AF
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Allworth Financial’s Healthcare Realty HR Stock Holding History

Allworth Financial’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 		$330K Buy
16,357
+3,571
+28% +$69.4K ﹤0.01% 1210
2026
Q1 		$217K Buy
12,786
+4,385
+52% +$76.9K ﹤0.01% 1353
2025
Q4 		$142K Buy
8,401
+278
+3% +$4.95K ﹤0.01% 1524
2025
Q3 		$146K Buy
8,123
+2,509
+45% +$42.4K ﹤0.01% 1456
2025
Q2 		$89K Buy
5,614
+104
+2% +$1.58K ﹤0.01% 1609
2025
Q1 		$86.7K Buy
5,510
+358
+7% +$5.95K ﹤0.01% 1301
2024
Q4 		$84.9K Buy
5,152
+2,797
+119% +$49.2K ﹤0.01% 1337
2024
Q3 		$42.7K Buy
2,355
+161
+7% +$2.85K ﹤0.01% 1478
2024
Q2 		$38.3K Buy
2,194
+1,732
+375% +$26.5K ﹤0.01% 1499
2024
Q1 		$6.54K Sell
462
-257
-36% -$3.88K ﹤0.01% 2293
2023
Q4 		$12.4K Sell
719
-728
-50% -$11.1K ﹤0.01% 1894
2023
Q3 		$22.1K Sell
1,447
-175
-11% -$3.11K ﹤0.01% 1456
2023
Q2 		$30.6K Buy
1,622
+994
+158% +$19.2K ﹤0.01% 1314
2023
Q1 		$12.1K Sell
628
-1,031
-62% -$20.8K ﹤0.01% 1725
2022
Q4 		$32K Buy
1,659
+147
+10% +$2.89K ﹤0.01% 1180
2022
Q3 		$32K Buy
1,512
+257
+20% +$6.53K ﹤0.01% 1113
2022
Q2 		$35K Sell
1,255
-60
-5% -$1.78K ﹤0.01% 1023
2022
Q1 		$41K Buy
1,315
+65
+5% +$2.05K ﹤0.01% 962
2021
Q4 		$42K Hold
1,250
– – ﹤0.01% 891
2021
Q3 		$37K Hold
1,250
– – ﹤0.01% 854
2021
Q2 		$33K Hold
1,250
– – ﹤0.01% 720
2021
Q1 		$34K Hold
1,250
– – ﹤0.01% 655
2020
Q4 		$34K Hold
1,250
– – ﹤0.01% 548
2020
Q3 		$33K Hold
1,250
– – ﹤0.01% 482
2020
Q2 		$33K Hold
1,250
– – ﹤0.01% 485
2020
Q1 		$30K Hold
1,250
– – ﹤0.01% 489
2019
Q4 		$38K Buy
+1,250
New +$37.4K ﹤0.01% 412
2016
Q4 		– Sell
-62
Closed -$2K – 695
2016
Q3 		$2K Buy
+62
New +$2.05K ﹤0.01% 590

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

Allworth Financial's HR Position: Q2 2026 in Review

Allworth Financial increased its Healthcare Realty (HR) stake by 28% in Q2 2026, buying an estimated $69.4K and bringing the position to 16,357 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Allworth Financial first reported a position in HR in Q3 2016 and has held it in 28 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Allworth Financial held 16,357 shares of Healthcare Realty worth $330K as of Q2 2026.
  • Allworth Financial bought 3,571 Healthcare Realty shares in Q2 2026, an estimated $69.4K.
  • Healthcare Realty made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1210 holding.
  • Allworth Financial first reported a position in Healthcare Realty in Q3 2016 and has held it in 28 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.