BHWM
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Beaird Harris Wealth Management’s Healthcare Realty HR Stock Holding History

Beaird Harris 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 		– Sell
-150
Closed -$2.55K – 731
2026
Q1 		$2.55K Buy
+150
New +$2.63K ﹤0.01% 471
2023
Q1 		– Sell
-579
Closed -$11.2K – 589
2022
Q4 		$11.2K Buy
+579
New +$11.4K ﹤0.01% 313

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

Beaird Harris Wealth Management's HR Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Healthcare Realty (HR) in Q2 2026, closing a stake of 150 shares — an estimated $2.55K sold.

Beaird Harris Wealth Management first reported a position in HR in Q4 2022 and held it in 2 quarters. The position peaked at $11.2K in Q4 2022. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining Healthcare Realty position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 150 Healthcare Realty shares in Q2 2026, an estimated $2.55K.
  • Beaird Harris Wealth Management first reported a position in Healthcare Realty in Q4 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Healthcare Realty position peaked at $11.2K in Q4 2022.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.