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Disclosery

HR HEALTHCARE RLTY TR

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REIT (common), issuer CIK 1360604

434 managers (449 13F filers) reported a position in HR shares at 2026-03-31, 374,487,803 shares in all. 63 filers opened a position and 39 filers sold out during the quarter.

Managers
434
13F filers
449
New
63
Added
170
Reduced
116
Sold out
39
Shares held by filers
374,487,803

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Advisory Resource Group37,497$637K0.11%-5,44713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC36,615$622K<0.01%-12613F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP36,629$622K0.04%new13F-HRTimeline
DRW Securities, LLC33,793$574K0.03%new13F-HRTimeline
Orion Porfolio Solutions, LLC33,611$571K<0.01%-36713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding32,657$555K-1,916Timeline
Linden Thomas Advisory Services, LLC31,604$537K0.05%+23113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC31,143$529K<0.01%+36513F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC30,336$515K0.01%+1,98313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …29,446$500K<0.01%new13F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.27,730$471K<0.01%-25,22513F-HRTimelineGroup
Haverford Trust Co27,581$469K<0.01%new13F-HRTimeline
Dynamic Technology Lab Private Ltd27,403$466K0.08%+7,24513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,261$446K<0.01%+16413F-HRTimelineGroup
Merit Financial Group, LLC26,136$444K<0.01%+96713F-HRTimeline
GeoWealth Management, LLC25,710$437K0.02%-4,17513F-HRTimeline
Geneos Wealth Management Inc.25,646$436K0.01%+30913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC25,626$435K0.02%013F-HRTimeline
Sage Investment Counsel LLC25,262$429K0.48%-49713F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.25,480$428K0.07%new13F-HRTimeline
Ensign Peak Advisors, Inc24,644$419K<0.01%013F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC24,005$408K<0.01%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC23,923$406K<0.01%-28813F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …23,888$406K0.01%-1,04513F-HRTimelineGroup
Washington Trust Bank23,652$402K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
World Investment Advisors23,575$401K0.01%+32613F-HRTimeline
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…23,372$397K0.03%-16813F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…23,342$397K<0.01%new13F-HRTimelineGroup
AlphaGrep UK Ltd23,300$396K0.12%new13F-HRTimeline
Abel Hall, LLC23,037$391K0.08%+1,93213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,653$385K0.01%-6,10513F-HRTimelineGroup
SIGNATUREFD, LLC22,531$383K0.01%+20113F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC22,157$376K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,081$375K<0.01%+1,05213F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP21,848$371K<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP21,500$365K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC19,909$365K0.01%+9,48013F-HRTimeline
Gross & Hartman Investments LLC21,352$363K0.19%+3,01013F-HRTimeline
Safe Harbor Family Capital, LLC21,352$363K0.28%+3,01013F-HRTimeline
BRIGHTON JONES LLC20,554$349K0.01%new13F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC20,547$349K0.02%-1,52713F-HRTimeline
HB Wealth Management, LLC20,345$346K<0.01%+7,65213F-HRTimeline
Integrated Wealth Concepts LLC20,204$343K<0.01%new13F-HRTimeline
VestGen Advisors, LLC16,809$338K0.01%new13F-HRTimeline
Brooklyn Investment Group19,859$337K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC19,660$334K<0.01%-11,80313F-HRTimeline
CX Institutional19,599$333K0.01%+12813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…19,492$331K<0.01%+3,67213F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.19,360$329K<0.01%-388,64213F-HRTimelineGroup
Engineers Gate Manager LP18,890$321K<0.01%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS18,801$319K<0.01%new13F-HRTimelineGroup
Comprehensive Money Management Services…18,798$319K0.21%+50013F-HRTimeline
GREENLEAF TRUST18,216$309K<0.01%-1,10813F-HRTimeline
DoubleLine ETF Adviser LP18,085$307K0.12%-4,65613F-HRTimeline
Bayforest Capital Ltd17,961$305K0.34%+4,28613F-HRTimeline
Utah Retirement Systems17,345$295K<0.01%013F-HRTimeline
Global Financial Private Client, LLC16,876$287K0.09%013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.16,813$286K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,745$284K<0.01%-1,42713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,743$284K<0.01%+1,95013F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…16,575$282K0.04%+20413F-HR/ATimelineGroup
Maryland State Retirement & Pension Sys…16,530$281K0.01%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …15,921$270K0.03%+4,08013F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC15,865$270K0.01%-25213F-HRTimeline
Clay Northam Wealth Management, LLC15,717$267K0.15%013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The15,453$263K<0.01%-62313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC15,358$261K<0.01%-8,28913F-HRTimelineGroup
State of Wyoming15,261$259K0.03%new13F-HRTimeline
TBH Global Asset Management, LLC15,200$258K0.05%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT15,162$258K<0.01%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC15,073$256K0.01%+1,47713F-HRTimeline
NewEdge Advisors, LLC15,028$255K<0.01%-1,16713F-HR/ATimeline
Summit Trail Advisors, LLC14,965$254K<0.01%+1,92013F-HRTimeline
Arkos Global Advisors14,952$254K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.14,386$244K<0.01%+9,15313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Squarepoint Ops LLCin group Squarepoint Ops LLC14,182$241K<0.01%new13F-HRTimelineGroup
ProShare Advisors LLC13,992$238K<0.01%-11413F-HRTimeline
Van Hulzen Asset Management, LLC13,700$233K0.02%013F-HRTimeline
Hodges Capital Management Inc.13,230$225K0.02%013F-HRTimeline
Empowered Funds, LLC13,096$223K<0.01%+5313F-HR/ATimeline
MAI Capital Management12,909$219K<0.01%+10,53713F-HRTimeline
Modern Wealth Management, LLC12,738$219K<0.01%-28913F-HRTimeline
Allworth Financial LP12,786$217K<0.01%+4,38513F-HRTimeline
Aprio Wealth Management, LLC12,776$217K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,424$211K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC12,381$210K<0.01%-29,20013F-HRTimeline
SHELTON CAPITAL MANAGEMENT12,127$206K<0.01%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA12,100$206K0.01%013F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.12,000$204K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Asset Management Inc11,966$203K<0.01%013F-HRTimeline
RDA Financial Network11,737$199K0.05%013F-HRTimeline
Integrated Advisors Network LLC11,703$199K0.01%-1,74713F-HRTimeline
Arrow Investment Advisors, LLC11,693$199K0.21%-38913F-HRTimeline
Capital Investment Advisory Services, L…11,579$197K0.01%+54413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,428$194K<0.01%+77313F-HRTimelineGroup
Intrua Financial, LLC11,159$190K0.02%-74613F-HRTimeline
Sterling Capital Management LLC11,009$187K<0.01%-8,40313F-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%013F-HRTimelineGroup
JB Capital LLC10,732$182K0.01%+10413F-HRTimeline
Summit Financial, LLC10,637$181K<0.01%+8813F-HRTimeline
PFG Investments, LLC10,588$180K0.01%-68813F-HRTimeline
GWN SECURITIES INC.10,028$170K0.03%-37213F-HRTimeline
KBC Group NVin group KBC Group NV10,017$170K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC9,765$166K0.01%+1,81913F-HRTimeline
Parallel Advisors, LLC9,496$161K<0.01%+4,06013F-HR/ATimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,000$136K0.03%013F-HRTimeline
GLOBEFLEX CAPITAL L P7,988$136K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,844$133K<0.01%+6,52013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN7,741$132K0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd7,024$119K<0.01%+99013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,017$119K<0.01%+2,94913F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC6,762$117K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd6,839$116K0.04%new13F-HRTimeline
Triumph Capital Management5,232$88.9K0.02%-86113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.5,049$85.8K<0.01%-48513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,875$82.8K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC4,783$81.3K<0.01%+4,46413F-HRTimeline
Eurizon Capital SGR S.p.A.4,718$79.7K<0.01%+2,56113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,405$74.8K0.01%-10113F-HRTimeline
UMB Bank, n.a.4,377$74.4K<0.01%-42413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clean Yield Group3,840$65.2K0.02%013F-HRTimeline
Avalon Trust Co3,650$62K<0.01%013F-HRTimeline
Quarry LP3,405$57.9K0.01%-1,02013F-HRTimeline
MTM Investment Management, LLC3,344$56.8K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,328$56.1K<0.01%+1,79613F-HRTimelineGroup
Advisory Services Network, LLC3,029$51.5K<0.01%-7,09613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,833$48.1K0.01%013F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC2,640$44.9K<0.01%new13F-HRTimelineGroup
Prosperity Bancshares Inc2,449$41.6K0.03%013F-HRTimeline
Main Street Group, LTD2,445$41.5K0.01%new13F-HRTimeline
Arax Advisory Partners2,319$39.4K<0.01%-90913F-HRTimeline
Quent Capital, LLC2,185$37.1K<0.01%-81813F-HRTimeline
Anchor Investment Management, LLC2,159$36.7K<0.01%013F-HRTimeline
Synergy Investment Management, LLC2,131$36.2K0.01%new13F-HRTimeline
MOTCO2,000$34K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,817$31.2K<0.01%+38913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,800$30.6K<0.01%013F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC1,720$29.2K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,600$27.2K<0.01%013F-HRTimeline
Citizens National Bank Trust Department1,543$26.2K<0.01%013F-HRTimeline
Versant Capital Management, Inc1,534$26.1K<0.01%+14213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,519$25.8K<0.01%-41,90413F-HRTimeline
Smartleaf Asset Management LLC1,509$25.4K<0.01%+6213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,480$25.2K<0.01%+19713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,466$24.9K<0.01%013F-HRTimelineGroup
Wiser Advisor Group LLC1,411$24K0.03%+1813F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,246$21.2K<0.01%-8913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,205$20.5K<0.01%013F-HRTimelineGroup
Basecamp Wealth Advisors LLC1,174$19.9K<0.01%+73913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,008$19.7K<0.01%+813F-HRTimeline
WOLFF WIESE MAGANA LLC1,161$19.7K0.01%013F-HRTimeline
Daytona Street Capital LLC1,075$18.4K0.01%013F-HRTimeline
Tidemark, LLC969$16.5K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …957$16K<0.01%-2,08413F-HRTimelineGroup
Destiny Wealth Partners, LLC920$15.6K<0.01%new13F-HRTimeline
Essential Partners LLC902$15.3K0.01%-3913F-HRTimeline
Steigerwald, Gordon & Koch Inc.900$15.3K<0.01%013F-HRTimeline
Clearstead Trust, LLC867$14.7K<0.01%-17313F-HRTimeline
Westside Investment Management, Inc.792$13.8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC766$13K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC739$12.6K<0.01%+17313F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC680$11.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust652$11.1K<0.01%-20813F-HRTimeline
Aviso Financial Inc.640$10.9K<0.01%013F-HRTimeline
Root Financial Partners, LLC637$10.8K<0.01%new13F-HRTimeline
CGC Financial Services, LLC530$9.01K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc496$8.42K<0.01%+713F-HRTimeline
Private Wealth Management Group, LLC480$8.16K<0.01%013F-HRTimeline
Covestor Ltd475$8K0.01%-33113F-HRTimeline
True Wealth Design, LLC455$7.73K<0.01%+10413F-HRTimeline
GHP Investment Advisors, Inc.451$7.66K<0.01%013F-HRTimeline
IFP Advisors, Inc432$7.34K<0.01%-6913F-HRTimeline
Sapience Investments, LLC431$7.32K0.95%-28,63913F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/430$7.31K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC421$7.15K<0.01%+513F-HRTimeline
SJS Investment Consulting Inc.403$6.85K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors400$6.8K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.380$6.46K<0.01%-4913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO365$6.2K<0.01%013F-HRTimelineGroup
EFG International AGin group EFG International AG359$6.1K<0.01%new13F-HRTimelineGroup
Measured Wealth Private Client Group, L…350$5.95K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…315$5.35K<0.01%013F-HRTimelineGroup
Owl Creek Wealth Partners LLC285$4.84K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…273$4.64K<0.01%+26013F-HRTimeline
High Note Wealth, LLC261$4.43K<0.01%013F-HRTimeline
Sachetta, LLC251$4.26K<0.01%+21013F-HRTimeline
Crewe Advisors LLC250$4.25K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.239$4.06K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.225$3.82K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC186$3.71K<0.01%-2613F-HRTimeline
Sound Income Strategies, LLC212$3.64K<0.01%+213F-HRTimeline
Fortitude Family Office, LLC214$3.64K<0.01%013F-HRTimeline
Key Financial Inc200$3.4K<0.01%013F-HRTimeline
WFA of San Diego, LLC200$3.4K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC200$3.4K<0.01%013F-HRTimeline
Bare Financial Services, Inc194$3.3K<0.01%+6513F-HRTimeline
CVA Family Office, LLC153$2.6K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC150$2.55K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC145$2.46K<0.01%new13F-HRTimeline