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HR · Healthcare Realty Trust Inc · Held by Funds

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$19.32 +0.16 (+0.84%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$6.54B
Shares
338.54M
Volume · Nov 13 4.51M Avg daily vol (3M) 4.81M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of HR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 26.74% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.33% 14,666,187
Index ETFs 22.41% 75,859,473
Active ETFs 0.79% 2,657,560
Active funds 21.21% 71,798,421
Unclassified 0.91% 3,066,513
All registered funds 49.64% 168,048,154
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding HR

383 fund positions
Fund Balance Value % of Fund Open
VANGUARD REAL ESTATE INDEX FUND 12,606,912 $264,871,221 0.36%
iShares Core S&P Mid-Cap ETF 11,860,090 $239,218,015 0.19%
VANGUARD TOTAL STOCK MARKET INDEX FUND 10,988,319 $221,634,394 0.01%
Cohen & Steers Institutional Realty Shares 9,582,407 $193,277,149 2.16%
Cohen & Steers Realty Shares 8,733,754 $176,159,818 2.16%
VANGUARD SMALL-CAP INDEX FUND 7,949,986 $160,351,218 0.08%
Cohen & Steers Real Estate Securities Fund 7,804,854 $157,423,905 1.65%
T. Rowe Price Mid-Cap Value Fund, Inc. 5,401,792 $108,954,145 0.66%
BlackRock Equity Dividend Fund 5,092,140 $106,985,861 0.52%
VANGUARD EXTENDED MARKET INDEX FUND 3,974,030 $80,156,185 0.08%
State Street SPDR S&P MidCap 400SM ETF Trust 2,666,186 $53,776,972 0.19%
Schwab U.S. REIT ETF 2,729,246 $51,964,844 0.46%
VANGUARD SMALL-CAP VALUE INDEX FUND 2,517,092 $50,769,746 0.07%
VANGUARD SELECTED VALUE FUND 2,225,240 $46,752,292 0.67%
VANGUARD REAL ESTATE II INDEX FUND 2,212,467 $46,483,932 0.42%
VANGUARD SMALL-CAP GROWTH INDEX FUND 2,291,329 $46,216,106 0.10%
Bridge Builder Small/Mid Cap Growth Fund 1,978,468 $39,905,700 0.36%
DFA REAL ESTATE SECURITIES PORTFOLIO 1,759,213 $36,961,065 0.52%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 1,754,001 $35,378,200 0.19%
iShares S&P Mid-Cap 400 Value ETF 1,738,006 $35,055,581 0.40%
MFS Global Real Estate Fund 1,792,803 $34,134,969 1.82%
COHEN & STEERS QUALITY INCOME REALTY FUND INC 1,691,899 $34,125,603 1.90%
Cohen & Steers Global Realty Shares, Inc. 1,654,906 $33,379,454 1.46%
Fidelity Extended Market Index Fund 1,702,473 $32,415,086 0.08%
THRIVENT LARGE CAP VALUE PORTFOLIO 1,587,213 $32,014,086 0.85%
Schwab U.S. Small-Cap ETF 1,647,264 $31,363,907 0.14%
iShares Russell Mid-Cap ETF 1,375,072 $27,735,202 0.05%
BlackRock Large Cap Focus Value Fund, Inc. 1,332,088 $26,868,215 1.34%
T. Rowe Price Real Assets Fund, Inc. 1,325,033 $26,725,916 0.26%
Fidelity Mid Cap Index Fund 1,268,734 $26,656,101 0.05%
iShares Core U.S. REIT ETF 1,256,349 $26,395,892 0.57%
DFA Global Real Estate Securities Portfolio 1,239,079 $26,033,050 0.33%
THRIVENT LARGE CAP VALUE FUND 1,209,608 $25,413,864 0.68%
iShares U.S. Real Estate ETF 1,196,529 $24,133,990 0.52%
Fidelity SAI Small-Mid Cap Momentum Index Fund 1,065,771 $22,391,849 0.54%
Schwab Fundamental U.S. Small Company ETF 1,147,325 $21,845,068 0.24%
iShares Global REIT ETF 918,326 $19,294,029 0.38%
Schwab U.S. Mid-Cap ETF 959,839 $18,275,335 0.12%
Nationwide Large Cap Equity Portfolio 853,190 $17,925,522 0.70%
MidCap Value Fund I 846,790 $17,791,058 0.72%
DWS RREEF Real Assets Fund 864,000 $17,426,880 0.38%
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC 825,036 $16,640,976 1.58%
Fidelity Real Estate Index Fund 788,903 $16,574,852 0.51%
iShares Russell 1000 Value ETF 749,343 $15,114,248 0.02%
BlackRock Mid-Cap Value Fund 714,881 $15,019,650 1.34%
Apollo Diversified Real Estate Fund 677,181 $13,658,741 0.42%
Dimensional Global Real Estate ETF 627,735 $13,188,712 0.34%
JNL/Cohen & Steers U.S. Realty Fund 652,077 $13,152,393 2.16%
Fidelity Total Market Index Fund 660,213 $12,570,456 0.01%
Global Real Estate Securities Fund 622,247 $12,550,722 1.21%
Showing 1–50 of 383 positions
Key facts CIK 1360604 CUSIP 42226K105 13F (30d) 397 filings 349 filers Visit website Investor relations