WAG
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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
Q2 		$28.8K Buy
1,428
+17
+1% +$330 0.03% 116
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 $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

Wiser Advisor Group's HR Position: Q2 2026 in Review

Wiser Advisor Group increased its Healthcare Realty (HR) stake by 1.2% in Q2 2026, buying an estimated $330 and bringing the position to 1,428 shares worth $28.8K. The position accounts for 0.03% of the portfolio, ranked #116.

Wiser Advisor Group first reported a position in HR in Q4 2023 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Wiser Advisor Group held 1,428 shares of Healthcare Realty worth $28.8K as of Q2 2026.
  • Wiser Advisor Group bought 17 Healthcare Realty shares in Q2 2026, an estimated $330.
  • Healthcare Realty made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #116 holding.
  • Wiser Advisor Group first reported a position in Healthcare Realty in Q4 2023 and has held it in 10 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.