PTC
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Private Trust Company’s Healthcare Realty HR Stock Holding History

Private Trust Company’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 		$887 Sell
44
-18
-29% -$350 ﹤0.01% 2600
2026
Q1 		$1.05K Hold
62
– – ﹤0.01% 2471
2025
Q4 		$1.05K Hold
62
– – ﹤0.01% 2419
2025
Q3 		$1.12K Buy
62
+12
+24% +$203 ﹤0.01% 2427
2025
Q2 		$793 Buy
50
+16
+47% +$243 ﹤0.01% 2390
2025
Q1 		$575 Sell
34
-6
-15% -$100 ﹤0.01% 2417
2024
Q4 		$678 Hold
40
– – ﹤0.01% 2263
2024
Q3 		$726 Buy
+40
New +$709 ﹤0.01% 2222
2023
Q3 		– Sell
-144
Closed -$2.72K – 2346
2023
Q2 		$2.72K Sell
144
-159
-52% -$3.07K ﹤0.01% 2052
2023
Q1 		$5.86K Buy
+303
New +$6.11K ﹤0.01% 1793
2022
Q3 		– Sell
-6,907
Closed -$193K – 2101
2022
Q2 		$193K Buy
+6,907
New +$205K 0.03% 496
2014
Q4 		– Sell
-11,364
Closed -$266K – 680
2014
Q3 		$266K Buy
11,364
+4,621
+69% +$112K 0.09% 241
2014
Q2 		$158K Sell
6,743
-1,562
-19% -$37.2K 0.05% 324
2014
Q1 		$189K Sell
8,305
-8,145
-50% -$177K 0.07% 259
2013
Q4 		$324K Buy
16,450
+2,458
+18% +$52.1K 0.13% 175
2013
Q3 		$294K Buy
13,992
+7,309
+109% +$158K 0.13% 173
2013
Q2 		$150K Buy
+6,683
New +$161K 0.07% 231

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

Private Trust Company's HR Position: Q2 2026 in Review

Private Trust Company reduced its Healthcare Realty (HR) stake by 29% in Q2 2026, selling an estimated $350 and leaving 44 shares worth $887. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Private Trust Company first reported a position in HR in Q2 2013 and has held it in 17 quarters since. The position peaked at $324K in Q4 2013. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Private Trust Company held 44 shares of Healthcare Realty worth $887 as of Q2 2026.
  • Private Trust Company sold 18 Healthcare Realty shares in Q2 2026, an estimated $350.
  • Healthcare Realty made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2600 holding.
  • Private Trust Company first reported a position in Healthcare Realty in Q2 2013 and has held it in 17 quarters since.
  • Private Trust Company's Healthcare Realty position peaked at $324K in Q4 2013.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.