Massachusetts Financial Services
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Massachusetts Financial Services’s Healthcare Realty HR Stock Holding History

Massachusetts Financial Services’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 		$88.2M Sell
4,026,952
-245,706
-6% -$4.77M 0.03% 410
2026
Q1 		$78.3M Sell
4,272,658
-1,489,611
-26% -$26.1M 0.03% 404
2025
Q4 		$97.7M Sell
5,762,269
-1,020,216
-15% -$18.2M 0.03% 384
2025
Q3 		$122M Sell
6,782,485
-76,968
-1% -$1.3M 0.04% 350
2025
Q2 		$109M Buy
6,859,453
+893,938
+15% +$13.6M 0.03% 372
2025
Q1 		$101M Buy
+5,965,515
New +$99.1M 0.03% 378

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

Massachusetts Financial Services's HR Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Healthcare Realty (HR) stake by 5.8% in Q2 2026, selling an estimated $4.77M and leaving 4,026,952 shares worth $88.2M. The position accounts for 0.03% of the portfolio, ranked #410.

Massachusetts Financial Services first reported a position in HR in Q1 2025 and has held it in 6 quarters since. The position peaked at $122M in Q3 2025. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Massachusetts Financial Services held 4,026,952 shares of Healthcare Realty worth $88.2M as of Q2 2026.
  • Massachusetts Financial Services sold 245,706 Healthcare Realty shares in Q2 2026, an estimated $4.77M.
  • Healthcare Realty made up 0.03% of Massachusetts Financial Services's portfolio in Q2 2026, its #410 holding.
  • Massachusetts Financial Services first reported a position in Healthcare Realty in Q1 2025 and has held it in 6 quarters since.
  • Massachusetts Financial Services's Healthcare Realty position peaked at $122M in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.