Mackenzie Financial
HR icon

Mackenzie Financial’s Healthcare Realty HR Stock Holding History

Mackenzie Financial’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 		$467K Buy
+23,143
New +$450K ﹤0.01% 1338
2025
Q2 		– Sell
-153,723
Closed -$2.6M – 1757
2025
Q1 		$2.6M Buy
153,723
+96,736
+170% +$1.61M ﹤0.01% 702
2024
Q4 		$966K Buy
56,987
+39,969
+235% +$703K ﹤0.01% 946
2024
Q3 		$309K Buy
+17,018
New +$302K ﹤0.01% 1169
2022
Q4 		– Sell
-302,392
Closed -$6.3M – 1503
2022
Q3 		$6.3M Buy
+302,392
New +$7.69M 0.01% 484
2020
Q4 		– Sell
-16,155
Closed -$420K – 1066
2020
Q3 		$420K Buy
+16,155
New +$424K ﹤0.01% 815
2019
Q4 		– Sell
-88,100
Closed -$2.59M – 1112
2019
Q3 		$2.59M Buy
+88,100
New +$2.46M 0.01% 573

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

Mackenzie Financial's HR Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Healthcare Realty (HR) in Q2 2026: 23,143 shares worth $467K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in HR as recently as Q1 2025.

Mackenzie Financial first reported a position in HR in Q3 2019 and has held it in 7 quarters since. The position peaked at $6.3M in Q3 2022. 459 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Mackenzie Financial held 23,143 shares of Healthcare Realty worth $467K as of Q2 2026.
  • Healthcare Realty was a new Mackenzie Financial position in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1338 holding.
  • Mackenzie Financial first reported a position in Healthcare Realty in Q3 2019 and has held it in 7 quarters since.
  • Mackenzie Financial's Healthcare Realty position peaked at $6.3M in Q3 2022.
  • 459 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.