AWM
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Aprio Wealth Management’s Healthcare Realty HR Stock Holding History

Aprio Wealth Management’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 		$257K Sell
12,763
-13
-0.1% -$253 0.01% 558
2026
Q1 		$217K Buy
+12,776
New +$224K 0.01% 580

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

Aprio Wealth Management's HR Position: Q2 2026 in Review

Aprio Wealth Management reduced its Healthcare Realty (HR) stake by 0.1% in Q2 2026, selling an estimated $253 and leaving 12,763 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #558.

Aprio Wealth Management first reported a position in HR in Q1 2026 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Aprio Wealth Management held 12,763 shares of Healthcare Realty worth $257K as of Q2 2026.
  • Aprio Wealth Management sold 13 Healthcare Realty shares in Q2 2026, an estimated $253.
  • Healthcare Realty made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Aprio Wealth Management first reported a position in Healthcare Realty in Q1 2026 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.