IWC
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Integrated Wealth Concepts’s Healthcare Realty HR Stock Holding History

Integrated Wealth Concepts’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 		$394K Sell
19,545
-659
-3% -$12.8K ﹤0.01% 1817
2026
Q1 		$343K Buy
+20,204
New +$354K ﹤0.01% 1773

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

Integrated Wealth Concepts's HR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Healthcare Realty (HR) stake by 3.3% in Q2 2026, selling an estimated $12.8K and leaving 19,545 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Integrated Wealth Concepts first reported a position in HR in Q1 2026 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Integrated Wealth Concepts held 19,545 shares of Healthcare Realty worth $394K as of Q2 2026.
  • Integrated Wealth Concepts sold 659 Healthcare Realty shares in Q2 2026, an estimated $12.8K.
  • Healthcare Realty made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1817 holding.
  • Integrated Wealth Concepts first reported a position in Healthcare Realty in Q1 2026 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.