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Money Concepts Capital’s Healthcare Realty HR Stock Holding History

Money Concepts Capital’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 		$237K Sell
11,768
-52,037
-82% -$1.01M 0.01% 568
2026
Q1 		$1.08M Buy
63,805
+2,208
+4% +$38.7K 0.06% 282
2025
Q4 		$1.04M Sell
61,597
-373
-0.6% -$6.64K 0.06% 262
2025
Q3 		$1.12M Buy
61,970
+2,334
+4% +$39.5K 0.07% 238
2025
Q2 		$946K Buy
59,636
+10,829
+22% +$165K 0.06% 249
2025
Q1 		$825K Buy
48,807
+4,826
+11% +$80.2K 0.06% 240
2024
Q4 		$745K Buy
43,981
+2,647
+6% +$46.5K 0.06% 246
2024
Q3 		$750K Buy
41,334
+2,040
+5% +$36.2K 0.06% 245
2024
Q2 		$648K Buy
39,294
+4,595
+13% +$70.3K 0.05% 259
2024
Q1 		$491K Buy
34,699
+3,044
+10% +$45.9K 0.05% 294
2023
Q4 		$545K Buy
31,655
+3,728
+13% +$56.9K 0.05% 264
2023
Q3 		$427K Buy
27,927
+1,519
+6% +$27K 0.04% 260
2023
Q2 		$498K Sell
26,408
-109,129
-81% -$2.11M 0.05% 252
2023
Q1 		$2.63M Buy
135,537
+8,668
+7% +$175K 0.15% 129
2022
Q4 		$2.44M Buy
126,869
+4,986
+4% +$97.9K 0.11% 168
2022
Q3 		$2.54M Buy
121,883
+103,981
+581% +$2.64M 0.15% 130
2022
Q2 		$516K Sell
17,902
-5,780
-24% -$172K 0.05% 274
2022
Q1 		$742K Buy
23,682
+7,201
+44% +$227K 0.04% 347
2021
Q4 		$550K Buy
+16,481
New +$550K 0.05% 296
2021
Q1 		$348K Buy
12,612
+1,642
+15% +$45.9K 0.03% 376
2020
Q4 		$302K Buy
+10,970
New +$289K 0.03% 360

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

Money Concepts Capital's HR Position: Q2 2026 in Review

Money Concepts Capital reduced its Healthcare Realty (HR) stake by 82% in Q2 2026, selling an estimated $1.01M and leaving 11,768 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #568.

Money Concepts Capital first reported a position in HR in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.63M in Q1 2023. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Money Concepts Capital held 11,768 shares of Healthcare Realty worth $237K as of Q2 2026.
  • Money Concepts Capital sold 52,037 Healthcare Realty shares in Q2 2026, an estimated $1.01M.
  • Healthcare Realty made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #568 holding.
  • Money Concepts Capital first reported a position in Healthcare Realty in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Healthcare Realty position peaked at $2.63M in Q1 2023.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.