Vert Asset Management’s Healthcare Realty HR Stock Holding History

Vert 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 Q3	$1.84M	Buy	+103,464	New	+$2.04M	0.54%	34

Other funds holding HR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Marble Harbor Investment Counsel Boston, Massachusetts $1.02B AUM 15.73% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vert Asset Management's HR Position: Q3 2026 in Review

Vert Asset Management opened a new position in Healthcare Realty (HR) in Q3 2026: 103,464 shares worth $1.84M. The stake represents 0.54% of the portfolio and ranks #34 among its holdings.

202 funds tracked by Wall St. Rank hold HR as of Q3 2026.

Vert Asset Management held 103,464 shares of Healthcare Realty worth $1.84M as of Q3 2026.
Healthcare Realty was a new Vert Asset Management position in Q3 2026.
Healthcare Realty made up 0.54% of Vert Asset Management's portfolio in Q3 2026, its #34 holding.
202 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

Based on Vert Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.