PWAM
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Private Wealth Asset Management’s Healthcare Realty HR Stock Holding History

Private Wealth Asset Management’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
Q1 		– Sell
-13
Closed -$220 – 1029
2025
Q4 		$220 Hold
13
– – ﹤0.01% 981
2025
Q3 		$234 Hold
13
– – ﹤0.01% 960
2025
Q2 		$206 Hold
13
– – ﹤0.01% 972
2025
Q1 		$220 Buy
+13
New +$216 ﹤0.01% 1072

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

Private Wealth Asset Management's HR Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Healthcare Realty (HR) in Q1 2026, closing a stake of 13 shares — an estimated $220 sold.

Private Wealth Asset Management first reported a position in HR in Q1 2025 and held it in 4 quarters. The position peaked at $234 in Q3 2025. 448 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Healthcare Realty position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 13 Healthcare Realty shares in Q1 2026, an estimated $220.
  • Private Wealth Asset Management first reported a position in Healthcare Realty in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Healthcare Realty position peaked at $234 in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.