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Larson Financial Group’s Healthcare Realty HR Stock Holding History

Larson Financial Group’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 		$10.5K Buy
519
+98
+23% +$1.9K ﹤0.01% 2377
2026
Q1 		$7.15K Buy
421
+5
+1% +$88 ﹤0.01% 2423
2025
Q4 		$7.04K Buy
416
+6
+1% +$107 ﹤0.01% 2313
2025
Q3 		$7.39K Buy
410
+6
+1% +$101 ﹤0.01% 2182
2025
Q2 		$6.42K Buy
404
+8
+2% +$122 ﹤0.01% 1992
2025
Q1 		$6.69K Buy
396
+7
+2% +$116 ﹤0.01% 1791
2024
Q4 		$6.59K Sell
389
-193
-33% -$3.39K ﹤0.01% 1595
2024
Q3 		$10.6K Buy
582
+10
+2% +$177 ﹤0.01% 1462
2024
Q2 		$9.43K Buy
+572
New +$8.75K ﹤0.01% 1285
2022
Q4 		– Sell
-40,014
Closed -$834K – 1518
2022
Q3 		$834K Buy
40,014
+39,440
+6,871% +$1M 0.12% 141
2022
Q2 		$16K Sell
574
-39
-6% -$1.16K ﹤0.01% 597
2022
Q1 		$19K Hold
613
– – ﹤0.01% 537
2021
Q4 		$20K Hold
613
– – ﹤0.01% 538
2021
Q3 		$18K Hold
613
– – ﹤0.01% 488
2021
Q2 		$16K Hold
613
– – ﹤0.01% 477
2021
Q1 		$17K Hold
613
– – 0.01% 440
2020
Q4 		$17K Hold
613
– – 0.01% 400
2020
Q3 		$16K Sell
613
-37
-6% -$971 0.01% 363
2020
Q2 		$17K Buy
650
+613
+1,657% +$15.7K 0.01% 302
2020
Q1 		$1K Hold
37
– – ﹤0.01% 484
2019
Q4 		$1K Hold
37
– – ﹤0.01% 514
2019
Q3 		$1K Hold
37
– – ﹤0.01% 488
2019
Q2 		$1K Hold
37
– – ﹤0.01% 440
2019
Q1 		$1K Hold
37
– – ﹤0.01% 433
2018
Q4 		$1K Buy
+37
New +$980 ﹤0.01% 411

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

Larson Financial Group's HR Position: Q2 2026 in Review

Larson Financial Group increased its Healthcare Realty (HR) stake by 23% in Q2 2026, buying an estimated $1.9K and bringing the position to 519 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Larson Financial Group first reported a position in HR in Q4 2018 and has held it in 25 quarters since. The position peaked at $834K in Q3 2022. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Larson Financial Group held 519 shares of Healthcare Realty worth $10.5K as of Q2 2026.
  • Larson Financial Group bought 98 Healthcare Realty shares in Q2 2026, an estimated $1.9K.
  • Healthcare Realty made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2377 holding.
  • Larson Financial Group first reported a position in Healthcare Realty in Q4 2018 and has held it in 25 quarters since.
  • Larson Financial Group's Healthcare Realty position peaked at $834K in Q3 2022.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

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