Focus Partners Wealth
HR icon

Focus Partners Wealth’s Healthcare Realty HR Stock Holding History

Focus Partners Wealth’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 		$738K Buy
43,456
+17,293
+66% +$303K ﹤0.01% 1745
2025
Q4 		$443K Buy
26,163
+9,115
+53% +$162K ﹤0.01% 2006
2025
Q3 		$307K Sell
17,048
-3,663
-18% -$61.9K ﹤0.01% 1829
2025
Q2 		$328K Buy
20,711
+1,693
+9% +$25.7K ﹤0.01% 1633
2025
Q1 		$321K Sell
19,018
-1,736
-8% -$28.8K ﹤0.01% 1539
2024
Q4 		$352K Buy
20,754
+4,350
+27% +$76.5K ﹤0.01% 1477
2024
Q3 		$298K Buy
16,404
+500
+3% +$8.86K ﹤0.01% 1337
2024
Q2 		$262K Sell
15,904
-3,823
-19% -$58.5K ﹤0.01% 1103
2024
Q1 		$279K Sell
19,727
-6,223
-24% -$93.9K ﹤0.01% 855
2023
Q4 		$447K Buy
+25,950
New +$396K 0.01% 597

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