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Strategic Wealth Partners’s Healthcare Realty HR Stock Holding History

Strategic Wealth Partners’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 		$2.92K Buy
+145
New +$2.82K ﹤0.01% 1152
2025
Q3 		– Sell
-3,473
Closed -$55.1K – 1351
2025
Q2 		$55.1K Buy
+3,473
New +$52.8K ﹤0.01% 483
2018
Q2 		– Sell
-350
Closed -$9K – 784
2018
Q1 		$9K Buy
+350
New +$9.32K ﹤0.01% 570

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

Strategic Wealth Partners's HR Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in Healthcare Realty (HR) in Q2 2026: 145 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in HR as recently as Q2 2025.

Strategic Wealth Partners first reported a position in HR in Q1 2018 and has held it in 3 quarters since. The position peaked at $55.1K in Q2 2025. 460 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Strategic Wealth Partners held 145 shares of Healthcare Realty worth $2.92K as of Q2 2026.
  • Healthcare Realty was a new Strategic Wealth Partners position in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1152 holding.
  • Strategic Wealth Partners first reported a position in Healthcare Realty in Q1 2018 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Healthcare Realty position peaked at $55.1K in Q2 2025.
  • 460 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.