Jupiter Asset Management’s Healthcare Realty HR Stock Holding History

Jupiter Asset Management’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	$64.7M	Hold	3,209,167	–	–	0.32%	87
2026 Q1	$54.5M	Buy	3,209,167 +1,332,496	+71%	+$23.4M	0.29%	104
2025 Q4	$31.8M	Buy	+1,876,671	New	+$33.4M	0.25%	113
2024 Q1	–	Sell	-897,758	Closed	-$15.5M	–	469
2023 Q4	$15.5M	Buy	+897,758	New	+$13.7M	0.15%	173

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jupiter Asset Management's HR Position: Q2 2026 in Review

Jupiter Asset Management held its Healthcare Realty (HR) position steady in Q2 2026 at 3,209,167 shares worth $64.7M. The position accounts for 0.32% of the portfolio, ranked #87.

Jupiter Asset Management first reported a position in HR in Q4 2023 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Jupiter Asset Management held 3,209,167 shares of Healthcare Realty worth $64.7M as of Q2 2026.
Jupiter Asset Management left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up 0.32% of Jupiter Asset Management's portfolio in Q2 2026, its #87 holding.
Jupiter Asset Management first reported a position in Healthcare Realty in Q4 2023 and has held it in 4 quarters since.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.