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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kestra Advisory Services's HR Position: Q1 2026 in Review

Kestra Advisory Services reduced its Healthcare Realty (HR) stake by 11% in Q1 2026, selling an estimated $36.8K and leaving 17,570 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Kestra Advisory Services first reported a position in HR in Q2 2022 and has held it in 10 quarters since. The position peaked at $387K in Q4 2024. 443 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Kestra Advisory Services held 17,570 shares of Healthcare Realty worth $299K as of Q1 2026.
  • Kestra Advisory Services sold 2,100 Healthcare Realty shares in Q1 2026, an estimated $36.8K.
  • Healthcare Realty made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2627 holding.
  • Kestra Advisory Services first reported a position in Healthcare Realty in Q2 2022 and has held it in 10 quarters since.
  • Kestra Advisory Services's Healthcare Realty position peaked at $387K in Q4 2024.
  • 443 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.