Y-Intercept (HK)’s Healthcare Realty HR Stock Holding History

Y-Intercept (HK)’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	$1.51M	Buy	+74,762	New	+$1.45M	0.03%	855
2025 Q4	–	Sell	-24,514	Closed	-$442K	–	1728
2025 Q3	$442K	Buy	+24,514	New	+$415K	0.01%	1291
2025 Q2	–	Sell	-19,217	Closed	-$325K	–	1787
2025 Q1	$325K	Buy	+19,217	New	+$319K	0.02%	881
2024 Q4	–	Sell	-46,752	Closed	-$849K	–	1394
2024 Q3	$849K	Buy	+46,752	New	+$829K	0.05%	519
2024 Q1	–	Sell	-35,881	Closed	-$618K	–	1539
2023 Q4	$618K	Buy	+35,881	New	+$548K	0.06%	498
2023 Q3	–	Sell	-26,451	Closed	-$499K	–	1272
2023 Q2	$499K	Buy	+26,451	New	+$511K	0.05%	564
2022 Q1	–	Sell	-10,145	Closed	-$339K	–	817
2021 Q4	$339K	Sell	10,145 -1,280	-11%	-$42.7K	0.08%	359
2021 Q3	$339K	Buy	11,425 +800	+8%	+$23.3K	0.06%	432
2021 Q2	$284K	Buy	10,625 +1,323	+14%	+$37.4K	0.07%	414
2021 Q1	$263K	Buy	+9,302	New	+$260K	0.07%	463

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Y-Intercept (HK)'s HR Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Healthcare Realty (HR) in Q2 2026: 74,762 shares worth $1.51M. The stake represents 0.03% of the portfolio and ranks #855 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in HR as recently as Q3 2025.

Y-Intercept (HK) first reported a position in HR in Q1 2021 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Y-Intercept (HK) held 74,762 shares of Healthcare Realty worth $1.51M as of Q2 2026.
Healthcare Realty was a new Y-Intercept (HK) position in Q2 2026.
Healthcare Realty made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #855 holding.
Y-Intercept (HK) first reported a position in Healthcare Realty in Q1 2021 and has held it in 10 quarters since.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.