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Synergy Investment Management’s Healthcare Realty HR Stock Holding History

Synergy Investment 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 		$90.9K Buy
4,506
+2,375
+111% +$46.1K 0.02% 282
2026
Q1 		$36.2K Buy
+2,131
New +$37.4K 0.01% 325
2025
Q2 		– Sell
-2,131
Closed -$36K – 290
2025
Q1 		$36K Hold
2,131
– – 0.02% 261
2024
Q4 		$36.1K Buy
+2,131
New +$37.5K 0.02% 268

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

Synergy Investment Management's HR Position: Q2 2026 in Review

Synergy Investment Management increased its Healthcare Realty (HR) stake by 111% in Q2 2026, buying an estimated $46.1K and bringing the position to 4,506 shares worth $90.9K. The position accounts for 0.02% of the portfolio, ranked #282.

Synergy Investment Management first reported a position in HR in Q4 2024 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Synergy Investment Management held 4,506 shares of Healthcare Realty worth $90.9K as of Q2 2026.
  • Synergy Investment Management bought 2,375 Healthcare Realty shares in Q2 2026, an estimated $46.1K.
  • Healthcare Realty made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #282 holding.
  • Synergy Investment Management first reported a position in Healthcare Realty in Q4 2024 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.