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Sequoia Financial Advisors’s Healthcare Realty HR Stock Holding History

Sequoia Financial Advisors’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 		$903K Buy
44,767
+198
+0.4% +$3.85K ﹤0.01% 1000
2026
Q1 		$757K Buy
44,569
+8,477
+23% +$149K ﹤0.01% 1024
2025
Q4 		$612K Sell
36,092
-3,133
-8% -$55.7K ﹤0.01% 1162
2025
Q3 		$707K Buy
39,225
+3,750
+11% +$63.4K ﹤0.01% 966
2025
Q2 		$563K Buy
35,475
+20,672
+140% +$314K ﹤0.01% 944
2025
Q1 		$250K Buy
14,803
+1,171
+9% +$19.5K ﹤0.01% 1152
2024
Q4 		$231K Buy
13,632
+280
+2% +$4.92K ﹤0.01% 1149
2024
Q3 		$242K Sell
13,352
-6
-0% -$106 ﹤0.01% 1081
2024
Q2 		$220K Sell
13,358
-4,305
-24% -$65.9K ﹤0.01% 1052
2024
Q1 		$250K Sell
17,663
-2,871
-14% -$43.3K ﹤0.01% 943
2023
Q4 		$354K Buy
+20,534
New +$314K ﹤0.01% 858

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

Sequoia Financial Advisors's HR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Healthcare Realty (HR) stake by 0.44% in Q2 2026, buying an estimated $3.85K and bringing the position to 44,767 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Sequoia Financial Advisors first reported a position in HR in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Sequoia Financial Advisors held 44,767 shares of Healthcare Realty worth $903K as of Q2 2026.
  • Sequoia Financial Advisors bought 198 Healthcare Realty shares in Q2 2026, an estimated $3.85K.
  • Healthcare Realty made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1000 holding.
  • Sequoia Financial Advisors first reported a position in Healthcare Realty in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.