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Summit Trail Advisors’s Healthcare Realty HR Stock Holding History

Summit Trail 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 		$331K Buy
16,423
+1,458
+10% +$28.3K ﹤0.01% 1322
2026
Q1 		$254K Buy
14,965
+1,920
+15% +$33.7K ﹤0.01% 1331
2025
Q4 		$221K Buy
13,045
+1,833
+16% +$32.6K ﹤0.01% 1256
2025
Q3 		$202K Buy
+11,212
New +$190K ﹤0.01% 1295
2018
Q3 		– Sell
-1,320
Closed -$36K – 355
2018
Q2 		$36K Buy
+1,320
New +$33.6K 0.01% 333
2018
Q1 		– Sell
-591
Closed -$17K – 980
2017
Q4 		$17K Buy
+591
New +$17.9K ﹤0.01% 1079

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

Summit Trail Advisors's HR Position: Q2 2026 in Review

Summit Trail Advisors increased its Healthcare Realty (HR) stake by 9.7% in Q2 2026, buying an estimated $28.3K and bringing the position to 16,423 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Summit Trail Advisors first reported a position in HR in Q4 2017 and has held it in 6 quarters since. 459 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Summit Trail Advisors held 16,423 shares of Healthcare Realty worth $331K as of Q2 2026.
  • Summit Trail Advisors bought 1,458 Healthcare Realty shares in Q2 2026, an estimated $28.3K.
  • Healthcare Realty made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1322 holding.
  • Summit Trail Advisors first reported a position in Healthcare Realty in Q4 2017 and has held it in 6 quarters since.
  • 459 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.