JWCA
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J.W. Cole Advisors’s Healthcare Realty HR Stock Holding History

J.W. Cole Advisors’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 		$880K Buy
43,652
+893
+2% +$17.3K 0.02% 787
2026
Q1 		$726K Sell
42,759
-1,646
-4% -$28.9K 0.02% 444
2025
Q4 		$735K Buy
44,405
+483
+1% +$8.59K 0.02% 749
2025
Q3 		$792K Sell
43,922
-2,970
-6% -$50.2K 0.02% 810
2025
Q2 		$744K Buy
46,892
+5,239
+13% +$79.7K 0.02% 781
2025
Q1 		$704K Buy
41,653
+19,862
+91% +$330K 0.02% 659
2024
Q4 		$369K Sell
21,791
-574
-3% -$10.1K 0.01% 715
2024
Q3 		$406K Buy
22,365
+167
+0.8% +$2.96K 0.02% 681
2024
Q2 		$366K Sell
22,198
-1,785
-7% -$27.3K 0.02% 632
2024
Q1 		$339K Sell
23,983
-9,802
-29% -$148K 0.02% 648
2023
Q4 		$582K Buy
33,785
+357
+1% +$5.45K 0.03% 440
2023
Q3 		$510K Buy
33,428
+309
+0.9% +$5.48K 0.04% 414
2023
Q2 		$625K Buy
33,119
+279
+0.8% +$5.39K 0.04% 368
2023
Q1 		$635K Sell
32,840
-815
-2% -$16.4K 0.05% 389
2022
Q4 		$649K Sell
33,655
-1,113
-3% -$21.9K 0.05% 348
2022
Q3 		$725K Buy
34,768
+477
+1% +$12.1K 0.06% 319
2022
Q2 		$957K Buy
34,291
+290
+0.9% +$8.61K 0.08% 269
2022
Q1 		$1.07M Buy
34,001
+2,009
+6% +$63.3K 0.07% 280
2021
Q4 		$1.07M Sell
31,992
-1,827
-5% -$61K 0.07% 285
2021
Q3 		$1M Sell
33,819
-1,169
-3% -$34.1K 0.07% 162
2021
Q2 		$934K Buy
34,988
+55
+0.2% +$1.56K 0.07% 282
2021
Q1 		$963K Buy
34,933
+73
+0.2% +$2.04K 0.09% 243
2020
Q4 		$960K Sell
34,860
-30,336
-47% -$800K 0.1% 229
2020
Q3 		$1.7M Buy
65,196
+18,234
+39% +$478K 0.13% 172
2020
Q2 		$1.25M Buy
+46,962
New +$1.2M 0.19% 139
2020
Q1 		– Sell
-41,493
Closed -$1.26M – 269
2019
Q4 		$1.26M Buy
+41,493
New +$1.24M 0.16% 159

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

J.W. Cole Advisors's HR Position: Q2 2026 in Review

J.W. Cole Advisors increased its Healthcare Realty (HR) stake by 2.1% in Q2 2026, buying an estimated $17.3K and bringing the position to 43,652 shares worth $880K. The position accounts for 0.02% of the portfolio, ranked #787.

J.W. Cole Advisors first reported a position in HR in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.7M in Q3 2020. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • J.W. Cole Advisors held 43,652 shares of Healthcare Realty worth $880K as of Q2 2026.
  • J.W. Cole Advisors bought 893 Healthcare Realty shares in Q2 2026, an estimated $17.3K.
  • Healthcare Realty made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #787 holding.
  • J.W. Cole Advisors first reported a position in Healthcare Realty in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's Healthcare Realty position peaked at $1.7M in Q3 2020.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.