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Citizens National Bank Trust Department’s Healthcare Realty HR Stock Holding History

Citizens National Bank Trust Department’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 		$31.1K Hold
1,543
– – ﹤0.01% 289
2026
Q1 		$26.2K Hold
1,543
– – ﹤0.01% 289
2025
Q4 		$26.2K Hold
1,543
– – ﹤0.01% 287
2025
Q3 		$27.8K Hold
1,543
– – 0.01% 285
2025
Q2 		$24.5K Hold
1,543
– – ﹤0.01% 287
2025
Q1 		$26.1K Hold
1,543
– – 0.01% 283
2024
Q4 		$26.2K Hold
1,543
– – 0.01% 258
2024
Q3 		$28K Hold
1,543
– – 0.01% 250
2024
Q2 		$25.4K Hold
1,543
– – 0.01% 255
2024
Q1 		$21.8K Hold
1,543
– – 0.01% 257
2023
Q4 		$26.6K Hold
1,543
– – 0.01% 240
2023
Q3 		$23.6K Hold
1,543
– – 0.01% 244
2023
Q2 		$29.1K Hold
1,543
– – 0.01% 234
2023
Q1 		$29.8K Hold
1,543
– – 0.01% 228
2022
Q4 		$30K Hold
1,543
– – 0.01% 222
2022
Q3 		$32K Hold
1,543
– – 0.01% 219
2022
Q2 		$43K Hold
1,543
– – 0.01% 209
2022
Q1 		$47K Hold
1,543
– – 0.02% 193
2021
Q4 		$52K Buy
+1,543
New +$51.5K 0.02% 190

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return

Citizens National Bank Trust Department's HR Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Healthcare Realty (HR) position steady in Q2 2026 at 1,543 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Citizens National Bank Trust Department first reported a position in HR in Q4 2021 and has held it in 19 quarters since. The position peaked at $52K in Q4 2021. 208 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Citizens National Bank Trust Department held 1,543 shares of Healthcare Realty worth $31.1K as of Q2 2026.
  • Citizens National Bank Trust Department left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #289 holding.
  • Citizens National Bank Trust Department first reported a position in Healthcare Realty in Q4 2021 and has held it in 19 quarters since.
  • Citizens National Bank Trust Department's Healthcare Realty position peaked at $52K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.