Public record / Tickers / HR

HR — Healthcare Realty Trust Inc

Both disclosure regimes on one name: who in Congress filed about HR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming HR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
13F holders
335
top-335 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

David B. McKinley · $15.0K–$50.0K

Sale · traded 2018-12-17 → filed 2019-01-09. Ranked over every HR row by the provable lower bound, never a point estimate.

No member disclosed HR in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated HR rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-02-20 LATE·432d$1K–$15K
2019-01-09David B. McKinley R–WV-1Sale · JT (jointly owned)Traded 2018-12-17 +23d$15K–$50K
2015-06-10Raúl M. Grijalva D–AZ-7Sale · SP (spouse-owned)Traded 05-11 +30d$1K–$15K
2014-08-07Raúl M. Grijalva D–AZ-7Purchase · SP (spouse-owned)Traded 07-30 +8d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in HR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed HR in the trailing 12 months.

Congress ↔ notable managers · HR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Starboard Value $116M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HEALTHCARE RLTY TR

Merged timeline of congressional filings and notable-manager moves on HR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+1,597,482 sh
2026-05-15Starboard Value 13Ftrim−5,778,733 sh
2026-05-14Caxton Associates 13Fadd+26,510 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$932M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$486M1
3STATE STREET CORP$290M1
4VANGUARD CAPITAL MANAGEMENT LLC$265M1
5Resolution Capital Ltd$238M1
6APG Asset Management US Inc.$175M1
7Daiwa Securities Group Inc.$143M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$125M1
9RUSH ISLAND MANAGEMENT, LP$123M1
10Starboard Value LP$116M1
11DIMENSIONAL FUND ADVISORS LP$83.2M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$78.3M1
13MORGAN STANLEY$74.2M1
14SEI INVESTMENTS CO$67.0M1
15NORTHERN TRUST CORP$59.4M1
16Invesco Ltd.$58.0M1
17JUPITER ASSET MANAGEMENT LTD$54.5M1
18AQR CAPITAL MANAGEMENT LLC$50.2M1
19Legal & General Group Plc$48.1M1
20Gotham Asset Management, LLC$46.9M1
21MILLENNIUM MANAGEMENT LLC$39.0M1
22PZENA INVESTMENT MANAGEMENT LLC$37.8M1
23BANK OF AMERICA CORP /DE/$37.5M1
24VANGUARD FIDUCIARY TRUST CO$36.7M1
25BNP Paribas Asset Management Holding S.A.$33.4M1
26RENAISSANCE TECHNOLOGIES LLC$26.3M1
27NORDEA INVESTMENT MANAGEMENT AB$23.9M1
28WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$22.3M1
29UBS Group AG$20.4M1
30SKBA CAPITAL MANAGEMENT LLC$18.9M1
31ENVESTNET ASSET MANAGEMENT INC$18.7M1
32D. E. Shaw & Co., Inc.$17.9M1
33KETTLE HILL CAPITAL MANAGEMENT, LLC$17.8M1
34Marble Harbor Investment Counsel, LLC$15.6M1
35PRUDENTIAL FINANCIAL INC$15.6M1
36CITADEL ADVISORS LLC$14.8M1
37CITIGROUP INC$14.5M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.9M1
39CHILTON CAPITAL MANAGEMENT LLC$13.5M1
40HSBC HOLDINGS PLC$13.3M1
41PRINCIPAL FINANCIAL GROUP INC$13.2M1
42Northside Capital Management, LLC$12.1M1
43Capital Investment Advisors, LLC$12.0M1
44Apollo Management Holdings, L.P.$11.5M1
45Swiss National Bank$11.2M1
46Allianz Asset Management GmbH$9.8M1
47JANE STREET GROUP, LLC$9.7M1
48Asset Management One Co., Ltd.$9.3M1
49NOMURA ASSET MANAGEMENT CO LTD$9.2M1
50BANK OF MONTREAL /CAN/$8.8M1
51ALLIANCEBERNSTEIN L.P.$8.4M1
52INTECH INVESTMENT MANAGEMENT LLC$7.8M1
53FIRST NATIONAL BANK OF OMAHA$7.7M1
54MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.5M1
55Man Group plc$7.4M1
56Retirement Systems of Alabama$7.3M1
57Nuveen, LLC$7.1M1
58Aberdeen Group plc$6.6M1
59Edgestream Partners, L.P.$6.5M1
60IEQ CAPITAL, LLC$6.1M1
61Universal- Beteiligungs- und Servicegesellschaft mbH$5.8M1
62LPL Financial LLC$5.5M1
63Creative Planning$5.5M1
64MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.4M1
65LIBERTY ONE INVESTMENT MANAGEMENT, LLC$5.3M1
66VANGUARD ASSET MANAGEMENT, Ltd$5.2M1
67STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.1M1
68Vanguard Investments Australia, Ltd.$5.1M1
69WELLS FARGO & COMPANY/MN$5.0M1
70FIFTH THIRD BANCORP$5.0M1
71Mitsubishi UFJ Asset Management Co., Ltd.$4.8M1
72Quantinno Capital Management LP$4.6M1
73Zurcher Kantonalbank (Zurich Cantonalbank)$4.1M1
74COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.0M1
75Mariner, LLC$3.9M1
76DEUTSCHE BANK AG\$3.7M1
77ROYAL BANK OF CANADA$3.7M1
78Holocene Advisors, LP$3.6M1
79State of New Jersey Common Pension Fund D$3.4M1
80XTX Topco Ltd$3.3M1
81Amundi$3.2M1
82FRANKLIN RESOURCES INC$3.0M1
83MACQUARIE GROUP LTD$3.0M1
84VARCOV Co.$2.7M1
85STIFEL FINANCIAL CORP$2.6M1
86Resona Asset Management Co.,Ltd.$2.6M1
87Mitsubishi UFJ Trust & Banking Corp$2.6M1
88Janus Henderson Group Ltd.$2.5M1
89Vanguard Global Advisers, LLC$2.4M1
90MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
91LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.3M1
92CAXTON ASSOCIATES LLP$2.2M1
93Presima Securities ULC$2.2M1
94WINTON GROUP Ltd$2.2M1
95CWM, LLC$2.2M1
96FIRST TRUST ADVISORS LP$2.0M1
97CIBC WORLD MARKET INC.$2.0M1
98AMG National Trust Bank$2.0M1
99MERCER GLOBAL ADVISORS INC /ADV$1.9M1
100Cerity Partners LLC$1.8M1
101Cinctive Capital Management LP$1.8M1
102WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M1
103LAZARD ASSET MANAGEMENT LLC$1.7M1
104HighTower Advisors, LLC$1.6M1
105Oak Thistle LLC$1.6M1
106Cetera Investment Advisers$1.6M1
107Taylor Frigon Capital Management LLC$1.6M1
108Arizona State Retirement System$1.6M1
109Metis Global Partners, LLC$1.6M1
110STATE OF WISCONSIN INVESTMENT BOARD$1.5M1
111Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
112STATE OF MICHIGAN RETIREMENT SYSTEM$1.4M1
113CIBC Bancorp USA Inc.$1.4M1
114NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
115Vanguard Personalized Indexing Management, LLC$1.3M1
116Jefferies Financial Group Inc.$1.3M1
117OSAIC HOLDINGS, INC.$1.2M1
118OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
119UniSuper Management Pty Ltd$1.2M1
120Robeco Institutional Asset Management B.V.$1.1M1
121NEOS Investment Management LLC$1.1M1
122RAYMOND JAMES FINANCIAL INC$1.1M1
123MONEY CONCEPTS CAPITAL CORP$1.1M1
124Federation des caisses Desjardins du Quebec$1.0M1
125OPPENHEIMER ASSET MANAGEMENT INC.$976K1
126QUADRANT CAPITAL GROUP LLC$967K1
127NISSAY ASSET MANAGEMENT CORP /JAPAN$938K1
128IFM Investors Pty Ltd$914K1
129Pictet Asset Management Holding SA$898K1
130MML INVESTORS SERVICES, LLC$824K1
131FMR LLC$783K1
132AXQ CAPITAL, LP$764K1
133M&T BANK CORP$760K1
134Sequoia Financial Advisors, LLC$757K1
135COMMONWEALTH EQUITY SERVICES, LLC$754K1
136Pathstone Holdings, LLC$749K1
137NEW YORK LIFE INVESTMENT MANAGEMENT LLC$741K1
138Focus Partners Wealth$738K1
139Vinva Investment Management Ltd$729K1
140J.W. COLE ADVISORS, INC.$726K1
141LECAP ASSET MANAGEMENT LTD$712K1
142Advisors Asset Management, Inc.$710K1
143TEACHER RETIREMENT SYSTEM OF TEXAS$700K1
144XPONANCE LLC$694K1
145Atria Investments, Inc$649K1
146Sanctuary Advisors, LLC$639K1
147Advisory Resource Group$637K1
148Orion Porfolio Solutions, LLC$571K1
149Linden Thomas Advisory Services, LLC$537K1
150BROWN ADVISORY INC$529K1
151JOURNEY STRATEGIC WEALTH LLC$515K1
152ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$500K1
153FEDERATED HERMES, INC.$471K1
154Haverford Trust Co$469K1
155Dynamic Technology Lab Private Ltd$466K1
156Corient Private Wealth LLC$446K1
157Merit Financial Group, LLC$444K1
158GeoWealth Management, LLC$437K1
159Geneos Wealth Management Inc.$436K1
160SECURIAN ASSET MANAGEMENT, INC$435K1
161Sage Investment Counsel LLC$429K1
162FOX RUN MANAGEMENT, L.L.C.$428K1
163Ensign Peak Advisors, Inc$419K1
164Tidal Investments LLC$408K1
165VOYA INVESTMENT MANAGEMENT LLC$406K1
166WASHINGTON TRUST BANK$402K1
167World Investment Advisors$401K1
168HEITMAN REAL ESTATE SECURITIES LLC$397K1
169Brevan Howard Capital Management LP$397K1
170Abel Hall, LLC$391K1
171Tower Research Capital LLC (TRC)$385K1
172SIGNATUREFD, LLC$383K1
173Magnetar Financial LLC$376K1
174TWO SIGMA INVESTMENTS, LP$365K1
175Chicago Partners Investment Group LLC$365K1
176Safe Harbor Family Capital, LLC$363K1
177ARMSTRONG ADVISORY GROUP, INC$349K1
178HB Wealth Management, LLC$346K1
179VestGen Advisors, LLC$338K1
180Swiss Life Asset Management Ltd$331K1
181Point72 Asset Management, L.P.$329K1
182Engineers Gate Manager LP$321K1
183Comprehensive Money Management Services LLC$319K1
184NATIXIS$310K1
185DoubleLine ETF Adviser LP$307K1
186Bayforest Capital Ltd$305K1
187Kestra Advisory Services, LLC$299K1
188Utah Retirement Systems$295K1
189Global Financial Private Client, LLC$287K1
190COLDSTREAM CAPITAL MANAGEMENT INC$284K1
191Maryland State Retirement & Pension System$281K1
192Global Endowment Management, LP$270K1
193BOOTHBAY FUND MANAGEMENT, LLC$270K1
194Clay Northam Wealth Management, LLC$267K1
195Norinchukin Bank, The$263K1
196GUGGENHEIM CAPITAL LLC$261K1
197State of Wyoming$259K1
198TBH Global Asset Management, LLC$258K1
199RITHOLTZ WEALTH MANAGEMENT$258K1
200KESTRA PRIVATE WEALTH SERVICES, LLC$256K1
201EVOLVE PRIVATE WEALTH, LLC$256K1
202NewEdge Advisors, LLC$255K1
203Summit Trail Advisors, LLC$254K1
204Squarepoint Ops LLC$241K1
205ProShare Advisors LLC$238K1
206Van Hulzen Asset Management, LLC$233K1
207Empowered Funds, LLC$223K1
208Focus Partners Advisor Solutions, LLC$221K1
209MAI Capital Management$219K1
210Modern Wealth Management, LLC$219K1
211Allworth Financial LP$217K1
212Aprio Wealth Management, LLC$217K1
213UNITED CAPITAL FINANCIAL ADVISORS, LLC$211K1
214Cresset Asset Management, LLC$210K1
215SHELTON CAPITAL MANAGEMENT$206K1
216BALDWIN WEALTH PARTNERS LLC/MA$206K1
217FARALLON CAPITAL MANAGEMENT, L.L.C.$204K1
218CIBC Asset Management Inc$203K1
219RDA Financial Network$199K1
220Integrated Advisors Network LLC$199K1
221Arrow Investment Advisors, LLC$199K1
222Capital Investment Advisory Services, LLC$197K1
223US BANCORP \DE\$194K1
224Intrua Financial, LLC$190K1
225Focus Financial Network, Inc.$183K1
226WELLINGTON MANAGEMENT GROUP LLP$182K1
227JB Capital LLC$182K1
228Summit Financial, LLC$181K1
229PFG Investments, LLC$180K1
230GWN SECURITIES INC.$170K1
231Rockefeller Capital Management L.P.$133K1
232DELTA ASSET MANAGEMENT LLC/TN$132K1
233FIL Ltd$119K1
234Mirae Asset Global Investments Co., Ltd.$117K1
235Aster Capital Management (DIFC) Ltd$116K1
236Triumph Capital Management$88.9K1
237THRIVENT FINANCIAL FOR LUTHERANS$88.7K1
238Eurizon Capital SGR S.p.A.$79.7K1
239Pinnacle Wealth Planning Services, Inc.$74.8K1
240UMB Bank, n.a.$74.4K1
241Avalon Trust Co$62.0K1
242NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$61.2K1
243Quarry LP$57.9K1
244UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$56.3K1
245Inspire Investing, LLC$44.9K1
246PROSPERITY BANCSHARES INC$41.6K1
247Arax Advisory Partners$39.4K1
248Atlantic Union Bankshares Corp$30.6K1
249Wilmington Savings Fund Society, FSB$27.2K1
250EXCHANGE TRADED CONCEPTS, LLC$25.8K1
251Smartleaf Asset Management LLC$25.4K1
252Transamerica Financial Advisors, LLC$25.2K1
253Spire Wealth Management$20.5K1
254WOLFF WIESE MAGANA LLC$19.7K1
255Destiny Wealth Partners, LLC$15.6K1
256Clearstead Trust, LLC$14.7K1
257ASSETMARK, INC$12.6K1
258Parkside Financial Bank & Trust$11.1K1
259Aviso Financial Inc.$10.9K1
260Private Wealth Management Group, LLC$8.2K1
261HRT FINANCIAL LP$8.1K1
262True Wealth Design, LLC$7.7K1
263GHP Investment Advisors, Inc.$7.7K1
264Sapience Investments, LLC$7.3K1
265Larson Financial Group LLC$7.2K1
266SJS Investment Consulting Inc.$6.8K1
267EFG International AG$6.1K1
268Measured Wealth Private Client Group, LLC$5.9K1
269DekaBank Deutsche Girozentrale$5.2K1
270Owl Creek Wealth Partners LLC$4.8K1
271Sachetta, LLC$4.3K1
272Crewe Advisors LLC$4.2K1
273AMERIFLEX GROUP, INC.$4.1K1
274Key FInancial Inc$3.4K1
275State of Alaska, Department of Revenue$3.4K1
276CVA Family Office, LLC$2.6K1
277Beaird Harris Wealth Management, LLC$2.5K1
278Treasurer of the State of North Carolina$2.4K1
279Physician Wealth Advisors, Inc.$2.0K1
280TD Waterhouse Canada Inc.$1.7K1
281HM PAYSON & CO$1.7K1
282Investors Research Corp$1.6K1
283N.E.W. Advisory Services LLC$1.3K1
284INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.2K1
285Manchester Capital Management LLC$1.1K1
286Vestcor Inc$1.1K1
287Prestige Wealth Management Group LLC$7651
288Cromwell Holdings LLC$6801
289Caitlin John, LLC$6461
290GSA CAPITAL PARTNERS LLP$6221
291FINANCIAL CONSULATE, INC$4761
292PARK AVENUE SECURITIES LLC$3751
293SouthState Bank Corp$3401
294KBC Group NV$1701
295Steward Partners Investment Advisory, LLC$1411
296MV CAPITAL MANAGEMENT, INC.$1361
297MEEDER ASSET MANAGEMENT INC$171
298Capital Advisors, Ltd. LLC$11
299Activest Wealth Management$01
300VANGUARD GROUP INC$01
301HARBOUR INVESTMENTS, INC.$01
302Clearstead Advisors, LLC$01
303COMERICA BANK$01
304GROUP ONE TRADING LLC$01
305Pekin Hardy Strauss, Inc.$01
306CIBC WORLD MARKETS CORP$01
307NOMURA HOLDINGS INC$01
308EVERGREEN CAPITAL MANAGEMENT LLC$01
309CANADA PENSION PLAN INVESTMENT BOARD$01
310CIBC Private Wealth Group LLC$01
311NORGES BANK$01
312SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
313TWO SIGMA ADVISERS, LP$01
314Fortis Advisors, LLC$01
315McIlrath & Eck, LLC$01
316DV Trading LLC$01
317Vestmark Advisory Solutions, Inc.$01
318Vident Advisory, LLC$01
319WORLDQUANT MILLENNIUM ADVISORS LLC$01
320Global Retirement Partners, LLC$01
321MQS Management LLC$01
322INCEPTIONR LLC$01
323TUCKER ASSET MANAGEMENT LLC$01
324AlphaQuest LLC$01
325PharVision Advisers, LLC$01
326Fifth Third Wealth Advisors LLC$01
327SageView Advisory Group, LLC$01
328Warwick Investment Management, Inc.$01
329Dunhill Financial, LLC$01
330Envestnet Portfolio Solutions, Inc.$01
331Jain Global LLC$01
332Safe Harbor Fiduciary, LLC$01
333Bayhunt Capital LLC$01
334North Dakota State Investment Board$01
335OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 335 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HR

RETAINED WINDOW · ACTIVE HITS

Zero hits on HR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HR · financials and macro

Financials — as filed PLANNED

HR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing