Greenleaf Trust’s Healthcare Realty HR Stock Holding History

Greenleaf Trust’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	$309K	Sell	18,216 -1,108	-6%	-$19.4K	﹤0.01%	644
2025 Q4	$328K	Sell	19,324 -46	-0.2%	-$818	﹤0.01%	623
2025 Q3	$349K	Buy	19,370 +90	+0.5%	+$1.52K	﹤0.01%	589
2025 Q2	$306K	Sell	19,280 -762	-4%	-$11.6K	﹤0.01%	624
2025 Q1	$339K	Sell	20,042 -180	-0.9%	-$2.99K	﹤0.01%	604
2024 Q4	$343K	Sell	20,222 -123	-0.6%	-$2.16K	﹤0.01%	611
2024 Q3	$369K	Buy	20,345 +124	+0.6%	+$2.2K	﹤0.01%	592
2024 Q2	$333K	Buy	+20,221	New	+$309K	﹤0.01%	585
2024 Q1	–	Sell	-11,258	Closed	-$194K	–	783
2023 Q4	$194K	Buy	+11,258	New	+$172K	﹤0.01%	725

Other funds holding HR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Greenleaf Trust's HR Position: Q1 2026 in Review

Greenleaf Trust reduced its Healthcare Realty (HR) stake by 5.7% in Q1 2026, selling an estimated $19.4K and leaving 18,216 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Greenleaf Trust first reported a position in HR in Q4 2023 and has held it in 9 quarters since. The position peaked at $369K in Q3 2024. 442 funds tracked by Wall St. Rank hold HR as of Q1 2026.

Greenleaf Trust held 18,216 shares of Healthcare Realty worth $309K as of Q1 2026.
Greenleaf Trust sold 1,108 Healthcare Realty shares in Q1 2026, an estimated $19.4K.
Healthcare Realty made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #644 holding.
Greenleaf Trust first reported a position in Healthcare Realty in Q4 2023 and has held it in 9 quarters since.
Greenleaf Trust's Healthcare Realty position peaked at $369K in Q3 2024.
442 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.