Physician Wealth Advisors’s Healthcare Realty HR Stock Holding History

Physician Wealth 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	$3.43K	Buy	170 +52	+44%	+$1.01K	﹤0.01%	1267
2026 Q1	$2K	Buy	118 +59	+100%	+$1.03K	﹤0.01%	1354
2025 Q4	$1K	Hold	59	–	–	﹤0.01%	1626
2025 Q3	$1.06K	Hold	59	–	–	﹤0.01%	1536
2025 Q2	$936	Buy	59 +16	+37%	+$243	﹤0.01%	1475
2025 Q1	$727	Hold	43	–	–	﹤0.01%	1263
2024 Q4	$729	Buy	+43	New	+$756	﹤0.01%	1023

Other funds holding HR

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Physician Wealth Advisors's HR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Healthcare Realty (HR) stake by 44% in Q2 2026, buying an estimated $1.01K and bringing the position to 170 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Physician Wealth Advisors first reported a position in HR in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Physician Wealth Advisors held 170 shares of Healthcare Realty worth $3.43K as of Q2 2026.
Physician Wealth Advisors bought 52 Healthcare Realty shares in Q2 2026, an estimated $1.01K.
Healthcare Realty made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1267 holding.
Physician Wealth Advisors first reported a position in Healthcare Realty in Q4 2024 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.