AIM
HR icon

Anchor Investment Management’s Healthcare Realty HR Stock Holding History

Anchor Investment Management’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
Q1 		$36.7K Hold
2,159
– – ﹤0.01% 630
2025
Q4 		$36.6K Sell
2,159
-115
-5% -$2.05K ﹤0.01% 641
2025
Q3 		$41K Hold
2,274
– – ﹤0.01% 614
2025
Q2 		$36.1K Buy
2,274
+48
+2% +$730 ﹤0.01% 624
2025
Q1 		$37.6K Buy
+2,226
New +$37K ﹤0.01% 608
2023
Q4 		– Sell
-800
Closed -$12.2K – 974
2023
Q3 		$12.2K Sell
800
-500
-38% -$8.87K ﹤0.01% 718
2023
Q2 		$24.5K Sell
1,300
-1,000
-43% -$19.3K ﹤0.01% 619
2023
Q1 		$44.5K Sell
2,300
-600
-21% -$12.1K 0.01% 550
2022
Q4 		$55.9K Hold
2,900
– – 0.01% 501
2022
Q3 		$60.5K Buy
+2,900
New +$73.7K 0.01% 475

Other funds holding HR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return