Clay Northam Wealth Management’s Healthcare Realty HR Stock Holding History

Clay Northam Wealth Management’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	$314K	Sell	15,581 -136	-0.9%	-$2.64K	0.15%	82
2026 Q1	$267K	Hold	15,717	–	–	0.15%	83
2025 Q4	$266K	Sell	15,717 -4,036	-20%	-$71.8K	0.15%	82
2025 Q3	$356K	Hold	19,753	–	–	0.2%	64
2025 Q2	$313K	Sell	19,753 -75	-0.4%	-$1.14K	0.2%	62
2025 Q1	$335K	Sell	19,828 -1,150	-5%	-$19.1K	0.23%	59
2024 Q4	$356K	Sell	20,978 -3,224	-13%	-$56.7K	0.23%	55
2024 Q3	$439K	Sell	24,202 -696	-3%	-$12.3K	0.3%	45
2024 Q2	$410K	Sell	24,898 -250	-1%	-$3.83K	0.31%	47
2024 Q1	$356K	Sell	25,148 -1,750	-7%	-$26.4K	0.29%	52
2023 Q4	$463K	Sell	26,898 -950	-3%	-$14.5K	0.41%	39
2023 Q3	$425K	Sell	27,848 -1,022	-4%	-$18.1K	0.42%	37
2023 Q2	$544K	Hold	28,870	–	–	0.52%	32
2023 Q1	$558K	Sell	28,870 -145	-0.5%	-$2.92K	0.57%	27
2022 Q4	$559K	Hold	29,015	–	–	0.64%	28
2022 Q3	$605K	Hold	29,015	–	–	0.76%	26
2022 Q2	$810K	Sell	29,015 -859	-3%	-$25.5K	1.01%	21
2022 Q1	$936K	Sell	29,874 -1,092	-4%	-$34.4K	0.95%	24
2021 Q4	$1.03M	Buy	+30,966	New	+$1.03M	0.97%	24

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clay Northam Wealth Management's HR Position: Q2 2026 in Review

Clay Northam Wealth Management reduced its Healthcare Realty (HR) stake by 0.87% in Q2 2026, selling an estimated $2.64K and leaving 15,581 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #82.

Clay Northam Wealth Management first reported a position in HR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2021. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Clay Northam Wealth Management held 15,581 shares of Healthcare Realty worth $314K as of Q2 2026.
Clay Northam Wealth Management sold 136 Healthcare Realty shares in Q2 2026, an estimated $2.64K.
Healthcare Realty made up 0.15% of Clay Northam Wealth Management's portfolio in Q2 2026, its #82 holding.
Clay Northam Wealth Management first reported a position in Healthcare Realty in Q4 2021 and has held it in 19 quarters since.
Clay Northam Wealth Management's Healthcare Realty position peaked at $1.03M in Q4 2021.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.