Envestnet Portfolio Solutions
HR icon

Envestnet Portfolio Solutions’s Healthcare Realty HR Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-10,024
Closed -$170K – 1385
2025
Q4 		$170K Sell
10,024
-1,825
-15% -$32.5K ﹤0.01% 1470
2025
Q3 		$214K Sell
11,849
-2,460
-17% -$41.6K ﹤0.01% 1401
2025
Q2 		$227K Sell
14,309
-5,278
-27% -$80.3K ﹤0.01% 1453
2025
Q1 		$331K Sell
19,587
-8,238
-30% -$137K ﹤0.01% 1237
2024
Q4 		$472K Buy
27,825
+1,360
+5% +$23.9K ﹤0.01% 1276
2024
Q3 		$480K Sell
26,465
-852
-3% -$15.1K ﹤0.01% 1225
2024
Q2 		$450K Buy
27,317
+1,261
+5% +$19.3K ﹤0.01% 1187
2024
Q1 		$369K Buy
26,056
+6,763
+35% +$102K ﹤0.01% 1251
2023
Q4 		$332K Buy
19,293
+1,427
+8% +$21.8K ﹤0.01% 1244
2023
Q3 		$273K Buy
+17,866
New +$317K ﹤0.01% 1275

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