Broadwater Capital’s Healthcare Realty HR Stock Holding History

Broadwater Capital’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	$21.7K	Sell	1,075 -645	-38%	-$12.5K	0.02%	131
2026 Q1	$29.2K	Hold	1,720	–	–	0.02%	118
2025 Q4	$29.2K	Sell	1,720 -2,580	-60%	-$45.9K	0.02%	118
2025 Q3	$77.5K	Sell	4,300 -63,898	-94%	-$1.08M	0.06%	101
2025 Q2	$68.2M	Buy	68,198 +63,898	+1,486%	+$972K	0.05%	103
2025 Q1	$72.7K	Hold	4,300	–	–	0.06%	101
2024 Q4	$72.9K	Hold	4,300	–	–	0.06%	103
2024 Q3	$78K	Hold	4,300	–	–	0.06%	106
2024 Q2	$70.9K	Hold	4,300	–	–	0.05%	106
2024 Q1	$60.8K	Hold	4,300	–	–	0.05%	113
2023 Q4	$74.1K	Buy	+4,300	New	+$65.7K	0.06%	106

Other funds holding HR

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Broadwater Capital's HR Position: Q2 2026 in Review

Broadwater Capital reduced its Healthcare Realty (HR) stake by 38% in Q2 2026, selling an estimated $12.5K and leaving 1,075 shares worth $21.7K. The position accounts for 0.02% of the portfolio, ranked #131.

Broadwater Capital first reported a position in HR in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.2M in Q2 2025. 173 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Broadwater Capital held 1,075 shares of Healthcare Realty worth $21.7K as of Q2 2026.
Broadwater Capital sold 645 Healthcare Realty shares in Q2 2026, an estimated $12.5K.
Healthcare Realty made up 0.02% of Broadwater Capital's portfolio in Q2 2026, its #131 holding.
Broadwater Capital first reported a position in Healthcare Realty in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Healthcare Realty position peaked at $68.2M in Q2 2025.
173 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.