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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Trail Advisors's HR Position: Q1 2026 in Review

Summit Trail Advisors increased its Healthcare Realty (HR) stake by 15% in Q1 2026, buying an estimated $33.7K and bringing the position to 14,965 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Summit Trail Advisors first reported a position in HR in Q4 2017 and has held it in 5 quarters since. 443 funds tracked by Wall St. Rank hold HR as of Q1 2026.

Summit Trail Advisors held 14,965 shares of Healthcare Realty worth $254K as of Q1 2026.
Summit Trail Advisors bought 1,920 Healthcare Realty shares in Q1 2026, an estimated $33.7K.
Healthcare Realty made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1331 holding.
Summit Trail Advisors first reported a position in Healthcare Realty in Q4 2017 and has held it in 5 quarters since.
443 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.