First Dallas Securities’s Healthcare Realty HR Stock Holding History

First Dallas Securities’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	$775K	Hold	38,405	–	–	0.26%	76
2026 Q1	$653K	Buy	38,405 +5,000	+15%	+$87.7K	0.24%	74
2025 Q4	$566K	Sell	33,405 -250	-0.7%	-$4.45K	0.21%	79
2025 Q3	$607K	Sell	33,655 -21,845	-39%	-$369K	0.23%	74
2025 Q2	$880K	Sell	55,500 -28,750	-34%	-$437K	0.35%	60
2025 Q1	$1.42M	Hold	84,250	–	–	0.6%	42
2024 Q4	$1.43M	Buy	84,250 +5,000	+6%	+$87.9K	0.58%	41
2024 Q3	$1.44M	Sell	79,250 -1,500	-2%	-$26.6K	0.6%	40
2024 Q2	$1.33M	Buy	80,750 +21,000	+35%	+$321K	0.58%	42
2024 Q1	$845K	Buy	+59,750	New	+$901K	0.39%	57

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

First Dallas Securities's HR Position: Q2 2026 in Review

First Dallas Securities held its Healthcare Realty (HR) position steady in Q2 2026 at 38,405 shares worth $775K. The position accounts for 0.26% of the portfolio, ranked #76.

First Dallas Securities first reported a position in HR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.44M in Q3 2024. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

First Dallas Securities held 38,405 shares of Healthcare Realty worth $775K as of Q2 2026.
First Dallas Securities left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up 0.26% of First Dallas Securities's portfolio in Q2 2026, its #76 holding.
First Dallas Securities first reported a position in Healthcare Realty in Q1 2024 and has held it in 10 quarters since.
First Dallas Securities's Healthcare Realty position peaked at $1.44M in Q3 2024.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.