Reported 1,336,687 shares, down 237,121 (15.1%) from the prior quarter.
Reported value -21.5%; share count -15.1% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2022-09-30 | 32814000 |
| 2022-12-31 | 25757960 |
| 2023-03-31 | 34982278 |
| 2023-06-30 | 19034532 |
| 2023-09-30 | 16292006 |
| 2023-12-31 | 24206704 |
| 2024-03-31 | 16847317 |
| 2024-06-30 | 163251642 |
| 2024-09-30 | 333632231 |
| 2024-12-31 | 101074904 |
| 2025-03-31 | 33720366 |
| 2025-06-30 | 40878864 |
| 2025-09-30 | 40039960 |
| 2025-12-31 | 33038653 |
| 2026-03-31 | 37530315 |
| 2026-06-30 | 41584772 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 2,061,714 | -147,251 (-6.7%) | < 0.01% | $41,584,772 | 2026-08-14 | |
| Q1 2026 | Added | 2,208,965 | +259,782 (13.3%) | < 0.01% | $37,530,315 | 2026-05-18 | |
| Q4 2025 | Reduced | 1,949,183 | -271,558 (-12.2%) | < 0.01% | $33,038,653 | 2026-02-17 | |
| Q3 2025 | Reduced | 2,220,741 | -356,741 (-13.8%) | < 0.01% | $40,039,960 | 2025-11-14 | |
| Q2 2025 | Added | 2,577,482 | +582,194 (29.2%) | < 0.01% | $40,878,864 | 2025-08-14 | |
| Q1 2025 | Reduced | 1,995,288 | -3,967,833 (-66.5%) | < 0.01% | $33,720,366 | 2025-05-15 | |
| Q4 2024 | Reduced | 5,963,121 | -12,418,820 (-67.6%) | < 0.01% | $101,074,904 | 2025-02-14 | |
| Q3 2024 | Added | 18,381,941 | +8,475,895 (85.6%) | 0.03% | $333,632,231 | 2024-11-14 | |
| Q2 2024 | Added | 9,906,046 | +8,715,423 (732.0%) | 0.01% | $163,251,642 | 2024-08-14 | |
| Q1 2024 | Reduced | 1,190,623 | -214,293 (-15.3%) | < 0.01% | $16,847,317 | 2024-05-15 | |
| Q4 2023 | Added | 1,404,916 | +337,987 (31.7%) | < 0.01% | $24,206,704 | 2024-02-14 | |
| Q3 2023 | Added | 1,066,929 | +57,675 (5.7%) | < 0.01% | $16,292,006 | 2023-11-14 | |
| Q2 2023 | Reduced | 1,009,254 | -800,486 (-44.2%) | < 0.01% | $19,034,532 | 2023-08-14 | |
| Q1 2023 | Added | 1,809,740 | +473,053 (35.4%) | < 0.01% | $34,982,278 | 2023-05-12 | |
| Q4 2022 | Reduced | 1,336,687 | -237,121 (-15.1%) | < 0.01% | $25,757,960 | 2023-02-10 | |
| Q3 2022 | New | 1,573,808 | +1,573,808 (0.0%) | < 0.01% | $32,814,000 | 2022-11-14 |
Who else reported the position
465 managers reported HEALTHCARE REALTY TRUST INCORP for Q4 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 54,845,205 | +254,799 | 0.03% | $1,056,867,102 | 2 qtrs |
| COHEN & STEERS INC | Added | 50,895,930 | +15,513,065 | 2.16% | $980,768,000 | 2 qtrs |
| BlackRock Inc | Added | 45,326,724 | +1,556,705 | 0.03% | $873,445,970 | 2 qtrs |
| STATE STREET CORPORATION | Added | 22,618,951 | +558,716 | 0.03% | $435,867,186 | 2 qtrs |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 12,274,067 | -452,182 | 0.18% | $236,521,275 | 2 qtrs |
| Daiwa Securities Group Inc | Added | 11,549,984 | +5,595,390 | 1.71% | $222,568,000 | 2 qtrs |
| APG Asset Management US Inc | Reduced | 11,501,772 | -146,133 | 1.79% | $221,639,146 | 2 qtrs |
| NUANCE INVESTMENTS LLC | Added | 10,739,345 | +1,474,275 | 4.33% | $206,947,183 | 2 qtrs |
| Invesco Ltd | Added | 10,548,871 | +622,817 | 0.06% | $203,276,745 | 2 qtrs |
| JPMorgan Chase & Co | Reduced | 9,145,879 | -2,683,402 | 0.02% | $176,241,000 | 2 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2022
- Filed
- February 10, 2023
- Filing type
- 13F-HR
- Position type
- CL A COM
Voting authority reported
- Sole
- 140,653
- Shared
- 148,439
- None
- 1,047,595
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.