JB Capital
HR icon

JB Capital’s Healthcare Realty HR Stock Holding History

JB 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
Q3 		$183K Sell
10,322
-376
-4% -$7.41K 0.01% 265
2026
Q2 		$216K Sell
10,698
-34
-0.3% -$660 0.01% 260
2026
Q1 		$182K Buy
10,732
+104
+1% +$1.82K 0.01% 255
2025
Q4 		$180K Sell
10,628
-563
-5% -$10K 0.01% 256
2025
Q3 		$202K Buy
11,191
+109
+1% +$1.84K 0.01% 249
2025
Q2 		$176K Buy
11,082
+165
+2% +$2.51K 0.01% 241
2025
Q1 		$185K Buy
10,917
+52
+0.5% +$864 0.01% 217
2024
Q4 		$184K Sell
10,865
-172
-2% -$3.02K 0.01% 220
2024
Q3 		$200K Buy
11,037
+126
+1% +$2.23K 0.01% 213
2024
Q2 		$180K Sell
10,911
-661
-6% -$10.1K 0.01% 215
2024
Q1 		$164K Buy
11,572
+175
+2% +$2.64K 0.01% 217
2023
Q4 		$196K Sell
11,397
-859
-7% -$13.1K 0.01% 215
2023
Q3 		$187K Sell
12,256
-1,376
-10% -$24.4K 0.02% 177
2023
Q2 		$257K Sell
13,632
-680
-5% -$13.1K 0.02% 147
2023
Q1 		$277K Buy
14,312
+602
+4% +$12.1K 0.03% 140
2022
Q4 		$264K Buy
13,710
+1,588
+13% +$31.2K 0.03% 148
2022
Q3 		$253K Buy
12,122
+1,238
+11% +$31.5K 0.03% 141
2022
Q2 		$304K Buy
10,884
+1,611
+17% +$47.8K 0.03% 187
2022
Q1 		$291K Buy
9,273
+832
+10% +$26.2K 0.03% 200
2021
Q4 		$282K Buy
8,441
+34
+0.4% +$1.14K 0.03% 219
2021
Q3 		$249K Buy
+8,407
New +$245K 0.03% 268

Other funds holding HR

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

JB Capital's HR Position: Q3 2026 in Review

JB Capital reduced its Healthcare Realty (HR) stake by 3.5% in Q3 2026, selling an estimated $7.41K and leaving 10,322 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #265.

JB Capital first reported a position in HR in Q3 2021 and has held it in 21 quarters since. The position peaked at $304K in Q2 2022. 99 funds tracked by Wall St. Rank hold HR as of Q3 2026.

  • JB Capital held 10,322 shares of Healthcare Realty worth $183K as of Q3 2026.
  • JB Capital sold 376 Healthcare Realty shares in Q3 2026, an estimated $7.41K.
  • Healthcare Realty made up 0.01% of JB Capital's portfolio in Q3 2026, its #265 holding.
  • JB Capital first reported a position in Healthcare Realty in Q3 2021 and has held it in 21 quarters since.
  • JB Capital's Healthcare Realty position peaked at $304K in Q2 2022.
  • 99 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.