BPI
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BFC Planning, Inc.’s Healthcare Realty HR Stock Holding History

BFC Planning, 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 		$44.6K Buy
2,213
+260
+13% +$5.05K ﹤0.01% 1612
2026
Q1 		$33.2K Buy
1,953
+171
+10% +$3K ﹤0.01% 1498
2025
Q4 		$30.2K Sell
1,782
-200
-10% -$3.56K ﹤0.01% 1571
2025
Q3 		$35.7K Buy
1,982
+193
+11% +$3.26K ﹤0.01% 1317
2025
Q2 		$28.4K Buy
1,789
+235
+15% +$3.57K ﹤0.01% 1351
2025
Q1 		$26.3K Hold
1,554
– – ﹤0.01% 1355
2024
Q4 		$26.3K Buy
+1,554
New +$27.3K ﹤0.01% 1353

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 $3.38T AUM 44.17% 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
Resolution Capital
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BFC Planning, Inc.'s HR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Healthcare Realty (HR) stake by 13% in Q2 2026, buying an estimated $5.05K and bringing the position to 2,213 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

BFC Planning, Inc. first reported a position in HR in Q4 2024 and has held it in 7 quarters since. 464 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • BFC Planning, Inc. held 2,213 shares of Healthcare Realty worth $44.6K as of Q2 2026.
  • BFC Planning, Inc. bought 260 Healthcare Realty shares in Q2 2026, an estimated $5.05K.
  • Healthcare Realty made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1612 holding.
  • BFC Planning, Inc. first reported a position in Healthcare Realty in Q4 2024 and has held it in 7 quarters since.
  • 464 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.