Jones Financial Companies
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Jones Financial Companies’s Healthcare Realty HR Stock Holding History

Jones Financial Companies’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 		$12.5M Buy
608,589
+605,261
+18,187% +$11.8M 0.01% 840
2026
Q1 		$56.1K Buy
3,328
+1,796
+117% +$31.5K ﹤0.01% 2912
2025
Q4 		$26K Sell
1,532
-328
-18% -$5.84K ﹤0.01% 2825
2025
Q3 		$33.2K Sell
1,860
-7
-0.4% -$118 ﹤0.01% 2552
2025
Q2 		$29.4K Sell
1,867
-144
-7% -$2.19K ﹤0.01% 2440
2025
Q1 		$33.7K Sell
2,011
-1,056
-34% -$17.5K ﹤0.01% 2215
2024
Q4 		$52K Buy
3,067
+1,249
+69% +$22K ﹤0.01% 1865
2024
Q3 		$33K Buy
1,818
+320
+21% +$5.67K ﹤0.01% 1785
2024
Q2 		$24.7K Hold
1,498
– – ﹤0.01% 1479
2024
Q1 		$21.2K Buy
+1,498
New +$22.6K ﹤0.01% 892
2013
Q4 		– Sell
-887
Closed -$19K – 384
2013
Q3 		$19K Hold
887
– – ﹤0.01% 423
2013
Q2 		$20K Buy
+887
New +$21.3K ﹤0.01% 468

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

Jones Financial Companies's HR Position: Q2 2026 in Review

Jones Financial Companies increased its Healthcare Realty (HR) stake by 18,187% in Q2 2026, buying an estimated $11.8M and bringing the position to 608,589 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #840.

Jones Financial Companies first reported a position in HR in Q2 2013 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Jones Financial Companies held 608,589 shares of Healthcare Realty worth $12.5M as of Q2 2026.
  • Jones Financial Companies bought 605,261 Healthcare Realty shares in Q2 2026, an estimated $11.8M.
  • Healthcare Realty made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #840 holding.
  • Jones Financial Companies first reported a position in Healthcare Realty in Q2 2013 and has held it in 12 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.