Atria Investments’s Healthcare Realty HR Stock Holding History

Atria Investments’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	$360K	Sell	17,849 -20,376	-53%	-$396K	﹤0.01%	1727
2026 Q1	$649K	Buy	38,225 +4,597	+14%	+$80.6K	0.01%	1304
2025 Q4	$570K	Sell	33,628 -2,065	-6%	-$36.7K	0.01%	1364
2025 Q3	$644K	Sell	35,693 -48,081	-57%	-$813K	0.01%	1289
2025 Q2	$1.33M	Sell	83,774 -3,344	-4%	-$50.9K	0.02%	906
2025 Q1	$1.47M	Buy	87,118 +5,943	+7%	+$98.8K	0.02%	837
2024 Q4	$1.38M	Sell	81,175 -6,879	-8%	-$121K	0.02%	833
2024 Q3	$1.6M	Buy	88,054 +20,064	+30%	+$356K	0.02%	749
2024 Q2	$1.12M	Buy	+67,990	New	+$1.04M	0.01%	883

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

Atria Investments's HR Position: Q2 2026 in Review

Atria Investments reduced its Healthcare Realty (HR) stake by 53% in Q2 2026, selling an estimated $396K and leaving 17,849 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Atria Investments first reported a position in HR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q3 2024. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Atria Investments held 17,849 shares of Healthcare Realty worth $360K as of Q2 2026.
Atria Investments sold 20,376 Healthcare Realty shares in Q2 2026, an estimated $396K.
Healthcare Realty made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1727 holding.
Atria Investments first reported a position in Healthcare Realty in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Healthcare Realty position peaked at $1.6M in Q3 2024.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.