GWM
HR icon

Gilpin Wealth Management’s Healthcare Realty HR Stock Holding History

Gilpin Wealth 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
Q3 		$2.25K Buy
+127
New +$2.5K ﹤0.01% 586

Other funds holding HR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Gilpin Wealth Management's HR Position: Q3 2026 in Review

Gilpin Wealth Management opened a new position in Healthcare Realty (HR) in Q3 2026: 127 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings.

11 funds tracked by Wall St. Rank hold HR as of Q3 2026.

  • Gilpin Wealth Management held 127 shares of Healthcare Realty worth $2.25K as of Q3 2026.
  • Healthcare Realty was a new Gilpin Wealth Management position in Q3 2026.
  • Healthcare Realty made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #586 holding.
  • 11 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.