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Pinnacle Wealth Planning Services’s Healthcare Realty HR Stock Holding History

Pinnacle Wealth Planning 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 		$71.4K Sell
3,540
-865
-20% -$16.8K 0.01% 1060
2026
Q1 		$74.8K Sell
4,405
-101
-2% -$1.77K 0.01% 972
2025
Q4 		$76.4K Buy
+4,506
New +$80.2K 0.01% 938
2021
Q1 		– Sell
-67
Closed -$2K – 1059
2020
Q4 		$2K Buy
+67
New +$1.77K ﹤0.01% 1935

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

Pinnacle Wealth Planning Services's HR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Healthcare Realty (HR) stake by 20% in Q2 2026, selling an estimated $16.8K and leaving 3,540 shares worth $71.4K. The position accounts for 0.01% of the portfolio, ranked #1060.

Pinnacle Wealth Planning Services first reported a position in HR in Q4 2020 and has held it in 4 quarters since. The position peaked at $76.4K in Q4 2025. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,540 shares of Healthcare Realty worth $71.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 865 Healthcare Realty shares in Q2 2026, an estimated $16.8K.
  • Healthcare Realty made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1060 holding.
  • Pinnacle Wealth Planning Services first reported a position in Healthcare Realty in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Healthcare Realty position peaked at $76.4K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.