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Mather Group’s Healthcare Realty HR Stock Holding History

Mather 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
Q3 		$7.17K Buy
+404
New +$7.97K ﹤0.01% 1736
2025
Q4 		– Sell
-6
Closed -$108 – 1081
2025
Q3 		$108 Buy
+6
New +$101 ﹤0.01% 1680
2025
Q2 		– Sell
-6
Closed -$101 – 1095
2025
Q1 		$101 Hold
6
– – ﹤0.01% 1759
2024
Q4 		$102 Hold
6
– – ﹤0.01% 1721
2024
Q3 		$109 Buy
+6
New +$106 ﹤0.01% 1676
2024
Q2 		– Sell
-70
Closed -$1.21K – 2242
2024
Q1 		$1.21K Buy
+70
New +$1.06K ﹤0.01% 1604

Other funds holding HR

NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Mather Group's HR Position: Q3 2026 in Review

Mather Group opened a new position in Healthcare Realty (HR) in Q3 2026: 404 shares worth $7.17K. The stake represents ﹤0.01% of the portfolio and ranks #1736 among its holdings. This is a return to the name: Mather Group previously reported a position in HR as recently as Q3 2025.

Mather Group first reported a position in HR in Q1 2024 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold HR as of Q3 2026.

  • Mather Group held 404 shares of Healthcare Realty worth $7.17K as of Q3 2026.
  • Healthcare Realty was a new Mather Group position in Q3 2026.
  • Healthcare Realty made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1736 holding.
  • Mather Group first reported a position in Healthcare Realty in Q1 2024 and has held it in 6 quarters since.
  • 26 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.