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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
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 $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

Comprehensive Money Management Services's HR Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Healthcare Realty (HR) stake by 2.7% in Q1 2026, buying an estimated $8.77K and bringing the position to 18,798 shares worth $319K. The position accounts for 0.21% of the portfolio, ranked #150.

Comprehensive Money Management Services first reported a position in HR in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q3 2025. 445 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Comprehensive Money Management Services held 18,798 shares of Healthcare Realty worth $319K as of Q1 2026.
  • Comprehensive Money Management Services bought 500 Healthcare Realty shares in Q1 2026, an estimated $8.77K.
  • Healthcare Realty made up 0.21% of Comprehensive Money Management Services's portfolio in Q1 2026, its #150 holding.
  • Comprehensive Money Management Services first reported a position in Healthcare Realty in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Money Management Services's Healthcare Realty position peaked at $330K in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.