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Action Point Financial Planning’s Healthcare Realty HR Stock Holding History

Action Point Financial Planning’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 		$3.67K Buy
+183
New +$3.56K ﹤0.01% 1958

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
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
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Action Point Financial Planning's HR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Healthcare Realty (HR) in Q2 2026: 183 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #1958 among its holdings.

456 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Action Point Financial Planning held 183 shares of Healthcare Realty worth $3.67K as of Q2 2026.
  • Healthcare Realty was a new Action Point Financial Planning position in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1958 holding.
  • 456 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.