HR Healthcare Realty TRUST COM

Ownership history in SIGNATUREFD, LLC  ·  33 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported Healthcare Realty TRUST COM (HR) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows HR at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in Healthcare Realty TRUST COM, 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 Q1

HR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 SIGNATUREFD, LLC held HR — position size vs. price
% of Fund (quarterly)    HR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,531 +201 +0.9% 0.01% $383K 2026-04-07 $nan
2025 Q4 ADDED 22,330 +303 +1.4% 0.01% $378K 2026-01-20 $17.07
2025 Q3 ADDED 22,027 +242 +1.1% 0.01% $397K 2025-10-21 $18.02
2025 Q2 REDUCED 21,785 -2,480 -10.2% 0.01% $346K 2025-07-16 $15.35
2025 Q1 REDUCED 24,265 -2,163 -8.2% 0.01% $410K 2025-05-02 $14.31
2024 Q4 ADDED 26,428 +1,516 +6.1% 0.01% $448K 2025-02-10 $15.03
2024 Q3 ADDED 24,912 +823 +3.4% 0.01% $452K 2024-10-21 $16.17
2024 Q2 ADDED 24,089 +6,810 +39.4% 0.01% $397K 2024-07-29 $15.97
2024 Q1 REDUCED 17,279 -4,339 -20.1% 0.01% $244K 2024-05-03 $13.00
2023 Q4 ADDED 21,618 +7,939 +58.0% 0.01% $372K 2024-02-01 $14.15
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SIGNATUREFD, 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 SIGNATUREFD, LLC reported owning HR?

SIGNATUREFD, LLC reported HR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HR position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for HR was 0.01% in 2024 Q3.

What is the latest reported HR position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 22,531 shares, equal to 0.01% of portfolio, with an estimated market value of $383K.

What does the chart on this HR ownership page compare?

The chart compares SIGNATUREFD, 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.

← Back to SIGNATUREFD, LLC Holdings