Healthcare Rlty Tr (HR) Hedge Fund Ownership (Q2 2026)

Healthcare Rlty Tr (HR)

450 + Investors. Track Smart Money conviction in HR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HR

Based on 450 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added HR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

450 hedge funds hold HR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+46 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

225 buying197 selling

Last quarter: 225 funds bought or added vs 197 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 49 → 61 → 71 → 61. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 17% new

286 out of 450 hedge funds have held HR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +24% but shares only +2% — price-driven

Value

+23%

+2%

Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

53 → 49 → 61 → 71 → 61 new funds/Q

New funds entering each quarter: 49 → 61 → 71 → 61. A growing number of institutions are discovering HR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 19% new

Entry-cohort mix of 457 holders: 319 (70%) are 2+ year veterans, 50 entered 1–2 years ago, and 88 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

58 of 450 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in HR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	450	443	1.58%
13F Shares	382M	373M	2.24%
Total Value	$6.13B	$4.96B	23.65%
New Positions	61	71	-10
Increased Positions	163	168	-5
Closed Positions	54	43	+11
Reduced Positions	140	115	+25
Total Calls	5	3	66.67%
Total Puts	1	2	-50.0%
PUT/CALL Ratio	0.2	0.67	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

450

443

1.58%

13F Shares

382M

373M

2.24%

Total Value

$6.13B

$4.96B

23.65%

New Positions

-10

Increased Positions

163

168

-5

Closed Positions

+11

Reduced Positions

140

115

+25

Total Calls

66.67%

Total Puts

-50.0%

PUT/CALL Ratio

0.2

0.67

Bullish

Institutional Holders (2026 Q2)

450 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HR. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rush Island Management, LP	6.97%	5,213,764	$105.2M
2	Resolution Capital Ltd	4.50%	12,135,370	$244.8M
3	Skba Capital Management LLC	3.09%	927,438	$18.7M
4	Marble Harbor Investment Counsel, LLC	1.87%	913,200	$18.4M
5	Kettle Hill Capital Management, LLC	1.82%	367,366	$7.4M
6	APG Asset Management US Inc.	1.45%	10,223,995	$207.4M
7	Northside Capital Management, LLC	1.14%	692,605	$14.0M
8	Taylor Frigon Capital Management LLC	0.87%	92,207	$1.9M
9	Starboard Value LP	0.86%	1,936,267	$39.1M
10	Liberty One Investment Management, LLC	0.64%	317,842	$6.4M
11	Lecap Asset Management Ltd	0.54%	62,051	$1.3M
12	Sage Investment Counsel LLC	0.51%	25,313	$511K
13	Sequent Asset Management, LLC	0.49%	60,450	$1.0M
14	Chilton Capital Management LLC	0.42%	664,850	$13.4M
15	Mizuho Markets Cayman LP	0.37%	484,142	$9.8M
16	Los Angeles Capital Management LLC	0.36%	4,835,207	$97.5M
17	Jupiter Asset Management Ltd	0.32%	3,209,167	$64.7M
18	Daiwa Securities Group Inc.	0.32%	8,105,312	$163.5M
19	Hazelview Securities Inc.	0.29%	101,379	$2.1M
20	First National Bank of Omaha	0.28%	474,192	$9.8M
21	Edgestream Partners, L.P.	0.27%	447,845	$9.0M
22	First Dallas Securities Inc.	0.26%	38,405	$775K
23	Comprehensive Money Management Services LLC	0.24%	18,548	$374K
24	Safe Harbor Family Capital, LLC	0.20%	15,129	$305K
25	Capital Investment Advisors, LLC	0.20%	735,149	$14.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Healthcare Rlty Tr (HR)

What does the Smart Money Trend signal show for HR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HR?

Slight buying edge — 53% buying: Last quarter: 225 funds bought or added vs 197 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HR holders?

Elite ownership — 54% AUM from top-100 funds: 58 of 450 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in HR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HR?

64% of holders stayed for 2+ years: 286 out of 450 hedge funds have held HR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Healthcare Rlty Tr (HR)

Smart Money Signals — HR

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-10 vs last Q)

64% of holders stayed for 2+ years

Value +24% but shares only +2% — price-driven

Growing discovery — still being found

Veteran-anchored — 70% veterans vs 19% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — HR

Hedge Fund Ownership: HR

Market Analysis: HR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HR

Hedge Fund Positioning: HR

Statistics: HR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Healthcare Rlty Tr (HR)

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