Cerity Partners
HR icon

Cerity Partners’s Healthcare Realty HR Stock Holding History

Cerity Partners’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 		$3.92M Buy
194,551
+86,555
+80% +$1.68M ﹤0.01% 1217
2026
Q1 		$1.83M Buy
107,996
+37,505
+53% +$658K ﹤0.01% 1537
2025
Q4 		$1.19M Buy
70,491
+32,288
+85% +$574K ﹤0.01% 1627
2025
Q3 		$689K Buy
38,203
+18,680
+96% +$316K ﹤0.01% 1781
2025
Q2 		$310K Sell
19,523
-177
-0.9% -$2.69K ﹤0.01% 2140
2025
Q1 		$333K Sell
19,700
-37,944
-66% -$631K ﹤0.01% 1971
2024
Q4 		$1.02M Sell
57,644
-19,901
-26% -$350K ﹤0.01% 1402
2024
Q3 		$1.41M Buy
77,545
+39,975
+106% +$709K ﹤0.01% 1254
2024
Q2 		$619K Sell
37,570
-18,775
-33% -$287K ﹤0.01% 1446
2024
Q1 		$797K Buy
56,345
+29,412
+109% +$444K ﹤0.01% 1378
2023
Q4 		$464K Buy
+26,933
New +$411K ﹤0.01% 1302
2023
Q3 		– Sell
-22,154
Closed -$418K – 1533
2023
Q2 		$418K Buy
22,154
+2,468
+13% +$47.7K ﹤0.01% 1253
2023
Q1 		$381K Buy
19,686
+5,455
+38% +$110K ﹤0.01% 1420
2022
Q4 		$274K Buy
+14,231
New +$280K ﹤0.01% 1182

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

Cerity Partners's HR Position: Q2 2026 in Review

Cerity Partners increased its Healthcare Realty (HR) stake by 80% in Q2 2026, buying an estimated $1.68M and bringing the position to 194,551 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Cerity Partners first reported a position in HR in Q4 2022 and has held it in 14 quarters since. 422 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Cerity Partners held 194,551 shares of Healthcare Realty worth $3.92M as of Q2 2026.
  • Cerity Partners bought 86,555 Healthcare Realty shares in Q2 2026, an estimated $1.68M.
  • Healthcare Realty made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1217 holding.
  • Cerity Partners first reported a position in Healthcare Realty in Q4 2022 and has held it in 14 quarters since.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.