GeoWealth Management’s Healthcare Realty HR Stock Holding History

GeoWealth 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	$437K	Sell	25,710 -4,175	-14%	-$73.2K	0.02%	496
2025 Q4	$507K	Buy	29,885 +3,985	+15%	+$70.9K	0.02%	433
2025 Q3	$467K	Sell	25,900 -724	-3%	-$12.2K	0.02%	467
2025 Q2	$422K	Sell	26,624 -594	-2%	-$9.03K	0.02%	442
2025 Q1	$460K	Sell	27,218 -1,491	-5%	-$24.8K	0.02%	441
2024 Q4	$487K	Buy	28,709 +4,355	+18%	+$76.6K	0.02%	473
2024 Q3	$442K	Buy	24,354 +7,983	+49%	+$142K	0.02%	489
2024 Q2	$270K	Buy	16,371 +1,496	+10%	+$22.9K	0.01%	612
2024 Q1	$210K	Buy	+14,875	New	+$224K	0.01%	673

Other funds holding HR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return