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Westside Investment Management’s Healthcare Realty HR Stock Holding History

Westside Investment Management’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 		$16K Hold
792
– – ﹤0.01% 996
2026
Q1 		$13.8K Hold
792
– – ﹤0.01% 1021
2025
Q4 		$13.4K Buy
792
+20
+3% +$356 ﹤0.01% 1000
2025
Q3 		$14.2K Hold
772
– – ﹤0.01% 1005
2025
Q2 		$12.2K Buy
+772
New +$11.7K ﹤0.01% 867

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

Westside Investment Management's HR Position: Q2 2026 in Review

Westside Investment Management held its Healthcare Realty (HR) position steady in Q2 2026 at 792 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Westside Investment Management first reported a position in HR in Q2 2025 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Westside Investment Management held 792 shares of Healthcare Realty worth $16K as of Q2 2026.
  • Westside Investment Management left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #996 holding.
  • Westside Investment Management first reported a position in Healthcare Realty in Q2 2025 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.