SWM
HR icon

SHP Wealth Management’s Healthcare Realty HR Stock Holding History

SHP Wealth 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
Q2 		$686 Buy
+34
New +$660 ﹤0.01% 1700

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

SHP Wealth Management's HR Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Healthcare Realty (HR) in Q2 2026: 34 shares worth $686. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings.

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

  • SHP Wealth Management held 34 shares of Healthcare Realty worth $686 as of Q2 2026.
  • Healthcare Realty was a new SHP Wealth Management position in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1700 holding.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.