MBL Wealth
HR icon

MBL Wealth’s Healthcare Realty HR Stock Holding History

MBL 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
Q3 		$182K Buy
+10,263
New +$202K 0.01% 592

Other funds holding HR

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

MBL Wealth's HR Position: Q3 2026 in Review

MBL Wealth opened a new position in Healthcare Realty (HR) in Q3 2026: 10,263 shares worth $182K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings.

348 funds tracked by Wall St. Rank hold HR as of Q3 2026.

  • MBL Wealth held 10,263 shares of Healthcare Realty worth $182K as of Q3 2026.
  • Healthcare Realty was a new MBL Wealth position in Q3 2026.
  • Healthcare Realty made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #592 holding.
  • 348 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.