C
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Covestor’s Healthcare Realty HR Stock Holding History

Covestor’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 		$10K Buy
483
+8
+2% +$155 0.01% 1588
2026
Q1 		$8K Sell
475
-331
-41% -$5.8K 0.01% 1564
2025
Q4 		$14K Hold
806
– – 0.01% 1435
2025
Q3 		$15K Sell
806
-2
-0.2% -$34 0.01% 1397
2025
Q2 		$13K Sell
808
-6
-0.7% -$91 0.01% 1407
2025
Q1 		$14K Buy
814
+4
+0.5% +$66 0.01% 1308
2024
Q4 		$14K Buy
810
+6
+0.7% +$106 0.01% 1347
2024
Q3 		$15K Sell
804
-16
-2% -$284 0.01% 1324
2024
Q2 		$14K Hold
820
– – 0.01% 1336
2024
Q1 		$12K Buy
820
+379
+86% +$5.72K 0.01% 1446
2023
Q4 		$8K Buy
441
+11
+3% +$168 0.01% 1683
2023
Q3 		$7K Sell
430
-35
-8% -$621 0.01% 1621
2023
Q2 		$9K Sell
465
-24
-5% -$463 0.01% 1506
2023
Q1 		$9K Sell
489
-1,934
-80% -$39K 0.01% 1363
2022
Q4 		$47K Sell
2,423
-641
-21% -$12.6K 0.04% 755
2022
Q3 		$64K Buy
3,064
+2,655
+649% +$67.5K 0.06% 591
2022
Q2 		$11K Buy
409
+3
+0.7% +$89 0.01% 1176
2022
Q1 		$13K Sell
406
-665
-62% -$20.9K 0.01% 1221
2021
Q4 		$36K Buy
+1,071
New +$35.8K 0.05% 700

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 $3.37T AUM 44.26% 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

Covestor's HR Position: Q2 2026 in Review

Covestor increased its Healthcare Realty (HR) stake by 1.7% in Q2 2026, buying an estimated $155 and bringing the position to 483 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1588.

Covestor first reported a position in HR in Q4 2021 and has held it in 19 quarters since. The position peaked at $64K in Q3 2022. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Covestor held 483 shares of Healthcare Realty worth $10K as of Q2 2026.
  • Covestor bought 8 Healthcare Realty shares in Q2 2026, an estimated $155.
  • Healthcare Realty made up 0.01% of Covestor's portfolio in Q2 2026, its #1588 holding.
  • Covestor first reported a position in Healthcare Realty in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Healthcare Realty position peaked at $64K in Q3 2022.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.