Vanguard Personalized Indexing Management
HR icon

Vanguard Personalized Indexing Management’s Healthcare Realty HR Stock Holding History

Vanguard Personalized Indexing 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 		$1.5M Sell
74,364
-2,964
-4% -$57.6K 0.01% 772
2026
Q1 		$1.31M Buy
77,328
+2,519
+3% +$44.2K 0.01% 799
2025
Q4 		$1.27M Sell
74,809
-3,298
-4% -$58.7K 0.01% 803
2025
Q3 		$1.41M Buy
78,107
+5,224
+7% +$88.3K 0.01% 739
2025
Q2 		$1.16M Buy
72,883
+4,341
+6% +$66K 0.01% 809
2025
Q1 		$1.16M Sell
68,542
-1,243
-2% -$20.7K 0.02% 711
2024
Q4 		$1.18M Buy
69,785
+320
+0.5% +$5.63K 0.02% 704
2024
Q3 		$1.26M Buy
69,465
+2,811
+4% +$49.8K 0.02% 657
2024
Q2 		$1.1M Buy
66,654
+929
+1% +$14.2K 0.02% 635
2024
Q1 		$930K Sell
65,725
-11,289
-15% -$170K 0.02% 697
2023
Q4 		$1.33M Buy
77,014
+50,886
+195% +$777K 0.03% 498
2023
Q3 		$399K Sell
26,128
-12,843
-33% -$228K 0.01% 990
2023
Q2 		$735K Sell
38,971
-1,485
-4% -$28.7K 0.02% 727
2023
Q1 		$782K Buy
40,456
+5,278
+15% +$106K 0.03% 657
2022
Q4 		$678K Buy
+35,178
New +$691K 0.03% 680
2022
Q2 		– Sell
-19,022
Closed -$596K – 1293
2022
Q1 		$596K Buy
19,022
+6,665
+54% +$210K 0.03% 744
2021
Q4 		$413K Buy
12,357
+3,461
+39% +$116K 0.02% 762
2021
Q3 		$264K Buy
+8,896
New +$259K 0.02% 825

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

Vanguard Personalized Indexing Management's HR Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Healthcare Realty (HR) stake by 3.8% in Q2 2026, selling an estimated $57.6K and leaving 74,364 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #772.

Vanguard Personalized Indexing Management first reported a position in HR in Q3 2021 and has held it in 18 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 74,364 shares of Healthcare Realty worth $1.5M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,964 Healthcare Realty shares in Q2 2026, an estimated $57.6K.
  • Healthcare Realty made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #772 holding.
  • Vanguard Personalized Indexing Management first reported a position in Healthcare Realty in Q3 2021 and has held it in 18 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.