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Tidemark’s Healthcare Realty HR Stock Holding History

Tidemark’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 		$19.5K Hold
969
– – ﹤0.01% 427
2026
Q1 		$16.5K Hold
969
– – ﹤0.01% 399
2025
Q4 		$16.4K Sell
969
-53
-5% -$943 ﹤0.01% 376
2025
Q3 		$18.4K Hold
1,022
– – 0.01% 375
2025
Q2 		$16.2K Hold
1,022
– – 0.01% 393
2025
Q1 		$17.3K Hold
1,022
– – 0.01% 362
2024
Q4 		$17.3K Hold
1,022
– – 0.01% 365
2024
Q3 		$18.5K Hold
1,022
– – 0.01% 350
2024
Q2 		$16.8K Hold
1,022
– – 0.01% 347
2024
Q1 		$14.5K Hold
1,022
– – 0.01% 386
2023
Q4 		$17.6K Buy
+1,022
New +$15.6K 0.01% 345

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

Tidemark's HR Position: Q2 2026 in Review

Tidemark held its Healthcare Realty (HR) position steady in Q2 2026 at 969 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Tidemark first reported a position in HR in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Tidemark held 969 shares of Healthcare Realty worth $19.5K as of Q2 2026.
  • Tidemark left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #427 holding.
  • Tidemark first reported a position in Healthcare Realty in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.