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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
Q2 		$1.02M Buy
50,704
+35,676
+237% +$693K ﹤0.01% 1645
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 $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

NewEdge Advisors's HR Position: Q2 2026 in Review

NewEdge Advisors increased its Healthcare Realty (HR) stake by 237% in Q2 2026, buying an estimated $693K and bringing the position to 50,704 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

NewEdge Advisors first reported a position in HR in Q2 2017 and has held it in 20 quarters since. 459 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • NewEdge Advisors held 50,704 shares of Healthcare Realty worth $1.02M as of Q2 2026.
  • NewEdge Advisors bought 35,676 Healthcare Realty shares in Q2 2026, an estimated $693K.
  • Healthcare Realty made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1645 holding.
  • NewEdge Advisors first reported a position in Healthcare Realty in Q2 2017 and has held it in 20 quarters since.
  • 459 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.