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Farmers & Merchants Investments Inc’s Healthcare Realty HR Stock Holding History

Farmers & Merchants Investments 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 		$6.35K Hold
315
– – ﹤0.01% 938
2026
Q1 		$5.35K Hold
315
– – ﹤0.01% 949
2025
Q4 		$5.34K Hold
315
– – ﹤0.01% 942
2025
Q3 		$5.68K Buy
315
+38
+14% +$643 ﹤0.01% 926
2025
Q2 		$4.39K Hold
277
– – ﹤0.01% 978
2025
Q1 		$4.68K Buy
277
+127
+85% +$2.11K ﹤0.01% 925
2024
Q4 		$2.54K Sell
150
-15
-9% -$264 ﹤0.01% 1054
2024
Q3 		$3K Hold
165
– – ﹤0.01% 977
2024
Q2 		$2.72K Hold
165
– – ﹤0.01% 988
2024
Q1 		$2.33K Hold
165
– – ﹤0.01% 1038
2023
Q4 		$2.84K Hold
165
– – ﹤0.01% 925
2023
Q3 		$2.52K Hold
165
– – ﹤0.01% 933
2023
Q2 		$3.11K Hold
165
– – ﹤0.01% 881
2023
Q1 		$3.19K Sell
165
-14
-8% -$282 ﹤0.01% 841
2022
Q4 		$3.45K Hold
179
– – ﹤0.01% 858
2022
Q3 		$4K Sell
179
-1,354
-88% -$34.4K ﹤0.01% 786
2022
Q2 		$43K Hold
1,533
– – ﹤0.01% 435
2022
Q1 		$48K Hold
1,533
– – ﹤0.01% 427
2021
Q4 		$51K Hold
1,533
– – ﹤0.01% 417
2021
Q3 		$45K Buy
+1,533
New +$44.7K ﹤0.01% 420
2015
Q4 		– Sell
-214
Closed -$5K – 732
2015
Q3 		$5K Sell
214
-122
-36% -$3.01K ﹤0.01% 587
2015
Q2 		$8K Hold
336
– – ﹤0.01% 550
2015
Q1 		$9K Hold
336
– – ﹤0.01% 521
2014
Q4 		$9K Sell
336
-1
-0.3% -$25 ﹤0.01% 512
2014
Q3 		$8K Sell
337
-50
-13% -$1.21K ﹤0.01% 548
2014
Q2 		$9K Sell
387
-322
-45% -$7.67K ﹤0.01% 523
2014
Q1 		$16K Hold
709
– – ﹤0.01% 420
2013
Q4 		$14K Buy
709
+14
+2% +$297 ﹤0.01% 448
2013
Q3 		$15K Sell
695
-644
-48% -$13.9K ﹤0.01% 417
2013
Q2 		$30K Buy
+1,339
New +$32.2K ﹤0.01% 331

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Farmers & Merchants Investments Inc's HR Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Healthcare Realty (HR) position steady in Q2 2026 at 315 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Farmers & Merchants Investments Inc first reported a position in HR in Q2 2013 and has held it in 30 quarters since. The position peaked at $51K in Q4 2021. 224 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Farmers & Merchants Investments Inc held 315 shares of Healthcare Realty worth $6.35K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #938 holding.
  • Farmers & Merchants Investments Inc first reported a position in Healthcare Realty in Q2 2013 and has held it in 30 quarters since.
  • Farmers & Merchants Investments Inc's Healthcare Realty position peaked at $51K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.