AssetMark Inc
HR icon

AssetMark Inc’s Healthcare Realty HR Stock Holding History

AssetMark Inc’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
Q2 		$1.23M Buy
60,856
+60,117
+8,135% +$1.17M ﹤0.01% 1053
2026
Q1 		$12.6K Buy
739
+173
+31% +$3.03K ﹤0.01% 2232
2025
Q4 		$9.59K Buy
566
+42
+8% +$747 ﹤0.01% 2229
2025
Q3 		$9.45K Buy
524
+457
+682% +$7.73K ﹤0.01% 2130
2025
Q2 		$1.06K Sell
67
-147
-69% -$2.23K ﹤0.01% 2596
2025
Q1 		$3.62K Buy
214
+195
+1,026% +$3.24K ﹤0.01% 2057
2024
Q4 		$322 Buy
+19
New +$334 ﹤0.01% 2431
2024
Q3 		– Sell
-27
Closed -$445 – 2310
2024
Q2 		$445 Buy
+27
New +$413 ﹤0.01% 1934
2024
Q1 		– Sell
-14
Closed -$241 – 2011
2023
Q4 		$241 Buy
+14
New +$214 ﹤0.01% 1746
2021
Q3 		– Sell
-851
Closed -$23K – 1456
2021
Q2 		$23K Buy
851
+831
+4,155% +$23.5K ﹤0.01% 879
2021
Q1 		$1K Buy
+20
New +$559 ﹤0.01% 1252
2020
Q4 		– Sell
-160
Closed -$4K – 1428
2020
Q3 		$4K Buy
+160
New +$4.2K ﹤0.01% 1006
2020
Q2 		– Sell
-1,677
Closed -$41K – 1338
2020
Q1 		$41K Buy
+1,677
New +$50.7K ﹤0.01% 727
2017
Q3 		– Sell
-1
Closed – – 1533
2017
Q2 		$0 Buy
+1
New +$32 ﹤0.01% 1426
2016
Q2 		– Sell
-266
Closed -$8K – 1216
2016
Q1 		$8K Hold
266
– – ﹤0.01% 903
2015
Q4 		$7K Buy
+266
New +$6.86K ﹤0.01% 926

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
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
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssetMark Inc's HR Position: Q2 2026 in Review

AssetMark Inc increased its Healthcare Realty (HR) stake by 8,135% in Q2 2026, buying an estimated $1.17M and bringing the position to 60,856 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

AssetMark Inc first reported a position in HR in Q4 2015 and has held it in 16 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • AssetMark Inc held 60,856 shares of Healthcare Realty worth $1.23M as of Q2 2026.
  • AssetMark Inc bought 60,117 Healthcare Realty shares in Q2 2026, an estimated $1.17M.
  • Healthcare Realty made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1053 holding.
  • AssetMark Inc first reported a position in Healthcare Realty in Q4 2015 and has held it in 16 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.