Envestnet Portfolio Solutions
HR icon

Envestnet Portfolio Solutions’s Healthcare Realty HR Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-10,024
Closed -$170K – 1385
2025
Q4 		$170K Sell
10,024
-1,825
-15% -$32.5K ﹤0.01% 1470
2025
Q3 		$214K Sell
11,849
-2,460
-17% -$41.6K ﹤0.01% 1401
2025
Q2 		$227K Sell
14,309
-5,278
-27% -$80.3K ﹤0.01% 1453
2025
Q1 		$331K Sell
19,587
-8,238
-30% -$137K ﹤0.01% 1237
2024
Q4 		$472K Buy
27,825
+1,360
+5% +$23.9K ﹤0.01% 1276
2024
Q3 		$480K Sell
26,465
-852
-3% -$15.1K ﹤0.01% 1225
2024
Q2 		$450K Buy
27,317
+1,261
+5% +$19.3K ﹤0.01% 1187
2024
Q1 		$369K Buy
26,056
+6,763
+35% +$102K ﹤0.01% 1251
2023
Q4 		$332K Buy
19,293
+1,427
+8% +$21.8K ﹤0.01% 1244
2023
Q3 		$273K Buy
+17,866
New +$317K ﹤0.01% 1275

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

Envestnet Portfolio Solutions's HR Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Healthcare Realty (HR) in Q1 2026, closing a stake of 10,024 shares — an estimated $170K sold.

Envestnet Portfolio Solutions first reported a position in HR in Q3 2023 and held it in 10 quarters. The position peaked at $480K in Q3 2024. 448 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Healthcare Realty position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,024 Healthcare Realty shares in Q1 2026, an estimated $170K.
  • Envestnet Portfolio Solutions first reported a position in Healthcare Realty in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Healthcare Realty position peaked at $480K in Q3 2024.
  • 448 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.