HAG
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HighPoint Advisor Group’s Healthcare Realty HR Stock Holding History

HighPoint Advisor Group’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
-16,103
Closed -$273K – 833
2025
Q4 		$273K Buy
16,103
+226
+1% +$4.02K 0.01% 888
2025
Q3 		$286K Buy
15,877
+66
+0.4% +$1.12K 0.01% 548
2025
Q2 		$251K Sell
15,811
-515
-3% -$7.83K 0.01% 575
2025
Q1 		$251K Buy
16,326
+207
+1% +$3.44K 0.01% 543
2024
Q4 		$261K Buy
16,119
+134
+0.8% +$2.36K 0.01% 560
2024
Q3 		$270K Sell
15,985
-1,269
-7% -$22.5K 0.02% 520
2024
Q2 		$306K Buy
17,254
+1,202
+7% +$18.4K 0.02% 467
2024
Q1 		$257K Buy
16,052
+229
+1% +$3.46K 0.02% 509
2023
Q4 		$213K Buy
+15,823
New +$242K 0.02% 572
2022
Q2 		$428K Buy
+14,813
New +$440K 0.05% 317
2021
Q3 		$434K Buy
14,637
+51
+0.3% +$1.49K 0.04% 335
2021
Q2 		$389K Sell
14,586
-1,654
-10% -$46.8K 0.04% 347
2021
Q1 		$453K Buy
16,240
+2,672
+20% +$74.7K 0.05% 293
2020
Q4 		$391K Buy
13,568
+1,244
+10% +$32.8K 0.05% 302
2020
Q3 		$329K Sell
12,324
-746
-6% -$19.6K 0.06% 255
2020
Q2 		$352K Sell
13,070
-102
-0.8% -$2.61K 0.08% 212
2020
Q1 		$305K Buy
13,172
+82
+0.6% +$2.48K 0.07% 216
2019
Q4 		$415K Sell
13,090
-162
-1% -$4.84K 0.09% 204
2019
Q3 		$385K Sell
13,252
-657
-5% -$18.4K 0.09% 200
2019
Q2 		$377K Sell
13,909
-82
-0.6% -$2.31K 0.09% 193
2019
Q1 		$380K Sell
13,991
-34
-0.2% -$946 0.09% 198
2018
Q4 		$404K Buy
14,025
+23
+0.2% +$609 0.11% 185
2018
Q3 		$360K Sell
14,002
-49
-0.3% -$1.35K 0.1% 202
2018
Q2 		$401K Buy
14,051
+6
+0% +$153 0.11% 199
2018
Q1 		$350K Sell
14,045
-60
-0.4% -$1.6K 0.1% 211
2017
Q4 		$365K Sell
14,105
-489
-3% -$14.8K 0.1% 194
2017
Q3 		$436K Buy
14,594
+38
+0.3% +$1.15K 0.14% 173
2017
Q2 		$437K Hold
14,556
– – 0.14% 176
2017
Q1 		$437K Sell
14,556
-439
-3% -$13.3K 0.14% 176
2016
Q4 		$476K Buy
14,995
+36
+0.2% +$1.06K 0.15% 174
2016
Q3 		$413K Sell
14,959
-2,761
-16% -$91.4K 0.15% 176
2016
Q2 		$589K Buy
17,720
+5,104
+40% +$154K 0.21% 120
2016
Q1 		$357K Sell
12,616
-1,044
-8% -$28.9K 0.22% 122
2015
Q4 		$380K Buy
+13,660
New +$352K 0.25% 119

Other funds holding HR

BlackRock
BlackRock New York $5.72T 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 $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighPoint Advisor Group's HR Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Healthcare Realty (HR) in Q1 2026, closing a stake of 16,103 shares — an estimated $273K sold.

HighPoint Advisor Group first reported a position in HR in Q4 2015 and held it in 34 quarters. The position peaked at $589K in Q2 2016. 443 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Healthcare Realty position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 16,103 Healthcare Realty shares in Q1 2026, an estimated $273K.
  • HighPoint Advisor Group first reported a position in Healthcare Realty in Q4 2015 and held it in 34 quarters.
  • HighPoint Advisor Group's Healthcare Realty position peaked at $589K in Q2 2016.
  • 443 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.