MWPCG
HR icon

Measured Wealth Private Client Group’s Healthcare Realty HR Stock Holding History

Measured Wealth Private Client Group’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 		$7.06K Hold
350
– – ﹤0.01% 601
2026
Q1 		$5.95K Hold
350
– – ﹤0.01% 599
2025
Q4 		$5.93K Hold
350
– – ﹤0.01% 594
2025
Q3 		$6.31K Buy
+350
New +$5.92K ﹤0.01% 593

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
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
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Measured Wealth Private Client Group's HR Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Healthcare Realty (HR) position steady in Q2 2026 at 350 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Measured Wealth Private Client Group first reported a position in HR in Q3 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Measured Wealth Private Client Group held 350 shares of Healthcare Realty worth $7.06K as of Q2 2026.
  • Measured Wealth Private Client Group left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #601 holding.
  • Measured Wealth Private Client Group first reported a position in Healthcare Realty in Q3 2025 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.