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O'Shaughnessy Asset Management’s Healthcare Realty HR Stock Holding History

O'Shaughnessy Asset Management’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 		$305K Buy
+15,097
New +$293K ﹤0.01% 1820
2025
Q2 		– Sell
-15,706
Closed -$265K – 2440
2025
Q1 		$265K Buy
15,706
+4,176
+36% +$69.4K ﹤0.01% 1656
2024
Q4 		$195K Buy
11,530
+706
+7% +$12.4K ﹤0.01% 1753
2024
Q3 		$189K Buy
+10,824
New +$192K ﹤0.01% 1695
2021
Q3 		– Sell
-50
Closed -$1K – 2783
2021
Q2 		$1K Buy
+50
New +$1.42K ﹤0.01% 2426

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's HR Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Healthcare Realty (HR) in Q2 2026: 15,097 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1820 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in HR as recently as Q1 2025.

O'Shaughnessy Asset Management first reported a position in HR in Q2 2021 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • O'Shaughnessy Asset Management held 15,097 shares of Healthcare Realty worth $305K as of Q2 2026.
  • Healthcare Realty was a new O'Shaughnessy Asset Management position in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1820 holding.
  • O'Shaughnessy Asset Management first reported a position in Healthcare Realty in Q2 2021 and has held it in 5 quarters since.
  • 461 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.