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Rothschild Investment LLC’s Healthcare Realty HR Stock Holding History

Rothschild Investment LLC’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 		$580K Buy
28,742
+23,959
+501% +$465K 0.02% 552
2026
Q1 		$81.3K Buy
4,783
+4,464
+1,399% +$78.3K ﹤0.01% 969
2025
Q4 		$5.41K Buy
319
+166
+108% +$2.95K ﹤0.01% 1836
2025
Q3 		$2.76K Buy
153
+48
+46% +$812 ﹤0.01% 2023
2025
Q2 		$1.67K Buy
+105
New +$1.6K ﹤0.01% 2183
2025
Q1 		– Sell
-10
Closed -$170 – 3054
2024
Q4 		$170 Buy
+10
New +$176 ﹤0.01% 2823
2024
Q2 		– Sell
-1,053
Closed -$14.9K – 2828
2024
Q1 		$14.9K Buy
+1,053
New +$15.9K ﹤0.01% 985
2020
Q2 		– Sell
-14,462
Closed -$351K – 434
2020
Q1 		$351K Hold
14,462
– – 0.05% 291
2019
Q4 		$438K Buy
+14,462
New +$432K 0.04% 306

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

Rothschild Investment LLC's HR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Healthcare Realty (HR) stake by 501% in Q2 2026, buying an estimated $465K and bringing the position to 28,742 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #552.

Rothschild Investment LLC first reported a position in HR in Q4 2019 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Rothschild Investment LLC held 28,742 shares of Healthcare Realty worth $580K as of Q2 2026.
  • Rothschild Investment LLC bought 23,959 Healthcare Realty shares in Q2 2026, an estimated $465K.
  • Healthcare Realty made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #552 holding.
  • Rothschild Investment LLC first reported a position in Healthcare Realty in Q4 2019 and has held it in 9 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.