HM Payson & Co’s Healthcare Realty HR Stock Holding History

HM Payson & Co’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	$2.02K	Hold	100	–	–	﹤0.01%	1057
2026 Q1	$1.7K	Hold	100	–	–	﹤0.01%	1059
2025 Q4	$1.7K	Hold	100	–	–	﹤0.01%	1074
2025 Q3	$1.8K	Hold	100	–	–	﹤0.01%	1017
2025 Q2	$1.59K	Hold	100	–	–	﹤0.01%	942
2025 Q1	$1.69K	Hold	100	–	–	﹤0.01%	970
2024 Q4	$1.7K	Hold	100	–	–	﹤0.01%	970
2024 Q3	$1.81K	Hold	100	–	–	﹤0.01%	979
2024 Q2	$1.65K	Hold	100	–	–	﹤0.01%	937
2024 Q1	$1.42K	Hold	100	–	–	﹤0.01%	915
2023 Q4	$1.72K	Hold	100	–	–	﹤0.01%	911
2023 Q3	$1.53K	Hold	100	–	–	﹤0.01%	947
2023 Q2	$1.89K	Hold	100	–	–	﹤0.01%	923
2023 Q1	$1.93K	Hold	100	–	–	﹤0.01%	922
2022 Q4	$1.93K	Hold	100	–	–	﹤0.01%	857
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	915
2022 Q2	$3K	Buy	+100	New	+$2.97K	﹤0.01%	929

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HM Payson & Co's HR Position: Q2 2026 in Review

HM Payson & Co held its Healthcare Realty (HR) position steady in Q2 2026 at 100 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

HM Payson & Co first reported a position in HR in Q2 2022 and has held it in 17 quarters since. The position peaked at $3K in Q2 2022. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

HM Payson & Co held 100 shares of Healthcare Realty worth $2.02K as of Q2 2026.
HM Payson & Co left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1057 holding.
HM Payson & Co first reported a position in Healthcare Realty in Q2 2022 and has held it in 17 quarters since.
HM Payson & Co's Healthcare Realty position peaked at $3K in Q2 2022.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.