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Comprehensive Money Management Services’s Healthcare Realty HR Stock Holding History

Comprehensive Money Management Services’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 		$374K Sell
18,548
-250
-1% -$4.86K 0.24% 131
2026
Q1 		$319K Buy
18,798
+500
+3% +$8.77K 0.21% 150
2025
Q4 		$310K Hold
18,298
– – 0.21% 142
2025
Q3 		$330K Sell
18,298
-20
-0.1% -$338 0.23% 135
2025
Q2 		$291K Buy
18,318
+400
+2% +$6.08K 0.22% 141
2025
Q1 		$303K Buy
17,918
+800
+5% +$13.3K 0.24% 135
2024
Q4 		$290K Buy
+17,118
New +$301K 0.24% 133

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 $3.38T AUM 44.17% 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

Comprehensive Money Management Services's HR Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Healthcare Realty (HR) stake by 1.3% in Q2 2026, selling an estimated $4.86K and leaving 18,548 shares worth $374K. The position accounts for 0.24% of the portfolio, ranked #131.

Comprehensive Money Management Services first reported a position in HR in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Comprehensive Money Management Services held 18,548 shares of Healthcare Realty worth $374K as of Q2 2026.
  • Comprehensive Money Management Services sold 250 Healthcare Realty shares in Q2 2026, an estimated $4.86K.
  • Healthcare Realty made up 0.24% of Comprehensive Money Management Services's portfolio in Q2 2026, its #131 holding.
  • Comprehensive Money Management Services first reported a position in Healthcare Realty in Q4 2024 and has held it in 7 quarters since.
  • 462 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.