PWMG
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Prestige Wealth Management Group’s Healthcare Realty HR Stock Holding History

Prestige Wealth Management Group’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 		$908 Hold
45
– – ﹤0.01% 930
2026
Q1 		$765 Hold
45
– – ﹤0.01% 907
2025
Q4 		$763 Sell
45
-1,406
-97% -$25K ﹤0.01% 907
2025
Q3 		$26.2K Hold
1,451
– – 0.01% 331
2025
Q2 		$23K Hold
1,451
– – ﹤0.01% 336
2025
Q1 		$24.5K Hold
1,451
– – 0.01% 324
2024
Q4 		$24.6K Hold
1,451
– – 0.01% 332
2024
Q3 		$26.3K Hold
1,451
– – 0.01% 316
2024
Q2 		$23.9K Buy
1,451
+45
+3% +$689 0.01% 300
2024
Q1 		$19.9K Hold
1,406
– – ﹤0.01% 342
2023
Q4 		$24.2K Sell
1,406
-20
-1% -$305 0.01% 321
2023
Q3 		$21.8K Buy
1,426
+20
+1% +$355 0.01% 327
2023
Q2 		$26.5K Hold
1,406
– – 0.01% 334
2023
Q1 		$27.2K Hold
1,406
– – 0.01% 298
2022
Q4 		$27.1K Sell
1,406
-246
-15% -$4.83K 0.01% 315
2022
Q3 		$34K Buy
1,652
+213
+15% +$5.41K 0.01% 259
2022
Q2 		$40K Buy
+1,439
New +$42.7K 0.01% 257

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

Prestige Wealth Management Group's HR Position: Q2 2026 in Review

Prestige Wealth Management Group held its Healthcare Realty (HR) position steady in Q2 2026 at 45 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Prestige Wealth Management Group first reported a position in HR in Q2 2022 and has held it in 17 quarters since. The position peaked at $40K in Q2 2022. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Prestige Wealth Management Group held 45 shares of Healthcare Realty worth $908 as of Q2 2026.
  • Prestige Wealth Management Group left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #930 holding.
  • Prestige Wealth Management Group first reported a position in Healthcare Realty in Q2 2022 and has held it in 17 quarters since.
  • Prestige Wealth Management Group's Healthcare Realty position peaked at $40K in Q2 2022.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.