Anchor Investment Management’s Healthcare Realty HR Stock Holding History

Anchor Investment Management’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.7K	Hold	2,159	–	–	﹤0.01%	630
2025 Q4	$36.6K	Sell	2,159 -115	-5%	-$2.05K	﹤0.01%	641
2025 Q3	$41K	Hold	2,274	–	–	﹤0.01%	614
2025 Q2	$36.1K	Buy	2,274 +48	+2%	+$730	﹤0.01%	624
2025 Q1	$37.6K	Buy	+2,226	New	+$37K	﹤0.01%	608
2023 Q4	–	Sell	-800	Closed	-$12.2K	–	974
2023 Q3	$12.2K	Sell	800 -500	-38%	-$8.87K	﹤0.01%	718
2023 Q2	$24.5K	Sell	1,300 -1,000	-43%	-$19.3K	﹤0.01%	619
2023 Q1	$44.5K	Sell	2,300 -600	-21%	-$12.1K	0.01%	550
2022 Q4	$55.9K	Hold	2,900	–	–	0.01%	501
2022 Q3	$60.5K	Buy	+2,900	New	+$73.7K	0.01%	475

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Anchor Investment Management's HR Position: Q1 2026 in Review

Anchor Investment Management held its Healthcare Realty (HR) position steady in Q1 2026 at 2,159 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Anchor Investment Management first reported a position in HR in Q3 2022 and has held it in 10 quarters since. The position peaked at $60.5K in Q3 2022. 448 funds tracked by Wall St. Rank hold HR as of Q1 2026.

Anchor Investment Management held 2,159 shares of Healthcare Realty worth $36.7K as of Q1 2026.
Anchor Investment Management left its Healthcare Realty share count unchanged in Q1 2026.
Healthcare Realty made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #630 holding.
Anchor Investment Management first reported a position in Healthcare Realty in Q3 2022 and has held it in 10 quarters since.
Anchor Investment Management's Healthcare Realty position peaked at $60.5K in Q3 2022.
448 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.