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Transamerica Financial Advisors’s Healthcare Realty HR Stock Holding History

Transamerica Financial Advisors’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 		$26.5K Sell
1,313
-167
-11% -$3.24K ﹤0.01% 805
2026
Q1 		$25.2K Buy
1,480
+197
+15% +$3.46K ﹤0.01% 763
2025
Q4 		$21.7K Buy
1,283
+301
+31% +$5.36K ﹤0.01% 701
2025
Q3 		$17.7K Buy
+982
New +$16.6K ﹤0.01% 629
2016
Q2 		– Sell
-93,980
Closed -$2.77M – 529
2016
Q1 		$2.77M Sell
93,980
-3,450
-4% -$95.6K 0.23% 92
2015
Q4 		$2.63M Buy
97,430
+250
+0.3% +$6.45K 0.19% 100
2015
Q3 		$2.38M Buy
97,180
+2,950
+3% +$72.8K 0.19% 95
2015
Q2 		$2.26M Hold
94,230
– – 0.16% 115
2015
Q1 		$2.63M Buy
94,230
+3,175
+3% +$89.3K 0.18% 103
2014
Q4 		$2.45M Buy
91,055
+8,460
+10% +$214K 0.19% 75
2014
Q3 		$1.92M Sell
82,595
-11,173
-12% -$271K 0.17% 80
2014
Q2 		$2.26M Buy
93,768
+4,375
+5% +$104K 0.2% 75
2014
Q1 		$2.04M Sell
89,393
-500
-0.6% -$10.9K 0.2% 65
2013
Q4 		$1.77M Buy
89,893
+39,376
+78% +$835K 0.19% 67
2013
Q3 		$1.06M Buy
50,517
+46,743
+1,239% +$1.01M 0.14% 100
2013
Q2 		$85K Buy
+3,774
New +$90.8K 0.01% 240

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

Transamerica Financial Advisors's HR Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Healthcare Realty (HR) stake by 11% in Q2 2026, selling an estimated $3.24K and leaving 1,313 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Transamerica Financial Advisors first reported a position in HR in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.77M in Q1 2016. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Transamerica Financial Advisors held 1,313 shares of Healthcare Realty worth $26.5K as of Q2 2026.
  • Transamerica Financial Advisors sold 167 Healthcare Realty shares in Q2 2026, an estimated $3.24K.
  • Healthcare Realty made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #805 holding.
  • Transamerica Financial Advisors first reported a position in Healthcare Realty in Q2 2013 and has held it in 16 quarters since.
  • Transamerica Financial Advisors's Healthcare Realty position peaked at $2.77M in Q1 2016.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.