Focus Partners Wealth
HR icon

Focus Partners Wealth’s Healthcare Realty HR Stock Holding History

Focus Partners 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 		$1.17M Buy
57,808
+14,352
+33% +$279K ﹤0.01% 1590
2026
Q1 		$738K Buy
43,456
+17,293
+66% +$303K ﹤0.01% 1745
2025
Q4 		$443K Buy
26,163
+9,115
+53% +$162K ﹤0.01% 2006
2025
Q3 		$307K Sell
17,048
-3,663
-18% -$61.9K ﹤0.01% 1829
2025
Q2 		$328K Buy
20,711
+1,693
+9% +$25.7K ﹤0.01% 1633
2025
Q1 		$321K Sell
19,018
-1,736
-8% -$28.8K ﹤0.01% 1539
2024
Q4 		$352K Buy
20,754
+4,350
+27% +$76.5K ﹤0.01% 1477
2024
Q3 		$298K Buy
16,404
+500
+3% +$8.86K ﹤0.01% 1337
2024
Q2 		$262K Sell
15,904
-3,823
-19% -$58.5K ﹤0.01% 1103
2024
Q1 		$279K Sell
19,727
-6,223
-24% -$93.9K ﹤0.01% 855
2023
Q4 		$447K Buy
+25,950
New +$396K 0.01% 597

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

Focus Partners Wealth's HR Position: Q2 2026 in Review

Focus Partners Wealth increased its Healthcare Realty (HR) stake by 33% in Q2 2026, buying an estimated $279K and bringing the position to 57,808 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Focus Partners Wealth 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.

  • Focus Partners Wealth held 57,808 shares of Healthcare Realty worth $1.17M as of Q2 2026.
  • Focus Partners Wealth bought 14,352 Healthcare Realty shares in Q2 2026, an estimated $279K.
  • Healthcare Realty made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1590 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.