EWA
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EverSource Wealth Advisors’s Healthcare Realty HR Stock Holding History

EverSource Wealth 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 		$128K Sell
6,357
-660
-9% -$12.8K ﹤0.01% 1247
2026
Q1 		$119K Buy
7,017
+2,949
+72% +$51.7K ﹤0.01% 1332
2025
Q4 		$69K Buy
4,068
+147
+4% +$2.62K ﹤0.01% 1517
2025
Q3 		$70.7K Buy
3,921
+442
+13% +$7.47K ﹤0.01% 1465
2025
Q2 		$55.2K Sell
3,479
-757
-18% -$11.5K ﹤0.01% 1555
2025
Q1 		$71.6K Sell
4,236
-8,169
-66% -$136K ﹤0.01% 1060
2024
Q4 		$210K Buy
12,405
+9,504
+328% +$167K 0.01% 635
2024
Q3 		$52.7K Buy
2,901
+92
+3% +$1.63K ﹤0.01% 1048
2024
Q2 		$49.7K Buy
2,809
+2,030
+261% +$31.1K ﹤0.01% 1096
2024
Q1 		$11.1K Sell
779
-210
-21% -$3.17K ﹤0.01% 1637
2023
Q4 		$17K Buy
989
+596
+152% +$9.1K ﹤0.01% 1310
2023
Q3 		$6K Buy
393
+342
+671% +$6.07K ﹤0.01% 1632
2023
Q2 		$962 Buy
51
+10
+24% +$193 ﹤0.01% 2246
2023
Q1 		$793 Buy
+41
New +$826 ﹤0.01% 2159
2022
Q4 		– Sell
-240
Closed -$5K – 2358
2022
Q3 		$5K Buy
+240
New +$6.1K ﹤0.01% 1368

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

EverSource Wealth Advisors's HR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Healthcare Realty (HR) stake by 9.4% in Q2 2026, selling an estimated $12.8K and leaving 6,357 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

EverSource Wealth Advisors first reported a position in HR in Q3 2022 and has held it in 15 quarters since. The position peaked at $210K in Q4 2024. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • EverSource Wealth Advisors held 6,357 shares of Healthcare Realty worth $128K as of Q2 2026.
  • EverSource Wealth Advisors sold 660 Healthcare Realty shares in Q2 2026, an estimated $12.8K.
  • Healthcare Realty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1247 holding.
  • EverSource Wealth Advisors first reported a position in Healthcare Realty in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Healthcare Realty position peaked at $210K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.