JFG
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Jefferies Financial Group’s Healthcare Realty HR Stock Holding History

Jefferies Financial Group’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 		– Sell
-76,600
Closed -$1.3M – 1827
2026
Q1 		$1.3M Buy
76,600
+40,671
+113% +$713K 0.01% 816
2025
Q4 		$609K Buy
+35,929
New +$639K ﹤0.01% 1270
2024
Q3 		– Sell
-33,996
Closed -$560K – 1580
2024
Q2 		$560K Buy
33,996
+16,306
+92% +$249K 0.01% 935
2024
Q1 		$250K Sell
17,690
-20,291
-53% -$306K ﹤0.01% 1272
2023
Q4 		$654K Buy
+37,981
New +$580K ﹤0.01% 1111
2023
Q1 		– Sell
-19,810
Closed -$382K – 1777
2022
Q4 		$382K Buy
+19,810
New +$389K ﹤0.01% 1143

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

Jefferies Financial Group's HR Position: Q2 2026 in Review

Jefferies Financial Group sold out of Healthcare Realty (HR) in Q2 2026, closing a stake of 76,600 shares — an estimated $1.3M sold.

Jefferies Financial Group first reported a position in HR in Q4 2022 and held it in 6 quarters. The position peaked at $1.3M in Q1 2026. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Jefferies Financial Group reported no remaining Healthcare Realty position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 76,600 Healthcare Realty shares in Q2 2026, an estimated $1.3M.
  • Jefferies Financial Group first reported a position in Healthcare Realty in Q4 2022 and held it in 6 quarters.
  • Jefferies Financial Group's Healthcare Realty position peaked at $1.3M in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.