Rockefeller Capital Management
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Rockefeller Capital Management’s Healthcare Realty HR Stock Holding History

Rockefeller Capital 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
Q1 		$133K Buy
7,844
+6,520
+492% +$114K ﹤0.01% 2711
2025
Q4 		$22.4K Sell
1,324
-589
-31% -$10.5K ﹤0.01% 3459
2025
Q3 		$34.5K Buy
+1,913
New +$32.4K ﹤0.01% 3089
2024
Q2 		– Sell
-72,203
Closed -$1.02M – 1676
2024
Q1 		$1.02M Buy
+72,203
New +$1.09M ﹤0.01% 1250
2023
Q3 		– Sell
-5,475
Closed -$103K – 1644
2023
Q2 		$103K Buy
+5,475
New +$106K ﹤0.01% 1776
2023
Q1 		– Sell
-6,478
Closed -$124K – 2837
2022
Q4 		$124K Sell
6,478
-1,846
-22% -$36.3K ﹤0.01% 1913
2022
Q3 		$173K Buy
8,324
+891
+12% +$22.6K ﹤0.01% 1712
2022
Q2 		$206K Buy
7,433
+18
+0.2% +$535 ﹤0.01% 1625
2022
Q1 		$231K Buy
7,415
+879
+13% +$27.7K ﹤0.01% 1624
2021
Q4 		$217K Buy
6,536
+691
+12% +$23.1K ﹤0.01% 1614
2021
Q3 		$172K Sell
5,845
-105
-2% -$3.06K ﹤0.01% 1625
2021
Q2 		$158K Buy
5,950
+5,595
+1,576% +$158K ﹤0.01% 1607
2021
Q1 		$9K Sell
355
-32
-8% -$895 ﹤0.01% 2638
2020
Q4 		$10K Buy
387
+173
+81% +$4.56K ﹤0.01% 2236
2020
Q3 		$5K Buy
214
+105
+96% +$2.75K ﹤0.01% 2222
2020
Q2 		$3K Hold
109
– – ﹤0.01% 2225
2020
Q1 		$3K Hold
109
– – ﹤0.01% 2093
2019
Q4 		$3K Sell
109
-87
-44% -$2.6K ﹤0.01% 1866
2019
Q3 		$6K Hold
196
– – ﹤0.01% 1574
2019
Q2 		$5K Sell
196
-52
-21% -$1.46K ﹤0.01% 1427
2019
Q1 		$7K Sell
248
-137
-36% -$3.81K ﹤0.01% 1564
2018
Q4 		$10K Buy
+385
New +$10.2K ﹤0.01% 699

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rockefeller Capital Management's HR Position: Q1 2026 in Review

Rockefeller Capital Management increased its Healthcare Realty (HR) stake by 492% in Q1 2026, buying an estimated $114K and bringing the position to 7,844 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Rockefeller Capital Management first reported a position in HR in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.02M in Q1 2024. 443 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Rockefeller Capital Management held 7,844 shares of Healthcare Realty worth $133K as of Q1 2026.
  • Rockefeller Capital Management bought 6,520 Healthcare Realty shares in Q1 2026, an estimated $114K.
  • Healthcare Realty made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2711 holding.
  • Rockefeller Capital Management first reported a position in Healthcare Realty in Q4 2018 and has held it in 22 quarters since.
  • Rockefeller Capital Management's Healthcare Realty position peaked at $1.02M in Q1 2024.
  • 443 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.