CPIG
HR icon

Chicago Partners Investment Group’s Healthcare Realty HR Stock Holding History

Chicago Partners Investment Group’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 		$519K Buy
24,570
+4,661
+23% +$90.5K 0.01% 979
2026
Q1 		$365K Buy
19,909
+9,480
+91% +$166K 0.01% 1042
2025
Q4 		$178K Buy
+10,429
New +$186K ﹤0.01% 1242

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

Chicago Partners Investment Group's HR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Healthcare Realty (HR) stake by 23% in Q2 2026, buying an estimated $90.5K and bringing the position to 24,570 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #979.

Chicago Partners Investment Group first reported a position in HR in Q4 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Chicago Partners Investment Group held 24,570 shares of Healthcare Realty worth $519K as of Q2 2026.
  • Chicago Partners Investment Group bought 4,661 Healthcare Realty shares in Q2 2026, an estimated $90.5K.
  • Healthcare Realty made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #979 holding.
  • Chicago Partners Investment Group first reported a position in Healthcare Realty in Q4 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.