Liberty One Investment Management’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.29M	Buy	311,085 +74,097	+31%	+$1.3M	0.54%	57
2025 Q4	$4.02M	Sell	236,988 -170,475	-42%	-$3.03M	0.51%	51
2025 Q3	$7.35M	Buy	407,463 +94,568	+30%	+$1.6M	0.41%	42
2025 Q2	$4.96M	Buy	312,895 +23,094	+8%	+$351K	0.5%	55
2025 Q1	$4.9M	Buy	289,801 +31,222	+12%	+$519K	0.5%	52
2024 Q4	$4.38M	Buy	258,579 +18,185	+8%	+$320K	0.47%	53
2024 Q3	$4.36M	Buy	240,394 +13,615	+6%	+$241K	0.45%	57
2024 Q2	$3.74M	Buy	226,779 +53,416	+31%	+$817K	0.42%	59
2024 Q1	$2.45M	Buy	173,363 +22,719	+15%	+$343K	0.28%	71
2023 Q4	$2.6M	Buy	150,644 +14,226	+10%	+$217K	0.32%	62
2023 Q3	$2.08M	Buy	136,418 +12,630	+10%	+$224K	0.3%	66
2023 Q2	$2.33M	Buy	123,788 +11,537	+10%	+$223K	0.3%	68
2023 Q1	$2.17M	Buy	112,251 +20,034	+22%	+$404K	0.3%	69
2022 Q4	$1.78M	Buy	92,217 +7,799	+9%	+$153K	0.26%	65
2022 Q3	$1.76M	Buy	84,418 +28,035	+50%	+$713K	0.29%	63
2022 Q2	$1.5M	Sell	56,383 -10,551	-16%	-$313K	0.26%	71
2022 Q1	$2.1M	Buy	66,934 +3,409	+5%	+$107K	0.32%	56
2021 Q4	$2.12M	Buy	63,525 +3,686	+6%	+$123K	0.32%	55
2021 Q3	$1.77M	Buy	59,839 +3,456	+6%	+$101K	0.3%	56
2021 Q2	$1.5M	Buy	56,383 +4,463	+9%	+$126K	0.25%	71
2021 Q1	$1.43M	Buy	51,920 +3,996	+8%	+$112K	0.26%	68
2020 Q4	$1.32M	Buy	47,924 +3,942	+9%	+$104K	0.25%	64
2020 Q3	$1.14M	Buy	43,982 +2,713	+7%	+$71.2K	0.23%	62
2020 Q2	$1.09M	Buy	41,269 +1,877	+5%	+$48.1K	0.25%	59
2020 Q1	$956K	Buy	39,392 +789	+2%	+$23.8K	0.25%	57
2019 Q4	$1.17M	Buy	+38,603	New	+$1.15M	0.25%	64