Corient Private Wealth
HR icon

Corient Private Wealth’s Healthcare Realty HR Stock Holding History

Corient Private Wealth’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 		$658K Buy
32,619
+6,358
+24% +$124K ﹤0.01% 2051
2026
Q1 		$446K Buy
26,261
+164
+0.6% +$2.88K ﹤0.01% 2095
2025
Q4 		$442K Buy
26,097
+1,757
+7% +$31.3K ﹤0.01% 1931
2025
Q3 		$439K Buy
24,340
+2,717
+13% +$45.9K ﹤0.01% 1875
2025
Q2 		$343K Buy
21,623
+2,551
+13% +$38.8K ﹤0.01% 1918
2025
Q1 		$322K Sell
19,072
-1,433
-7% -$23.8K ﹤0.01% 1815
2024
Q4 		$348K Buy
20,505
+1,393
+7% +$24.5K ﹤0.01% 1814
2024
Q3 		$347K Buy
19,112
+1,903
+11% +$33.7K ﹤0.01% 1947
2024
Q2 		$284K Sell
17,209
-817
-5% -$12.5K ﹤0.01% 1942
2024
Q1 		$255K Buy
18,026
+4,532
+34% +$68.4K ﹤0.01% 1985
2023
Q4 		$233K Buy
+13,494
New +$206K ﹤0.01% 1997

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

Corient Private Wealth's HR Position: Q2 2026 in Review

Corient Private Wealth increased its Healthcare Realty (HR) stake by 24% in Q2 2026, buying an estimated $124K and bringing the position to 32,619 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Corient Private Wealth first reported a position in HR in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Corient Private Wealth held 32,619 shares of Healthcare Realty worth $658K as of Q2 2026.
  • Corient Private Wealth bought 6,358 Healthcare Realty shares in Q2 2026, an estimated $124K.
  • Healthcare Realty made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2051 holding.
  • Corient Private Wealth first reported a position in Healthcare Realty in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.