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NewEdge Advisors’s Healthcare Realty HR Stock Holding History

NewEdge Advisors’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 		$255K Sell
15,028
-1,167
-7% -$20.5K ﹤0.01% 2454
2025
Q4 		$275K Buy
16,195
+150
+0.9% +$2.67K ﹤0.01% 2366
2025
Q3 		$289K Buy
16,045
+1,717
+12% +$29K ﹤0.01% 2195
2025
Q2 		$227K Sell
14,328
-894
-6% -$13.6K ﹤0.01% 2158
2025
Q1 		$257K Sell
15,222
-11,937
-44% -$198K ﹤0.01% 1980
2024
Q4 		$460K Buy
27,159
+2,206
+9% +$38.8K ﹤0.01% 1610
2024
Q3 		$453K Sell
24,953
-73
-0.3% -$1.29K ﹤0.01% 1531
2024
Q2 		$412K Buy
25,026
+180
+0.7% +$2.75K ﹤0.01% 1531
2024
Q1 		$352K Buy
24,846
+1,159
+5% +$17.5K ﹤0.01% 1551
2023
Q4 		$394K Buy
23,687
+2,184
+10% +$33.4K ﹤0.01% 1415
2023
Q3 		$328K Sell
21,503
-1,854
-8% -$32.9K ﹤0.01% 1381
2023
Q2 		$441K Buy
23,357
+22,329
+2,172% +$431K 0.01% 1251
2023
Q1 		$19.9K Sell
1,028
-918
-47% -$18.5K ﹤0.01% 2343
2022
Q4 		$11.7K Buy
+1,946
New +$38.2K ﹤0.01% 2319
2022
Q3 		– Sell
-17,867
Closed -$499K – 1587
2022
Q2 		$499K Sell
17,867
-1,387
-7% -$41.2K 0.01% 978
2022
Q1 		$603K Buy
19,254
+56
+0.3% +$1.76K 0.01% 800
2021
Q4 		$641K Buy
+19,198
New +$641K 0.01% 949
2019
Q4 		– Sell
-8,842
Closed -$266K – 839
2019
Q3 		$266K Buy
+8,842
New +$247K 0.01% 666
2017
Q3 		– Sell
-1,361
Closed -$40.2K – 691
2017
Q2 		$40.2K Buy
+1,361
New +$42.9K 0.01% 579

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
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
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewEdge Advisors's HR Position: Q1 2026 in Review

NewEdge Advisors reduced its Healthcare Realty (HR) stake by 7.2% in Q1 2026, selling an estimated $20.5K and leaving 15,028 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

NewEdge Advisors first reported a position in HR in Q2 2017 and has held it in 19 quarters since. The position peaked at $641K in Q4 2021. 443 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • NewEdge Advisors held 15,028 shares of Healthcare Realty worth $255K as of Q1 2026.
  • NewEdge Advisors sold 1,167 Healthcare Realty shares in Q1 2026, an estimated $20.5K.
  • Healthcare Realty made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2454 holding.
  • NewEdge Advisors first reported a position in Healthcare Realty in Q2 2017 and has held it in 19 quarters since.
  • NewEdge Advisors's Healthcare Realty position peaked at $641K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.