Jones Financial Companies
HR icon

Jones Financial Companies’s Healthcare Realty HR Stock Holding History

Jones Financial Companies’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 		$56.1K Buy
3,328
+1,796
+117% +$31.5K ﹤0.01% 2912
2025
Q4 		$26K Sell
1,532
-328
-18% -$5.84K ﹤0.01% 2825
2025
Q3 		$33.2K Sell
1,860
-7
-0.4% -$118 ﹤0.01% 2552
2025
Q2 		$29.4K Sell
1,867
-144
-7% -$2.19K ﹤0.01% 2440
2025
Q1 		$33.7K Sell
2,011
-1,056
-34% -$17.5K ﹤0.01% 2215
2024
Q4 		$52K Buy
3,067
+1,249
+69% +$22K ﹤0.01% 1865
2024
Q3 		$33K Buy
1,818
+320
+21% +$5.67K ﹤0.01% 1785
2024
Q2 		$24.7K Hold
1,498
– – ﹤0.01% 1479
2024
Q1 		$21.2K Buy
+1,498
New +$22.6K ﹤0.01% 892
2013
Q4 		– Sell
-887
Closed -$19K – 384
2013
Q3 		$19K Hold
887
– – ﹤0.01% 423
2013
Q2 		$20K Buy
+887
New +$21.3K ﹤0.01% 468

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