Planning Strategies Inc.’s Healthcare Realty HR Stock Holding History

Planning Strategies Inc.’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	$847	Buy	+42	New	+$816	﹤0.01%	772

Other funds holding HR

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Planning Strategies Inc.'s HR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Healthcare Realty (HR) in Q2 2026: 42 shares worth $847. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

117 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Planning Strategies Inc. held 42 shares of Healthcare Realty worth $847 as of Q2 2026.
Healthcare Realty was a new Planning Strategies Inc. position in Q2 2026.
Healthcare Realty made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #772 holding.
117 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.