WAG
HR icon

Wiser Advisor Group’s Healthcare Realty HR Stock Holding History

Wiser Advisor Group’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 		$24K Buy
1,411
+18
+1% +$316 0.03% 120
2025
Q4 		$23.6K Buy
1,393
+19
+1% +$338 0.03% 125
2025
Q3 		$24.8K Buy
+1,374
New +$23.2K 0.03% 126
2025
Q2 		– Sell
-1,327
Closed -$22.4K – 131
2025
Q1 		$22.4K Buy
1,327
+25
+2% +$415 0.03% 140
2024
Q4 		$22.1K Sell
1,302
-55
-4% -$967 0.03% 141
2024
Q3 		$24.6K Buy
1,357
+23
+2% +$408 0.04% 137
2024
Q2 		$22K Buy
1,334
+27
+2% +$413 0.03% 140
2024
Q1 		$18.5K Buy
1,307
+29
+2% +$437 0.03% 153
2023
Q4 		$22K Buy
+1,278
New +$19.5K 0.04% 140

Other funds holding HR

BlackRock
BlackRock New York $5.7T 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 $34.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return