BGAI
HR icon

Bruce G. Allen Investments’s Healthcare Realty HR Stock Holding History

Bruce G. Allen Investments’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 		$255 Hold
15
– – ﹤0.01% 1043
2025
Q4 		$254 Hold
15
– – ﹤0.01% 1037
2025
Q3 		$270 Hold
15
– – ﹤0.01% 1030
2025
Q2 		$238 Hold
15
– – ﹤0.01% 1029
2025
Q1 		$254 Hold
15
– – ﹤0.01% 1036
2024
Q4 		$254 Hold
15
– – ﹤0.01% 1045
2024
Q3 		$272 Hold
15
– – ﹤0.01% 1063
2024
Q2 		$247 Sell
15
-126
-89% -$1.93K ﹤0.01% 939
2024
Q1 		$2K Hold
141
– – ﹤0.01% 704
2023
Q4 		$2.43K Buy
+141
New +$2.15K ﹤0.01% 712

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