Wealth Enhancement Advisory Services
HR icon

Wealth Enhancement Advisory Services’s Healthcare Realty HR Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$1.77M Buy
101,546
+5,562
+6% +$97.5K ﹤0.01% 1465
2025
Q4 		$1.65M Buy
95,984
+5,658
+6% +$101K ﹤0.01% 1629
2025
Q3 		$1.62M Buy
90,326
+34,472
+62% +$583K ﹤0.01% 1574
2025
Q2 		$889K Buy
55,854
+4,650
+9% +$70.7K ﹤0.01% 1826
2025
Q1 		$865K Sell
51,204
-2,297
-4% -$38.2K ﹤0.01% 1674
2024
Q4 		$907K Buy
53,501
+9,467
+21% +$166K ﹤0.01% 1604
2024
Q3 		$799K Buy
44,034
+2,446
+6% +$43.4K ﹤0.01% 1526
2024
Q2 		$685K Sell
41,588
-2,349
-5% -$35.9K ﹤0.01% 1461
2024
Q1 		$622K Sell
43,937
-7,661
-15% -$116K ﹤0.01% 1462
2023
Q4 		$889K Buy
51,598
+9,402
+22% +$144K ﹤0.01% 1216
2023
Q3 		$644K Buy
42,196
+16,549
+65% +$294K ﹤0.01% 1288
2023
Q2 		$484K Buy
25,647
+15,554
+154% +$300K 0.01% 358
2023
Q1 		$195K Buy
+10,093
New +$203K ﹤0.01% 509

Other funds holding HR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return