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GWN Securities’s Healthcare Realty HR Stock Holding History

GWN Securities’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 		– Sell
-10,028
Closed -$170K – 504
2026
Q1 		$170K Sell
10,028
-372
-4% -$6.52K 0.03% 455
2025
Q4 		$176K Buy
10,400
+224
+2% +$3.99K 0.04% 432
2025
Q3 		$184K Sell
10,176
-1,061
-9% -$17.9K 0.04% 380
2025
Q2 		$178K Sell
11,237
-2,371
-17% -$36.1K 0.03% 381
2025
Q1 		$230K Buy
+13,608
New +$226K 0.01% 646

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

GWN Securities's HR Position: Q2 2026 in Review

GWN Securities sold out of Healthcare Realty (HR) in Q2 2026, closing a stake of 10,028 shares — an estimated $170K sold.

GWN Securities first reported a position in HR in Q1 2025 and held it in 5 quarters. The position peaked at $230K in Q1 2025. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • GWN Securities reported no remaining Healthcare Realty position as of Q2 2026 after selling out during the quarter.
  • GWN Securities sold 10,028 Healthcare Realty shares in Q2 2026, an estimated $170K.
  • GWN Securities first reported a position in Healthcare Realty in Q1 2025 and held it in 5 quarters.
  • GWN Securities's Healthcare Realty position peaked at $230K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.