de Creative Planning Healthcare Realty HR Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 8.91 M | Comprar |
441,781
+120,962
| +38% | +USD 2.35 M | 0.01% | 970 |
|
|
2026
Q1 | USD 5.45 M | Comprar |
320,819
+140,145
| +78% | +USD 2.46 M | ﹤0.01% | 1133 |
|
|
2025
Q4 | USD 3.06 M | Comprar |
180,674
+9,381
| +5% | +USD 167 k | ﹤0.01% | 1370 |
|
|
2025
Q3 | USD 3.09 M | Comprar |
171,293
+51,116
| +43% | +USD 864 k | ﹤0.01% | 1196 |
|
|
2025
Q2 | USD 1.91 M | Comprar |
120,177
+3,911
| +3% | +USD 59.5 k | ﹤0.01% | 1356 |
|
|
2025
Q1 | USD 1.96 M | Vender |
116,266
-13,420
| -10% | -USD 223 k | ﹤0.01% | 1189 |
|
|
2024
Q4 | USD 2.2 M | Comprar |
129,686
+3,053
| +2% | +USD 53.7 k | ﹤0.01% | 1075 |
|
|
2024
Q3 | USD 2.3 M | Comprar |
126,633
+23,981
| +23% | +USD 425 k | ﹤0.01% | 988 |
|
|
2024
Q2 | USD 1.69 M | Comprar |
102,652
+54,024
| +111% | +USD 827 k | ﹤0.01% | 1079 |
|
|
2024
Q1 | USD 688 k | Vender |
48,628
-7,498
| -13% | -USD 113 k | ﹤0.01% | 1618 |
|
|
2023
Q4 | USD 967 k | Comprar |
56,126
+28,508
| +103% | +USD 435 k | ﹤0.01% | 1250 |
|
|
2023
Q3 | USD 422 k | Vender |
27,618
-735
| -3% | -USD 13 k | ﹤0.01% | 1676 |
|
|
2023
Q2 | USD 535 k | Comprar |
28,353
+6,826
| +32% | +USD 132 k | ﹤0.01% | 1504 |
|
|
2023
Q1 | USD 416 k | Comprar |
21,527
+1,879
| +10% | +USD 37.9 k | ﹤0.01% | 1586 |
|
|
2022
Q4 | USD 379 k | Comprar |
19,648
+6,545
| +50% | +USD 129 k | ﹤0.01% | 1575 |
|
|
2022
Q3 | USD 273 k | Comprar |
13,103
+1,036
| +9% | +USD 26.3 k | ﹤0.01% | 1713 |
|
|
2022
Q2 | USD 337 k | Vender |
12,067
-53
| -0.4% | -USD 1.57 k | ﹤0.01% | 1538 |
|
|
2022
Q1 | USD 379 k | Comprar |
12,120
+1,949
| +19% | +USD 61.4 k | ﹤0.01% | 1486 |
|
|
2021
Q4 | USD 340 k | Comprar |
10,171
+8
| +0.1% | +USD 267 | ﹤0.01% | 1534 |
|
|
2021
Q3 | USD 301 k | Vender |
10,163
-221
| -2% | -USD 6.44 k | ﹤0.01% | 1587 |
|
|
2021
Q2 | USD 277 k | Vender |
10,384
-2,460
| -19% | -USD 69.6 k | ﹤0.01% | 1607 |
|
|
2021
Q1 | USD 354 k | Comprar |
12,844
+122
| +1% | +USD 3.41 k | ﹤0.01% | 1682 |
|
|
2020
Q4 | USD 350 k | Comprar |
12,722
+309
| +2% | +USD 8.15 k | ﹤0.01% | 1525 |
|
|
2020
Q3 | USD 323 k | Vender |
12,413
-102
| -0.8% | -USD 2.68 k | ﹤0.01% | 1374 |
|
|
2020
Q2 | USD 332 k | Vender |
12,515
-863
| -6% | -USD 22.1 k | ﹤0.01% | 1249 |
|
|
2020
Q1 | USD 325 k | Vender |
13,378
-2,281
| -15% | -USD 68.9 k | ﹤0.01% | 1147 |
|
|
2019
Q4 | USD 474 k | Comprar |
15,659
+1,572
| +11% | +USD 47 k | ﹤0.01% | 1136 |
|
|
2019
Q3 | USD 414 k | Vender |
14,087
-108
| -0.8% | -USD 3.02 k | ﹤0.01% | 1176 |
|
|
2019
Q2 | USD 389 k | Vender |
14,195
-4,570
| -24% | -USD 129 k | ﹤0.01% | 1213 |
|
|
2019
Q1 | USD 536 k | Comprar |
18,765
+1
| +0% | +USD 28 | ﹤0.01% | 991 |
|
|
2018
Q4 | USD 475 k | Comprar |
18,764
+46
| +0.2% | +USD 1.22 k | ﹤0.01% | 988 |
|
|
2018
Q3 | USD 499 k | Vender |
18,718
-334
| -2% | -USD 9.21 k | ﹤0.01% | 1075 |
|
|
2018
Q2 | USD 514 k | Vender |
19,052
-1,044
| -5% | -USD 26.6 k | ﹤0.01% | 1054 |
|
|
2018
Q1 | USD 532 k | Comprar |
20,096
+2,406
| +14% | +USD 64.1 k | ﹤0.01% | 1053 |
|
|
2017
Q4 | USD 531 k | Vender |
17,690
-1,216
| -6% | -USD 36.8 k | ﹤0.01% | 1041 |
|
|
2017
Q3 | USD 563 k | Comprar |
18,906
+282
| +2% | +USD 8.56 k | ﹤0.01% | 991 |
|
|
2017
Q2 | USD 579 k | Vender |
18,624
-110
| -0.6% | -USD 3.47 k | ﹤0.01% | 947 |
|
|
2017
Q1 | USD 589 k | Comprar |
18,734
+3,700
| +25% | +USD 112 k | ﹤0.01% | 906 |
|
|
2016
Q4 | USD 438 k | Comprar |
15,034
+448
| +3% | +USD 13.2 k | ﹤0.01% | 990 |
|
|
2016
Q3 | USD 476 k | Comprar |
14,586
+1,618
| +12% | +USD 53.6 k | ﹤0.01% | 924 |
|
|
2016
Q2 | USD 419 k | Comprar |
12,968
+925
| +8% | +USD 27.9 k | ﹤0.01% | 862 |
|
|
2016
Q1 | USD 354 k | Vender |
12,043
-6,015
| -33% | -USD 167 k | ﹤0.01% | 900 |
|
|
2015
Q4 | USD 487 k | Comprar |
18,058
+5,490
| +44% | +USD 142 k | ﹤0.01% | 767 |
|
|
2015
Q3 | USD 308 k | Comprar |
+12,568
| Nuevas | +USD 310 k | ﹤0.01% | 957 |
|
|
2015
Q2 | – | Vender |
-6,659
| Cerradas | -USD 186 k | – | 1916 |
|
|
2015
Q1 | USD 186 k | Comprar |
6,659
+541
| +9% | +USD 15.2 k | ﹤0.01% | 1228 |
|
|
2014
Q4 | USD 165 k | Vender |
6,118
-1,150
| -16% | -USD 29.1 k | ﹤0.01% | 1256 |
|
|
2014
Q3 | USD 169 k | Vender |
7,268
-149
| -2% | -USD 3.62 k | ﹤0.01% | 1156 |
|
|
2014
Q2 | USD 179 k | Vender |
7,417
-4,549
| -38% | -USD 108 k | ﹤0.01% | 1091 |
|
|
2014
Q1 | USD 273 k | Vender |
11,966
-1,655
| -12% | -USD 36.1 k | ﹤0.01% | 860 |
|
|
2013
Q4 | USD 268 k | Comprar |
13,621
+4,084
| +43% | +USD 86.6 k | ﹤0.01% | 729 |
|
|
2013
Q3 | USD 201 k | Vender |
9,537
-819
| -8% | -USD 17.7 k | ﹤0.01% | 765 |
|
|
2013
Q2 | USD 233 k | Comprar |
+10,356
| Nuevas | +USD 249 k | 0.01% | 633 |
|
Otros fondos que tienen HR en su cartera
Posición de Creative Planning en HR: resumen de T2 2026
Creative Planning aumentó su participación en Healthcare Realty (HR) en 38% durante T2 2026, al comprar aproximadamente USD 2.35 M y elevar la posición a 441,781 acciones con un valor de USD 8.91 M. La posición representa 0.01% de la cartera y ocupa el puesto #970.
Creative Planning reportó por primera vez una posición en HR en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 462 fondos que sigue Wall St. Rank mantienen una posición en HR.
- Al cierre de T2 2026, Creative Planning tenía 441,781 acciones de Healthcare Realty con un valor de USD 8.91 M.
- Creative Planning compró 120,962 acciones de Healthcare Realty en T2 2026, por un monto estimado de USD 2.35 M.
- Healthcare Realty representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 970.
- Creative Planning reportó por primera vez una posición en Healthcare Realty en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 462 fondos que sigue Wall St. Rank tenían Healthcare Realty en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.