IWC
HR icon

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
Q1 		$343K Buy
+20,204
New +$354K ﹤0.01% 1773

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Integrated Wealth Concepts's HR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Healthcare Realty (HR) in Q1 2026: 20,204 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #1773 among its holdings.

443 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Integrated Wealth Concepts held 20,204 shares of Healthcare Realty worth $343K as of Q1 2026.
  • Healthcare Realty was a new Integrated Wealth Concepts position in Q1 2026.
  • Healthcare Realty made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1773 holding.
  • 443 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.