B. Metzler seel. Sohn & Co’s Healthcare Realty HR Stock Holding History

B. Metzler seel. Sohn & Co’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	$1.11M	Sell	55,150 -50,800	-48%	-$987K	0.01%	554
2026 Q1	$1.8M	Hold	105,950	–	–	0.02%	416
2025 Q4	$1.81M	Sell	105,950 -30,950	-23%	-$551K	0.02%	431
2025 Q3	$2.47M	Buy	136,900 +2,950	+2%	+$49.9K	0.02%	346
2025 Q2	$2.12M	Sell	133,950 -75,000	-36%	-$1.14M	0.02%	371
2025 Q1	$3.53M	Buy	208,950 +70,900	+51%	+$1.18M	0.04%	240
2024 Q4	$2.34M	Sell	138,050 -250,550	-64%	-$4.41M	0.02%	335
2024 Q3	$7.05M	Sell	388,600 -9,000	-2%	-$160K	0.07%	143
2024 Q2	$6.55M	Hold	397,600	–	–	0.06%	141
2024 Q1	$5.63M	Buy	397,600 +41,000	+11%	+$619K	0.06%	167
2023 Q4	$6.14M	Buy	356,600 +307,993	+634%	+$4.7M	0.08%	152
2023 Q3	$742K	Buy	+48,607	New	+$863K	0.01%	521

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

B. Metzler seel. Sohn & Co's HR Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Healthcare Realty (HR) stake by 48% in Q2 2026, selling an estimated $987K and leaving 55,150 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #554.

B. Metzler seel. Sohn & Co first reported a position in HR in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.05M in Q3 2024. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

B. Metzler seel. Sohn & Co held 55,150 shares of Healthcare Realty worth $1.11M as of Q2 2026.
B. Metzler seel. Sohn & Co sold 50,800 Healthcare Realty shares in Q2 2026, an estimated $987K.
Healthcare Realty made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #554 holding.
B. Metzler seel. Sohn & Co first reported a position in Healthcare Realty in Q3 2023 and has held it in 12 quarters since.
B. Metzler seel. Sohn & Co's Healthcare Realty position peaked at $7.05M in Q3 2024.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.