WOSD
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WFA of San Diego’s Healthcare Realty HR Stock Holding History

WFA of San Diego’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 		$3.4K Hold
200
– – ﹤0.01% 339
2025
Q4 		$3.39K Hold
200
– – ﹤0.01% 352
2025
Q3 		$3.61K Hold
200
– – ﹤0.01% 367
2025
Q2 		$3.17K Buy
+200
New +$3.04K ﹤0.01% 379
2024
Q3 		$3.63K Hold
200
– – ﹤0.01% 330
2024
Q2 		$3.3K Buy
+200
New +$3.06K ﹤0.01% 340
2023
Q3 		$3.05K Hold
200
– – ﹤0.01% 335
2023
Q2 		$3.77K Buy
+200
New +$3.86K ﹤0.01% 322
2023
Q1 		– Sell
-200
Closed -$3.85K – 208
2022
Q4 		$3.85K Buy
+200
New +$3.93K ﹤0.01% 420

Other funds holding HR

BlackRock
BlackRock New York $5.72T 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 $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WFA of San Diego's HR Position: Q1 2026 in Review

WFA of San Diego held its Healthcare Realty (HR) position steady in Q1 2026 at 200 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

WFA of San Diego first reported a position in HR in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.85K in Q4 2022. 445 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • WFA of San Diego held 200 shares of Healthcare Realty worth $3.4K as of Q1 2026.
  • WFA of San Diego left its Healthcare Realty share count unchanged in Q1 2026.
  • Healthcare Realty made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #339 holding.
  • WFA of San Diego first reported a position in Healthcare Realty in Q4 2022 and has held it in 9 quarters since.
  • WFA of San Diego's Healthcare Realty position peaked at $3.85K in Q4 2022.
  • 445 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.