HWM
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HB Wealth Management’s Healthcare Realty HR Stock Holding History

HB 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
Q2 		$464K Buy
23,006
+2,661
+13% +$51.7K ﹤0.01% 1140
2026
Q1 		$346K Buy
20,345
+7,652
+60% +$134K ﹤0.01% 1142
2025
Q4 		$215K Buy
12,693
+1,637
+15% +$29.1K ﹤0.01% 1300
2025
Q3 		$199K Buy
+11,056
New +$187K ﹤0.01% 1279

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

HB Wealth Management's HR Position: Q2 2026 in Review

HB Wealth Management increased its Healthcare Realty (HR) stake by 13% in Q2 2026, buying an estimated $51.7K and bringing the position to 23,006 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

HB Wealth Management first reported a position in HR in Q3 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • HB Wealth Management held 23,006 shares of Healthcare Realty worth $464K as of Q2 2026.
  • HB Wealth Management bought 2,661 Healthcare Realty shares in Q2 2026, an estimated $51.7K.
  • Healthcare Realty made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1140 holding.
  • HB Wealth Management first reported a position in Healthcare Realty in Q3 2025 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.