EWP
HR icon

Elevation Wealth Partners’s Healthcare Realty HR Stock Holding History

Elevation Wealth Partners’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
Q3 		$3.78K Hold
213
– – ﹤0.01% 1147
2026
Q2 		$4.3K Buy
+213
New +$4.14K ﹤0.01% 1055

Other funds holding HR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's HR Position: Q3 2026 in Review

Elevation Wealth Partners held its Healthcare Realty (HR) position steady in Q3 2026 at 213 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Elevation Wealth Partners first reported a position in HR in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.3K in Q2 2026. 11 funds tracked by Wall St. Rank hold HR as of Q3 2026.

  • Elevation Wealth Partners held 213 shares of Healthcare Realty worth $3.78K as of Q3 2026.
  • Elevation Wealth Partners left its Healthcare Realty share count unchanged in Q3 2026.
  • Healthcare Realty made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1147 holding.
  • Elevation Wealth Partners first reported a position in Healthcare Realty in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Healthcare Realty position peaked at $4.3K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.