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High Note Wealth’s Healthcare Realty HR Stock Holding History

High Note 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 		$5.26K Hold
261
– – ﹤0.01% 583
2026
Q1 		$4.43K Hold
261
– – ﹤0.01% 587
2025
Q4 		$4.42K Sell
261
-6
-2% -$107 ﹤0.01% 561
2025
Q3 		$4.81K Buy
+267
New +$4.51K ﹤0.01% 490
2025
Q2 		– Sell
-319
Closed -$5.39K – 938
2025
Q1 		$5.39K Buy
319
+66
+26% +$1.1K ﹤0.01% 384
2024
Q4 		$4.29K Buy
+253
New +$4.45K ﹤0.01% 515

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

High Note Wealth's HR Position: Q2 2026 in Review

High Note Wealth held its Healthcare Realty (HR) position steady in Q2 2026 at 261 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

High Note Wealth first reported a position in HR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.39K in Q1 2025. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • High Note Wealth held 261 shares of Healthcare Realty worth $5.26K as of Q2 2026.
  • High Note Wealth left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #583 holding.
  • High Note Wealth first reported a position in Healthcare Realty in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Healthcare Realty position peaked at $5.39K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.