JTWM
HR icon

Jackson Thornton Wealth Management’s Healthcare Realty HR Stock Holding History

Jackson Thornton 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 		$230K Buy
+11,405
New +$222K 0.02% 370

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

Jackson Thornton Wealth Management's HR Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Healthcare Realty (HR) in Q2 2026: 11,405 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #370 among its holdings.

458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Jackson Thornton Wealth Management held 11,405 shares of Healthcare Realty worth $230K as of Q2 2026.
  • Healthcare Realty was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Healthcare Realty made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #370 holding.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.