Healthcare Realty Trust Incorporated

Frequently Asked Questions About HR

What does HR invest in?

Healthcare Realty Trust operates as a Real Estate Investment Trust (REIT), specializing in the acquisition, development, financing, and active management of income-generating real estate assets, predominantly serving outpatient healthcare providers throughout the United States. By September 30, 2020, its extensive portfolio comprised 211 properties located across 24 states, collectively spanning 15.5 million square feet and valued at approximately $5.5 billion. The company further provided comprehensive leasing and property management solutions for 11.9 million square feet nationwide.

What is the expense ratio of HR?

An expense ratio for Healthcare Realty Trust Incorporated (HR) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is HR?

Healthcare Realty Trust Incorporated (HR) manages $7.41B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HR actively managed or an index fund?

HR is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds in exchange for the discretion to over- or under-weight positions.

When was HR launched?

Healthcare Realty Trust Incorporated (HR) launched in May 1993 and is managed by the fund issuer.

How has HR performed?

HR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.