CAM
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Cresset Asset Management’s Healthcare Realty HR Stock Holding History

Cresset Asset Management’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 		$210K Sell
12,381
-29,200
-70% -$512K ﹤0.01% 1446
2025
Q4 		$705K Buy
41,581
+700
+2% +$12.5K ﹤0.01% 936
2025
Q3 		$737K Buy
40,881
+2,498
+7% +$42.2K ﹤0.01% 867
2025
Q2 		$609K Buy
38,383
+15,250
+66% +$232K ﹤0.01% 850
2025
Q1 		$391K Buy
23,133
+2,121
+10% +$35.2K ﹤0.01% 1191
2024
Q4 		$356K Buy
+21,012
New +$369K ﹤0.01% 1260
2023
Q3 		– Sell
-1,295
Closed -$24.4K – 1882
2023
Q2 		$24.4K Buy
+1,295
New +$25K ﹤0.01% 1869

Other funds holding HR

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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