Global Financial Private Client’s Healthcare Realty HR Stock Holding History

Global Financial Private Client’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	$340K	Hold	16,876	–	–	0.09%	198
2026 Q1	$287K	Hold	16,876	–	–	0.09%	203
2025 Q4	$286K	Hold	16,876	–	–	0.1%	196
2025 Q3	$304K	Hold	16,876	–	–	0.11%	190
2025 Q2	$268K	Sell	16,876 -400	-2%	-$6.08K	0.1%	196
2025 Q1	$292K	Hold	17,276	–	–	0.11%	175
2024 Q4	$293K	Hold	17,276	–	–	0.11%	170
2024 Q3	$314K	Hold	17,276	–	–	0.12%	161
2024 Q2	$285K	Sell	17,276 -2,500	-13%	-$38.3K	0.12%	164
2024 Q1	$279K	Sell	19,776 -10,627	-35%	-$160K	0.12%	157
2023 Q4	$524K	Hold	30,403	–	–	0.25%	103
2023 Q3	$452K	Hold	30,403	–	–	0.23%	102
2023 Q2	$578K	Hold	30,403	–	–	0.28%	87
2023 Q1	$590K	Hold	30,403	–	–	0.3%	82
2022 Q4	$586K	Sell	30,403 -30	-0.1%	-$589	0.33%	76
2022 Q3	$646K	Sell	30,433 -330	-1%	-$8.39K	0.37%	67
2022 Q2	$887K	Sell	30,763 -120	-0.4%	-$3.56K	0.5%	51
2022 Q1	$981K	Hold	30,883	–	–	0.47%	51
2021 Q4	$1.03M	Sell	30,883 -209	-0.7%	-$6.98K	0.5%	46
2021 Q3	$931K	Buy	31,092 +6	+0%	+$175	0.48%	53
2021 Q2	$836K	Buy	31,086 +5	+0%	+$141	0.47%	56
2021 Q1	$876K	Buy	31,081 +6	+0%	+$168	0.63%	34
2020 Q4	$856K	Buy	31,075 +5	+0%	+$132	0.68%	31
2020 Q3	$819K	Buy	31,070 +6	+0%	+$157	0.71%	32
2020 Q2	$837K	Sell	31,064 -394	-1%	-$10.1K	0.73%	30
2020 Q1	$689K	Buy	31,458 +5	+0%	+$151	0.73%	27
2019 Q4	$952K	Buy	+31,453	New	+$940K	0.8%	25

Other funds holding HR

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

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Global Financial Private Client's HR Position: Q2 2026 in Review

Global Financial Private Client held its Healthcare Realty (HR) position steady in Q2 2026 at 16,876 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #198.

Global Financial Private Client first reported a position in HR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.03M in Q4 2021. 136 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Global Financial Private Client held 16,876 shares of Healthcare Realty worth $340K as of Q2 2026.
Global Financial Private Client left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up 0.09% of Global Financial Private Client's portfolio in Q2 2026, its #198 holding.
Global Financial Private Client first reported a position in Healthcare Realty in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's Healthcare Realty position peaked at $1.03M in Q4 2021.
136 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.