Financial Gravity Asset Management’s Healthcare Realty HR Stock Holding History

Financial Gravity Asset Management’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	$48.1K	Hold	2,833	–	–	0.01%	303
2025 Q4	$48K	Hold	2,833	–	–	0.01%	254
2025 Q3	$51.1K	Buy	+2,833	New	+$47.9K	0.01%	297
2025 Q1	$47.9K	Buy	+2,833	New	+$47.1K	0.01%	314
2019 Q4	–	Sell	-9,428	Closed	-$277K	–	1530
2019 Q3	$277K	Hold	9,428	–	–	0.24%	82
2019 Q2	$259K	Hold	9,428	–	–	0.21%	110
2019 Q1	$270K	Buy	+9,428	New	+$262K	0.22%	97
2018 Q3	$250K	Hold	9,428	–	–	0.26%	84
2018 Q2	$264K	Hold	9,428	–	–	0.25%	77
2018 Q1	$239K	Buy	+9,428	New	+$251K	0.24%	71

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Gravity Asset Management's HR Position: Q1 2026 in Review

Financial Gravity Asset Management held its Healthcare Realty (HR) position steady in Q1 2026 at 2,833 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #303.

Financial Gravity Asset Management first reported a position in HR in Q1 2018 and has held it in 10 quarters since. The position peaked at $277K in Q3 2019. 448 funds tracked by Wall St. Rank hold HR as of Q1 2026.

Financial Gravity Asset Management held 2,833 shares of Healthcare Realty worth $48.1K as of Q1 2026.
Financial Gravity Asset Management left its Healthcare Realty share count unchanged in Q1 2026.
Healthcare Realty made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #303 holding.
Financial Gravity Asset Management first reported a position in Healthcare Realty in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's Healthcare Realty position peaked at $277K in Q3 2019.
448 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.