Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Healthcare Rlty Tr (HR)

439 + Investors. Track Smart Money conviction in HR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — HR

Based on 440 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
440 hedge funds hold HR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

239 buying159 selling
Last quarter: 239 funds were net buyers (70 opened a brand new position + 169 added to an existing one). Only 159 were sellers (116 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new HR position: 52 → 48 → 61 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 20% medium ■ 15% new
289 out of 440 hedge funds have held HR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -22%

Value
-22%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

60 → 52 → 48 → 61 → 70 new funds/Q
New funds entering each quarter: 52 → 48 → 61 → 70. A growing number of institutions are discovering HR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 445 holders: 312 (70%) are 2+ year veterans, 54 entered 1–2 years ago, and 79 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
55 of 439 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HR

In 2026 Q1, 239 hedge funds were net buyers of HR (70 opened a new position, 169 added to an existing one), while 159 reduced or exited (116 trimmed, 43 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 30% of total institutional value in HR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 440.

Hedge Fund Ownership: HR

How many hedge funds hold HR — quarterly history vs. share price
Quarterly hedge fund ownership of HR vs. share price

Market Analysis: HR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Healthcare Rlty Tr (HR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HR has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
HR
+16.5%
XLRE
+7.4%

HR outperformed XLRE by +9.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
HR
-2.5%
XLRE
+1.5%

Since the filing became public, HR outperformed XLRE by -4.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 2 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: HR
439 + Investors

Track Smart Money conviction in HR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 439 413 6.3%
13F Shares 369M 385M -4.21%
Total Value $4.88B $6.27B -22.2%
New Positions 69 61 +8
Increased Positions 166 130 +36
Closed Positions 43 48 -5
Reduced Positions 115 150 -35
Total Calls 3 4 -25.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 0.75 Bullish

Statistics: HR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

439 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rush Island Management, LP 8.24% 7,225,362 $122.8M
2 Resolution Capital Ltd 5.01% 14,034,367 $238.4M
3 Kettle Hill Capital Management, LLC 4.46% 1,048,205 $17.8M
4 Skba Capital Management LLC 2.59% 1,111,838 $18.9M
5 Starboard Value LP 2.53% 6,821,267 $115.9M
6 Marble Harbor Investment Counsel, LLC 1.69% 917,607 $15.6M
7 APG Asset Management US Inc. 1.35% 10,223,995 $175.4M
8 Presima Securities ULC 1.24% 129,765 $2.2M
9 Centersquare Investment Management LLC 1.13% 6,428,867 $109.2M
10 Northside Capital Management, LLC 1.06% 709,463 $12.1M
11 VARCOV Co. 1.01% 158,872 $2.7M
12 Sapience Investments, LLC 0.95% 431 $7K
13 Taylor Frigon Capital Management LLC 0.91% 94,645 $1.6M
14 Liberty One Investment Management, LLC 0.54% 311,085 $5.3M
15 Sage Investment Counsel LLC 0.48% 25,262 $429K
16 Chilton Capital Management LLC 0.47% 796,727 $13.5M
17 Daiwa Securities Group Inc. 0.41% 8,422,975 $143.1M
18 Bayforest Capital Ltd 0.34% 17,961 $305K
19 Jupiter Asset Management Ltd 0.29% 3,209,167 $54.5M
20 Safe Harbor Family Capital, LLC 0.28% 21,352 $363K
21 Lecap Asset Management Ltd 0.27% 41,891 $712K
22 First Dallas Securities Inc. 0.24% 38,405 $653K
23 First National Bank of Omaha 0.24% 455,482 $7.7M
24 Edgestream Partners, L.P. 0.21% 382,013 $6.5M
25 Arrow Investment Advisors, LLC 0.21% 11,693 $199K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Healthcare Rlty Tr (HR)

What does the Smart Money Trend signal show for HR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HR?

More buyers than sellers — 60% buying: Last quarter: 239 funds were net buyers (70 opened a brand new position + 169 added to an existing one). Only 159 were sellers (116 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HR holders?

Strong quality — 30% AUM from major funds: 55 of 439 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HR?

66% of holders stayed for 2+ years: 289 out of 440 hedge funds have held HR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Healthcare Rlty Tr (HR) following the 2026 Q1 hedge fund 13F filings?

As of today, HR has moved -2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLRE sector ETF — an outperformance of -4.0%. Since the quarter end (March 31, 2026), HR has gained +16.5% vs +7.4% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →