FGAM
HR icon

Financial Gravity Asset Management’s Healthcare Realty HR Stock Holding History

Financial Gravity 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 		$48.1K Hold
2,833
– – 0.01% 303
2025
Q4 		$48K Hold
2,833
– – 0.01% 254
2025
Q3 		$51.1K Buy
+2,833
New +$47.9K 0.01% 297
2025
Q1 		$47.9K Buy
+2,833
New +$47.1K 0.01% 314
2019
Q4 		– Sell
-9,428
Closed -$277K – 1543
2019
Q3 		$277K Hold
9,428
– – 0.24% 82
2019
Q2 		$259K Hold
9,428
– – 0.21% 110
2019
Q1 		$270K Buy
+9,428
New +$262K 0.22% 97
2018
Q3 		$250K Hold
9,428
– – 0.26% 84
2018
Q2 		$264K Hold
9,428
– – 0.25% 77
2018
Q1 		$239K Buy
+9,428
New +$251K 0.24% 71

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