Triumph Capital Management’s Healthcare Realty HR Stock Holding History

Triumph 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	$89.2K	Sell	4,420 -812	-16%	-$15.8K	0.02%	517
2026 Q1	$88.9K	Sell	5,232 -861	-14%	-$15.1K	0.02%	483
2025 Q4	$103K	Sell	6,093 -8,118	-57%	-$144K	0.02%	432
2025 Q3	$256K	Sell	14,211 -6,954	-33%	-$118K	0.07%	273
2025 Q2	$336K	Buy	21,165 +2,216	+12%	+$33.7K	0.1%	209
2025 Q1	$320K	Buy	18,949 +1,719	+10%	+$28.6K	0.11%	208
2024 Q4	$292K	Buy	17,230 +3,238	+23%	+$56.9K	0.1%	219
2024 Q3	$254K	Buy	+13,992	New	+$248K	0.09%	229

Other funds holding HR

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Triumph Capital Management's HR Position: Q2 2026 in Review

Triumph Capital Management reduced its Healthcare Realty (HR) stake by 16% in Q2 2026, selling an estimated $15.8K and leaving 4,420 shares worth $89.2K. The position accounts for 0.02% of the portfolio, ranked #517.

Triumph Capital Management first reported a position in HR in Q3 2024 and has held it in 8 quarters since. The position peaked at $336K in Q2 2025. 60 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Triumph Capital Management held 4,420 shares of Healthcare Realty worth $89.2K as of Q2 2026.
Triumph Capital Management sold 812 Healthcare Realty shares in Q2 2026, an estimated $15.8K.
Healthcare Realty made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #517 holding.
Triumph Capital Management first reported a position in Healthcare Realty in Q3 2024 and has held it in 8 quarters since.
Triumph Capital Management's Healthcare Realty position peaked at $336K in Q2 2025.
60 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.