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Liberty One Investment Management’s Healthcare Realty HR Stock Holding History

Liberty One Investment 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 		$6.41M Buy
317,842
+6,757
+2% +$131K 0.64% 42
2026
Q1 		$5.29M Buy
311,085
+74,097
+31% +$1.3M 0.54% 57
2025
Q4 		$4.02M Sell
236,988
-170,475
-42% -$3.03M 0.51% 51
2025
Q3 		$7.35M Buy
407,463
+94,568
+30% +$1.6M 0.41% 42
2025
Q2 		$4.96M Buy
312,895
+23,094
+8% +$351K 0.5% 55
2025
Q1 		$4.9M Buy
289,801
+31,222
+12% +$519K 0.5% 52
2024
Q4 		$4.38M Buy
258,579
+18,185
+8% +$320K 0.47% 53
2024
Q3 		$4.36M Buy
240,394
+13,615
+6% +$241K 0.45% 57
2024
Q2 		$3.74M Buy
226,779
+53,416
+31% +$817K 0.42% 59
2024
Q1 		$2.45M Buy
173,363
+22,719
+15% +$343K 0.28% 71
2023
Q4 		$2.6M Buy
150,644
+14,226
+10% +$217K 0.32% 62
2023
Q3 		$2.08M Buy
136,418
+12,630
+10% +$224K 0.3% 66
2023
Q2 		$2.33M Buy
123,788
+11,537
+10% +$223K 0.3% 68
2023
Q1 		$2.17M Buy
112,251
+20,034
+22% +$404K 0.3% 69
2022
Q4 		$1.78M Buy
92,217
+7,799
+9% +$153K 0.26% 65
2022
Q3 		$1.76M Buy
84,418
+28,035
+50% +$713K 0.29% 63
2022
Q2 		$1.5M Sell
56,383
-10,551
-16% -$313K 0.26% 71
2022
Q1 		$2.1M Buy
66,934
+3,409
+5% +$107K 0.32% 56
2021
Q4 		$2.12M Buy
63,525
+3,686
+6% +$123K 0.32% 55
2021
Q3 		$1.77M Buy
59,839
+3,456
+6% +$101K 0.3% 56
2021
Q2 		$1.5M Buy
56,383
+4,463
+9% +$126K 0.25% 71
2021
Q1 		$1.43M Buy
51,920
+3,996
+8% +$112K 0.26% 68
2020
Q4 		$1.32M Buy
47,924
+3,942
+9% +$104K 0.25% 64
2020
Q3 		$1.14M Buy
43,982
+2,713
+7% +$71.2K 0.23% 62
2020
Q2 		$1.09M Buy
41,269
+1,877
+5% +$48.1K 0.25% 59
2020
Q1 		$956K Buy
39,392
+789
+2% +$23.8K 0.25% 57
2019
Q4 		$1.17M Buy
+38,603
New +$1.15M 0.25% 64

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

Liberty One Investment Management's HR Position: Q2 2026 in Review

Liberty One Investment Management increased its Healthcare Realty (HR) stake by 2.2% in Q2 2026, buying an estimated $131K and bringing the position to 317,842 shares worth $6.41M. The position accounts for 0.64% of the portfolio, ranked #42.

Liberty One Investment Management first reported a position in HR in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.35M in Q3 2025. 460 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Liberty One Investment Management held 317,842 shares of Healthcare Realty worth $6.41M as of Q2 2026.
  • Liberty One Investment Management bought 6,757 Healthcare Realty shares in Q2 2026, an estimated $131K.
  • Healthcare Realty made up 0.64% of Liberty One Investment Management's portfolio in Q2 2026, its #42 holding.
  • Liberty One Investment Management first reported a position in Healthcare Realty in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Healthcare Realty position peaked at $7.35M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.