Local companies get slew of new 5% owners

Two big names disclose stakes in Brookdale; others have been buying Kirkland's, Healthcare Realty and Clarcor

A handful of Nashville-area public companies finished the year with some new 5 percent investors among their owner ranks. Money managers of all stripes have been filing their year-end holdings reports in recent days, and those reports have turned up some new names that will show up in locals' proxy statements this spring. Here's a quick rundown:

• Brookdale Senior Living has two new big-name investors that own at least 5 percent. Invesco and Vanguard Group — which manage $779 billion and $2.5 trillion, respectively — have in recent days declared year-end stakes of 8.1 percent and 5 percent in Brentwood-based Brookdale. Shares of the senior living company (Ticker: BKD) ended Tuesday trading at $29.25 and are up slightly over the past three months.

• Another investing giant, State Street, filed papers to say it had raised its stake in filtration and packaging manufacturer Clarcor to 5.6 percent by the year's end. Franklin-based Clarcor (Ticker: CLC) shares climbed from $55 to $65 during the fourth quarter but have since retreated back to where they were in September.

• An equity investment unit of global real estate player CBRE Group stepped up its buying of West End-based Healthcare Realty Trust in the fourth quarter. As of Dec. 31, CBRE Clarion Securities owned 6.46 million shares of Healthcare Realty, up from 4.9 million on Sept. 30. That gave CBRE Clarion, which manages about $24 billion, a stake of 6.7 percent in the company. Healthcare Realty shares (Ticker: HR) closed Tuesday at $22.73 and are flat over the past three months.

• A Canadian hedge fund added to its stake in home goods retailer Kirkland's during Q4, finishing 2013 with 989,000 shares, or 5.7 percent of the local company. Polar Securities runs about $2 billion for its clients and takes both short and long positions. Shares of Kirkland's (Ticker: KIRK) rocketed from $18 to almost $26 in November when the holiday shopping season was still promising but have since retreated to $17.