Kestra Private Wealth Services’s Healthcare Realty HR Stock Holding History

Kestra Private Wealth 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	$450K	Buy	22,307 +7,220	+48%	+$140K	﹤0.01%	1299
2026 Q1	$256K	Buy	15,087 +184	+1%	+$3.23K	﹤0.01%	1520
2025 Q4	$253K	Buy	+14,903	New	+$265K	﹤0.01%	1502

Other funds holding HR

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Kestra Private Wealth Services's HR Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Healthcare Realty (HR) stake by 48% in Q2 2026, buying an estimated $140K and bringing the position to 22,307 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Kestra Private Wealth Services first reported a position in HR in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Kestra Private Wealth Services held 22,307 shares of Healthcare Realty worth $450K as of Q2 2026.
Kestra Private Wealth Services bought 7,220 Healthcare Realty shares in Q2 2026, an estimated $140K.
Healthcare Realty made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1299 holding.
Kestra Private Wealth Services first reported a position in Healthcare Realty in Q4 2025 and has held it in 3 quarters since.
120 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

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