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Crewe Advisors’s Healthcare Realty HR Stock Holding History

Crewe 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 		$5.04K Hold
250
– – ﹤0.01% 881
2026
Q1 		$4.25K Hold
250
– – ﹤0.01% 807
2025
Q4 		$4.24K Hold
250
– – ﹤0.01% 751
2025
Q3 		$4.51K Hold
250
– – ﹤0.01% 744
2025
Q2 		$3.96K Hold
250
– – ﹤0.01% 546
2025
Q1 		$4.22K Hold
250
– – ﹤0.01% 495
2024
Q4 		$4.24K Hold
250
– – ﹤0.01% 492
2024
Q3 		$4.54K Hold
250
– – ﹤0.01% 590
2024
Q2 		$4.12K Hold
250
– – ﹤0.01% 833
2024
Q1 		$3.54K Hold
250
– – ﹤0.01% 791
2023
Q4 		$4.31K Buy
+250
New +$3.82K ﹤0.01% 261

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

Crewe Advisors's HR Position: Q2 2026 in Review

Crewe Advisors held its Healthcare Realty (HR) position steady in Q2 2026 at 250 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Crewe Advisors 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.

  • Crewe Advisors held 250 shares of Healthcare Realty worth $5.04K as of Q2 2026.
  • Crewe Advisors left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #881 holding.
  • Crewe Advisors 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 Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.