Clearstead Advisors’s Healthcare Realty HR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.15K Buy
+305
New +$5.92K ﹤0.01% 2136
2026
Q1
Sell
-286
Closed -$4.85K 2523
2025
Q4
$4.85K Sell
286
-128
-31% -$2.28K ﹤0.01% 2025
2025
Q3
$7.46K Buy
+414
New +$7K ﹤0.01% 2018
2025
Q2
Sell
-175
Closed -$2.96K 2801
2025
Q1
$2.96K Buy
+175
New +$2.91K ﹤0.01% 1828

Other funds holding HR

Clearstead Advisors's HR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Healthcare Realty (HR) in Q2 2026: 305 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #2136 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HR as recently as Q4 2025.

Clearstead Advisors first reported a position in HR in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.46K in Q3 2025. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Clearstead Advisors held 305 shares of Healthcare Realty worth $6.15K as of Q2 2026.
  • Healthcare Realty was a new Clearstead Advisors position in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2136 holding.
  • Clearstead Advisors first reported a position in Healthcare Realty in Q1 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Healthcare Realty position peaked at $7.46K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.