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Taylor Frigon Capital Management’s Healthcare Realty HR Stock Holding History

Taylor Frigon Capital 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 		$1.86M Sell
92,207
-2,438
-3% -$47.4K 0.87% 59
2026
Q1 		$1.61M Sell
94,645
-3,405
-3% -$59.7K 0.91% 60
2025
Q4 		$1.66M Sell
98,050
-1,191
-1% -$21.2K 0.84% 66
2025
Q3 		$1.79M Buy
99,241
+1,716
+2% +$29K 0.89% 56
2025
Q2 		$1.55M Sell
97,525
-1,332
-1% -$20.3K 0.82% 68
2025
Q1 		$1.67M Buy
98,857
+371
+0.4% +$6.17K 0.99% 58
2024
Q4 		$1.67M Sell
98,486
-2,857
-3% -$50.2K 0.84% 57
2024
Q3 		$1.84M Sell
101,343
-3,162
-3% -$56.1K 0.92% 51
2024
Q2 		$1.72M Sell
104,505
-803
-0.8% -$12.3K 0.82% 53
2024
Q1 		$1.49M Buy
105,308
+39,979
+61% +$603K 0.71% 64
2023
Q4 		$1.13M Sell
65,329
-274
-0.4% -$4.18K 0.56% 77
2023
Q3 		$1M Buy
+65,603
New +$1.16M 0.56% 81

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

Taylor Frigon Capital Management's HR Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its Healthcare Realty (HR) stake by 2.6% in Q2 2026, selling an estimated $47.4K and leaving 92,207 shares worth $1.86M. The position accounts for 0.87% of the portfolio, ranked #59.

Taylor Frigon Capital Management first reported a position in HR in Q3 2023 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Taylor Frigon Capital Management held 92,207 shares of Healthcare Realty worth $1.86M as of Q2 2026.
  • Taylor Frigon Capital Management sold 2,438 Healthcare Realty shares in Q2 2026, an estimated $47.4K.
  • Healthcare Realty made up 0.87% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #59 holding.
  • Taylor Frigon Capital Management first reported a position in Healthcare Realty in Q3 2023 and has held it in 12 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.