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VestGen Advisors’s Healthcare Realty HR Stock Holding History

VestGen 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 		$321K Sell
15,927
-882
-5% -$17.1K 0.01% 818
2026
Q1 		$338K Buy
+16,809
New +$295K 0.01% 797

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

VestGen Advisors's HR Position: Q2 2026 in Review

VestGen Advisors reduced its Healthcare Realty (HR) stake by 5.2% in Q2 2026, selling an estimated $17.1K and leaving 15,927 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #818.

VestGen Advisors first reported a position in HR in Q1 2026 and has held it in 2 quarters since. The position peaked at $338K in Q1 2026. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • VestGen Advisors held 15,927 shares of Healthcare Realty worth $321K as of Q2 2026.
  • VestGen Advisors sold 882 Healthcare Realty shares in Q2 2026, an estimated $17.1K.
  • Healthcare Realty made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #818 holding.
  • VestGen Advisors first reported a position in Healthcare Realty in Q1 2026 and has held it in 2 quarters since.
  • VestGen Advisors's Healthcare Realty position peaked at $338K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.