Titelia

Fund shareholders of Healthcare Realty Trust Inc

ISIN US42226K1051 · United States · LEI 549300L0I14L7I0VLX84

Fund shareholders
338
Of which ETFs
83 255 other funds
Value held
2.8B $ 28.9K € · 34.4M SEK
Share of capital
45.8 % of 342.7M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 12,402,047231.9M $0.33 %3.62 %as of Apr 30, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 11,549,988196.2M $0.19 %3.37 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 11,078,595188.2M $0.01 %3.23 %as of Mar 31, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 9,694,830164.7M $2.01 %2.83 %as of Mar 31, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 8,569,054145.6M $2.00 %2.50 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 8,044,105136.7M $0.08 %2.35 %as of Mar 31, 2026 ↗
Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC 7,701,956130.9M $1.52 %2.25 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 5,498,90993.4M $0.63 %1.60 %as of Mar 31, 2026 ↗
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund 5,335,62999.8M $0.51 %1.56 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 4,506,27476.6M $0.20 %1.31 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 3,896,40266.2M $0.08 %1.14 %as of Mar 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 2,432,52444.9M $0.46 %0.71 %as of Feb 28, 2026 ↗
MFS Global Real Estate Fund MFS SERIES TRUST XIII 2,275,06842M $1.85 %0.66 %as of Feb 28, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 2,225,24041.6M $0.63 %0.65 %as of Apr 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 2,198,31041.1M $0.39 %0.64 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,858,11034.3M $0.08 %0.54 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 1,772,11430.1M $0.38 %0.52 %as of Mar 31, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 1,739,99829.6M $0.28 %0.51 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 1,707,45331.5M $0.15 %0.50 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 1,705,82929M $0.19 %0.50 %as of Mar 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,628,74430.5M $0.44 %0.48 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 1,587,21327M $0.79 %0.46 %as of Mar 31, 2026 ↗
Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC 1,574,45426.7M $1.30 %0.46 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds 1,559,37529.2M $0.83 %0.46 %as of Apr 30, 2026 ↗
BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. 1,377,09523.4M $1.29 %0.40 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,264,81821.5M $0.04 %0.37 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,215,42322.7M $0.05 %0.35 %as of Apr 30, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,203,41822.5M $0.29 %0.35 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 1,128,90520.8M $0.21 %0.33 %as of Feb 28, 2026 ↗
iShares U.S. Real Estate ETF iShares Trust 1,102,36218.7M $0.47 %0.32 %as of Mar 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 1,067,05820M $0.53 %0.31 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 949,46617.5M $0.13 %0.28 %as of Feb 28, 2026 ↗
iShares Global REIT ETF iShares Trust 872,56716.3M $0.34 %0.25 %as of Apr 30, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 786,74514.7M $0.46 %0.23 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 747,29512.7M $0.02 %0.22 %as of Mar 31, 2026 ↗
BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. 734,82313.7M $1.31 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 660,73412.2M $0.01 %0.19 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 630,09910.7M $0.63 %0.18 %as of Mar 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 602,64610.2M $1.30 %0.18 %as of Mar 31, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 592,29411.1M $0.32 %0.17 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 553,86410.2M $1.34 %0.16 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 535,9679.1M $0.38 %0.16 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 535,2409.9M $0.19 %0.16 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 520,7999.6M $0.01 %0.15 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 478,0498.1M $0.01 %0.14 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 471,8668M $0.06 %0.14 %as of Mar 31, 2026 ↗
Mid Value Fund John Hancock Funds II 463,3218.5M $0.65 %0.14 %as of Feb 28, 2026 ↗
Global X SuperDividend REIT ETF GLOBAL X FUNDS 459,1478.6M $3.63 %0.13 %as of Apr 30, 2026 ↗
JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust 457,8298.4M $1.68 %0.13 %as of Feb 28, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 448,4277.6M $0.77 %0.13 %as of Mar 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 433,7958.1M $0.48 %0.13 %as of Apr 30, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 429,9508M $0.41 %0.13 %as of Apr 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 422,8897.9M $0.40 %0.12 %as of Apr 30, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 407,0826.9M $0.36 %0.12 %as of Mar 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 398,8546.8M $0.53 %0.12 %as of Mar 31, 2026 ↗
BlackRock High Equity Income Fund BlackRock Funds 388,4837.2M $0.34 %0.11 %as of Feb 27, 2026 ↗
Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 379,8717M $1.00 %0.11 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 369,6166.8M $0.60 %0.11 %as of Feb 28, 2026 ↗
Adaptiv Select ETF Series Portfolios Trust 360,7936.7M $3.94 %0.11 %as of Apr 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 356,8686.7M $0.46 %0.10 %as of Apr 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 349,3065.9M $0.18 %0.10 %as of Mar 31, 2026 ↗
LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 348,3905.9M $0.50 %0.10 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 340,3656.3M $0.01 %0.10 %as of Feb 28, 2026 ↗
MFS Diversified Income Fund MFS Series Trust XIII 339,3336.3M $0.33 %0.10 %as of Feb 28, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS 326,6135.5M $0.57 %0.10 %as of Mar 31, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 309,5535.3M $0.29 %0.09 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 307,7035.8M $0.24 %0.09 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 299,4855.1M $0.14 %0.09 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 291,2614.9M $0.02 %0.08 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 289,6795.3M $0.39 %0.08 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 285,9464.9M $0.18 %0.08 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 282,6625.3M $0.22 %0.08 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 276,8205.2M $0.21 %0.08 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 268,5365M $0.19 %0.08 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 259,2884.8M $0.19 %0.08 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 254,3604.3M $0.38 %0.07 %as of Mar 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 246,1634.2M $0.38 %0.07 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 235,4734M $0.21 %0.07 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 235,2044.4M $0.08 %0.07 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 233,3914.4M $0.01 %0.07 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 233,0144M $0.01 %0.07 %as of Mar 31, 2026 ↗
Mid Value Trust John Hancock Variable Insurance Trust 231,5213.9M $0.62 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 224,9464.2M $0.00 %0.07 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 222,8574.2M $0.12 %0.07 %as of Apr 30, 2026 ↗
Mid Cap Index Fund Northern Funds 219,3153.7M $0.18 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 210,2553.9M $0.01 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 207,2473.8M $0.01 %0.06 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 200,8043.8M $0.04 %0.06 %as of Apr 30, 2026 ↗
BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. 198,5903.4M $1.11 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 197,0703.3M $0.01 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 194,0333.3M $0.01 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 190,9113.5M $0.02 %0.06 %as of Feb 28, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 188,5023.2M $1.13 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 187,7533.2M $0.22 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 182,7833.1M $0.50 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 182,1463.4M $0.01 %0.05 %as of Apr 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO Funds 181,7843.1M $0.14 %0.05 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 180,8733.1M $1.36 %0.05 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 174,57628.3M SEK0.10 %0.05 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 173,7823.2M $0.07 %0.05 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Adaptiv Select ETF Series Portfolios Trust 3.94 %as of Apr 30, 2026 ↗
Global X SuperDividend REIT ETF GLOBAL X FUNDS 3.63 %as of Apr 30, 2026 ↗
BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II 3.08 %as of Mar 31, 2026 ↗
LoCorr Dynamic Opportunity Fund LoCorr Investment Trust 2.85 %as of Mar 31, 2026 ↗
BAYWOOD VALUEPLUS FUND FORUM FUNDS II 2.49 %as of Mar 31, 2026 ↗
The Adirondack Small Cap Fund Adirondack Funds 2.42 %as of Mar 31, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 2.01 %as of Mar 31, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 2.01 %as of Mar 31, 2026 ↗
SFT Real Estate Securities Fund Securian Funds Trust 2.00 %as of Mar 31, 2026 ↗
Penn Series Real Estate Securities Fund Penn Series Funds Inc 2.00 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2334+7156,875,502-2.4 %
2026Q1327-9160,790,751+2.7 %
2025Q4336+2156,586,967+8.4 %
2025Q3334+8144,476,731+1.3 %
2025Q2326+24142,655,838+2.4 %
2025Q1302-1139,271,275-2.6 %
2024Q4303-6142,996,556-5.1 %
2024Q33090150,689,452-2.9 %
2024Q2309+2155,119,076+12.8 %
2024Q1307-10137,511,161-11.3 %
2023Q4317155,057,324

Institutional managers

434 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.54,844,563931.8M $as of Mar 31, 2026
COHEN & STEERS, INC.52,446,482891.1K $as of Mar 31, 2026
STATE STREET CORP17,069,935290M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/16,001,233271.9K $as of Mar 31, 2026
Resolution Capital Ltd14,034,367238.4M $as of Mar 31, 2026
APG Asset Management US Inc.10,223,995175.4M $as of Mar 31, 2026
Daiwa Securities Group Inc.8,422,975143.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,330,756124.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC7,261,014123.4M $as of Mar 31, 2026
RUSH ISLAND MANAGEMENT, LP7,225,362122.8M $as of Mar 31, 2026
Starboard Value LP6,821,267115.9M $as of Mar 31, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC6,428,867109.2M $as of Mar 31, 2026
JPMORGAN CHASE & CO5,715,35796.1M $as of Mar 31, 2026
PGGM Investments5,607,13495.3K $as of Mar 31, 2026
Thrivent Financial for Lutherans5,222,22088.7K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,895,24783.2M $as of Mar 31, 2026
MORGAN STANLEY4,368,54374.2M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/4,272,65878.3M $as of Mar 31, 2026
SEI INVESTMENTS CO3,942,86667M $as of Mar 31, 2026
Bank of New York Mellon Corp3,536,78760.1M $as of Mar 31, 2026
NORTHERN TRUST CORP3,498,12859.4M $as of Mar 31, 2026
Invesco Ltd.3,415,55258M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC3,270,78955.6M $as of Mar 31, 2026
JUPITER ASSET MANAGEMENT LTD3,209,16754.5M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC2,964,09550.2M $as of Mar 31, 2026

Declared shareholders of Healthcare Realty Trust Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.21 %28,663,099as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.28 %18,439,935as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Healthcare Realty Trust Inc". https://titelia.com/en/stocks/healthcare-realty-trust-inc-US42226K1051