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HB Wealth Management, LLC → HR
HB Wealth Management, LLC HR Position History
Healthcare Realty Trust Incorporated • Real Estate
Quarters held
4
Latest value
$553K
Q3 2026
Peak value
$553K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $215K |
| Q1 2026 | $346K |
| Q2 2026 | $464K |
| Q3 2026 | $553K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $553K | 35.7K | — | — |
| Q2 2026 | $464K | 23.0K | — | — |
| Q1 2026 | $346K | 20.3K | — | — |
| Q4 2025 | $215K | 12.7K | — | — |
Other funds holding HR
$342.1M
$339.2M
$337.7M
$337.7M
$306M
$290M