WPA
HR icon

Wealth Preservation Advisors’s Healthcare Realty HR Stock Holding History

Wealth Preservation 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 		– Sell
-145
Closed -$2.46K – 450
2026
Q1 		$2.46K Buy
+145
New +$2.54K ﹤0.01% 571

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 Preservation Advisors's HR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Healthcare Realty (HR) in Q2 2026, closing a stake of 145 shares — an estimated $2.46K sold.

Wealth Preservation Advisors first reported a position in HR in Q1 2026 and held it in 1 quarter. The position peaked at $2.46K in Q1 2026. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Healthcare Realty position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 145 Healthcare Realty shares in Q2 2026, an estimated $2.46K.
  • Wealth Preservation Advisors first reported a position in Healthcare Realty in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Healthcare Realty position peaked at $2.46K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.