GHI
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Gross & Hartman Investments’s Healthcare Realty HR Stock Holding History

Gross & Hartman Investments’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 		$305K Sell
15,129
-6,223
-29% -$121K 0.13% 55
2026
Q1 		$363K Buy
21,352
+3,010
+16% +$52.8K 0.19% 49
2025
Q4 		$311K Buy
+18,342
New +$326K 0.18% 46

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 $3.37T AUM 44.26% 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
RC
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
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gross & Hartman Investments's HR Position: Q2 2026 in Review

Gross & Hartman Investments reduced its Healthcare Realty (HR) stake by 29% in Q2 2026, selling an estimated $121K and leaving 15,129 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #55.

Gross & Hartman Investments first reported a position in HR in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q1 2026. 422 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Gross & Hartman Investments held 15,129 shares of Healthcare Realty worth $305K as of Q2 2026.
  • Gross & Hartman Investments sold 6,223 Healthcare Realty shares in Q2 2026, an estimated $121K.
  • Healthcare Realty made up 0.13% of Gross & Hartman Investments's portfolio in Q2 2026, its #55 holding.
  • Gross & Hartman Investments first reported a position in Healthcare Realty in Q4 2025 and has held it in 3 quarters since.
  • Gross & Hartman Investments's Healthcare Realty position peaked at $363K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.