Covestor’s Healthcare Realty HR Stock Holding History

Covestor’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	$8K	Sell	475 -331	-41%	-$5.8K	0.01%	1564
2025 Q4	$14K	Hold	806	–	–	0.01%	1435
2025 Q3	$15K	Sell	806 -2	-0.2%	-$34	0.01%	1397
2025 Q2	$13K	Sell	808 -6	-0.7%	-$91	0.01%	1407
2025 Q1	$14K	Buy	814 +4	+0.5%	+$66	0.01%	1308
2024 Q4	$14K	Buy	810 +6	+0.7%	+$106	0.01%	1347
2024 Q3	$15K	Sell	804 -16	-2%	-$284	0.01%	1324
2024 Q2	$14K	Hold	820	–	–	0.01%	1336
2024 Q1	$12K	Buy	820 +379	+86%	+$5.72K	0.01%	1446
2023 Q4	$8K	Buy	441 +11	+3%	+$168	0.01%	1683
2023 Q3	$7K	Sell	430 -35	-8%	-$621	0.01%	1621
2023 Q2	$9K	Sell	465 -24	-5%	-$463	0.01%	1506
2023 Q1	$9K	Sell	489 -1,934	-80%	-$39K	0.01%	1363
2022 Q4	$47K	Sell	2,423 -641	-21%	-$12.6K	0.04%	755
2022 Q3	$64K	Buy	3,064 +2,655	+649%	+$67.5K	0.06%	591
2022 Q2	$11K	Buy	409 +3	+0.7%	+$89	0.01%	1176
2022 Q1	$13K	Sell	406 -665	-62%	-$20.9K	0.01%	1221
2021 Q4	$36K	Buy	+1,071	New	+$35.8K	0.05%	700

Other funds holding HR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return