IFWM
HR icon

Institute for Wealth Management’s Healthcare Realty HR Stock Holding History

Institute for 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 		$31.3K Buy
+1,552
New +$30.1K ﹤0.01% 1006
2013
Q3 		– Sell
-621
Closed -$14K – 84
2013
Q2 		$14K Buy
+621
New +$14.9K 0.01% 78

Other funds holding HR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Institute for Wealth Management's HR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Healthcare Realty (HR) in Q2 2026: 1,552 shares worth $31.3K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in HR as recently as Q2 2013.

Institute for Wealth Management first reported a position in HR in Q2 2013 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Institute for Wealth Management held 1,552 shares of Healthcare Realty worth $31.3K as of Q2 2026.
  • Healthcare Realty was a new Institute for Wealth Management position in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1006 holding.
  • Institute for Wealth Management first reported a position in Healthcare Realty in Q2 2013 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.