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Clean Yield Group’s Healthcare Realty HR Stock Holding History

Clean Yield 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
Q1 		$65.2K Hold
3,840
– – 0.02% 209
2025
Q4 		$65.1K Hold
3,840
– – 0.02% 207
2025
Q3 		$69.2K Sell
3,840
-350
-8% -$5.92K 0.02% 207
2025
Q2 		$66.5K Sell
4,190
-6,170
-60% -$93.8K 0.02% 206
2025
Q1 		$175K Sell
10,360
-13,250
-56% -$220K 0.06% 136
2024
Q4 		$400K Sell
23,610
-16,557
-41% -$291K 0.13% 97
2024
Q3 		$729K Sell
40,167
-53,183
-57% -$943K 0.23% 74
2024
Q2 		$1.54M Sell
93,350
-131,760
-59% -$2.02M 0.57% 49
2024
Q1 		$3.19M Buy
225,110
+15,105
+7% +$228K 1.24% 27
2023
Q4 		$3.62M Sell
210,005
-30,110
-13% -$460K 1.52% 20
2023
Q3 		$3.62M Buy
240,115
+67,055
+39% +$1.19M 1.6% 21
2023
Q2 		$3.26M Buy
173,060
+54,043
+45% +$1.04M 1.34% 23
2023
Q1 		$2.3M Buy
119,017
+57,346
+93% +$1.16M 0.98% 32
2022
Q4 		$1.19M Sell
61,671
-104,531
-63% -$2.05M 0.51% 53
2022
Q3 		$3.46M Buy
166,202
+13,595
+9% +$346K 1.61% 16
2022
Q2 		$4.26M Buy
152,607
+11,598
+8% +$344K 1.76% 17
2022
Q1 		$4.42M Buy
141,009
+6,872
+5% +$216K 1.56% 17
2021
Q4 		$4.48M Sell
134,137
-10,400
-7% -$347K 1.43% 21
2021
Q3 		$4.29M Sell
144,537
-14,160
-9% -$413K 1.41% 19
2021
Q2 		$4.24M Buy
158,697
+4,113
+3% +$116K 1.44% 20
2021
Q1 		$4.26M Sell
154,584
-1,133
-0.7% -$31.7K 1.6% 20
2020
Q4 		$4.29M Buy
155,717
+3,825
+3% +$101K 1.54% 16
2020
Q3 		$3.95M Buy
151,892
+4,430
+3% +$116K 1.6% 16
2020
Q2 		$3.91M Buy
147,462
+18,847
+15% +$483K 1.69% 13
2020
Q1 		$3.12M Sell
128,615
-2,680
-2% -$81K 1.48% 20
2019
Q4 		$3.98M Buy
131,295
+10,410
+9% +$311K 1.25% 22
2019
Q3 		$3.55M Buy
+120,885
New +$3.38M 1.17% 23

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clean Yield Group's HR Position: Q1 2026 in Review

Clean Yield Group held its Healthcare Realty (HR) position steady in Q1 2026 at 3,840 shares worth $65.2K. The position accounts for 0.02% of the portfolio, ranked #209.

Clean Yield Group first reported a position in HR in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.48M in Q4 2021. 445 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Clean Yield Group held 3,840 shares of Healthcare Realty worth $65.2K as of Q1 2026.
  • Clean Yield Group left its Healthcare Realty share count unchanged in Q1 2026.
  • Healthcare Realty made up 0.02% of Clean Yield Group's portfolio in Q1 2026, its #209 holding.
  • Clean Yield Group first reported a position in Healthcare Realty in Q3 2019 and has held it in 27 quarters since.
  • Clean Yield Group's Healthcare Realty position peaked at $4.48M in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.