EI
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Ethic Inc’s Healthcare Realty HR Stock Holding History

Ethic Inc’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 		$840K Buy
41,631
+2,098
+5% +$40.8K 0.01% 767
2026
Q1 		$672K Sell
39,533
-8,013
-17% -$141K 0.01% 770
2025
Q4 		$806K Buy
47,546
+7,544
+19% +$134K 0.01% 704
2025
Q3 		$721K Buy
40,002
+13,826
+53% +$234K 0.01% 730
2025
Q2 		$413K Buy
+26,176
New +$398K 0.01% 885

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

Ethic Inc's HR Position: Q2 2026 in Review

Ethic Inc increased its Healthcare Realty (HR) stake by 5.3% in Q2 2026, buying an estimated $40.8K and bringing the position to 41,631 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #767.

Ethic Inc first reported a position in HR in Q2 2025 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Ethic Inc held 41,631 shares of Healthcare Realty worth $840K as of Q2 2026.
  • Ethic Inc bought 2,098 Healthcare Realty shares in Q2 2026, an estimated $40.8K.
  • Healthcare Realty made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #767 holding.
  • Ethic Inc first reported a position in Healthcare Realty in Q2 2025 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.