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Planning Strategies’s Healthcare Realty HR Stock Holding History

Planning Strategies’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 		$847 Buy
+42
New +$816 ﹤0.01% 772

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

Planning Strategies's HR Position: Q2 2026 in Review

Planning Strategies opened a new position in Healthcare Realty (HR) in Q2 2026: 42 shares worth $847. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

422 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Planning Strategies held 42 shares of Healthcare Realty worth $847 as of Q2 2026.
  • Healthcare Realty was a new Planning Strategies position in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #772 holding.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.