Joel Greenblatt's HR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.17 M shares of Healthcare Realty Trust Incorporated (HR) worth $19.75 M, representing 0.07% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in HR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 697,970 shares. Largest reduction occurred in Q2 2025, reducing 679,216 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Healthcare Realty Trust Incorporated (HR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Healthcare Realty Trust Incorporated (HR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -104,944 | Reduce 8.26% | 1.17 M | $16.95 |
| Q3 2025 | +697,970 | Add 122.02% | 1.27 M | $18.03 |
| Q2 2025 | -679,216 | Reduce 54.28% | 571,999 | $15.86 |
| Q1 2025 | +322,288 | Add 34.69% | 1.25 M | $16.90 |
| Q4 2024 | +134,622 | Add 16.95% | 928,927 | $16.95 |
| Q3 2024 | +69,321 | Add 9.56% | 794,305 | $18.15 |
| Q2 2024 | +298,496 | Add 69.99% | 724,984 | $16.48 |
| Q1 2024 | -27,208 | Reduce 6.00% | 426,488 | $14.15 |
| Q4 2023 | +430,164 | Add 1828.00% | 453,696 | $17.23 |
| Q3 2023 | -193,750 | Reduce 89.17% | 23,532 | $15.27 |
| Q2 2023 | +42,236 | Add 24.13% | 217,282 | $18.86 |
| Q1 2023 | +79,147 | Add 82.53% | 175,046 | $19.33 |
| Q4 2022 | +21,128 | Add 28.26% | 95,899 | $19.27 |
| Q3 2022 | +74,771 | New Buy | 74,771 | $20.85 |
Joel Greenblatt's Healthcare Realty Trust Incorporated Investment FAQs
Joel Greenblatt first purchased Healthcare Realty Trust Incorporated (HR) in Q3 2022, acquiring 74,771 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Healthcare Realty Trust Incorporated (HR) for 14 quarters since Q3 2022.
Joel Greenblatt's largest addition to Healthcare Realty Trust Incorporated (HR) was in Q3 2025, adding 1,269,969 shares worth $22.9 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,165,025 shares of Healthcare Realty Trust Incorporated (HR), valued at approximately $19.75 M.
As of the Q4 2025 filing, Healthcare Realty Trust Incorporated (HR) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Healthcare Realty Trust Incorporated (HR) was 1,269,969 shares, as reported at the end of Q3 2025.