Brinker Capital Investments’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$571K	Sell	33,611 -367	-1%	-$6.44K	﹤0.01%	1399
2025 Q4	$576K	Buy	33,978 +4,984	+17%	+$88.7K	﹤0.01%	1537
2025 Q3	$523K	Buy	28,994 +6,877	+31%	+$116K	﹤0.01%	1531
2025 Q2	$351K	Buy	22,117 +4,529	+26%	+$68.9K	﹤0.01%	1636
2025 Q1	$297K	Buy	17,588 +798	+5%	+$13.3K	﹤0.01%	1638
2024 Q4	$285K	Buy	16,790 +4,218	+34%	+$74.2K	﹤0.01%	1587
2024 Q3	$228K	Sell	12,572 -5,953	-32%	-$106K	﹤0.01%	1653
2024 Q2	$305K	Buy	18,525 +3,968	+27%	+$60.7K	﹤0.01%	1462
2024 Q1	$206K	Sell	14,557 -9,187	-39%	-$139K	﹤0.01%	1611
2023 Q4	$409K	Sell	23,744 -10,184	-30%	-$156K	﹤0.01%	1287
2023 Q3	$518K	Buy	33,928 +856	+3%	+$15.2K	0.01%	1190
2023 Q2	$624K	Sell	33,072 -105,285	-76%	-$2.03M	0.01%	1138
2023 Q1	$654K	Buy	138,357 +126,422	+1,059%	+$2.55M	0.01%	1043
2022 Q4	$230K	Sell	11,935 -7,192	-38%	-$141K	﹤0.01%	1247
2022 Q3	$399K	Buy	19,127 +5,570	+41%	+$142K	0.01%	1015
2022 Q2	$378K	Sell	13,557 -5,787	-30%	-$172K	0.01%	1070
2022 Q1	$606K	Sell	19,344 -604	-3%	-$19K	0.01%	979
2021 Q4	$666K	Sell	19,948 -352	-2%	-$11.8K	0.01%	973
2021 Q3	$544K	Hold	20,300	–	–	0.01%	950
2021 Q2	$544K	Buy	20,300 +100	+0.5%	+$2.83K	0.01%	1003
2021 Q1	$560K	Buy	20,200 +258	+1%	+$7.21K	0.01%	871
2020 Q4	$549K	Sell	19,942 -26,985	-58%	-$712K	0.01%	817
2020 Q3	$1.22M	Buy	+46,927	New	+$1.23M	0.02%	625
2019 Q3	–	Sell	-1,248	Closed	-$34K	–	844
2019 Q2	$34K	Buy	+1,248	New	+$35.1K	﹤0.01%	633
2018 Q3	–	Sell	-340	Closed	-$9K	–	658
2018 Q2	$9K	Buy	+340	New	+$8.65K	﹤0.01%	498