BWA
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Basecamp Wealth Advisors’s Healthcare Realty HR Stock Holding History

Basecamp Wealth Advisors’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 		$21.8K Sell
1,082
-92
-8% -$1.79K ﹤0.01% 780
2026
Q1 		$19.9K Buy
1,174
+739
+170% +$13K ﹤0.01% 824
2025
Q4 		$7.37K Buy
+435
New +$7.74K ﹤0.01% 1062

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

Basecamp Wealth Advisors's HR Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Healthcare Realty (HR) stake by 7.8% in Q2 2026, selling an estimated $1.79K and leaving 1,082 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Basecamp Wealth Advisors first reported a position in HR in Q4 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Basecamp Wealth Advisors held 1,082 shares of Healthcare Realty worth $21.8K as of Q2 2026.
  • Basecamp Wealth Advisors sold 92 Healthcare Realty shares in Q2 2026, an estimated $1.79K.
  • Healthcare Realty made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #780 holding.
  • Basecamp Wealth Advisors first reported a position in Healthcare Realty in Q4 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.