Kestra Advisory Services
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Kestra Advisory Services’s Healthcare Realty HR Stock Holding History

Kestra Advisory Services’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
Q3 		$410K Buy
23,100
+3,851
+20% +$75.9K ﹤0.01% 2680
2026
Q2 		$388K Buy
19,249
+1,679
+10% +$32.6K ﹤0.01% 2543
2026
Q1 		$299K Sell
17,570
-2,100
-11% -$36.8K ﹤0.01% 2627
2025
Q4 		$333K Buy
19,670
+1,184
+6% +$21.1K ﹤0.01% 2454
2025
Q3 		$333K Buy
18,486
+1,021
+6% +$17.3K ﹤0.01% 2360
2025
Q2 		$277K Sell
17,465
-2,082
-11% -$31.7K ﹤0.01% 2414
2025
Q1 		$330K Sell
19,547
-3,308
-14% -$55K ﹤0.01% 2103
2024
Q4 		$387K Buy
+22,855
New +$402K ﹤0.01% 2048
2024
Q3 		– Sell
-16,836
Closed -$277K – 2639
2024
Q2 		$277K Sell
16,836
-1,551
-8% -$23.7K ﹤0.01% 2160
2024
Q1 		$260K Buy
+18,387
New +$277K ﹤0.01% 2108
2023
Q1 		– Sell
-13,311
Closed -$257K – 2181
2022
Q4 		$257K Buy
+13,311
New +$261K ﹤0.01% 1846
2022
Q3 		– Sell
-13,310
Closed -$384K – 2161
2022
Q2 		$384K Buy
+13,310
New +$395K ﹤0.01% 1476

Other funds holding HR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Kestra Advisory Services's HR Position: Q3 2026 in Review

Kestra Advisory Services increased its Healthcare Realty (HR) stake by 20% in Q3 2026, buying an estimated $75.9K and bringing the position to 23,100 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Kestra Advisory Services first reported a position in HR in Q2 2022 and has held it in 12 quarters since. 163 funds tracked by Wall St. Rank hold HR as of Q3 2026.

  • Kestra Advisory Services held 23,100 shares of Healthcare Realty worth $410K as of Q3 2026.
  • Kestra Advisory Services bought 3,851 Healthcare Realty shares in Q3 2026, an estimated $75.9K.
  • Healthcare Realty made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2680 holding.
  • Kestra Advisory Services first reported a position in Healthcare Realty in Q2 2022 and has held it in 12 quarters since.
  • 163 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.