Blue Trust Inc’s Healthcare Realty HR Stock Holding History

Blue Trust 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
2025 Q4	–	Sell	-17	Closed	-$307	–	2620
2025 Q3	$307	Sell	17 -142	-89%	-$2.4K	﹤0.01%	2481
2025 Q2	$2.52K	Hold	159	–	–	﹤0.01%	2104
2025 Q1	$2.68K	Buy	159 +142	+835%	+$2.36K	﹤0.01%	2192
2024 Q4	$288	Sell	17 -693	-98%	-$12.2K	﹤0.01%	2364
2024 Q3	$11.7K	Buy	710 +276	+64%	+$4.89K	﹤0.01%	2136
2024 Q2	$6.14K	Buy	+434	New	+$6.64K	﹤0.01%	2115
2024 Q1	–	Sell	-327	Closed	-$5K	–	2435
2023 Q4	$5K	Buy	327 +271	+484%	+$4.14K	﹤0.01%	1839
2023 Q3	$1K	Buy	+56	New	+$994	﹤0.01%	1923
2023 Q2	–	Sell	-2,492	Closed	-$48K	–	2247
2023 Q1	$48K	Buy	2,492 +690	+38%	+$13.9K	﹤0.01%	1052
2022 Q4	$37K	Buy	1,802 +1,786	+11,163%	+$35.1K	﹤0.01%	1051
2022 Q3	$0	Buy	+16	New	+$407	﹤0.01%	2194

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return