Titelia

Fund shareholders of Healthcare Realty Trust Inc

ISIN US42226K1051 · United States · LEI 549300L0I14L7I0VLX84

Fund shareholders
340
Of which ETFs
83 257 other funds
Value held
2.8B $ 28.9K € · 34.4M SEK
Share of capital
45.8 % of 342.7M shares on Jul 27, 2026

340 funds hold this company. This table lists the 338 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 173,6623M $0.12 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 172,5762.9M $0.19 %0.05 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 170,7832.9M $0.06 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 169,2782.9M $0.01 %0.05 %as of Mar 31, 2026 ↗
NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust 165,5772.8M $0.50 %0.05 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 164,7872.8M $0.04 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 164,2752.8M $0.19 %0.05 %as of Mar 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 162,6212.8M $0.09 %0.05 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 162,2012.8M $0.18 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. 159,1203M $0.90 %0.05 %as of Apr 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 158,1533M $0.20 %0.05 %as of Apr 30, 2026 ↗
MFS Global Real Estate Portfolio MFS VARIABLE INSURANCE TRUST III 157,3442.7M $1.83 %0.05 %as of Mar 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 152,4242.9M $0.03 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 139,4052.6M $0.19 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 138,4352.6M $0.13 %0.04 %as of Apr 30, 2026 ↗
SFT Real Estate Securities Fund Securian Funds Trust 136,6352.3M $2.00 %0.04 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 135,1422.3M $0.35 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 133,4552.5M $0.19 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 133,4112.5M $0.02 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 131,5072.2M $0.18 %0.04 %as of Mar 31, 2026 ↗
Dividend Value Fund VALIC Co I 130,0992.4M $0.33 %0.04 %as of Feb 28, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT CO 128,7352.4M $0.58 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 126,2372.4M $0.02 %0.04 %as of Apr 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 123,9142.1M $0.18 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 123,3912.1M $0.08 %0.04 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 123,0312.1M $0.09 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 122,7032.3M $0.09 %0.04 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 121,9872.3M $0.02 %0.04 %as of Apr 30, 2026 ↗
GLOBAL REAL ESTATE FUND VALIC Co I 119,7452.2M $0.72 %0.03 %as of Feb 28, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 119,6702M $0.18 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 118,3912M $0.18 %0.03 %as of Mar 31, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 117,6002.2M $0.77 %0.03 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 114,9182M $0.07 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 114,8672.1M $0.02 %0.03 %as of Apr 30, 2026 ↗
Global Real Estate Index Fund Northern Funds 110,6751.9M $0.27 %0.03 %as of Mar 31, 2026 ↗
Penn Series Real Estate Securities Fund Penn Series Funds Inc 109,0111.9M $2.00 %0.03 %as of Mar 31, 2026 ↗
CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II 108,3921.8M $1.31 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 108,0302M $0.14 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 107,8782M $0.01 %0.03 %as of Apr 30, 2026 ↗
iShares Large Cap Value Active ETF BlackRock ETF Trust 102,0881.9M $0.60 %0.03 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 101,4971.7M $0.18 %0.03 %as of Mar 31, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 91,3131.6M $2.01 %0.03 %as of Mar 31, 2026 ↗
Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 90,6761.7M $0.48 %0.03 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 88,5581.5M $0.01 %0.03 %as of Mar 31, 2026 ↗
SIMT Multi-Strategy Alternatives Fund SEI INSTITUTIONAL MANAGED TRUST 86,4511.5M $0.62 %0.03 %as of Mar 31, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 84,2011.4M $0.50 %0.02 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 83,6811.4M $0.01 %0.02 %as of Mar 31, 2026 ↗
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 83,3421.6M $0.15 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 78,5981.3M $0.19 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 78,1151.5M $0.51 %0.02 %as of Apr 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 76,2851.3M $0.17 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 72,3461.4M $0.21 %0.02 %as of Apr 30, 2026 ↗
The Adirondack Small Cap Fund Adirondack Funds 71,2371.2M $2.42 %0.02 %as of Mar 31, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 69,5811.3M $0.48 %0.02 %as of Apr 30, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 69,0361.2M $0.23 %0.02 %as of Mar 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 67,5001.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 66,9141.1M $0.48 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 66,3731.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 66,0661.2M $0.06 %0.02 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 64,4421.1M $0.18 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 63,2091.2M $0.01 %0.02 %as of Feb 28, 2026 ↗
Cromwell CenterSquare Real Estate Fund Total Fund Solution 63,1511.1M $1.23 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 62,8361.2M $0.05 %0.02 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 61,4041.1M $0.14 %0.02 %as of Feb 28, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 61,3831M $0.05 %0.02 %as of Mar 31, 2026 ↗
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 61,0001M $0.98 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 58,815999.3K $0.05 %0.02 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 58,041986.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 57,9281.1M $0.90 %0.02 %as of Apr 30, 2026 ↗
SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST 57,547977.7K $1.30 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 57,2901.1M $0.04 %0.02 %as of Apr 30, 2026 ↗
iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust 56,487959.7K $0.11 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 55,781947.7K $0.06 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 55,3601M $0.17 %0.02 %as of Apr 30, 2026 ↗
PACE Global Real Estate Securities Investments PACE SELECT ADVISORS TRUST 55,1031M $1.90 %0.02 %as of Apr 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 55,012934.7K $0.18 %0.02 %as of Mar 31, 2026 ↗
Liberty One Spectrum ETF Two Roads Shared Trust 54,9261M $1.83 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 54,7441M $0.01 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 53,628911.1K $0.09 %0.02 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 53,423999K $0.08 %0.02 %as of Apr 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 53,361997.9K $0.19 %0.02 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 53,295905.5K $0.02 %0.02 %as of Mar 31, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 52,900898.8K $0.02 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 52,857988.4K $0.08 %0.02 %as of Apr 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 52,200886.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 50,623946.7K $0.16 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 50,273940.1K $0.14 %0.01 %as of Apr 30, 2026 ↗
LoCorr Dynamic Opportunity Fund LoCorr Investment Trust 50,245853.7K $2.85 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 49,505913.4K $0.07 %0.01 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 49,477925.2K $0.21 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 48,909831K $0.19 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 48,432893.6K $0.22 %0.01 %as of Feb 28, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 48,307903.3K $0.19 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 48,144818K $0.41 %0.01 %as of Mar 31, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 48,103899.5K $0.30 %0.01 %as of Apr 30, 2026 ↗
BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II 47,700810.4K $3.08 %0.01 %as of Mar 31, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 46,600791.7K $0.75 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 46,255865K $0.46 %0.01 %as of Apr 30, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 46,087861.8K $0.27 %0.01 %as of Apr 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 44,296752.6K $0.49 %0.01 %as of Mar 31, 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