Corient Private Wealth
HR icon

Corient Private Wealth’s Healthcare Realty HR Stock Holding History

Corient Private Wealth’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 		$446K Sell
26,261
-25,933
-50% -$455K ﹤0.01% 2095
2025
Q4 		$885K Buy
52,194
+27,854
+114% +$496K ﹤0.01% 1951
2025
Q3 		$439K Buy
24,340
+2,717
+13% +$45.9K ﹤0.01% 1875
2025
Q2 		$343K Buy
21,623
+2,551
+13% +$38.8K ﹤0.01% 1918
2025
Q1 		$322K Sell
19,072
-1,433
-7% -$23.8K ﹤0.01% 1815
2024
Q4 		$348K Buy
20,505
+1,393
+7% +$24.5K ﹤0.01% 1814
2024
Q3 		$347K Buy
19,112
+1,903
+11% +$33.7K ﹤0.01% 1947
2024
Q2 		$284K Sell
17,209
-817
-5% -$12.5K ﹤0.01% 1942
2024
Q1 		$255K Buy
18,026
+4,532
+34% +$68.4K ﹤0.01% 1985
2023
Q4 		$233K Buy
+13,494
New +$206K ﹤0.01% 1997

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