JC
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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
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

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

JB Capital's HR Position: Q2 2026 in Review

JB Capital reduced its Healthcare Realty (HR) stake by 0.32% in Q2 2026, selling an estimated $660 and leaving 10,698 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #260.

JB Capital first reported a position in HR in Q3 2021 and has held it in 20 quarters since. The position peaked at $304K in Q2 2022. 459 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • JB Capital held 10,698 shares of Healthcare Realty worth $216K as of Q2 2026.
  • JB Capital sold 34 Healthcare Realty shares in Q2 2026, an estimated $660.
  • Healthcare Realty made up 0.01% of JB Capital's portfolio in Q2 2026, its #260 holding.
  • JB Capital first reported a position in Healthcare Realty in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's Healthcare Realty position peaked at $304K in Q2 2022.
  • 459 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.