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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 3,850 | 65.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 3,600 | 61.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 3,484 | 59.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 3,380 | 63.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 3,132 | 53.2K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 3,026 | 55.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 2,794 | 52.2K $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 2,544 | 43.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 2,539 | 43.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 2,189 | 37.2K $ | 0.38 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,187 | 37.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 2,106 | 38.9K $ | 0.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Environmentally Aware Real Estate ETF iShares Trust | 1,940 | 36.3K $ | 0.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 1,929 | 36.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,746 | 29.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 1,656 | 28.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Variable Trust | 1,625 | 27.6K $ | 0.80 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,600 | 27.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 1,560 | 29.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Diversified Real Estate ETF ETF Series Solutions | 1,461 | 27K $ | 0.11 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 1,425 | 26.6K $ | 0.19 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 1,282 | 21.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 979 | 16.6K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 890 | 15.1K $ | 0.78 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 724 | 12.3K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 668 | 12.5K $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 620 | 11.4K $ | 0.29 % | 0.00 % | as of Feb 27, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 500 | 8.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 475 | 8.9K $ | 0.36 % | 0.00 % | as of Apr 30, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 441 | 7.5K $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 392 | 6.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 291 | 4.9K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 280 | 5.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 215 | 4K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 18 | 332.1 $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| AB US Equity ETF AB Active ETFs, Inc. | 5 | 92.3 $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| CARFY, SICAV S.A. A&G FONDOS, SGIIC, SA | 14.4K € | 0.01 % | as of Dec 31, 2025 ↗ | ||
| ALCESTIS INVESTMENT, SICAV, S.A. A&G FONDOS, SGIIC, SA | 14.4K € | 0.02 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 334 | +7 | 156,875,502 | -2.4 % |
| 2026Q1 | 327 | -9 | 160,790,751 | +2.7 % |
| 2025Q4 | 336 | +2 | 156,586,967 | +8.4 % |
| 2025Q3 | 334 | +8 | 144,476,731 | +1.3 % |
| 2025Q2 | 326 | +24 | 142,655,838 | +2.4 % |
| 2025Q1 | 302 | -1 | 139,271,275 | -2.6 % |
| 2024Q4 | 303 | -6 | 142,996,556 | -5.1 % |
| 2024Q3 | 309 | 0 | 150,689,452 | -2.9 % |
| 2024Q2 | 309 | +2 | 155,119,076 | +12.8 % |
| 2024Q1 | 307 | -10 | 137,511,161 | -11.3 % |
| 2023Q4 | 317 | 155,057,324 |
Institutional managers
434 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 54,844,563 | 931.8M $ | as of Mar 31, 2026 |
| COHEN & STEERS, INC. | 52,446,482 | 891.1K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 17,069,935 | 290M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 16,001,233 | 271.9K $ | as of Mar 31, 2026 |
| Resolution Capital Ltd | 14,034,367 | 238.4M $ | as of Mar 31, 2026 |
| APG Asset Management US Inc. | 10,223,995 | 175.4M $ | as of Mar 31, 2026 |
| Daiwa Securities Group Inc. | 8,422,975 | 143.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,330,756 | 124.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 7,261,014 | 123.4M $ | as of Mar 31, 2026 |
| RUSH ISLAND MANAGEMENT, LP | 7,225,362 | 122.8M $ | as of Mar 31, 2026 |
| Starboard Value LP | 6,821,267 | 115.9M $ | as of Mar 31, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 6,428,867 | 109.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 5,715,357 | 96.1M $ | as of Mar 31, 2026 |
| PGGM Investments | 5,607,134 | 95.3K $ | as of Mar 31, 2026 |
| Thrivent Financial for Lutherans | 5,222,220 | 88.7K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,895,247 | 83.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,368,543 | 74.2M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,272,658 | 78.3M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 3,942,866 | 67M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 3,536,787 | 60.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,498,128 | 59.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,415,552 | 58M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,270,789 | 55.6M $ | as of Mar 31, 2026 |
| JUPITER ASSET MANAGEMENT LTD | 3,209,167 | 54.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,964,095 | 50.2M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 8.21 % | 28,663,099 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.28 % | 18,439,935 | as 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