Healthcare Realty Trust Inc (HR) shareholders
HRNYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 3/3016% above fair value
$19.16−0.10 (-0.52%)
Close on Nov 12, 2026Market cap $6.49BP/E –Yield 5.74%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
378M of 339M shares
Institutional holders
458
60 new, 40 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
2 buys · 2 sales
Net sold $745.10K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Cohen & Steers, Inc. Joint filing with Cohen & Steers Capital Management, Inc. (15.88%) | 56,429,507 | 16.05% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 43,899,449 | 11.50% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 28,663,099 | 8.21% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 18,439,935 | 5.28% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 17,451,345 | 5.00% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 57,045,264 | 16.85% | $1.15B | +2,200,701 | 0.02% |
| Cohen & Steers, Inc. | 53,261,400 | 15.73% | $1.07B | +814,918 | 1.70% |
| Vanguard Portfolio Management LLC | 29,049,740 | 8.58% | $585.93M | +426,341 | 0.03% |
| State Street Corp | 16,743,817 | 4.95% | $337.72M | −326,118 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 16,087,364 | 4.75% | $324.48M | +86,131 | 0.03% |
| Vanguard Capital Management LLC | 15,579,097 | 4.60% | $314.23M | +7,007 | 0.01% |
| Resolution Capital Ltd | 12,135,370 | 3.58% | $244.77M | −1,898,997 | 4.50% |
| APG Asset Management US Inc. | 10,223,995 | 3.02% | $207.44M | – | 1.45% |
| Daiwa Securities Group Inc. | 8,105,312 | 2.39% | $163.48M | −317,663 | 0.32% |
| Charles Schwab Investment Management Inc | 7,440,510 | 2.20% | $150.08M | +109,754 | 0.02% |
| Geode Capital Management, LLC | 7,305,359 | 2.16% | $147.38M | +44,345 | 0.01% |
| Rush Island Management, LP | 5,213,764 | 1.54% | $105.16M | −2,011,598 | 6.97% |
| Thrivent Financial for Lutherans | 5,162,354 | 1.52% | $104.12M | −59,866 | 0.18% |
| Dimensional Fund Advisors LP | 5,037,379 | 1.49% | $101.61M | +142,132 | 0.02% |
| Morgan Stanley | 5,014,723 | 1.48% | $101.15M | +646,180 | 0.01% |
| Los Angeles Capital Management LLC | 4,835,207 | 1.43% | $97.53M | +3,290,997 | 0.36% |
| Deutsche Bank AG\ | 4,628,839 | 1.37% | $93.36M | +4,408,481 | 0.03% |
| Aqr Capital Management LLC | 4,287,335 | 1.27% | $86.48M | +1,323,240 | 0.03% |
| Massachusetts Financial Services Co /Ma/ | 4,026,952 | 1.19% | $88.21M | −245,706 | 0.03% |
| Norges Bank | 3,801,738 | 1.12% | $76.68M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 458 | 378M | 100.0% | 60 / 167 | 144 / 40 | 38M | 34M |
| Q1 2026 | 448 | 374M | 100.0% | 70 / 167 | 119 / 39 | 77M | 41M |
| Q4 2025 | 422 | 385M | 100.0% | 58 / 130 | 156 / 38 | 26M | 25M |
| Q3 2025 | 411 | 385M | 100.0% | 46 / 144 | 153 / 40 | 55M | 42M |
| Q2 2025 | 410 | 371M | 100.0% | 52 / 148 | 153 / 63 | 29M | 26M |
| Q1 2025 | 425 | 369M | 100.0% | 56 / 142 | 159 / 42 | 25M | 29M |
| Q4 2024 | 417 | 374M | 100.0% | 62 / 146 | 154 / 52 | 41M | 49M |
| Q3 2024 | 412 | 382M | 100.0% | 63 / 138 | 146 / 41 | 79M | 44M |
| Q2 2024 | 393 | 391M | 100.0% | 56 / 133 | 149 / 59 | 30M | 36M |
| Q1 2024 | 401 | 398M | 100.0% | 54 / 136 | 151 / 58 | 28M | 44M |
| Q4 2023 | 411 | 414M | 100.0% | 86 / 138 | 148 / 63 | 55M | 28M |
| Q3 2023 | 397 | 388M | 100.0% | 49 / 148 | 137 / 50 | 21M | 24M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
338 funds held HR in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of HR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 12,606,912 | 3.72% | $264.87M | 0.36% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 11,860,090 | 3.50% | $239.22M | 0.19% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 10,988,319 | 3.25% | $221.63M | 0.01% | Jun 30, 2026 |
| Cohen & Steers Institutional Realty Shares | 9,582,407 | 2.83% | $193.28M | 2.16% | Jun 30, 2026 |
| Cohen & Steers Realty Shares | 8,733,754 | 2.58% | $176.16M | 2.16% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 7,949,986 | 2.35% | $160.35M | 0.08% | Jun 30, 2026 |
| Cohen & Steers Real Estate Securities Fund | 7,804,854 | 2.31% | $157.42M | 1.65% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 5,401,792 | 1.60% | $108.95M | 0.66% | Jun 30, 2026 |
| BlackRock Equity Dividend Fund | 5,092,140 | 1.50% | $106.99M | 0.52% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 3,974,030 | 1.17% | $80.16M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,517,092 | 0.74% | $50.77M | 0.07% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 2,468,525 | 0.73% | $49.17M | 0.49% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,291,329 | 0.68% | $46.22M | 0.10% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 2,225,240 | 0.66% | $46.75M | 0.67% | Jul 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 2,212,467 | 0.65% | $46.48M | 0.42% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert E. Hull | EVP and COO | 276,386 | 0.08% | Sep 9, 2026 |
| Amanda L. Callaway | SVP & Chief Accounting Officer | 109,954 | 0.03% | Jun 23, 2026 |
| Peter A. Scott | President and CEO | 556,422 | 0.16% | Apr 15, 2026 |
| Daniel Gabbay | EVP, Chief Financial Officer | 191,168 | 0.06% | Mar 5, 2026 |
| Ryan E. Crowley | EVP and CIO | 198,504 | 0.06% | Feb 17, 2026 |
| Andrew Edward Loope | EVP, General Counsel | 184,486 | 0.05% | Feb 11, 2026 |
| Austen B. Helfrich | EVP and CFO | 98,477 | 0.03% | Jan 5, 2026 |
| Julie F. Wilson | EVP, Chief Admin. Officer | 113,419 | 0.03% | Sep 5, 2025 |
| John M. Bryant Jr | EVP and General Counsel | 169,256 | 0.05% | Jan 3, 2025 |
| Thomas N. Bohjalian | Director | 92,203 | 0.03% | May 20, 2026 |
| Constance B. Moore | Director | 91,221 | 0.03% | May 20, 2026 |
| Glenn J. Rufrano | Director | 25,701 | 0.01% | May 20, 2026 |
| Donald C. Wood | Director | 21,601 | 0.01% | May 20, 2026 |
| David Henry | Director | 15,701 | 0.00% | May 20, 2026 |
| Peter F. Lyle SR | Director | 34,728 | 0.01% | May 22, 2025 |
| Ajay Gupta | Director | 35,378 | 0.01% | May 22, 2025 |
| Nancy H. Agee | Director | 39,500 | 0.01% | May 22, 2025 |
| James Joseph Kilroy IV | Director | 64,090 | 0.02% | May 22, 2025 |
| Jay P. Leupp | Director | 42,848 | 0.01% | May 22, 2025 |
| Christann M. Vasquez | Director | 32,815 | 0.01% | May 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert E. Hull EVP and COO | Sep 8, 2026 | Sale | −21,000 | $19.11 | $401.31K | 276,338 |
| Amanda L. Callaway SVP & Chief Accounting Officer | Jun 23, 2026 | Sale | −25,767 | $20.37 | $524.87K | 109,954 |
| Donald C. Wood Director | May 19, 2026 | Award | +6,683 | $20.20 | $135.00K | 21,601 |
| David Henry Director | May 19, 2026 | Award | +6,683 | $20.20 | $135.00K | 15,701 |
| Glenn J. Rufrano Director | May 19, 2026 | Award | +6,683 | $20.20 | $135.00K | 25,701 |
| Thomas N. Bohjalian Director | May 19, 2026 | Award | +6,683 | $20.20 | $135.00K | 92,203 |
| Constance B. Moore Director | May 19, 2026 | Award | +6,683 | $20.20 | $135.00K | 91,221 |
| Peter A. Scott President and CEO | Apr 14, 2026 | Tax withholding | −36,029 | $17.84 | $642.76K | 556,422 |
| Thomas N. Bohjalian Director | Mar 6, 2026 | Buy | +10,000 | $18.09 | $180.90K | 85,520 |
| Daniel Gabbay EVP, Chief Financial Officer | Mar 4, 2026 | Buy | +10 | $18.74 | $187 | 10 |
| Ryan E. Crowley EVP and CIO | Feb 13, 2026 | Tax withholding | −736 | $17.96 | $13.22K | 198,504 |
| Ryan E. Crowley EVP and CIO | Feb 10, 2026 | Tax withholding | −2,905 | $17.36 | $50.43K | 199,240 |
| Andrew Edward Loope EVP, General Counsel | Feb 10, 2026 | Tax withholding | −3,650 | $17.36 | $63.36K | 184,486 |
| Peter A. Scott President and CEO | Feb 10, 2026 | Tax withholding | −10,820 | $17.36 | $187.84K | 592,451 |
| Robert E. Hull EVP and COO | Feb 10, 2026 | Tax withholding | −4,097 | $17.36 | $71.12K | 297,338 |
| Amanda L. Callaway SVP & Chief Accounting Officer | Feb 10, 2026 | Tax withholding | −1,623 | $17.36 | $28.18K | 135,721 |
| Daniel Gabbay EVP, Chief Financial Officer | Feb 9, 2026 | Award | +32,107 | $17.13 | $549.99K | 191,158 |
| Ryan E. Crowley EVP and CIO | Feb 9, 2026 | Tax withholding | −968 | $17.13 | $16.58K | 202,145 |
| Ryan E. Crowley EVP and CIO | Feb 9, 2026 | Award | +32,788 | $17.13 | $561.66K | 203,113 |
| Andrew Edward Loope EVP, General Counsel | Feb 9, 2026 | Award | +32,588 | $17.13 | $558.23K | 191,060 |
| Andrew Edward Loope EVP, General Counsel | Feb 9, 2026 | Tax withholding | −2,924 | $17.13 | $50.09K | 188,136 |
| Peter A. Scott President and CEO | Feb 9, 2026 | Award | +155,867 | $17.13 | $2.67M | 603,271 |
| Robert E. Hull EVP and COO | Feb 9, 2026 | Award | +33,859 | $17.13 | $580.00K | 307,350 |
| Robert E. Hull EVP and COO | Feb 9, 2026 | Tax withholding | −5,915 | $17.13 | $101.32K | 301,435 |
| Amanda L. Callaway SVP & Chief Accounting Officer | Feb 9, 2026 | Tax withholding | −2,769 | $17.13 | $47.43K | 137,344 |
| Amanda L. Callaway SVP & Chief Accounting Officer | Feb 9, 2026 | Award | +34,689 | $17.13 | $594.22K | 140,113 |
| Daniel Gabbay EVP, Chief Financial Officer | Jan 12, 2026 | Award | +159,051 | $17.29 | $2.75M | 159,051 |
| Austen B. Helfrich EVP and CFO | Jan 3, 2026 | Tax withholding | −664 | $16.95 | $11.25K | 98,477 |
| Amanda L. Callaway SVP & Chief Accounting Officer | Jan 3, 2026 | Tax withholding | −2,122 | $16.95 | $35.97K | 105,424 |
| Ryan E. Crowley EVP and CIO | Jan 3, 2026 | Tax withholding | −1,901 | $16.95 | $32.22K | 170,325 |
| Robert E. Hull EVP and COO | Jan 3, 2026 | Tax withholding | −5,244 | $16.95 | $88.89K | 273,491 |
| Andrew Edward Loope EVP, General Counsel | Jan 3, 2026 | Tax withholding | −2,275 | $16.95 | $38.56K | 158,472 |
| Peter A. Scott President and CEO | Jan 1, 2026 | Award | +6,640 | $16.94 | $112.48K | 447,404 |
| Ryan E. Crowley EVP and CIO | Jan 1, 2026 | Award | +5,844 | $16.94 | $99.00K | 172,226 |
| Ryan E. Crowley EVP and CIO | Dec 31, 2025 | Tax withholding | −444 | $16.95 | $7.53K | 166,382 |
| Robert E. Hull EVP and COO | Dec 31, 2025 | Tax withholding | −1,156 | $16.95 | $19.59K | 278,735 |
| Robert E. Hull EVP and COO | Dec 13, 2025 | Tax withholding | −5,682 | $17.18 | $97.62K | 279,891 |
| Ryan E. Crowley EVP and CIO | Dec 13, 2025 | Tax withholding | −908 | $17.18 | $15.60K | 166,826 |
| Amanda L. Callaway SVP & Chief Accounting Officer | Dec 13, 2025 | Tax withholding | −2,481 | $17.18 | $42.62K | 107,546 |
| Andrew Edward Loope EVP, General Counsel | Dec 13, 2025 | Tax withholding | −2,686 | $17.18 | $46.15K | 160,747 |
| Robert E. Hull EVP and COO | Dec 11, 2025 | Tax withholding | −3,614 | $17.36 | $62.74K | 285,573 |
| Amanda L. Callaway SVP & Chief Accounting Officer | Dec 4, 2025 | Tax withholding | −992 | $17.46 | $17.32K | 110,027 |
| Julie F. Wilson EVP, Chief Admin. Officer | Sep 5, 2025 | Sale | −15,000 | $18.00 | $270.00K | 113,419 |
| Thomas N. Bohjalian Director | Aug 13, 2025 | Buy | +10,000 | $16.46 | $164.60K | 75,520 |
| Julie F. Wilson EVP, Chief Admin. Officer | Aug 8, 2025 | Tax withholding | −32,058 | $16.67 | $534.41K | 128,419 |
| Glenn J. Rufrano Director | May 20, 2025 | Award | +9,018 | $14.97 | $135.00K | 19,018 |
| David Henry Director | May 20, 2025 | Award | +9,018 | $14.97 | $135.00K | 9,018 |
| Constance B. Moore Interim President and CEO, Director | May 20, 2025 | Award | +9,018 | $14.97 | $135.00K | 84,538 |
| Donald C. Wood Director | May 20, 2025 | Award | +9,018 | $14.97 | $135.00K | 14,918 |
| Ajay Gupta Director | May 20, 2025 | Award | +9,018 | $14.97 | $135.00K | 35,378 |
| Thomas N. Bohjalian Director | May 20, 2025 | Award | +9,018 | $14.97 | $135.00K | 65,520 |
| Jay P. Leupp Director | May 20, 2025 | Award | +9,018 | $14.97 | $135.00K | 42,848 |
| James Joseph Kilroy IV Director | May 20, 2025 | Award | +9,018 | $14.97 | $135.00K | 38,790 |
| Thomas N. Bohjalian Director | May 13, 2025 | Buy | +2,500 | $14.71 | $36.78K | 56,502 |
| Peter A. Scott President and CEO | Apr 15, 2025 | Award | +440,764 | $15.70 | $6.92M | 440,764 |
| Constance B. Moore Interim President and CEO, Director | Apr 14, 2025 | Tax withholding | −18,877 | $15.83 | $298.82K | 75,520 |
| Robert E. Hull EVP and COO | Feb 28, 2025 | Award | +87,565 | $17.13 | $1.50M | 289,187 |
| Ryan E. Crowley EVP and CIO | Feb 28, 2025 | Award | +43,782 | $17.13 | $749.99K | 167,734 |
| Austen B. Helfrich EVP and CFO | Feb 28, 2025 | Award | +43,782 | $17.13 | $749.99K | 99,141 |
| Ryan E. Crowley EVP and CIO | Feb 14, 2025 | Tax withholding | −923 | $16.49 | $15.22K | 123,952 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
5.27%
17M shares short
Days to cover
2.6
At 6M shares a day
Change since last report
-3.0%
From 17M shares
Short volume, 20 days
41.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Healthcare Realty Trust's stock actually held short. Settlement fails (shares not delivered on time) peaked at 13,311 shares on Aug 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert E. Hull Executive VP & COO | Sep 8, 2026 | 21,000 | $401.52K | Sep 8, 2026 | Restricted stock grants (vested) |
| Amanda L. Callaway Officer | Jun 22, 2026 | 25,767 | $519.46K | Jun 23, 2026 | Grant |
| Julie F. Wilson Officer | Sep 4, 2025 | 15,000 | $262.05K | Sep 4, 2025 | Grant |
| Julie F. Wilson Officer | Dec 23, 2024 | 15,000 | $254.25K | Dec 23, 2024 | Stock Grants |
| Robert E. Hull Executive VP & COO | Dec 17, 2024 | 10,000 | $173.30K | Dec 17, 2024 | Restricted stock grants (vested) |
| J. Christopher Douglas Officer | Oct 18, 2024 | 144,831 | $2.61M | Oct 18, 2024 | Stock Award |
| J. Christopher Douglas Officer | Oct 2, 2024 | 64,960 | $1.17M | Oct 2, 2024 | Stock Award |
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