HEALTHCARE RLTY TR

$HR
13F holders
436
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 436 · Source: 13F-HR
01
Menlo Advisors LLC
02
Aviva Holdings Ltd.
03
Buffington Mohr McNeal
04
State Street
05
Axa S.a.
06
Starboard Value
07
Gladwyn Financial Advisors, Inc.
08
US Bancorp De
09
Strs Ohio
10
Baugh & Associates, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 436 13F holders · Pro →

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$HR is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.08%, with an average of 0.02% of portfolio. Largest holder: WINTON GROUP Ltd at 0.08%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

3 transactions · 2 filers
05 Sep 2025
Wilson Julie F.
▼ SOLD
15,000
$18.00
S
13 Aug 2025
Bohjalian Thomas N
▲ BOUGHT
10,000
$16.46
P
13 May 2025
Bohjalian Thomas N
▲ BOUGHT
2,500
$14.71
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $HR in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $HR lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $HR — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:35 UTC.