WETS
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Wealth Enhancement Trust Services’s Healthcare Realty HR Stock Holding History

Wealth Enhancement Trust 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 		$15K Buy
+743
New +$14.4K ﹤0.01% 661

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Healthcare Realty (HR) in Q2 2026: 743 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings.

344 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Wealth Enhancement Trust Services held 743 shares of Healthcare Realty worth $15K as of Q2 2026.
  • Healthcare Realty was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #661 holding.
  • 344 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

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