CPG
HR icon

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
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 $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