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Twin Peaks Wealth Advisors’s Healthcare Realty HR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-105
Closed -$1.78K – 1103
2026
Q1 		$1.78K Buy
+105
New +$1.84K ﹤0.01% 1748
2025
Q3 		– Sell
-61
Closed -$1.01K – 1039
2025
Q2 		$1.01K Buy
+61
New +$928 ﹤0.01% 1772

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

Twin Peaks Wealth Advisors's HR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Healthcare Realty (HR) in Q2 2026, closing a stake of 105 shares — an estimated $1.78K sold.

Twin Peaks Wealth Advisors first reported a position in HR in Q2 2025 and held it in 2 quarters. The position peaked at $1.78K in Q1 2026. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Healthcare Realty position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 105 Healthcare Realty shares in Q2 2026, an estimated $1.78K.
  • Twin Peaks Wealth Advisors first reported a position in Healthcare Realty in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Healthcare Realty position peaked at $1.78K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.