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Wiser Advisor Group LLC

SEC CIK
0002011550
Latest filing
Aug 14, 2026

HR holding history

Healthcare Realty Trust Inc in every 13F filed by Wiser Advisor Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HR overviewAll 13F holders of HRFull Q2 2026 holdings

Shares (Q2 2026)
1,428
Value
$28.8K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of HR by Wiser Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,428$28.8K<0.1%+17+1.2%AddedHolders
Q1 20261,411$24.0K<0.1%+18+1.3%AddedHolders
Q4 20251,393$23.6K<0.1%+19+1.4%AddedHolders
Q3 20251,374$24.8K<0.1%+1,374NewHolders
Q2 20250$00.0%−1,327−100.0%Sold outHolders
Q1 20251,327$22.4K<0.1%+25+1.9%AddedHolders
Q4 20241,302$22.1K<0.1%−55−4.1%ReducedHolders
Q3 20241,357$24.6K<0.1%+23+1.7%AddedHolders
Q2 20241,334$22.0K<0.1%+27+2.1%AddedHolders
Q1 20241,307$18.5K<0.1%+29+2.3%AddedHolders
Q4 20231,278$22.0K<0.1%–No prior filingHolders