Wellington Management Group
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Wellington Management Group’s Healthcare Realty HR Stock Holding History

Wellington Management Group’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
Q1 		$182K Hold
10,733
– – ﹤0.01% 1845
2025
Q4 		$182K Sell
10,733
-18
-0.2% -$320 ﹤0.01% 1887
2025
Q3 		$194K Sell
10,751
-31,512
-75% -$533K ﹤0.01% 1948
2025
Q2 		$670K Buy
42,263
+10,751
+34% +$163K ﹤0.01% 1771
2025
Q1 		$533K Buy
+31,512
New +$524K ﹤0.01% 1813
2024
Q4 		– Sell
-79,313
Closed -$1.44M – 1980
2024
Q3 		$1.44M Sell
79,313
-2,592
-3% -$46K ﹤0.01% 1638
2024
Q2 		$1.35M Sell
81,905
-2,089
-2% -$32K ﹤0.01% 1599
2024
Q1 		$1.19M Sell
83,994
-3,588
-4% -$54.1K ﹤0.01% 1645
2023
Q4 		$1.51M Sell
87,582
-160,729
-65% -$2.45M ﹤0.01% 1542
2023
Q3 		$3.79M Buy
248,311
+3,295
+1% +$58.5K ﹤0.01% 1348
2023
Q2 		$4.62M Sell
245,016
-15,808
-6% -$305K ﹤0.01% 1292
2023
Q1 		$5.04M Buy
260,824
+87,354
+50% +$1.76M ﹤0.01% 1281
2022
Q4 		$3.34M Sell
173,470
-42,053
-20% -$826K ﹤0.01% 1377
2022
Q3 		$4.49M Buy
215,523
+159
+0.1% +$4.04K ﹤0.01% 1307
2022
Q2 		$6.01M Buy
215,364
+68,192
+46% +$2.03M ﹤0.01% 1263
2022
Q1 		$4.61M Buy
147,172
+30,999
+27% +$976K ﹤0.01% 1411
2021
Q4 		$3.88M Buy
116,173
+1,845
+2% +$61.6K ﹤0.01% 1525
2021
Q3 		$3.39M Sell
114,328
-4,279
-4% -$125K ﹤0.01% 1605
2021
Q2 		$3.17M Buy
+118,607
New +$3.36M ﹤0.01% 1597
2018
Q2 		– Sell
-192,520
Closed -$5.09M – 2273
2018
Q1 		$5.09M Sell
192,520
-6,104
-3% -$163K ﹤0.01% 1477
2017
Q4 		$5.97M Sell
198,624
-895
-0.4% -$27.1K ﹤0.01% 1424
2017
Q3 		$5.95M Buy
199,519
+143,767
+258% +$4.37M ﹤0.01% 1428
2017
Q2 		$1.73M Sell
55,752
-9,666
-15% -$305K ﹤0.01% 1733
2017
Q1 		$2.06M Sell
65,418
-663
-1% -$20.1K ﹤0.01% 1734
2016
Q4 		$1.92M Sell
66,081
-107,924
-62% -$3.18M ﹤0.01% 1693
2016
Q3 		$5.68M Sell
174,005
-50,277
-22% -$1.66M ﹤0.01% 1341
2016
Q2 		$7.25M Sell
224,282
-119,601
-35% -$3.6M ﹤0.01% 1236
2016
Q1 		$10.1M Sell
343,883
-22,868
-6% -$634K ﹤0.01% 1139
2015
Q4 		$9.89M Buy
366,751
+1,150
+0.3% +$29.7K ﹤0.01% 1170
2015
Q3 		$8.96M Buy
365,601
+104,495
+40% +$2.58M ﹤0.01% 1205
2015
Q2 		$6.25M Sell
261,106
-5,253
-2% -$134K ﹤0.01% 1338
2015
Q1 		$7.42M Buy
266,359
+31,316
+13% +$880K ﹤0.01% 1333
2014
Q4 		$6.33M Buy
235,043
+112,561
+92% +$2.85M ﹤0.01% 1372
2014
Q3 		$2.84M Sell
122,482
-65,190
-35% -$1.58M ﹤0.01% 1596
2014
Q2 		$4.52M Buy
187,672
+76,338
+69% +$1.82M ﹤0.01% 1484
2014
Q1 		$2.54M Sell
111,334
-425
-0.4% -$9.26K ﹤0.01% 1639
2013
Q4 		$2.2M Buy
111,759
+41,628
+59% +$883K ﹤0.01% 1677
2013
Q3 		$1.48M Sell
70,131
-41,779
-37% -$902K ﹤0.01% 1720
2013
Q2 		$2.51M Buy
+111,910
New +$2.69M ﹤0.01% 1593

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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 $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group's HR Position: Q1 2026 in Review

Wellington Management Group held its Healthcare Realty (HR) position steady in Q1 2026 at 10,733 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Wellington Management Group first reported a position in HR in Q2 2013 and has held it in 39 quarters since. The position peaked at $10.1M in Q1 2016. 446 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Wellington Management Group held 10,733 shares of Healthcare Realty worth $182K as of Q1 2026.
  • Wellington Management Group left its Healthcare Realty share count unchanged in Q1 2026.
  • Healthcare Realty made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1845 holding.
  • Wellington Management Group first reported a position in Healthcare Realty in Q2 2013 and has held it in 39 quarters since.
  • Wellington Management Group's Healthcare Realty position peaked at $10.1M in Q1 2016.
  • 446 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.