MFG
HR icon

Merit Financial Group’s Healthcare Realty HR Stock Holding History

Merit 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 		$696K Buy
34,495
+8,359
+32% +$162K ﹤0.01% 1295
2026
Q1 		$444K Buy
26,136
+967
+4% +$17K ﹤0.01% 1438
2025
Q4 		$427K Buy
25,169
+2,108
+9% +$37.5K ﹤0.01% 1383
2025
Q3 		$416K Buy
23,061
+7,748
+51% +$131K ﹤0.01% 1288
2025
Q2 		$243K Buy
15,313
+667
+5% +$10.1K ﹤0.01% 1447
2025
Q1 		$248K Sell
14,646
-420
-3% -$6.98K ﹤0.01% 1203
2024
Q4 		$255K Buy
15,066
+2,578
+21% +$45.3K ﹤0.01% 991
2024
Q3 		$227K Buy
+12,488
New +$221K 0.01% 757

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

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

Merit Financial Group increased its Healthcare Realty (HR) stake by 32% in Q2 2026, buying an estimated $162K and bringing the position to 34,495 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Merit Financial Group first reported a position in HR in Q3 2024 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Merit Financial Group held 34,495 shares of Healthcare Realty worth $696K as of Q2 2026.
  • Merit Financial Group bought 8,359 Healthcare Realty shares in Q2 2026, an estimated $162K.
  • Healthcare Realty made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1295 holding.
  • Merit Financial Group first reported a position in Healthcare Realty in Q3 2024 and has held it in 8 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.