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Jeffrey Smith’s Healthcare Realty HR Stock Holding History

Jeffrey Smith’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 		$39.1M Sell
1,936,267
-4,885,000
-72% -$94.9M 0.86% 18
2026
Q1 		$116M Sell
6,821,267
-5,778,733
-46% -$101M 2.53% 15
2025
Q4 		$214M Sell
12,600,000
-1,890,036
-13% -$33.6M 4.05% 12
2025
Q3 		$261M Sell
14,490,036
-4,800,636
-25% -$81.2M 4.92% 10
2025
Q2 		$306M Sell
19,290,672
-781,328
-4% -$11.9M 5.3% 10
2025
Q1 		$339M Sell
20,072,000
-111,460
-0.6% -$1.85M 6.17% 8
2024
Q4 		$342M Buy
+20,183,460
New +$355M 6.19% 6

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

Jeffrey Smith's HR Position: Q2 2026 in Review

Jeffrey Smith reduced its Healthcare Realty (HR) stake by 72% in Q2 2026, selling an estimated $94.9M and leaving 1,936,267 shares worth $39.1M. The position accounts for 0.86% of the portfolio, ranked #18.

Jeffrey Smith first reported a position in HR in Q4 2024 and has held it in 7 quarters since. The position peaked at $342M in Q4 2024. 456 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Jeffrey Smith held 1,936,267 shares of Healthcare Realty worth $39.1M as of Q2 2026.
  • Jeffrey Smith sold 4,885,000 Healthcare Realty shares in Q2 2026, an estimated $94.9M.
  • Healthcare Realty made up 0.86% of Jeffrey Smith's portfolio in Q2 2026, its #18 holding.
  • Jeffrey Smith first reported a position in Healthcare Realty in Q4 2024 and has held it in 7 quarters since.
  • Jeffrey Smith's Healthcare Realty position peaked at $342M in Q4 2024.
  • 456 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.