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Cornerstone Planning Group’s Healthcare Realty HR Stock Holding History

Cornerstone Planning Group’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
Q2 		$3.96K Hold
186
– – ﹤0.01% 1148
2026
Q1 		$3.71K Sell
186
-26
-12% -$456 ﹤0.01% 1165
2025
Q4 		$3.46K Buy
212
+15
+8% +$267 ﹤0.01% 1070
2025
Q3 		$3.5K Buy
197
+139
+240% +$2.35K ﹤0.01% 1037
2025
Q2 		$983 Hold
58
– – ﹤0.01% 1116
2025
Q1 		$912 Sell
58
-48
-45% -$798 ﹤0.01% 1158
2024
Q4 		$1.81K Buy
106
+48
+83% +$844 ﹤0.01% 817
2024
Q3 		$1.05K Hold
58
– – ﹤0.01% 924
2024
Q2 		$1.01K Hold
58
– – ﹤0.01% 934
2024
Q1 		$864 Buy
+58
New +$875 ﹤0.01% 809

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cornerstone Planning Group's HR Position: Q2 2026 in Review

Cornerstone Planning Group held its Healthcare Realty (HR) position steady in Q2 2026 at 186 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Cornerstone Planning Group first reported a position in HR in Q1 2024 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Cornerstone Planning Group held 186 shares of Healthcare Realty worth $3.96K as of Q2 2026.
  • Cornerstone Planning Group left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1148 holding.
  • Cornerstone Planning Group first reported a position in Healthcare Realty in Q1 2024 and has held it in 10 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.