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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kestra Advisory Services's HR Position: Q2 2026 in Review

Kestra Advisory Services increased its Healthcare Realty (HR) stake by 9.6% in Q2 2026, buying an estimated $32.6K and bringing the position to 19,249 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Kestra Advisory Services first reported a position in HR in Q2 2022 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Kestra Advisory Services held 19,249 shares of Healthcare Realty worth $388K as of Q2 2026.
Kestra Advisory Services bought 1,679 Healthcare Realty shares in Q2 2026, an estimated $32.6K.
Healthcare Realty made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2543 holding.
Kestra Advisory Services first reported a position in Healthcare Realty in Q2 2022 and has held it in 11 quarters since.
460 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.