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Evolve Private Wealth’s Healthcare Realty HR Stock Holding History

Evolve 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 		$288K Sell
14,302
-771
-5% -$15K 0.02% 750
2026
Q1 		$256K Buy
15,073
+1,477
+11% +$25.9K 0.01% 840
2025
Q4 		$230K Buy
+13,596
New +$242K 0.01% 824

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

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

Evolve Private Wealth reduced its Healthcare Realty (HR) stake by 5.1% in Q2 2026, selling an estimated $15K and leaving 14,302 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #750.

Evolve Private Wealth first reported a position in HR in Q4 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Evolve Private Wealth held 14,302 shares of Healthcare Realty worth $288K as of Q2 2026.
  • Evolve Private Wealth sold 771 Healthcare Realty shares in Q2 2026, an estimated $15K.
  • Healthcare Realty made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #750 holding.
  • Evolve Private Wealth first reported a position in Healthcare Realty in Q4 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

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