Modern Wealth Management’s Healthcare Realty HR Stock Holding History

Modern Wealth Management’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	$219K	Sell	12,738 -289	-2%	-$5.07K	﹤0.01%	810
2025 Q4	$221K	Buy	13,027 +35	+0.3%	+$623	﹤0.01%	784
2025 Q3	$234K	Buy	12,992 +83	+0.6%	+$1.4K	﹤0.01%	725
2025 Q2	$205K	Sell	12,909 -1,351	-9%	-$20.5K	0.01%	740
2025 Q1	$241K	Buy	14,260 +20	+0.1%	+$332	0.01%	589
2024 Q4	$241K	Sell	14,240 -451	-3%	-$7.93K	0.01%	510
2024 Q3	$267K	Buy	14,691 +1,765	+14%	+$31.3K	0.02%	366
2024 Q2	$213K	Hold	12,926	–	–	0.02%	374
2024 Q1	$183K	Sell	12,926 -217	-2%	-$3.27K	0.02%	287
2023 Q4	$226K	Buy	+13,143	New	+$201K	0.03%	171

Other funds holding HR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Modern Wealth Management's HR Position: Q1 2026 in Review

Modern Wealth Management reduced its Healthcare Realty (HR) stake by 2.2% in Q1 2026, selling an estimated $5.07K and leaving 12,738 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Modern Wealth Management first reported a position in HR in Q4 2023 and has held it in 10 quarters since. The position peaked at $267K in Q3 2024. 442 funds tracked by Wall St. Rank hold HR as of Q1 2026.

Modern Wealth Management held 12,738 shares of Healthcare Realty worth $219K as of Q1 2026.
Modern Wealth Management sold 289 Healthcare Realty shares in Q1 2026, an estimated $5.07K.
Healthcare Realty made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #810 holding.
Modern Wealth Management first reported a position in Healthcare Realty in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Healthcare Realty position peaked at $267K in Q3 2024.
442 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.