HR β€” HEALTHCARE RLTY TR

Ownership history in SKBA CAPITAL MANAGEMENT LLC  Β·  8 quarters on record

AI Ownership Summary

SKBA CAPITAL MANAGEMENT LLC reported HEALTHCARE RLTY TR (HR) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.42% in 2025 Q4. The latest visible filing shows HR at 2.42% 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 SKBA CAPITAL MANAGEMENT LLC's position in HEALTHCARE RLTY TR, 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
2025 Q4

HR was reported at 2.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 SKBA CAPITAL MANAGEMENT LLC held HR β€” position size vs. price
% of Fund (quarterly)    HR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,006,108 +112,180 +12.5% 2.42% $17.1M 2026-02-14 (Est.) $17.73
2025 Q3 ADDED 893,928 +24,600 +2.8% 2.23% $16.1M 2025-11-12 $17.99
2025 Q2 ADDED 869,328 +110,700 +14.6% 1.98% $13.8M 2025-08-12 $15.89
2025 Q1 ADDED 758,628 +211,128 +38.6% 1.91% $12.8M 2025-05-13 $14.12
2024 Q4 REDUCED 547,500 -16,000 -2.8% 1.47% $9.3M 2025-02-12 $14.97
2024 Q3 UNCHANGED 563,500 β€” 0% 1.52% $10.2M 2024-11-12 $16.21
2024 Q2 ADDED 563,500 +130,380 +30.1% 1.49% $9.3M 2024-08-12 $15.84
2024 Q1 INITIATED 433,120 β€” β€” 0.96% $6.1M 2024-05-13 $14.28

FAQ About SKBA CAPITAL MANAGEMENT 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 SKBA CAPITAL MANAGEMENT LLC reported owning HR?

SKBA CAPITAL MANAGEMENT LLC reported HR across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported HR position in SKBA CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for HR was 2.42% in 2025 Q4.

What is the latest reported HR position on this page?

The most recent filing on this page is 2025 Q4, when SKBA CAPITAL MANAGEMENT LLC reported 1,006,108 shares, equal to 2.42% of portfolio, with an estimated market value of $17.1M.

What does the chart on this HR ownership page compare?

The chart compares SKBA CAPITAL MANAGEMENT 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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