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Sage Investment Counsel’s Healthcare Realty HR Stock Holding History

Sage Investment Counsel’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 		$511K Buy
25,313
+51
+0.2% +$991 0.51% 52
2026
Q1 		$429K Sell
25,262
-497
-2% -$8.72K 0.48% 64
2025
Q4 		$437K Buy
25,759
+64
+0.2% +$1.14K 0.48% 60
2025
Q3 		$463K Buy
25,695
+66
+0.3% +$1.12K 0.51% 56
2025
Q2 		$406K Buy
25,629
+100
+0.4% +$1.52K 0.47% 58
2025
Q1 		$431K Buy
25,529
+84
+0.3% +$1.4K 0.55% 53
2024
Q4 		$431K Buy
+25,445
New +$447K 0.56% 55

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

Sage Investment Counsel's HR Position: Q2 2026 in Review

Sage Investment Counsel increased its Healthcare Realty (HR) stake by 0.2% in Q2 2026, buying an estimated $991 and bringing the position to 25,313 shares worth $511K. The position accounts for 0.51% of the portfolio, ranked #52.

Sage Investment Counsel first reported a position in HR in Q4 2024 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Sage Investment Counsel held 25,313 shares of Healthcare Realty worth $511K as of Q2 2026.
  • Sage Investment Counsel bought 51 Healthcare Realty shares in Q2 2026, an estimated $991.
  • Healthcare Realty made up 0.51% of Sage Investment Counsel's portfolio in Q2 2026, its #52 holding.
  • Sage Investment Counsel first reported a position in Healthcare Realty in Q4 2024 and has held it in 7 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.