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

Private 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 		$9.68K Hold
480
– – ﹤0.01% 591
2026
Q1 		$8.16K Hold
480
– – ﹤0.01% 596
2025
Q4 		$8.14K Hold
480
– – ﹤0.01% 584
2025
Q3 		$8.65K Hold
480
– – ﹤0.01% 568
2025
Q2 		$7.61K Hold
480
– – ﹤0.01% 584
2025
Q1 		$8.11K Hold
480
– – ﹤0.01% 541
2024
Q4 		$8.14K Hold
480
– – ﹤0.01% 556
2024
Q3 		$8.71K Hold
480
– – ﹤0.01% 496
2024
Q2 		$7.91K Buy
480
+424
+757% +$6.49K ﹤0.01% 516
2024
Q1 		$793 Sell
56
-110
-66% -$1.66K ﹤0.01% 1341
2023
Q4 		$2.86K Buy
+166
New +$2.54K ﹤0.01% 820

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 Management Group's HR Position: Q2 2026 in Review

Private Wealth Management Group held its Healthcare Realty (HR) position steady in Q2 2026 at 480 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Private Wealth Management Group first reported a position in HR in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Private Wealth Management Group held 480 shares of Healthcare Realty worth $9.68K as of Q2 2026.
  • Private Wealth Management Group left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #591 holding.
  • Private Wealth Management Group first reported a position in Healthcare Realty in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.