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IEQ Capital’s Healthcare Realty HR Stock Holding History

IEQ Capital’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 		$6.81M Sell
337,718
-20,697
-6% -$402K 0.03% 424
2026
Q1 		$6.09M Buy
358,415
+123,399
+53% +$2.16M 0.03% 464
2025
Q4 		$3.98M Buy
235,016
+52,840
+29% +$940K 0.01% 585
2025
Q3 		$3.28M Buy
182,176
+155,708
+588% +$2.63M 0.01% 605
2025
Q2 		$420K Buy
26,468
+4,085
+18% +$62.1K ﹤0.01% 1245
2025
Q1 		$378K Sell
22,383
-16,516
-42% -$274K ﹤0.01% 1097
2024
Q4 		$659K Buy
+38,899
New +$684K 0.01% 772

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

IEQ Capital's HR Position: Q2 2026 in Review

IEQ Capital reduced its Healthcare Realty (HR) stake by 5.8% in Q2 2026, selling an estimated $402K and leaving 337,718 shares worth $6.81M. The position accounts for 0.03% of the portfolio, ranked #424.

IEQ Capital first reported a position in HR in Q4 2024 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • IEQ Capital held 337,718 shares of Healthcare Realty worth $6.81M as of Q2 2026.
  • IEQ Capital sold 20,697 Healthcare Realty shares in Q2 2026, an estimated $402K.
  • Healthcare Realty made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #424 holding.
  • IEQ Capital first reported a position in Healthcare Realty in Q4 2024 and has held it in 7 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.