Gross & Hartman Investments LLC HR — HEALTHCARE REALTY TR A CLASS A

Ownership history in Gross & Hartman Investments LLC  ·  2 quarters on record

AI Ownership Summary

Gross & Hartman Investments LLC reported HEALTHCARE REALTY TR A CLASS A (HR) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.18% in 2026 Q1. The latest visible filing shows HR at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gross & Hartman Investments LLC's position in HEALTHCARE REALTY TR A CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HR was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gross & Hartman Investments LLC held HR — position size vs. price
% of Fund (quarterly)    HR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 15,129 -3,213 -17.5% 0.13% $305K 2026-08-13 $19.21
2026 Q1 INITIATED — — — 18,342 — — 0.18% $311K 2026-05-15 $20.04

FAQ About Gross & Hartman Investments LLC and HR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gross & Hartman Investments LLC reported owning HR?

Gross & Hartman Investments LLC reported HR across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported HR position in Gross & Hartman Investments LLC's portfolio?

The largest reported portfolio weight for HR was 0.18% in 2026 Q1.

What is the latest reported HR position on this page?

The most recent filing on this page is 2026 Q2, when Gross & Hartman Investments LLC reported 15,129 shares, equal to 0.13% of portfolio, with an estimated market value of $305K.

What does the chart on this HR ownership page compare?

The chart compares Gross & Hartman Investments LLC's quarterly HR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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