Swiss Life Asset Management’s Healthcare Realty HR Stock Holding History

Swiss Life Asset Management’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	$431K	Buy	21,354 +1,862	+10%	+$36.2K	﹤0.01%	1052
2026 Q1	$331K	Buy	19,492 +3,672	+23%	+$64.4K	﹤0.01%	1076
2025 Q4	$268K	Hold	15,820	–	–	﹤0.01%	1086
2025 Q3	$285K	Buy	+15,820	New	+$268K	﹤0.01%	941
2024 Q3	–	Sell	-21,192	Closed	-$349K	–	641
2024 Q2	$349K	Sell	21,192 -7,067	-25%	-$108K	﹤0.01%	516
2024 Q1	$400K	Sell	28,259 -8,989	-24%	-$136K	0.01%	469
2023 Q4	$644K	Sell	37,248 -71,798	-66%	-$1.1M	0.01%	531
2023 Q3	$1.67M	Buy	+109,046	New	+$1.94M	0.03%	514

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swiss Life Asset Management's HR Position: Q2 2026 in Review

Swiss Life Asset Management increased its Healthcare Realty (HR) stake by 9.6% in Q2 2026, buying an estimated $36.2K and bringing the position to 21,354 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Swiss Life Asset Management first reported a position in HR in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.67M in Q3 2023. 296 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Swiss Life Asset Management held 21,354 shares of Healthcare Realty worth $431K as of Q2 2026.
Swiss Life Asset Management bought 1,862 Healthcare Realty shares in Q2 2026, an estimated $36.2K.
Healthcare Realty made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1052 holding.
Swiss Life Asset Management first reported a position in Healthcare Realty in Q3 2023 and has held it in 8 quarters since.
Swiss Life Asset Management's Healthcare Realty position peaked at $1.67M in Q3 2023.
296 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.