Public record / Tickers / HR

HR — Healthcare Realty Trust Inc†

Both disclosure regimes on one name: who in Congress filed about HR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming HR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
13F holders
335
top-335 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

David B. McKinley · $15.0K–$50.0K

SELL · traded 2018-12-17 → filed 2019-01-09. Ranked over every HR row by the provable lower bound, never a point estimate.

No member disclosed HR in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated HR rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SELLTraded 2019-02-20 LATE·432d$1K–$15K
2019-01-09David B. McKinley R–WV-1SELL JT (jointly owned)Traded 2018-12-17 +23d$15K–$50K
2015-06-10Raúl M. Grijalva D–AZ-7SELL SP (spouse-owned)Traded 05-11 +30d$1K–$15K
2014-08-07Raúl M. Grijalva D–AZ-7BUY SP (spouse-owned)Traded 07-30 +8d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in HR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed HR in the trailing 12 months.

Congress ↔ notable managers · HR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Starboard Value $116M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HEALTHCARE RLTY TR

Merged timeline of congressional filings and notable-manager moves on HR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+1,597,482 sh
2026-05-15Starboard Value 13FTRIM−5,778,733 sh
2026-05-14Caxton Associates 13FADD+26,510 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$932M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$486M1
3STATE STREET CORP$290M1
4VANGUARD CAPITAL MANAGEMENT LLC$265M1
5Resolution Capital Ltd$238M1
6APG Asset Management US Inc.$175M1
7Daiwa Securities Group Inc.$143M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$125M1
9RUSH ISLAND MANAGEMENT, LP$123M1
10Starboard Value LP$116M1
11DIMENSIONAL FUND ADVISORS LP$83.2M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$78.3M1
13MORGAN STANLEY$74.2M1
14SEI INVESTMENTS CO$67.0M1
15NORTHERN TRUST CORP$59.4M1
16Invesco Ltd.$58.0M1
17JUPITER ASSET MANAGEMENT LTD$54.5M1
18AQR CAPITAL MANAGEMENT LLC$50.2M1
19Legal & General Group Plc$48.1M1
20Gotham Asset Management, LLC$46.9M1
21MILLENNIUM MANAGEMENT LLC$39.0M1
22PZENA INVESTMENT MANAGEMENT LLC$37.8M1
23BANK OF AMERICA CORP /DE/$37.5M1
24VANGUARD FIDUCIARY TRUST CO$36.7M1
25BNP Paribas Asset Management Holding S.A.$33.4M1
26RENAISSANCE TECHNOLOGIES LLC$26.3M1
27NORDEA INVESTMENT MANAGEMENT AB$23.9M1
28WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$22.3M1
29UBS Group AG$20.4M1
30SKBA CAPITAL MANAGEMENT LLC$18.9M1
31ENVESTNET ASSET MANAGEMENT INC$18.7M1
32D. E. Shaw & Co., Inc.$17.9M1
33KETTLE HILL CAPITAL MANAGEMENT, LLC$17.8M1
34Marble Harbor Investment Counsel, LLC$15.6M1
35PRUDENTIAL FINANCIAL INC$15.6M1
36CITADEL ADVISORS LLC$14.8M1
37CITIGROUP INC$14.5M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.9M1
39CHILTON CAPITAL MANAGEMENT LLC$13.5M1
40HSBC HOLDINGS PLC$13.3M1
41PRINCIPAL FINANCIAL GROUP INC$13.2M1
42Northside Capital Management, LLC$12.1M1
43Capital Investment Advisors, LLC$12.0M1
44Apollo Management Holdings, L.P.$11.5M1
45Swiss National Bank$11.2M1
46Allianz Asset Management GmbH$9.8M1
47JANE STREET GROUP, LLC$9.7M1
48Asset Management One Co., Ltd.$9.3M1
49NOMURA ASSET MANAGEMENT CO LTD$9.2M1
50BANK OF MONTREAL /CAN/$8.8M1
51ALLIANCEBERNSTEIN L.P.$8.4M1
52INTECH INVESTMENT MANAGEMENT LLC$7.8M1
53FIRST NATIONAL BANK OF OMAHA$7.7M1
54MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.5M1
55Man Group plc$7.4M1
56Retirement Systems of Alabama$7.3M1
57Nuveen, LLC$7.1M1
58Aberdeen Group plc$6.6M1
59Edgestream Partners, L.P.$6.5M1
60IEQ CAPITAL, LLC$6.1M1
61Universal- Beteiligungs- und Servicegesellschaft mbH$5.8M1
62LPL Financial LLC$5.5M1
63Creative Planning$5.5M1
64MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.4M1
65LIBERTY ONE INVESTMENT MANAGEMENT, LLC$5.3M1
66VANGUARD ASSET MANAGEMENT, Ltd$5.2M1
67STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.1M1
68Vanguard Investments Australia, Ltd.$5.1M1
69WELLS FARGO & COMPANY/MN$5.0M1
70FIFTH THIRD BANCORP$5.0M1
71Mitsubishi UFJ Asset Management Co., Ltd.$4.8M1
72Quantinno Capital Management LP$4.6M1
73Zurcher Kantonalbank (Zurich Cantonalbank)$4.1M1
74COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.0M1
75Mariner, LLC$3.9M1
76DEUTSCHE BANK AG\$3.7M1
77ROYAL BANK OF CANADA$3.7M1
78Holocene Advisors, LP$3.6M1
79State of New Jersey Common Pension Fund D$3.4M1
80XTX Topco Ltd$3.3M1
81Amundi$3.2M1
82FRANKLIN RESOURCES INC$3.0M1
83MACQUARIE GROUP LTD$3.0M1
84VARCOV Co.$2.7M1
85STIFEL FINANCIAL CORP$2.6M1
86Resona Asset Management Co.,Ltd.$2.6M1
87Mitsubishi UFJ Trust & Banking Corp$2.6M1
88Janus Henderson Group Ltd.$2.5M1
89Vanguard Global Advisers, LLC$2.4M1
90MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
91LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.3M1
92CAXTON ASSOCIATES LLP$2.2M1
93Presima Securities ULC$2.2M1
94WINTON GROUP Ltd$2.2M1
95CWM, LLC$2.2M1
96FIRST TRUST ADVISORS LP$2.0M1
97CIBC WORLD MARKET INC.$2.0M1
98AMG National Trust Bank$2.0M1
99MERCER GLOBAL ADVISORS INC /ADV$1.9M1
100Cerity Partners LLC$1.8M1
101Cinctive Capital Management LP$1.8M1
102WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M1
103LAZARD ASSET MANAGEMENT LLC$1.7M1
104HighTower Advisors, LLC$1.6M1
105Oak Thistle LLC$1.6M1
106Cetera Investment Advisers$1.6M1
107Taylor Frigon Capital Management LLC$1.6M1
108Arizona State Retirement System$1.6M1
109Metis Global Partners, LLC$1.6M1
110STATE OF WISCONSIN INVESTMENT BOARD$1.5M1
111Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
112STATE OF MICHIGAN RETIREMENT SYSTEM$1.4M1
113CIBC Bancorp USA Inc.$1.4M1
114NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
115Vanguard Personalized Indexing Management, LLC$1.3M1
116Jefferies Financial Group Inc.$1.3M1
117OSAIC HOLDINGS, INC.$1.2M1
118OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
119UniSuper Management Pty Ltd$1.2M1
120Robeco Institutional Asset Management B.V.$1.1M1
121NEOS Investment Management LLC$1.1M1
122RAYMOND JAMES FINANCIAL INC$1.1M1
123MONEY CONCEPTS CAPITAL CORP$1.1M1
124Federation des caisses Desjardins du Quebec$1.0M1
125OPPENHEIMER ASSET MANAGEMENT INC.$976K1
126QUADRANT CAPITAL GROUP LLC$967K1
127NISSAY ASSET MANAGEMENT CORP /JAPAN$938K1
128IFM Investors Pty Ltd$914K1
129Pictet Asset Management Holding SA$898K1
130MML INVESTORS SERVICES, LLC$824K1
131FMR LLC$783K1
132AXQ CAPITAL, LP$764K1
133M&T BANK CORP$760K1
134Sequoia Financial Advisors, LLC$757K1
135COMMONWEALTH EQUITY SERVICES, LLC$754K1
136Pathstone Holdings, LLC$749K1
137NEW YORK LIFE INVESTMENT MANAGEMENT LLC$741K1
138Focus Partners Wealth$738K1
139Vinva Investment Management Ltd$729K1
140J.W. COLE ADVISORS, INC.$726K1
141LECAP ASSET MANAGEMENT LTD$712K1
142Advisors Asset Management, Inc.$710K1
143TEACHER RETIREMENT SYSTEM OF TEXAS$700K1
144XPONANCE LLC$694K1
145Atria Investments, Inc$649K1
146Sanctuary Advisors, LLC$639K1
147Advisory Resource Group$637K1
148Orion Porfolio Solutions, LLC$571K1
149Linden Thomas Advisory Services, LLC$537K1
150BROWN ADVISORY INC$529K1
151JOURNEY STRATEGIC WEALTH LLC$515K1
152ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$500K1
153FEDERATED HERMES, INC.$471K1
154Haverford Trust Co$469K1
155Dynamic Technology Lab Private Ltd$466K1
156Corient Private Wealth LLC$446K1
157Merit Financial Group, LLC$444K1
158GeoWealth Management, LLC$437K1
159Geneos Wealth Management Inc.$436K1
160SECURIAN ASSET MANAGEMENT, INC$435K1
161Sage Investment Counsel LLC$429K1
162FOX RUN MANAGEMENT, L.L.C.$428K1
163Ensign Peak Advisors, Inc$419K1
164Tidal Investments LLC$408K1
165VOYA INVESTMENT MANAGEMENT LLC$406K1
166WASHINGTON TRUST BANK$402K1
167World Investment Advisors$401K1
168HEITMAN REAL ESTATE SECURITIES LLC$397K1
169Brevan Howard Capital Management LP$397K1
170Abel Hall, LLC$391K1
171Tower Research Capital LLC (TRC)$385K1
172SIGNATUREFD, LLC$383K1
173Magnetar Financial LLC$376K1
174TWO SIGMA INVESTMENTS, LP$365K1
175Chicago Partners Investment Group LLC$365K1
176Safe Harbor Family Capital, LLC$363K1
177ARMSTRONG ADVISORY GROUP, INC$349K1
178HB Wealth Management, LLC$346K1
179VestGen Advisors, LLC$338K1
180Swiss Life Asset Management Ltd$331K1
181Point72 Asset Management, L.P.$329K1
182Engineers Gate Manager LP$321K1
183Comprehensive Money Management Services LLC$319K1
184NATIXIS$310K1
185DoubleLine ETF Adviser LP$307K1
186Bayforest Capital Ltd$305K1
187Kestra Advisory Services, LLC$299K1
188Utah Retirement Systems$295K1
189Global Financial Private Client, LLC$287K1
190COLDSTREAM CAPITAL MANAGEMENT INC$284K1
191Maryland State Retirement & Pension System$281K1
192Global Endowment Management, LP$270K1
193BOOTHBAY FUND MANAGEMENT, LLC$270K1
194Clay Northam Wealth Management, LLC$267K1
195Norinchukin Bank, The$263K1
196GUGGENHEIM CAPITAL LLC$261K1
197State of Wyoming$259K1
198TBH Global Asset Management, LLC$258K1
199RITHOLTZ WEALTH MANAGEMENT$258K1
200KESTRA PRIVATE WEALTH SERVICES, LLC$256K1
201EVOLVE PRIVATE WEALTH, LLC$256K1
202NewEdge Advisors, LLC$255K1
203Summit Trail Advisors, LLC$254K1
204Squarepoint Ops LLC$241K1
205ProShare Advisors LLC$238K1
206Van Hulzen Asset Management, LLC$233K1
207Empowered Funds, LLC$223K1
208Focus Partners Advisor Solutions, LLC$221K1
209MAI Capital Management$219K1
210Modern Wealth Management, LLC$219K1
211Allworth Financial LP$217K1
212Aprio Wealth Management, LLC$217K1
213UNITED CAPITAL FINANCIAL ADVISORS, LLC$211K1
214Cresset Asset Management, LLC$210K1
215SHELTON CAPITAL MANAGEMENT$206K1
216BALDWIN WEALTH PARTNERS LLC/MA$206K1
217FARALLON CAPITAL MANAGEMENT, L.L.C.$204K1
218CIBC Asset Management Inc$203K1
219RDA Financial Network$199K1
220Integrated Advisors Network LLC$199K1
221Arrow Investment Advisors, LLC$199K1
222Capital Investment Advisory Services, LLC$197K1
223US BANCORP \DE\$194K1
224Intrua Financial, LLC$190K1
225Focus Financial Network, Inc.$183K1
226WELLINGTON MANAGEMENT GROUP LLP$182K1
227JB Capital LLC$182K1
228Summit Financial, LLC$181K1
229PFG Investments, LLC$180K1
230GWN SECURITIES INC.$170K1
231Rockefeller Capital Management L.P.$133K1
232DELTA ASSET MANAGEMENT LLC/TN$132K1
233FIL Ltd$119K1
234Mirae Asset Global Investments Co., Ltd.$117K1
235Aster Capital Management (DIFC) Ltd$116K1
236Triumph Capital Management$88.9K1
237THRIVENT FINANCIAL FOR LUTHERANS$88.7K1
238Eurizon Capital SGR S.p.A.$79.7K1
239Pinnacle Wealth Planning Services, Inc.$74.8K1
240UMB Bank, n.a.$74.4K1
241Avalon Trust Co$62.0K1
242NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$61.2K1
243Quarry LP$57.9K1
244UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$56.3K1
245Inspire Investing, LLC$44.9K1
246PROSPERITY BANCSHARES INC$41.6K1
247Arax Advisory Partners$39.4K1
248Atlantic Union Bankshares Corp$30.6K1
249Wilmington Savings Fund Society, FSB$27.2K1
250EXCHANGE TRADED CONCEPTS, LLC$25.8K1
251Smartleaf Asset Management LLC$25.4K1
252Transamerica Financial Advisors, LLC$25.2K1
253Spire Wealth Management$20.5K1
254WOLFF WIESE MAGANA LLC$19.7K1
255Destiny Wealth Partners, LLC$15.6K1
256Clearstead Trust, LLC$14.7K1
257ASSETMARK, INC$12.6K1
258Parkside Financial Bank & Trust$11.1K1
259Aviso Financial Inc.$10.9K1
260Private Wealth Management Group, LLC$8.2K1
261HRT FINANCIAL LP$8.1K1
262True Wealth Design, LLC$7.7K1
263GHP Investment Advisors, Inc.$7.7K1
264Sapience Investments, LLC$7.3K1
265Larson Financial Group LLC$7.2K1
266SJS Investment Consulting Inc.$6.8K1
267EFG International AG$6.1K1
268Measured Wealth Private Client Group, LLC$5.9K1
269DekaBank Deutsche Girozentrale$5.2K1
270Owl Creek Wealth Partners LLC$4.8K1
271Sachetta, LLC$4.3K1
272Crewe Advisors LLC$4.2K1
273AMERIFLEX GROUP, INC.$4.1K1
274Key FInancial Inc$3.4K1
275State of Alaska, Department of Revenue$3.4K1
276CVA Family Office, LLC$2.6K1
277Beaird Harris Wealth Management, LLC$2.5K1
278Treasurer of the State of North Carolina$2.4K1
279Physician Wealth Advisors, Inc.$2.0K1
280TD Waterhouse Canada Inc.$1.7K1
281HM PAYSON & CO$1.7K1
282Investors Research Corp$1.6K1
283N.E.W. Advisory Services LLC$1.3K1
284INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.2K1
285Manchester Capital Management LLC$1.1K1
286Vestcor Inc$1.1K1
287Prestige Wealth Management Group LLC$7651
288Cromwell Holdings LLC$6801
289Caitlin John, LLC$6461
290GSA CAPITAL PARTNERS LLP$6221
291FINANCIAL CONSULATE, INC$4761
292PARK AVENUE SECURITIES LLC$3751
293SouthState Bank Corp$3401
294KBC Group NV$1701
295Steward Partners Investment Advisory, LLC$1411
296MV CAPITAL MANAGEMENT, INC.$1361
297MEEDER ASSET MANAGEMENT INC$171
298Capital Advisors, Ltd. LLC$11
299Activest Wealth Management$01
300VANGUARD GROUP INC— value not disclosed1
301HARBOUR INVESTMENTS, INC.— value not disclosed1
302Clearstead Advisors, LLC— value not disclosed1
303COMERICA BANK— value not disclosed1
304GROUP ONE TRADING LLC— value not disclosed1
305Pekin Hardy Strauss, Inc.— value not disclosed1
306CIBC WORLD MARKETS CORP— value not disclosed1
307NOMURA HOLDINGS INC— value not disclosed1
308EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
309CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
310CIBC Private Wealth Group LLC— value not disclosed1
311NORGES BANK— value not disclosed1
312SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
313TWO SIGMA ADVISERS, LP— value not disclosed1
314Fortis Advisors, LLC— value not disclosed1
315McIlrath & Eck, LLC— value not disclosed1
316DV Trading LLC— value not disclosed1
317Vestmark Advisory Solutions, Inc.— value not disclosed1
318Vident Advisory, LLC— value not disclosed1
319WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
320Global Retirement Partners, LLC— value not disclosed1
321MQS Management LLC— value not disclosed1
322INCEPTIONR LLC— value not disclosed1
323TUCKER ASSET MANAGEMENT LLC— value not disclosed1
324AlphaQuest LLC— value not disclosed1
325PharVision Advisers, LLC— value not disclosed1
326Fifth Third Wealth Advisors LLC— value not disclosed1
327SageView Advisory Group, LLC— value not disclosed1
328Warwick Investment Management, Inc.— value not disclosed1
329Dunhill Financial, LLC— value not disclosed1
330Envestnet Portfolio Solutions, Inc.— value not disclosed1
331Jain Global LLC— value not disclosed1
332Safe Harbor Fiduciary, LLC— value not disclosed1
333Bayhunt Capital LLC— value not disclosed1
334North Dakota State Investment Board— value not disclosed1
335OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 299 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HR

RETAINED WINDOW · ACTIVE HITS

Zero hits on HR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HR · financials and macro

Financials — as filed PLANNED

HR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing