Overview Financials News + Filings Key Docs Charts Ownership Insiders
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Healthcare Realty Trust Inc (HTA)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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PRINCIPAL REAL ESTATE INVESTORS LLC
| 13,248,348 | -3,128,489 | 442,362,340 | | |
Hist
| 12/31/2021 |
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CHARLES SCHWAB INVESTMENT MANAGEMENT INC
| 2,913,147 | 117,878 | 81,306,000 | 0.03 | |
Hist
| 06/30/2022 |
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PARAMETRIC PORTFOLIO ASSOCIATES LLC
| 353,713 | 69,896 | 11,085,000 | 0.01 | |
Hist
| 03/31/2022 |
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State of New Jersey Common Pension Fund D
| 337,554 | -16,250 | 9,421,000 | 0.04 | |
Hist
| 06/30/2022 |
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REAL ESTATE MANAGEMENT SERVICES LLC
| 263,900 | -63,400 | 8,812,000 | 5.29 | 0.12 |
Hist
| 12/31/2021 |
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NexWave Capital Partners LLC
| 92,325 | 92,325 | 3,083,000 | 7.14 | |
Hist
| 12/31/2021 |
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BANK OF MONTREAL /CAN/
| 110,227 | -197,962 | 3,071,000 | 0.00 | |
Hist
| 06/30/2022 |
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SARISSA CONSULTING LLC
| 72,000 | 72,000 | 2,010,000 | 2.86 | |
Hist
| 06/30/2022 |
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Full18 Capital LLC
| 60,808 | 4,507 | 1,884,000 | 0.43 | |
Hist
| 03/31/2022 |
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Privium Fund Management (UK) Ltd
| 50,000 | 50,000 | 1,396,000 | 1.58 | |
Hist
| 06/30/2022 |
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Midwest Wealth Management Inc.
| 40,658 | 2,814 | 1,274,000 | 0.77 | |
Hist
| 03/31/2022 |
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Bickling Financial Services, Inc.
| 39,755 | 32 | 1,246,000 | 0.64 | |
Hist
| 03/31/2022 |
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Amalgamated Financial Corp.
| 38,394 | 38,394 | 1,203,000 | 0.01 | 0.02 |
Hist
| 03/31/2022 |
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Clay Northam Wealth Management, LLC
| 29,015 | -1,951 | 810,000 | 1.01 | |
Hist
| 06/30/2022 |
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Maryland State Retirement & Pension System
| 17,262 | 0 | 541,000 | 0.01 | |
Hist
| 03/31/2022 |
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MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
| 17,841 | 1,671 | 529,000 | 0.04 | |
Hist
| 09/30/2021 |
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STRATEGIC WEALTH MANAGEMENT INC
| 14,581 | 0 | 487,000 | 0.24 | |
Hist
| 12/31/2021 |
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HighPoint Advisor Group LLC
| 14,813 | 176 | 428,000 | 0.05 | 0.01 |
Hist
| 06/30/2022 |
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Barber Financial Group, Inc.
| 13,680 | -28 | 382,000 | 0.06 | |
Hist
| 06/30/2022 |
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Ameritas Investment Company, LLC
| 11,766 | 2,037 | 349,000 | 0.02 | |
Hist
| 09/30/2021 |
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Creative Planning
| 12,067 | -53 | 337,000 | 0.00 | |
Hist
| 06/30/2022 |
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SPIRIT OF AMERICA MANAGEMENT CORP/NY
| 10,000 | 0 | 279,000 | 0.06 | 0.00 |
Hist
| 06/30/2022 |
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NEXT Financial Group, Inc
| 3,864 | 44 | 129,000 | 0.01 | |
Hist
| 12/31/2021 |
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Berman Capital Advisors, LLC
| 3,243 | 2,481 | 95,000 | 0.01 | |
Hist
| 09/30/2021 |
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Carroll Financial Associates, Inc.
| 2,137 | 1,037 | 71,000 | 0.00 | |
Hist
| 12/31/2021 |
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Global Retirement Partners, LLC
| 1,779 | 1,779 | 53,000 | 0.00 | |
Hist
| 03/31/2022 |
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REILLY FINANCIAL ADVISORS, LLC
| 1,100 | 1,100 | 37,000 | 0.00 | |
Hist
| 12/31/2021 |
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Sonora Investment Management, LLC
| 800 | 800 | 24,000 | 0.00 | |
Hist
| 09/30/2021 |
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HHM Wealth Advisors, LLC
| 241 | 241 | 7,000 | 0.00 | |
Hist
| 06/30/2022 |
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Fieldpoint Private Securities, LLC
| 241 | 88 | 7,000 | 0.00 | |
Hist
| 06/30/2022 |
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Enterprise Trust & Investment Co
| 69 | 69 | 2,000 | 0.00 | |
Hist
| 06/30/2022 |
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Lenox Wealth Advisors, LLC
| 75 | 0 | 2,000 | 0.00 | 0.00 |
Hist
| 03/31/2022 |
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