THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. HR HEALTHCARE REALTY TRUST

Ownership history in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.  ·  9 quarters on record

AI Ownership Summary

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported HEALTHCARE REALTY TRUST (HR) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows HR at 0.00% 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 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s position in HEALTHCARE REALTY TRUST, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 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 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 34 0% 0.00% $685 2026-07-08 $20.63
2026 Q1 UNCHANGED 34 0% 0.00% $577 2026-04-14 $17.63
2025 Q4 UNCHANGED 34 0% 0.00% $576 2026-01-20 $16.86
2025 Q3 UNCHANGED 34 0% 0.00% $613 2025-10-07 $17.28
2025 Q2 UNCHANGED 34 0% 0.00% $539 2025-07-07 $15.04
2025 Q1 UNCHANGED 34 0% 0.00% $574 2025-04-10 $14.09
2024 Q4 REDUCED 83.3% +1.6% 34 -170 -83.3% 0.00% $576 2025-01-14 $14.88
2024 Q3 REDUCED 8.1% -6.7% 204 -18 -8.1% 0.00% $4K 2024-10-11 $15.49
2024 Q2 INITIATED 222 0.00% $4K 2024-07-05 $15.11

FAQ About THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. and HR

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

How long has THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported owning HR?

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported HR across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported HR position in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s portfolio?

The largest reported portfolio weight for HR was 0.00% in 2025 Q3.

What is the latest reported HR position on this page?

The most recent filing on this page is 2026 Q2, when THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported 34 shares, equal to 0.00% of portfolio, with an estimated market value of $685.

What does the chart on this HR ownership page compare?

The chart compares THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'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.

How well did THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. time their HR position?

Based on 13F filing dates vs. subsequent HR price moves, THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on HR relative to SPY over the holding period was +325.4%.

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