-HRTimeline
True Wealth Design, LLC41$737<0.01%new13F-HRTimeline
Cromwell Holdings LLC40$722<0.01%013F-HRTimeline
Caitlin John, LLC37$667<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$613<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…31$559<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$559<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp20$361<0.01%-5513F-HRTimelineGroup
Blue Trust, Inc.17$307<0.01%-14213F-HRTimeline
Bruce G. Allen Investments, LLC15$270<0.01%013F-HRTimeline
Imprint Wealth LLC14$252<0.01%13F-HRTimeline
Private Wealth Asset Management, LLC13$234<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$145<0.01%013F-HRTimeline