MWM
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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
Q2 		$350K Buy
17,359
+4,621
+36% +$89.8K ﹤0.01% 822
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
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

Modern Wealth Management's HR Position: Q2 2026 in Review

Modern Wealth Management increased its Healthcare Realty (HR) stake by 36% in Q2 2026, buying an estimated $89.8K and bringing the position to 17,359 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Modern Wealth Management first reported a position in HR in Q4 2023 and has held it in 11 quarters since. 459 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Modern Wealth Management held 17,359 shares of Healthcare Realty worth $350K as of Q2 2026.
  • Modern Wealth Management bought 4,621 Healthcare Realty shares in Q2 2026, an estimated $89.8K.
  • Healthcare Realty made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #822 holding.
  • Modern Wealth Management first reported a position in Healthcare Realty in Q4 2023 and has held it in 11 quarters since.
  • 459 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.