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GeoWealth Management’s Healthcare Realty HR Stock Holding History

GeoWealth Management’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 		$513K Sell
25,425
-285
-1% -$5.54K 0.02% 492
2026
Q1 		$437K Sell
25,710
-4,175
-14% -$73.2K 0.02% 496
2025
Q4 		$507K Buy
29,885
+3,985
+15% +$70.9K 0.02% 433
2025
Q3 		$467K Sell
25,900
-724
-3% -$12.2K 0.02% 467
2025
Q2 		$422K Sell
26,624
-594
-2% -$9.03K 0.02% 442
2025
Q1 		$460K Sell
27,218
-1,491
-5% -$24.8K 0.02% 441
2024
Q4 		$487K Buy
28,709
+4,355
+18% +$76.6K 0.02% 473
2024
Q3 		$442K Buy
24,354
+7,983
+49% +$142K 0.02% 489
2024
Q2 		$270K Buy
16,371
+1,496
+10% +$22.9K 0.01% 612
2024
Q1 		$210K Buy
+14,875
New +$224K 0.01% 673

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

GeoWealth Management's HR Position: Q2 2026 in Review

GeoWealth Management reduced its Healthcare Realty (HR) stake by 1.1% in Q2 2026, selling an estimated $5.54K and leaving 25,425 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #492.

GeoWealth Management first reported a position in HR in Q1 2024 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • GeoWealth Management held 25,425 shares of Healthcare Realty worth $513K as of Q2 2026.
  • GeoWealth Management sold 285 Healthcare Realty shares in Q2 2026, an estimated $5.54K.
  • Healthcare Realty made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #492 holding.
  • GeoWealth Management first reported a position in Healthcare Realty in Q1 2024 and has held it in 10 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.