WT
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Whittier Trust’s Healthcare Realty HR Stock Holding History

Whittier Trust’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 		– Sell
-50
Closed -$865 – 1380
2026
Q1 		$865 Buy
+50
New +$877 ﹤0.01% 1305
2024
Q2 		– Sell
-33
Closed -$466 – 1551
2024
Q1 		$466 Hold
33
– – ﹤0.01% 1483
2023
Q4 		$568 Hold
33
– – ﹤0.01% 1470
2023
Q3 		$503 Sell
33
-925
-97% -$16.4K ﹤0.01% 1575
2023
Q2 		$18.1K Sell
958
-1,600
-63% -$30.9K ﹤0.01% 1146
2023
Q1 		$49.4K Hold
2,558
– – ﹤0.01% 965
2022
Q4 		$49.3K Sell
2,558
-1,305
-34% -$25.6K ﹤0.01% 962
2022
Q3 		$80K Buy
3,863
+2,525
+189% +$64.2K ﹤0.01% 857
2022
Q2 		$37K Hold
1,338
– – ﹤0.01% 1020
2022
Q1 		$42K Hold
1,338
– – ﹤0.01% 1021
2021
Q4 		$45K Hold
1,338
– – ﹤0.01% 1003
2021
Q3 		$40K Hold
1,338
– – ﹤0.01% 987
2021
Q2 		$36K Hold
1,338
– – ﹤0.01% 1030
2021
Q1 		$37K Hold
1,338
– – ﹤0.01% 999
2020
Q4 		$37K Buy
+1,338
New +$35.3K ﹤0.01% 915
2019
Q2 		– Sell
-19
Closed -$1K – 1409
2019
Q1 		$1K Buy
+19
New +$528 ﹤0.01% 1282
2018
Q2 		– Sell
-45
Closed -$1K – 1297
2018
Q1 		$1K Buy
+45
New +$1.2K ﹤0.01% 1259

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

Whittier Trust's HR Position: Q2 2026 in Review

Whittier Trust sold out of Healthcare Realty (HR) in Q2 2026, closing a stake of 50 shares — an estimated $865 sold.

Whittier Trust first reported a position in HR in Q1 2018 and held it in 17 quarters. The position peaked at $80K in Q3 2022. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Whittier Trust reported no remaining Healthcare Realty position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 50 Healthcare Realty shares in Q2 2026, an estimated $865.
  • Whittier Trust first reported a position in Healthcare Realty in Q1 2018 and held it in 17 quarters.
  • Whittier Trust's Healthcare Realty position peaked at $80K in Q3 2022.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.