MOTCO’s Healthcare Realty HR Stock Holding History

MOTCO’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	$40.3K	Hold	2,000	–	–	﹤0.01%	333
2026 Q1	$34K	Hold	2,000	–	–	﹤0.01%	367
2025 Q4	$33.9K	Hold	2,000	–	–	﹤0.01%	357
2025 Q3	$36.1K	Hold	2,000	–	–	﹤0.01%	355
2025 Q2	$30.7K	Hold	2,000	–	–	﹤0.01%	348
2025 Q1	$33.8K	Hold	2,000	–	–	﹤0.01%	319
2024 Q4	$33.9K	Hold	2,000	–	–	﹤0.01%	312
2024 Q3	$36.3K	Hold	2,000	–	–	﹤0.01%	362
2024 Q2	$33K	Hold	2,000	–	–	﹤0.01%	460
2024 Q1	$28.3K	Hold	2,000	–	–	﹤0.01%	443
2023 Q4	$34.5K	Hold	2,000	–	–	﹤0.01%	381
2023 Q3	$30.5K	Hold	2,000	–	–	﹤0.01%	410
2023 Q2	$37.7K	Hold	2,000	–	–	﹤0.01%	380
2023 Q1	$38.7K	Hold	2,000	–	–	﹤0.01%	364
2022 Q4	$38.5K	Hold	2,000	–	–	﹤0.01%	370
2022 Q3	$42K	Buy	+2,000	New	+$50.8K	﹤0.01%	376
2014 Q1	–	Sell	-250	Closed	-$5K	–	569
2013 Q4	$5K	Buy	+250	New	+$5.3K	﹤0.01%	545

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MOTCO's HR Position: Q2 2026 in Review

MOTCO held its Healthcare Realty (HR) position steady in Q2 2026 at 2,000 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

MOTCO first reported a position in HR in Q4 2013 and has held it in 17 quarters since. The position peaked at $42K in Q3 2022. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

MOTCO held 2,000 shares of Healthcare Realty worth $40.3K as of Q2 2026.
MOTCO left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #333 holding.
MOTCO first reported a position in Healthcare Realty in Q4 2013 and has held it in 17 quarters since.
MOTCO's Healthcare Realty position peaked at $42K in Q3 2022.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.