Form 13-F position report

HEALTHCARE REALTY TRUST INCORP

Reported by APG Asset Management US Inc

Company profile Manager portfolio Source filing
HR CUSIP 42226K105 Manager CIK 0001323255
Latest reported change

Reported 12,566,887 shares, up 1,348,529 (12.0%) from the prior quarter.

Reported value 26.4%; share count 12.0% vs. the prior quarter.

Added
% of reported 13F value 1.33% This manager · Q4 2023
Shares 12,566,887 Quarter-end amount reported
Reported value $216,527,463 Fair value at quarter end
Consecutive quarters held 6 Through Q4 2023

Reported position value by 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.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Unchanged 10,223,995 0 (0.0%) 1.45% $207,444,859 2026-08-12
Q1 2026 Reduced 10,223,995 -2,167,777 (-17.5%) 1.35% $175,443,754 2026-05-13
Q4 2025 Added 12,391,772 +305,099 (2.5%) 1.65% $210,040,535 2026-02-12
Q3 2025 Added 12,086,673 +231,650 (2.0%) 1.64% $222,032,183 2025-11-12
Q2 2025 Added 11,855,023 +1,706,215 (16.8%) 1.4% $187,427,914 2025-08-12
Q1 2025 Unchanged 10,148,808 0 (0.0%) 1.32% $171,819,319 2025-05-14
Q4 2024 Reduced 10,148,808 -2,370,108 (-18.9%) 1.31% $172,022,296 2025-02-13
Q3 2024 Reduced 12,518,916 -47,971 (-0.4%) 1.52% $224,088,596 2024-11-14
Q2 2024 Unchanged 12,566,887 0 (0.0%) 1.18% $206,222,616 2024-08-14
Q1 2024 Unchanged 12,566,887 0 (0.0%) 1.03% $177,318,776 2024-05-14
Q4 2023 Added 12,566,887 +1,348,529 (12.0%) 1.33% $216,527,463 2024-02-13
Q3 2023 Reduced 11,218,358 -156,014 (-1.4%) 1.51% $171,304,327 2023-11-14
Q2 2023 Reduced 11,374,372 -439 (0.0%) 1.71% $214,520,656 2023-08-14
Q1 2023 Reduced 11,374,811 -126,961 (-1.1%) 1.8% $219,875,097 2023-05-12
Q4 2022 Reduced 11,501,772 -146,133 (-1.3%) 1.79% $221,639,146 2023-02-14
Q3 2022 New 11,647,905 +11,647,905 (0.0%) 1.98% $242,859,000 2022-11-14
Institutional context

Who else reported the position

475 managers reported HEALTHCARE REALTY TRUST INCORP for Q4 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
COHEN & STEERS INC Reduced 64,169,086 -241,352 2.24% $1,105,761,000 6 qtrs
VANGUARD GROUP INC Reduced 53,523,080 -306,276 0.02% $922,202,668 6 qtrs
BlackRock Inc Reduced 43,900,206 -1,887,847 0.02% $756,400,548 6 qtrs
STATE STREET CORPORATION Reduced 21,316,068 -1,146,540 0.02% $367,275,852 6 qtrs
Daiwa Securities Group Inc Reduced 14,190,481 -215,143 1.52% $244,502,000 6 qtrs
APG Asset Management US Inc This report Added 12,566,887 +1,348,529 1.33% $216,527,463 6 qtrs
JPMorgan Chase & Co Added 12,509,222 +11,380,722 0.02% $215,533,900 6 qtrs
RUSH ISLAND MANAGEMENT LP Added 12,116,964 +1,106,563 15.97% $208,775,290 4 qtrs
PRINCIPAL FINANCIAL GROUP INC Reduced 11,528,889 -252,557 0.13% $198,642,775 6 qtrs
NUANCE INVESTMENTS LLC Reduced 10,970,051 -622,958 4.33% $189,013,984 6 qtrs
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Filing details and methodology As reported
Report period
December 31, 2023
Filed
February 13, 2024
Filing type
13F-HR
Position type
CL A COM

Voting authority reported

Sole
0
Shared
12,566,887
None
0

“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.