Baldwin Wealth Partners’s Healthcare Realty HR Stock Holding History

Baldwin Wealth Partners’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	$244K	Hold	12,100	–	–	0.02%	207
2026 Q1	$206K	Hold	12,100	–	–	0.01%	215
2025 Q4	$205K	Hold	12,100	–	–	0.01%	238
2025 Q3	$218K	Hold	12,100	–	–	0.01%	220
2025 Q2	$192K	Hold	12,100	–	–	0.01%	213
2025 Q1	$204K	Hold	12,100	–	–	0.01%	221
2024 Q4	$205K	Sell	12,100 -1,000	-8%	-$17.6K	0.01%	231
2024 Q3	$238K	Hold	13,100	–	–	0.02%	303
2024 Q2	$216K	Hold	13,100	–	–	0.02%	193
2024 Q1	$185K	Hold	13,100	–	–	0.01%	214
2023 Q4	$226K	Hold	13,100	–	–	0.02%	201
2023 Q3	$200K	Hold	13,100	–	–	0.02%	219
2023 Q2	$247K	Sell	13,100 -1,000	-7%	-$19.3K	0.02%	222
2023 Q1	$273K	Hold	14,100	–	–	0.02%	212
2022 Q4	$272K	Hold	14,100	–	–	0.02%	208
2022 Q3	$294K	Sell	14,100 -6,704	-32%	-$170K	0.04%	143
2022 Q2	$581K	Hold	20,804	–	–	0.08%	93
2022 Q1	$652K	Sell	20,804 -327	-2%	-$10.3K	0.07%	97
2021 Q4	$706K	Hold	21,131	–	–	0.07%	94
2021 Q3	$627K	Hold	21,131	–	–	0.07%	97
2021 Q2	$564K	Hold	21,131	–	–	0.06%	106
2021 Q1	$583K	Hold	21,131	–	–	0.07%	95
2020 Q4	$582K	Hold	21,131	–	–	0.07%	92
2020 Q3	$549K	Hold	21,131	–	–	0.08%	93
2020 Q2	$560K	Hold	21,131	–	–	0.08%	94
2020 Q1	$513K	Hold	21,131	–	–	0.09%	89
2019 Q4	$640K	Hold	21,131	–	–	0.09%	97
2019 Q3	$621K	Hold	21,131	–	–	0.09%	91
2019 Q2	$580K	Hold	21,131	–	–	0.09%	108
2019 Q1	$604K	Hold	21,131	–	–	0.09%	110
2018 Q4	$535K	Buy	+21,131	New	+$560K	0.09%	110
2018 Q3	–	Sell	-22,460	Closed	-$606K	–	526
2018 Q2	$606K	Sell	22,460 -2,315	-9%	-$58.9K	0.09%	110
2018 Q1	$655K	Sell	24,775 -154,714	-86%	-$4.12M	0.11%	103
2017 Q4	$5.39M	Buy	179,489 +25,523	+17%	+$772K	0.84%	42
2017 Q3	$4.59M	Buy	153,966 +55,241	+56%	+$1.68M	0.74%	46
2017 Q2	$3.07M	Buy	+98,725	New	+$3.11M	0.49%	51

Other funds holding HR

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Baldwin Wealth Partners's HR Position: Q2 2026 in Review

Baldwin Wealth Partners held its Healthcare Realty (HR) position steady in Q2 2026 at 12,100 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #207.

Baldwin Wealth Partners first reported a position in HR in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.39M in Q4 2017. 131 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Baldwin Wealth Partners held 12,100 shares of Healthcare Realty worth $244K as of Q2 2026.
Baldwin Wealth Partners left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #207 holding.
Baldwin Wealth Partners first reported a position in Healthcare Realty in Q2 2017 and has held it in 36 quarters since.
Baldwin Wealth Partners's Healthcare Realty position peaked at $5.39M in Q4 2017.
131 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.