Fortitude Family Office’s Healthcare Realty HR Stock Holding History

Fortitude Family Office’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 Q3	$4.95K	Buy	279 +65	+30%	+$1.28K	﹤0.01%	1565
2026 Q2	$4.32K	Hold	214	–	–	﹤0.01%	1151
2026 Q1	$3.64K	Hold	214	–	–	﹤0.01%	1042
2025 Q4	$3.63K	Hold	214	–	–	﹤0.01%	937
2025 Q3	$3.86K	Buy	+214	New	+$3.62K	﹤0.01%	906
2025 Q1	–	Sell	-804	Closed	-$13.6K	–	1216
2024 Q4	$13.6K	Buy	+804	New	+$14.1K	﹤0.01%	544

Other funds holding HR

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Fortitude Family Office's HR Position: Q3 2026 in Review

Fortitude Family Office increased its Healthcare Realty (HR) stake by 30% in Q3 2026, buying an estimated $1.28K and bringing the position to 279 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Fortitude Family Office first reported a position in HR in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.6K in Q4 2024. 35 funds tracked by Wall St. Rank hold HR as of Q3 2026.

Fortitude Family Office held 279 shares of Healthcare Realty worth $4.95K as of Q3 2026.
Fortitude Family Office bought 65 Healthcare Realty shares in Q3 2026, an estimated $1.28K.
Healthcare Realty made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1565 holding.
Fortitude Family Office first reported a position in Healthcare Realty in Q4 2024 and has held it in 6 quarters since.
Fortitude Family Office's Healthcare Realty position peaked at $13.6K in Q4 2024.
35 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.