BGAI
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Bruce G. Allen Investments’s Healthcare Realty HR Stock Holding History

Bruce G. Allen 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 		$303 Hold
15
– – ﹤0.01% 990
2026
Q1 		$255 Hold
15
– – ﹤0.01% 1043
2025
Q4 		$254 Hold
15
– – ﹤0.01% 1037
2025
Q3 		$270 Hold
15
– – ﹤0.01% 1030
2025
Q2 		$238 Hold
15
– – ﹤0.01% 1029
2025
Q1 		$254 Hold
15
– – ﹤0.01% 1036
2024
Q4 		$254 Hold
15
– – ﹤0.01% 1045
2024
Q3 		$272 Hold
15
– – ﹤0.01% 1063
2024
Q2 		$247 Sell
15
-126
-89% -$1.93K ﹤0.01% 939
2024
Q1 		$2K Hold
141
– – ﹤0.01% 704
2023
Q4 		$2.43K Buy
+141
New +$2.15K ﹤0.01% 712

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

Bruce G. Allen Investments's HR Position: Q2 2026 in Review

Bruce G. Allen Investments held its Healthcare Realty (HR) position steady in Q2 2026 at 15 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Bruce G. Allen Investments first reported a position in HR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.43K in Q4 2023. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Bruce G. Allen Investments held 15 shares of Healthcare Realty worth $303 as of Q2 2026.
  • Bruce G. Allen Investments left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #990 holding.
  • Bruce G. Allen Investments first reported a position in Healthcare Realty in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Healthcare Realty position peaked at $2.43K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.