N.E.W. Advisory Services’s Healthcare Realty HR Stock Holding History

N.E.W. Advisory 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	$1.59K	Hold	79	–	–	﹤0.01%	876
2026 Q1	$1.34K	Hold	79	–	–	﹤0.01%	850
2025 Q4	$1.34K	Hold	79	–	–	﹤0.01%	831
2025 Q3	$1.42K	Hold	79	–	–	﹤0.01%	767
2025 Q2	$1.25K	Hold	79	–	–	﹤0.01%	776
2025 Q1	$1.33K	Buy	+79	New	+$1.31K	﹤0.01%	833

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

N.E.W. Advisory Services's HR Position: Q2 2026 in Review

N.E.W. Advisory Services held its Healthcare Realty (HR) position steady in Q2 2026 at 79 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

N.E.W. Advisory Services first reported a position in HR in Q1 2025 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold HR as of Q2 2026.

N.E.W. Advisory Services held 79 shares of Healthcare Realty worth $1.59K as of Q2 2026.
N.E.W. Advisory Services left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #876 holding.
N.E.W. Advisory Services first reported a position in Healthcare Realty in Q1 2025 and has held it in 6 quarters since.
250 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.