Creative Planning’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.45M | Buy |
320,819
+140,145
| +78% | +$2.46M | ﹤0.01% | 1133 |
|
|
2025
Q4 | $3.06M | Buy |
180,674
+9,381
| +5% | +$167K | ﹤0.01% | 1370 |
|
|
2025
Q3 | $3.09M | Buy |
171,293
+51,116
| +43% | +$864K | ﹤0.01% | 1196 |
|
|
2025
Q2 | $1.91M | Buy |
120,177
+3,911
| +3% | +$59.5K | ﹤0.01% | 1356 |
|
|
2025
Q1 | $1.96M | Sell |
116,266
-13,420
| -10% | -$223K | ﹤0.01% | 1189 |
|
|
2024
Q4 | $2.2M | Buy |
129,686
+3,053
| +2% | +$53.7K | ﹤0.01% | 1075 |
|
|
2024
Q3 | $2.3M | Buy |
126,633
+23,981
| +23% | +$425K | ﹤0.01% | 988 |
|
|
2024
Q2 | $1.69M | Buy |
102,652
+54,024
| +111% | +$827K | ﹤0.01% | 1079 |
|
|
2024
Q1 | $688K | Sell |
48,628
-7,498
| -13% | -$113K | ﹤0.01% | 1618 |
|
|
2023
Q4 | $967K | Buy |
56,126
+28,508
| +103% | +$435K | ﹤0.01% | 1250 |
|
|
2023
Q3 | $422K | Sell |
27,618
-735
| -3% | -$13K | ﹤0.01% | 1676 |
|
|
2023
Q2 | $535K | Buy |
28,353
+6,826
| +32% | +$132K | ﹤0.01% | 1504 |
|
|
2023
Q1 | $416K | Buy |
21,527
+1,879
| +10% | +$37.9K | ﹤0.01% | 1586 |
|
|
2022
Q4 | $379K | Buy |
19,648
+6,545
| +50% | +$129K | ﹤0.01% | 1575 |
|
|
2022
Q3 | $273K | Buy |
13,103
+1,036
| +9% | +$26.3K | ﹤0.01% | 1713 |
|
|
2022
Q2 | $337K | Sell |
12,067
-53
| -0.4% | -$1.57K | ﹤0.01% | 1538 |
|
|
2022
Q1 | $379K | Buy |
12,120
+1,949
| +19% | +$61.4K | ﹤0.01% | 1486 |
|
|
2021
Q4 | $340K | Buy |
10,171
+8
| +0.1% | +$267 | ﹤0.01% | 1534 |
|
|
2021
Q3 | $301K | Sell |
10,163
-221
| -2% | -$6.44K | ﹤0.01% | 1587 |
|
|
2021
Q2 | $277K | Sell |
10,384
-2,460
| -19% | -$69.6K | ﹤0.01% | 1607 |
|
|
2021
Q1 | $354K | Buy |
12,844
+122
| +1% | +$3.41K | ﹤0.01% | 1682 |
|
|
2020
Q4 | $350K | Buy |
12,722
+309
| +2% | +$8.15K | ﹤0.01% | 1525 |
|
|
2020
Q3 | $323K | Sell |
12,413
-102
| -0.8% | -$2.68K | ﹤0.01% | 1374 |
|
|
2020
Q2 | $332K | Sell |
12,515
-863
| -6% | -$22.1K | ﹤0.01% | 1249 |
|
|
2020
Q1 | $325K | Sell |
13,378
-2,281
| -15% | -$68.9K | ﹤0.01% | 1147 |
|
|
2019
Q4 | $474K | Buy |
15,659
+1,572
| +11% | +$47K | ﹤0.01% | 1136 |
|
|
2019
Q3 | $414K | Sell |
14,087
-108
| -0.8% | -$3.02K | ﹤0.01% | 1176 |
|
|
2019
Q2 | $389K | Sell |
14,195
-4,570
| -24% | -$129K | ﹤0.01% | 1213 |
|
|
2019
Q1 | $536K | Buy |
18,765
+1
| +0% | +$28 | ﹤0.01% | 991 |
|
|
2018
Q4 | $475K | Buy |
18,764
+46
| +0.2% | +$1.22K | ﹤0.01% | 988 |
|
|
2018
Q3 | $499K | Sell |
18,718
-334
| -2% | -$9.21K | ﹤0.01% | 1075 |
|
|
2018
Q2 | $514K | Sell |
19,052
-1,044
| -5% | -$26.6K | ﹤0.01% | 1054 |
|
|
2018
Q1 | $532K | Buy |
20,096
+2,406
| +14% | +$64.1K | ﹤0.01% | 1053 |
|
|
2017
Q4 | $531K | Sell |
17,690
-1,216
| -6% | -$36.8K | ﹤0.01% | 1041 |
|
|
2017
Q3 | $563K | Buy |
18,906
+282
| +2% | +$8.56K | ﹤0.01% | 991 |
|
|
2017
Q2 | $579K | Sell |
18,624
-110
| -0.6% | -$3.47K | ﹤0.01% | 947 |
|
|
2017
Q1 | $589K | Buy |
18,734
+3,700
| +25% | +$112K | ﹤0.01% | 906 |
|
|
2016
Q4 | $438K | Buy |
15,034
+448
| +3% | +$13.2K | ﹤0.01% | 990 |
|
|
2016
Q3 | $476K | Buy |
14,586
+1,618
| +12% | +$53.6K | ﹤0.01% | 924 |
|
|
2016
Q2 | $419K | Buy |
12,968
+925
| +8% | +$27.9K | ﹤0.01% | 862 |
|
|
2016
Q1 | $354K | Sell |
12,043
-6,015
| -33% | -$167K | ﹤0.01% | 900 |
|
|
2015
Q4 | $487K | Buy |
18,058
+5,490
| +44% | +$142K | ﹤0.01% | 767 |
|
|
2015
Q3 | $308K | Buy |
+12,568
| New | +$310K | ﹤0.01% | 957 |
|
|
2015
Q2 | – | Sell |
-6,659
| Closed | -$186K | – | 1917 |
|
|
2015
Q1 | $186K | Buy |
6,659
+541
| +9% | +$15.2K | ﹤0.01% | 1228 |
|
|
2014
Q4 | $165K | Sell |
6,118
-1,150
| -16% | -$29.1K | ﹤0.01% | 1256 |
|
|
2014
Q3 | $169K | Sell |
7,268
-149
| -2% | -$3.62K | ﹤0.01% | 1156 |
|
|
2014
Q2 | $179K | Sell |
7,417
-4,549
| -38% | -$108K | ﹤0.01% | 1091 |
|
|
2014
Q1 | $273K | Sell |
11,966
-1,655
| -12% | -$36.1K | ﹤0.01% | 860 |
|
|
2013
Q4 | $268K | Buy |
13,621
+4,084
| +43% | +$86.6K | ﹤0.01% | 729 |
|
|
2013
Q3 | $201K | Sell |
9,537
-819
| -8% | -$17.7K | ﹤0.01% | 765 |
|
|
2013
Q2 | $233K | Buy |
+10,356
| New | +$249K | 0.01% | 633 |
|
Other funds holding HR
VPM
VCM
RC
AAMU
