JSW
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Journey Strategic Wealth’s Healthcare Realty HR Stock Holding History

Journey Strategic Wealth’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 		$515K Buy
30,336
+1,983
+7% +$34.8K 0.01% 338
2025
Q4 		$481K Buy
28,353
+627
+2% +$11.2K 0.01% 321
2025
Q3 		$500K Buy
27,726
+335
+1% +$5.67K 0.01% 297
2025
Q2 		$434K Buy
27,391
+1,630
+6% +$24.8K 0.01% 326
2025
Q1 		$435K Buy
25,761
+1,924
+8% +$32K 0.02% 255
2024
Q4 		$404K Buy
23,837
+319
+1% +$5.61K 0.02% 267
2024
Q3 		$427K Buy
+23,518
New +$417K 0.02% 250

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

Journey Strategic Wealth's HR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Healthcare Realty (HR) stake by 7% in Q1 2026, buying an estimated $34.8K and bringing the position to 30,336 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #338.

Journey Strategic Wealth first reported a position in HR in Q3 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Journey Strategic Wealth held 30,336 shares of Healthcare Realty worth $515K as of Q1 2026.
  • Journey Strategic Wealth bought 1,983 Healthcare Realty shares in Q1 2026, an estimated $34.8K.
  • Healthcare Realty made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #338 holding.
  • Journey Strategic Wealth first reported a position in Healthcare Realty in Q3 2024 and has held it in 7 quarters since.
  • 448 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.