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Spire Wealth Management’s Healthcare Realty HR Stock Holding History

Spire 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 		$24.3K Hold
1,205
– – ﹤0.01% 1388
2026
Q1 		$20.5K Hold
1,205
– – ﹤0.01% 1412
2025
Q4 		$20.4K Hold
1,205
– – ﹤0.01% 1478
2025
Q3 		$21.7K Sell
1,205
-73
-6% -$1.23K ﹤0.01% 1502
2025
Q2 		$20.3K Buy
1,278
+73
+6% +$1.11K ﹤0.01% 1520
2025
Q1 		$20.4K Hold
1,205
– – ﹤0.01% 1606
2024
Q4 		$20.4K Buy
+1,205
New +$21.2K ﹤0.01% 1616
2022
Q3 		– Sell
-5,606
Closed -$156K – 2370
2022
Q2 		$156K Sell
5,606
-2,050
-27% -$60.9K 0.01% 854
2022
Q1 		$240K Sell
7,656
-63
-0.8% -$1.98K 0.01% 814
2021
Q4 		$259K Buy
7,719
+3,593
+87% +$120K 0.01% 979
2021
Q3 		$170K Buy
4,126
+4
+0.1% +$117 ﹤0.01% 985
2021
Q2 		$110K Buy
4,122
+3
+0.1% +$85 ﹤0.01% 1156
2021
Q1 		$114K Buy
+4,119
New +$115K ﹤0.01% 1350

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

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

Spire Wealth Management held its Healthcare Realty (HR) position steady in Q2 2026 at 1,205 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Spire Wealth Management first reported a position in HR in Q1 2021 and has held it in 13 quarters since. The position peaked at $259K in Q4 2021. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Spire Wealth Management held 1,205 shares of Healthcare Realty worth $24.3K as of Q2 2026.
  • Spire Wealth Management left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1388 holding.
  • Spire Wealth Management first reported a position in Healthcare Realty in Q1 2021 and has held it in 13 quarters since.
  • Spire Wealth Management's Healthcare Realty position peaked at $259K in Q4 2021.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.