RAFFA WEALTH MANAGEMENT, LLC’s Healthcare Realty HR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$625 Hold
31
﹤0.01% 1150
2026
Q1
$527 Hold
31
﹤0.01% 1063
2025
Q4
$525 Hold
31
﹤0.01% 1063
2025
Q3
$559 Hold
31
﹤0.01% 1045
2025
Q2
$492 Hold
31
﹤0.01% 996
2025
Q1
$524 Hold
31
﹤0.01% 949
2024
Q4
$525 Hold
31
﹤0.01% 998
2024
Q3
$563 Hold
31
﹤0.01% 969
2024
Q2
$511 Hold
31
﹤0.01% 1050
2024
Q1
$439 Hold
31
﹤0.01% 1053
2023
Q4
$534 Hold
31
﹤0.01% 961
2023
Q3
$473 Hold
31
﹤0.01% 955
2023
Q2
$585 Hold
31
﹤0.01% 932
2023
Q1
$599 Hold
31
﹤0.01% 928
2022
Q4
$597 Hold
31
﹤0.01% 917
2022
Q3
$646 Sell
31
-41
-57% -$1.04K ﹤0.01% 948
2022
Q2
$2.01K Hold
72
﹤0.01% 606
2022
Q1
$2.26K Hold
72
﹤0.01% 610
2021
Q4
$2.4K Hold
72
﹤0.01% 603
2021
Q3
$2.14K Hold
72
﹤0.01% 595
2021
Q2
$1.92K Hold
72
﹤0.01% 635
2021
Q1
$1.99K Hold
72
﹤0.01% 641
2020
Q4
$1.98K Buy
72
+39
+118% +$1.03K ﹤0.01% 559
2020
Q3
$858 Buy
33
+2
+6% +$52 ﹤0.01% 717
2020
Q2
$822 Sell
31
-175
-85% -$4.48K ﹤0.01% 713
2020
Q1
$5K Buy
206
+175
+565% +$5.29K ﹤0.01% 281
2019
Q4
$939 Hold
31
﹤0.01% 645
2019
Q3
$911 Buy
+31
New +$866 ﹤0.01% 633
2019
Q2
Sell
-31
Closed -$886 1018
2019
Q1
$886 Hold
31
﹤0.01% 614
2018
Q4
$785 Hold
31
﹤0.01% 635
2018
Q3
$827 Hold
31
﹤0.01% 697
2018
Q2
$836 Hold
31
﹤0.01% 682
2018
Q1
$820 Buy
+31
New +$825 ﹤0.01% 677

Other funds holding HR

RAFFA WEALTH MANAGEMENT, LLC's HR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Healthcare Realty (HR) position steady in Q2 2026 at 31 shares worth $625. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HR in Q1 2018 and has held it in 33 quarters since. The position peaked at $5K in Q1 2020. 105 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 31 shares of Healthcare Realty worth $625 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1150 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Healthcare Realty in Q1 2018 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Healthcare Realty position peaked at $5K in Q1 2020.
  • 105 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.