Bartlett & Co Wealth Management’s Healthcare Realty HR Stock Holding History

Bartlett & Co 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	$20.3K	Hold	1,008	–	–	﹤0.01%	884
2026 Q1	$19.7K	Buy	1,008 +8	+0.8%	+$140	﹤0.01%	822
2025 Q4	$17.1K	Sell	1,000 -3,922	-80%	-$69.8K	﹤0.01%	849
2025 Q3	$88.7K	Sell	4,922 -500	-9%	-$8.46K	﹤0.01%	580
2025 Q2	$86K	Sell	5,422 -1,500	-22%	-$22.8K	﹤0.01%	578
2025 Q1	$117K	Hold	6,922	–	–	﹤0.01%	520
2024 Q4	$117K	Hold	6,922	–	–	﹤0.01%	518
2024 Q3	$126K	Hold	6,922	–	–	﹤0.01%	514
2024 Q2	$114K	Sell	6,922 -4,000	-37%	-$61.2K	﹤0.01%	522
2024 Q1	$155K	Hold	10,922	–	–	﹤0.01%	492
2023 Q4	$190K	Sell	10,922 -1,200	-10%	-$18.3K	﹤0.01%	478
2023 Q3	$185K	Buy	12,122 +2	+0%	+$35	﹤0.01%	457
2023 Q2	$229K	Buy	+12,120	New	+$234K	﹤0.01%	434

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bartlett & Co Wealth Management's HR Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Healthcare Realty (HR) position steady in Q2 2026 at 1,008 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Bartlett & Co Wealth Management first reported a position in HR in Q2 2023 and has held it in 13 quarters since. The position peaked at $229K in Q2 2023. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Bartlett & Co Wealth Management held 1,008 shares of Healthcare Realty worth $20.3K as of Q2 2026.
Bartlett & Co Wealth Management left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #884 holding.
Bartlett & Co Wealth Management first reported a position in Healthcare Realty in Q2 2023 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's Healthcare Realty position peaked at $229K in Q2 2023.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

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