JFG
HR icon

Jefferies Financial Group’s Healthcare Realty HR Stock Holding History

Jefferies Financial 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 		$1.3M Buy
76,600
+40,671
+113% +$713K 0.02% 816
2025
Q4 		$609K Buy
+35,929
New +$639K 0.01% 1270
2024
Q3 		– Sell
-33,996
Closed -$560K – 1590
2024
Q2 		$560K Buy
33,996
+16,306
+92% +$249K 0.01% 935
2024
Q1 		$250K Sell
17,690
-20,291
-53% -$306K 0.01% 1272
2023
Q4 		$654K Buy
+37,981
New +$580K 0.01% 1111
2023
Q1 		– Sell
-19,810
Closed -$382K – 1795
2022
Q4 		$382K Buy
+19,810
New +$389K 0.01% 1143

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