JG
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Joel Greenblatt’s Healthcare Realty HR Stock Holding History

Joel Greenblatt’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 		$53.5M Sell
2,654,299
-108,208
-4% -$2.1M 0.12% 159
2026
Q1 		$46.9M Buy
2,762,507
+1,597,482
+137% +$28M 0.14% 134
2025
Q4 		$19.7M Sell
1,165,025
-104,944
-8% -$1.87M 0.07% 392
2025
Q3 		$22.9M Buy
1,269,969
+697,970
+122% +$11.8M 0.1% 262
2025
Q2 		$9.07M Sell
571,999
-679,216
-54% -$10.3M 0.05% 506
2025
Q1 		$21.1M Buy
1,251,215
+322,288
+35% +$5.36M 0.18% 93
2024
Q4 		$15.7M Buy
928,927
+134,622
+17% +$2.37M 0.15% 150
2024
Q3 		$14.4M Buy
794,305
+69,321
+10% +$1.23M 0.15% 152
2024
Q2 		$11.9M Buy
724,984
+298,496
+70% +$4.57M 0.15% 122
2024
Q1 		$6.03M Sell
426,488
-27,208
-6% -$410K 0.09% 300
2023
Q4 		$7.82M Buy
453,696
+430,164
+1,828% +$6.57M 0.15% 151
2023
Q3 		$359K Sell
23,532
-193,750
-89% -$3.44M 0.01% 1060
2023
Q2 		$4.1M Buy
217,282
+42,236
+24% +$816K 0.09% 305
2023
Q1 		$3.38M Buy
175,046
+79,147
+83% +$1.59M 0.08% 318
2022
Q4 		$1.85M Buy
95,899
+21,128
+28% +$415K 0.05% 454
2022
Q3 		$1.56M Buy
+74,771
New +$1.9M 0.05% 484

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

Joel Greenblatt's HR Position: Q2 2026 in Review

Joel Greenblatt reduced its Healthcare Realty (HR) stake by 3.9% in Q2 2026, selling an estimated $2.1M and leaving 2,654,299 shares worth $53.5M. The position accounts for 0.12% of the portfolio, ranked #159.

Joel Greenblatt first reported a position in HR in Q3 2022 and has held it in 16 quarters since. 456 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Joel Greenblatt held 2,654,299 shares of Healthcare Realty worth $53.5M as of Q2 2026.
  • Joel Greenblatt sold 108,208 Healthcare Realty shares in Q2 2026, an estimated $2.1M.
  • Healthcare Realty made up 0.12% of Joel Greenblatt's portfolio in Q2 2026, its #159 holding.
  • Joel Greenblatt first reported a position in Healthcare Realty in Q3 2022 and has held it in 16 quarters since.
  • 456 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.