13FBOX
HEALTHCARE RLTY TR · 13F Institutional Holdings
Options Calculator Rankings

HEALTHCARE RLTY TR

HR
Institutions
455
Combined AUM (Q2 2026)
$7.72B
Combined Shares (Q2 2026)
382.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+41.1M
223 · 62 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-35.2M
193 · 49 Exit · ≈
⚖️ Net
+6.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.72B
Institutions
455
New Buys
62
Adds
161
Reduces
144
Exits
49
Unchanged
88
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.02%0.02%#116$1.15B57.0M$931.8M54.8M+2.2M+4.01%Add
COHEN & STEERS, INC.
1.7%1.55%#6$1.07B53.3M$891.1M52.4M+814,918+1.55%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.03%0.03%#91$585.9M29.0M$486.3M28.6M+426,341+1.49%Add
STATE STREET CORP
0.01%0.01%#166$337.7M16.7M$290.0M17.1M-326,118-1.91%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
0.03%0.03%#77$324.5M16.1M$271.9M16.0M+86,131+0.54%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#203$314.2M15.6M$264.6M15.6M+7,007+0.04%Add
Resolution Capital Ltd
4.5%5.01%#2$244.8M12.1M$238.4M14.0M-1.9M-13.53%Reduce
APG Asset Management US Inc.
1.45%1.35%#7$207.4M10.2M$175.4M10.2M00.00%Unchanged
Daiwa Securities Group Inc.
0.32%0.41%#21$163.5M8.1M$143.1M8.4M-317,663-3.77%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%0.02%#105$150.1M7.4M$124.5M7.3M+109,754+1.50%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#182$147.4M7.3M$123.4M7.3M+44,345+0.61%Add
UBS Group AG
0.02%<0.01%#126$123.2M6.1M$20.4M1.2M+4.9M+407.78%Add
RUSH ISLAND MANAGEMENT, LP
6.97%8.24%#1$105.2M5.2M$122.8M7.2M-2.0M-27.84%Reduce
THRIVENT FINANCIAL FOR LUTHERANS
0.16%0.16%#30$104.1M5.2M$88.7M5.2M-59,866-1.15%Reduce
DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#111$101.6M5.0M$83.2M4.9M+142,132+2.90%Add
MORGAN STANLEY
0.01%<0.01%#222$101.1M5.0M$62.1M3.4M+1.6M+45.63%Add
LOS ANGELES CAPITAL MANAGEMENT LLC
0.36%0.1%#19$97.5M4.8M$26.2M1.5M+3.3M+213.12%Add
DEUTSCHE BANK AG\
0.03%<0.01%#90$93.4M4.6M$3.7M220,358+4.4M+2,000.60%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.03%0.03%#85$88.2M4.0M$78.3M4.3M-245,706-5.75%Reduce
AQR CAPITAL MANAGEMENT LLC
0.03%0.02%#80$86.5M4.3M$50.2M3.0M+1.3M+44.64%Add
NORGES BANK
0.01%0.01%#186$76.7M3.8M$77.1M4.6M-758,646-16.64%Reduce
SEI INVESTMENTS CO
0.07%0.06%#54$75.4M3.7M$67.0M3.9M-203,076-5.15%Reduce
MILLENNIUM MANAGEMENT LLC
0.02%0.02%#96$70.2M3.5M$39.0M2.3M+1.2M+51.68%Add
NORTHERN TRUST CORP
0.01%0.01%#181$70.0M3.5M$59.4M3.5M-25,825-0.74%Reduce
Bank of New York Mellon Corp
0.01%0.01%#151$69.1M3.4M$60.1M3.5M-111,283-3.15%Reduce
Russell Investments Group, Ltd.
0.05%0.04%#62$65.9M3.3M$38.3M2.3M+1.0M+44.89%Add
JUPITER ASSET MANAGEMENT LTD
0.32%0.29%#20$64.7M3.2M$54.5M3.2M00.00%Unchanged
GOLDMAN SACHS GROUP INC
0.01%0.01%#229$58.6M2.9M$55.6M3.3M-363,144-11.10%Reduce
Legal & General Group Plc
0.01%0.01%#146$57.1M2.8M$48.1M2.8M+1,282+0.05%Add
PGGM Investments
1.36%1.67%#8$55.6M2.8M$95.3M5.6M-2.8M-50.80%Reduce
Gotham Asset Management, LLC
0.12%0.14%#40$53.5M2.7M$46.9M2.8M-108,208-3.92%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.07%0.04%#52$51.7M2.6M$26.3M1.5M+1.0M+65.33%Add
HRT FINANCIAL LP
0.09%0.02%#47$49.1M2.4M$8.1M476,259+2.0M+411.09%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#259$48.9M2.4M$13.1M769,066+1.7M+215.12%Add
PZENA INVESTMENT MANAGEMENT LLC
0.13%0.12%#34$44.9M2.2M$37.8M2.2M00.00%Unchanged
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#169$44.1M2.2M$36.7M2.2M+25,617+1.18%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#291$41.6M2.1M$37.5M2.2M-147,251-6.67%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%<0.01%#193$40.3M2.0M$56,3393,316+2.0M+60,177.14%Add
Starboard Value LP
0.86%2.53%#12$39.1M1.9M$115.9M6.8M-4.9M-71.61%Reduce
BNP Paribas Asset Management Holding S.A.
0.04%#69$37.1M1.8M$00+1.8MNew Buy
JPMORGAN CHASE & CO
<0.01%0.01%#317$32.9M1.6M$96.1M5.7M-4.1M-72.38%Reduce
Invesco Ltd.
<0.01%0.01%#313$25.0M1.2M$58.0M3.4M-2.2M-63.67%Reduce
ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#217$24.0M1.2M$18.7M1.1M+92,102+8.39%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#273$20.7M1.0M$5.0M296,040+728,717+246.15%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#262$19.3M954,732$8.1M476,722+478,010+100.27%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.06%0.07%#56$19.0M943,623$22.3M1.3M-371,473-28.25%Reduce
SKBA CAPITAL MANAGEMENT LLC
3.09%2.59%#3$18.7M927,438$18.9M1.1M-184,400-16.59%Reduce
Marble Harbor Investment Counsel, LLC
1.87%1.69%#4$18.4M913,200$15.6M917,607-4,407-0.48%Reduce
RHUMBLINE ADVISERS
0.01%0.01%#136$17.9M888,755$15.2M893,433-4,678-0.52%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#336$17.5M867,976$2.6M153,100+714,876+466.93%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow