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Sunbelt Securities’s Healthcare Realty HR Stock Holding History

Sunbelt Securities’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 		– Sell
-1,629
Closed -$27.6K – 3031
2025
Q4 		$27.6K Hold
1,629
– – ﹤0.01% 1161
2025
Q3 		$29.4K Hold
1,629
– – ﹤0.01% 1152
2025
Q2 		$27.6K Hold
1,629
– – ﹤0.01% 1086
2025
Q1 		$27.5K Hold
1,629
– – ﹤0.01% 1045
2024
Q4 		$27.1K Hold
1,629
– – ﹤0.01% 1092
2024
Q3 		$29.6K Hold
1,629
– – ﹤0.01% 1065
2024
Q2 		$26.8K Hold
1,629
– – ﹤0.01% 1048
2024
Q1 		$23K Hold
1,629
– – ﹤0.01% 1063
2023
Q4 		$28.1K Hold
1,629
– – ﹤0.01% 940
2023
Q3 		$24.9K Hold
1,629
– – ﹤0.01% 955
2023
Q2 		$30.7K Hold
1,629
– – ﹤0.01% 907
2023
Q1 		$30.7K Buy
+1,629
New +$32.8K ﹤0.01% 852

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

Sunbelt Securities's HR Position: Q1 2026 in Review

Sunbelt Securities sold out of Healthcare Realty (HR) in Q1 2026, closing a stake of 1,629 shares — an estimated $27.6K sold.

Sunbelt Securities first reported a position in HR in Q1 2023 and held it in 12 quarters. The position peaked at $30.7K in Q1 2023. 448 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Sunbelt Securities reported no remaining Healthcare Realty position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 1,629 Healthcare Realty shares in Q1 2026, an estimated $27.6K.
  • Sunbelt Securities first reported a position in Healthcare Realty in Q1 2023 and held it in 12 quarters.
  • Sunbelt Securities's Healthcare Realty position peaked at $30.7K in Q1 2023.
  • 448 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.