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Disclosery

HR HEALTHCARE RLTY TR

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REIT (common), issuer CIK 1360604

412 managers (422 13F filers) reported a position in HR shares at 2025-12-31, 384,400,475 shares in all. 40 filers opened a position and 40 filers sold out during the quarter.

Managers
412
13F filers
422
New
40
Added
132
Reduced
154
Sold out
40
Shares held by filers
384,400,475

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sapience Investments, LLC29,070$493K1.86%-6013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28,758$487K0.01%+2,47913F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC28,353$481K0.01%+62713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth26,163$443K<0.01%+9,11513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP26,097$442K<0.01%+1,75713F-HR/ATimelineGroup
Sage Investment Counsel LLC25,759$437K0.48%+6413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC25,626$434K0.02%-70713F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding25,614$434K-74,000Timeline
Geneos Wealth Management Inc.25,337$429K0.01%+1,01213F-HRTimeline
AlphaQuest LLC25,211$427K0.02%+23,25213F-HRTimeline
Merit Financial Group, LLC25,169$427K<0.01%+2,10813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …24,933$423K0.01%-98,50313F-HR/ATimelineGroup
Ensign Peak Advisors, Inc24,644$418K<0.01%-37,25013F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC24,211$410K<0.01%-3,01313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC23,647$401K<0.01%+1,18713F-HRTimelineGroup
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…23,540$399K0.03%013F-HRTimelineGroup
INCEPTIONR LLC23,369$396K0.11%new13F-HRTimeline
World Investment Advisors23,249$394K0.01%+7,65913F-HR/ATimeline
AXQ CAPITAL, LP22,891$388K0.09%new13F-HRTimeline
DoubleLine ETF Adviser LP22,741$385K0.12%+82013F-HRTimeline
SIGNATUREFD, LLC22,330$378K0.01%+30313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC22,074$374K0.03%-7813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.21,604$366K0.03%+16,56913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC21,218$360K<0.01%-168,80413F-HRTimelineGroup
Abel Hall, LLC21,105$358K0.08%+41313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,029$356K<0.01%-24013F-HRTimelineGroup
Warwick Investment Management, Inc.20,623$350K0.05%013F-HRTimeline
Dynamic Technology Lab Private Ltd20,158$342K0.08%new13F-HRTimeline
Pekin Hardy Strauss, Inc.19,500$331K0.03%-4,00013F-HRTimeline
CX Institutional19,471$330K0.01%+1,69513F-HRTimeline
Sterling Capital Management LLC19,412$329K0.01%-87613F-HRTimeline
GREENLEAF TRUST19,324$328K<0.01%-4613F-HRTimeline
Gross & Hartman Investments LLC18,342$311K0.18%13F-HRTimeline
Safe Harbor Family Capital, LLC18,342$311K0.27%13F-HRTimeline
Comprehensive Money Management Services…18,298$310K0.21%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,172$308K<0.01%-2,64613F-HRTimeline
Utah Retirement Systems17,345$294K<0.01%013F-HRTimeline
Global Financial Private Client, LLC16,876$286K0.1%013F-HRTimeline
Maryland State Retirement & Pension Sys…16,530$280K0.01%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,371$277K0.03%-177,26813F-HR/ATimelineGroup
NewEdge Advisors, LLC16,195$275K<0.01%+15013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC16,117$273K0.01%+5,25413F-HRTimeline
HighPoint Advisor Group LLC16,103$273K0.01%+22613F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The16,076$272K<0.01%-54213F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…15,820$268K<0.01%013F-HRTimelineGroup
Clay Northam Wealth Management, LLC15,717$266K0.15%-4,03613F-HRTimeline
TBH Global Asset Management, LLC15,200$258K0.04%013F-HRTimeline
Arkos Global Advisors14,952$253K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,793$251K<0.01%-2,77913F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…14,679$249K0.02%new13F-HRTimelineGroup
ProShare Advisors LLC14,106$239K<0.01%-84913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC13,722$233K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC13,700$232K0.02%-3,20013F-HRTimeline
Bayforest Capital Ltd13,675$232K0.17%+5,07113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC13,596$230K0.01%13F-HRTimeline
Integrated Advisors Network LLC13,450$228K0.01%-52813F-HRTimeline
Hodges Capital Management Inc.13,230$224K0.02%013F-HRTimeline
Summit Trail Advisors, LLC13,045$221K<0.01%+1,83313F-HRTimeline
Empowered Funds, LLC13,043$221K<0.01%+8113F-HR/ATimeline
Modern Wealth Management, LLC13,027$221K<0.01%+3513F-HRTimeline
HB Wealth Management, LLC12,693$215K<0.01%+1,63713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,648$214K<0.01%-7,79913F-HRTimeline
SHELTON CAPITAL MANAGEMENT12,127$206K<0.01%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA12,100$205K0.01%013F-HRTimeline
Arrow Investment Advisors, LLC12,082$205K0.23%-87313F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.12,000$203K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Asset Management Inc11,966$203K<0.01%013F-HRTimeline
Intrua Financial, LLC11,905$202K0.02%+2613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …11,841$201K0.03%-10,65713F-HRTimelineGroup
PharVision Advisers, LLC11,818$200K0.1%new13F-HRTimeline
RDA Financial Network11,737$199K0.05%013F-HRTimeline
North Dakota State Investment Board11,633$197K0.01%13F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC11,576$196K<0.01%new13F-HRTimeline
PFG Investments, LLC11,276$191K0.01%-2,05813F-HRTimeline
Jain Global LLC11,249$191K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…11,035$187K0.01%+213F-HRTimeline
Focus Financial Network, Inc.10,776$183K0.01%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…10,733$182K<0.01%-1813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\10,655$181K<0.01%-30413F-HRTimelineGroup
JB Capital LLC10,628$180K0.01%-56313F-HRTimeline
Summit Financial, LLC10,549$179K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC10,429$178K<0.01%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC10,404$176K<0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.10,400$176K0.04%+22413F-HRTimeline
MQS Management LLC10,230$173K0.1%new13F-HRTimeline
Blueshift Asset Management, LLC10,148$172K0.05%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.10,147$172K<0.01%new13F-HRTimeline
Advisory Services Network, LLC10,125$172K<0.01%+7,08413F-HRTimeline
KBC Group NVin group KBC Group NV10,017$170K<0.01%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…9,762$165K<0.01%+2,44913F-HRTimelineGroup
Allworth Financial LP8,401$142K<0.01%+27813F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,000$136K0.03%013F-HRTimeline
GAMMA Investing LLC7,946$135K0.01%+413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN7,741$131K0.01%-70013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,762$116K<0.01%013F-HRTimeline
Global Retirement Partners, LLC6,113$104K<0.01%+1,92513F-HRTimeline
Triumph Capital Management6,093$103K0.02%-8,11813F-HRTimeline
FIL Ltdin group FIL Ltd6,034$102K<0.01%-3,17113F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.5,534$93.8K<0.01%-5413F-HRTimeline
Parallel Advisors, LLC5,436$92.1K<0.01%-80513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,233$89K<0.01%-83913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,875$82.6K<0.01%-4513F-HRTimelineGroup
UMB Bank, n.a.4,801$81.4K<0.01%+1,43213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Wealth Planning Services, Inc.4,506$76.4K0.01%new13F-HRTimeline
Quarry LP4,425$75K0.01%+6913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,068$69K<0.01%+14713F-HRTimelineGroup
Clean Yield Group3,840$65.1K0.02%013F-HRTimeline
GROUP ONE TRADING LLC3,789$64.2K<0.01%+22613F-HRTimeline
Avalon Trust Co3,650$61.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC3,344$56.7K0.02%013F-HRTimeline
Arax Advisory Partners3,228$54.7K<0.01%-54,85513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,041$52K<0.01%013F-HRTimelineGroup
Quent Capital, LLC3,003$50.9K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,833$48K0.01%013F-HRTimelineGroup
DANSKE BANK A/S2,600$44.1K<0.01%013F-HRTimeline
Prosperity Bancshares Inc2,449$41.5K0.04%13F-HRTimeline
MAI Capital Management2,372$40.2K<0.01%+23013F-HRTimeline
Eurizon Capital SGR S.p.A.2,157$36.8K<0.01%13F-HRTimeline
Anchor Investment Management, LLC2,159$36.6K<0.01%-11513F-HRTimeline
MOTCO2,000$33.9K<0.01%013F-HRTimeline
SageView Advisory Group, LLC1,875$31.8K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,800$30.5K<0.01%013F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC1,720$29.2K0.02%-2,58013F-HRTimeline
Sunbelt Securities, Inc.1,629$27.6K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,600$27.1K<0.01%-1,80013F-HRTimeline
Citizens National Bank Trust Department1,543$26.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,532$26K<0.01%-32813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,466$24.8K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC1,447$24.7K<0.01%-16113F-HRTimeline
Farther Finance Advisors, LLC1,428$24.2K<0.01%-2913F-HRTimeline
Wiser Advisor Group LLC1,393$23.6K0.03%+1913F-HRTimeline
Versant Capital Management, Inc1,392$23.6K<0.01%+3013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,335$22.6K<0.01%+2613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,324$22.4K<0.01%-58913F-HR/ATimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,283$21.7K<0.01%+30113F-HRTimelineGroup
Atlantic Private Wealth, LLC1,277$21.6K0.01%+1713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,205$20.4K<0.01%013F-HRTimelineGroup
OPTIMA CAPITAL LLC1,185$20.1K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC1,161$19.7K0.01%013F-HRTimeline
Daytona Street Capital LLC1,075$18.2K0.01%13F-HRTimeline
Clearstead Trust, LLC1,040$17.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,000$17.1K<0.01%-3,92213F-HRTimeline
DV Trading LLC1,000$16.9K<0.01%13F-HRTimeline
Nemes Rush Group LLC1,000$16.9K<0.01%013F-HRTimeline
Tidemark, LLC969$16.4K<0.01%-5313F-HRTimeline
Essential Partners LLC941$15.9K<0.01%+7313F-HRTimeline
Steigerwald, Gordon & Koch Inc.900$15.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust860$14.6K<0.01%+19713F-HRTimeline
Covestor Ltd806$14K0.01%013F-HRTimeline
Westside Investment Management, Inc.792$13.4K<0.01%+2013F-HRTimeline
McIlrath & Eck, LLC766$13K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…698$11.8K<0.01%-4,14213F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC680$11.5K<0.01%013F-HRTimeline
Aviso Financial Inc.640$10.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC566$9.59K<0.01%+4213F-HRTimelineGroup
CGC Financial Services, LLC530$8.98K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC521$8.83K0.01%13F-HRTimeline
IFP Advisors, Inc501$8.49K<0.01%+18213F-HRTimeline
AdvisorNet Financial, Inc489$8.29K<0.01%+613F-HRTimeline
Private Wealth Management Group, LLC480$8.14K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.451$7.64K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC435$7.37K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.429$7.27K<0.01%-613F-HRTimeline
Larson Financial Group LLC416$7.04K<0.01%+613F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors400$6.78K<0.01%-6513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO365$6.19K<0.01%-3213F-HRTimelineGroup
Elyxium Wealth, LLC359$6.08K<0.01%new13F-HRTimeline
True Wealth Design, LLC351$5.95K<0.01%+31013F-HRTimeline
Measured Wealth Private Client Group, L…350$5.93K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC319$5.41K<0.01%+16613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…315$5.34K<0.01%013F-HRTimelineGroup
Miller Global Investments, LLC311$5.27K<0.01%13F-HRTimeline
Clearstead Advisors, LLC286$4.85K<0.01%-12813F-HRTimeline
High Note Wealth, LLC261$4.42K<0.01%-613F-HRTimeline
Crewe Advisors LLC250$4.24K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.239$4.05K<0.01%-23913F-HRTimeline
Pinnacle Bancorp, Inc.225$3.81K<0.01%013F-HRTimeline
Sound Income Strategies, LLC210$3.63K<0.01%+213F-HRTimeline
Fortitude Family Office, LLC214$3.63K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC212$3.46K<0.01%+1513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC204$3.46K<0.01%new13F-HRTimeline
Key Financial Inc200$3.39K<0.01%013F-HRTimeline
WFA of San Diego, LLC200$3.39K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC200$3.39K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…143$2.42K<0.01%new13F-HRTimeline
Sankala Group LLC127$2.34K<0.01%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC133$2.25K<0.01%new13F-HRTimeline
Bare Financial Services, Inc129$2.19K<0.01%+2913F-HRTimeline
Rossby Financial, LCC113$1.92K<0.01%013F-HRTimeline
HM PAYSON & CO100$1.7K<0.01%013F-HRTimeline
Investors Research Corp97$1.64K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC83$1.41K<0.01%13F-HRTimeline
N.E.W. Advisory Services LLC79$1.34K<0.01%013F-HRTimeline
Manchester Capital Management LLC67$1.14K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA62$1.05K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC60$1.02K<0.01%13F-HR/ATimeline
Physician Wealth Advisors, Inc.59$1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC35$1K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC45$763<0.01%-1,40613F-HRTimeline
Sachetta, LLC41$695<0.01%013F-HRTimeline