Key Financial Inc’s Healthcare Realty HR Stock Holding History

Key Financial Inc’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	$4.03K	Hold	200	–	–	﹤0.01%	1058
2026 Q1	$3.4K	Hold	200	–	–	﹤0.01%	1104
2025 Q4	$3.39K	Hold	200	–	–	﹤0.01%	1105
2025 Q3	$3.67K	Hold	200	–	–	﹤0.01%	1105
2025 Q2	$3.17K	Buy	+200	New	+$3.04K	﹤0.01%	1114
2022 Q3	–	Sell	-1,648	Closed	-$47K	–	1141
2022 Q2	$47K	Hold	1,648	–	–	0.03%	369
2022 Q1	$52K	Hold	1,648	–	–	0.03%	357
2021 Q4	$55K	Hold	1,648	–	–	0.03%	336
2021 Q3	$49K	Hold	1,648	–	–	0.03%	345
2021 Q2	$47K	Buy	+1,648	New	+$46.6K	0.03%	359

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

Key Financial Inc's HR Position: Q2 2026 in Review

Key Financial Inc held its Healthcare Realty (HR) position steady in Q2 2026 at 200 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Key Financial Inc first reported a position in HR in Q2 2021 and has held it in 10 quarters since. The position peaked at $55K in Q4 2021. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Key Financial Inc held 200 shares of Healthcare Realty worth $4.03K as of Q2 2026.
Key Financial Inc left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1058 holding.
Key Financial Inc first reported a position in Healthcare Realty in Q2 2021 and has held it in 10 quarters since.
Key Financial Inc's Healthcare Realty position peaked at $55K in Q4 2021.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.