VHAM
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Van Hulzen Asset Management’s Healthcare Realty HR Stock Holding History

Van Hulzen Asset 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 		$260K Sell
12,900
-800
-6% -$15.5K 0.02% 342
2026
Q1 		$233K Hold
13,700
– – 0.02% 326
2025
Q4 		$232K Sell
13,700
-3,200
-19% -$56.9K 0.02% 302
2025
Q3 		$305K Sell
16,900
-600
-3% -$10.1K 0.02% 264
2025
Q2 		$278K Sell
17,500
-9,490
-35% -$144K 0.02% 264
2025
Q1 		$456K Hold
26,990
– – 0.04% 217
2024
Q4 		$457K Buy
26,990
+1,300
+5% +$22.9K 0.03% 225
2024
Q3 		$466K Buy
25,690
+9,000
+54% +$160K 0.03% 217
2024
Q2 		$275K Sell
16,690
-1,000
-6% -$15.3K 0.02% 262
2024
Q1 		$250K Sell
17,690
-300
-2% -$4.53K 0.02% 285
2023
Q4 		$310K Buy
17,990
+3,035
+20% +$46.3K 0.02% 261
2023
Q3 		$228K Buy
14,955
+70
+0.5% +$1.24K 0.02% 277
2023
Q2 		$281K Buy
14,885
+560
+4% +$10.8K 0.02% 251
2023
Q1 		$277K Buy
+14,325
New +$289K 0.03% 239
2022
Q4 		– Sell
-9,900
Closed -$206K – 293
2022
Q3 		$206K Sell
9,900
-215
-2% -$5.46K 0.03% 255
2022
Q2 		$282K Sell
10,115
-750
-7% -$22.3K 0.03% 226
2022
Q1 		$341K Sell
10,865
-200
-2% -$6.3K 0.04% 215
2021
Q4 		$369K Hold
11,065
– – 0.04% 212
2021
Q3 		$328K Buy
11,065
+900
+9% +$26.2K 0.05% 203
2021
Q2 		$271K Buy
10,165
+1,015
+11% +$28.7K 0.04% 214
2021
Q1 		$252K Buy
9,150
+650
+8% +$18.2K 0.04% 215
2020
Q4 		$234K Buy
+8,500
New +$224K 0.04% 246
2014
Q4 		– Sell
-25,275
Closed -$586K – 123
2014
Q3 		$586K Buy
25,275
+2,150
+9% +$52.2K 0.59% 48
2014
Q2 		$557K Buy
23,125
+5,125
+28% +$122K 0.48% 57
2014
Q1 		$410K Buy
18,000
+1,600
+10% +$34.9K 0.41% 60
2013
Q4 		$323K Buy
+16,400
New +$348K 0.28% 76

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

Van Hulzen Asset Management's HR Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Healthcare Realty (HR) stake by 5.8% in Q2 2026, selling an estimated $15.5K and leaving 12,900 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #342.

Van Hulzen Asset Management first reported a position in HR in Q4 2013 and has held it in 26 quarters since. The position peaked at $586K in Q3 2014. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Van Hulzen Asset Management held 12,900 shares of Healthcare Realty worth $260K as of Q2 2026.
  • Van Hulzen Asset Management sold 800 Healthcare Realty shares in Q2 2026, an estimated $15.5K.
  • Healthcare Realty made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #342 holding.
  • Van Hulzen Asset Management first reported a position in Healthcare Realty in Q4 2013 and has held it in 26 quarters since.
  • Van Hulzen Asset Management's Healthcare Realty position peaked at $586K in Q3 2014.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.