JC
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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
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
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JB Capital's HR Position: Q1 2026 in Review

JB Capital increased its Healthcare Realty (HR) stake by 0.98% in Q1 2026, buying an estimated $1.82K and bringing the position to 10,732 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #255.

JB Capital first reported a position in HR in Q3 2021 and has held it in 19 quarters since. The position peaked at $304K in Q2 2022. 443 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • JB Capital held 10,732 shares of Healthcare Realty worth $182K as of Q1 2026.
  • JB Capital bought 104 Healthcare Realty shares in Q1 2026, an estimated $1.82K.
  • Healthcare Realty made up 0.01% of JB Capital's portfolio in Q1 2026, its #255 holding.
  • JB Capital first reported a position in Healthcare Realty in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's Healthcare Realty position peaked at $304K in Q2 2022.
  • 443 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.