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
Q2 		$2.87M Buy
138,925
+37,379
+37% +$726K ﹤0.01% 1348
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 $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

Wealth Enhancement Advisory Services's HR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Healthcare Realty (HR) stake by 37% in Q2 2026, buying an estimated $726K and bringing the position to 138,925 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Wealth Enhancement Advisory Services first reported a position in HR in Q1 2023 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 138,925 shares of Healthcare Realty worth $2.87M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 37,379 Healthcare Realty shares in Q2 2026, an estimated $726K.
  • Healthcare Realty made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1348 holding.
  • Wealth Enhancement Advisory Services first reported a position in Healthcare Realty in Q1 2023 and has held it in 14 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.