TWD
HR icon

True Wealth Design’s Healthcare Realty HR Stock Holding History

True Wealth Design’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 		$17.9K Buy
888
+433
+95% +$8.41K ﹤0.01% 847
2026
Q1 		$7.73K Buy
455
+104
+30% +$1.82K ﹤0.01% 1057
2025
Q4 		$5.95K Buy
351
+310
+756% +$5.52K ﹤0.01% 1022
2025
Q3 		$737 Buy
+41
New +$693 ﹤0.01% 1865
2025
Q2 		– Sell
-17
Closed -$288 – 2684
2025
Q1 		$288 Sell
17
-1,330
-99% -$22.1K ﹤0.01% 1794
2024
Q4 		$22.8K Buy
1,347
+1,225
+1,004% +$21.5K 0.01% 303
2024
Q3 		$2.21K Buy
+122
New +$2.16K ﹤0.01% 761

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

True Wealth Design's HR Position: Q2 2026 in Review

True Wealth Design increased its Healthcare Realty (HR) stake by 95% in Q2 2026, buying an estimated $8.41K and bringing the position to 888 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

True Wealth Design first reported a position in HR in Q3 2024 and has held it in 7 quarters since. The position peaked at $22.8K in Q4 2024. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • True Wealth Design held 888 shares of Healthcare Realty worth $17.9K as of Q2 2026.
  • True Wealth Design bought 433 Healthcare Realty shares in Q2 2026, an estimated $8.41K.
  • Healthcare Realty made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #847 holding.
  • True Wealth Design first reported a position in Healthcare Realty in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Healthcare Realty position peaked at $22.8K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.