Pathstone Holdings
HR icon

Pathstone Holdings’s Healthcare Realty HR Stock Holding History

Pathstone Holdings’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 		$709K Sell
35,172
-8,926
-20% -$173K ﹤0.01% 1688
2026
Q1 		$749K Buy
44,098
+484
+1% +$8.49K ﹤0.01% 1552
2025
Q4 		$739K Sell
43,614
-1,189
-3% -$21.2K ﹤0.01% 1566
2025
Q3 		$808K Sell
44,803
-16,730
-27% -$283K ﹤0.01% 1540
2025
Q2 		$976K Sell
61,533
-83,392
-58% -$1.27M ﹤0.01% 1406
2025
Q1 		$2.45M Sell
144,925
-42,328
-23% -$703K 0.01% 866
2024
Q4 		$3.17M Buy
187,253
+28,060
+18% +$493K 0.01% 739
2024
Q3 		$2.89M Buy
159,193
+17,717
+13% +$314K 0.01% 786
2024
Q2 		$2.33M Buy
141,476
+19,578
+16% +$300K 0.01% 856
2024
Q1 		$1.72M Sell
121,898
-707
-0.6% -$10.7K 0.01% 974
2023
Q4 		$2.11M Buy
+122,605
New +$1.87M 0.01% 725

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

Pathstone Holdings's HR Position: Q2 2026 in Review

Pathstone Holdings reduced its Healthcare Realty (HR) stake by 20% in Q2 2026, selling an estimated $173K and leaving 35,172 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Pathstone Holdings first reported a position in HR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.17M in Q4 2024. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Pathstone Holdings held 35,172 shares of Healthcare Realty worth $709K as of Q2 2026.
  • Pathstone Holdings sold 8,926 Healthcare Realty shares in Q2 2026, an estimated $173K.
  • Healthcare Realty made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1688 holding.
  • Pathstone Holdings first reported a position in Healthcare Realty in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Healthcare Realty position peaked at $3.17M in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.