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Lindbrook Capital’s Healthcare Realty HR Stock Holding History

Lindbrook Capital’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
2025
Q1 		$79.4K Buy
4,701
+1,180
+34% +$19.6K 0.01% 769
2024
Q4 		$59.7K Buy
3,521
+233
+7% +$4.1K 0.01% 742
2024
Q3 		$59.7K Sell
3,288
-70
-2% -$1.24K 0.01% 736
2024
Q2 		$55.3K Buy
3,358
+2,397
+249% +$36.7K 0.01% 749
2024
Q1 		$13.6K Sell
961
-893
-48% -$13.5K ﹤0.01% 1399
2023
Q4 		$31.9K Buy
1,854
+954
+106% +$14.6K ﹤0.01% 957
2023
Q3 		$13.7K Buy
900
+613
+214% +$10.9K ﹤0.01% 1251
2023
Q2 		$5.41K Sell
287
-336
-54% -$6.49K ﹤0.01% 1766
2023
Q1 		$12K Buy
623
+229
+58% +$4.61K ﹤0.01% 1334
2022
Q4 		$7.59K Buy
394
+256
+186% +$5.03K ﹤0.01% 1573
2022
Q3 		$3K Buy
138
+117
+557% +$2.97K ﹤0.01% 1878
2022
Q2 		$1K Sell
21
-33
-61% -$980 ﹤0.01% 2263
2022
Q1 		$2K Buy
54
+45
+500% +$1.42K ﹤0.01% 2006
2021
Q4 		$0 Buy
+9
New +$301 ﹤0.01% 2134
2020
Q4 		– Sell
-23
Closed -$1K – 1821
2020
Q3 		$1K Sell
23
-87
-79% -$2.28K ﹤0.01% 1568
2020
Q2 		$3K Sell
110
-316
-74% -$8.1K ﹤0.01% 1260
2020
Q1 		$10K Sell
426
-201
-32% -$6.07K ﹤0.01% 753
2019
Q4 		$19K Buy
627
+448
+250% +$13.4K 0.01% 757
2019
Q3 		$5K Hold
179
– – ﹤0.01% 1070
2019
Q2 		$4K Hold
179
– – ﹤0.01% 1101
2019
Q1 		$5K Buy
179
+106
+145% +$2.95K ﹤0.01% 1073
2018
Q4 		$1K Buy
+73
New +$1.93K ﹤0.01% 1264

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's HR Position: Q1 2025 in Review

Lindbrook Capital increased its Healthcare Realty (HR) stake by 34% in Q1 2025, buying an estimated $19.6K and bringing the position to 4,701 shares worth $79.4K. The position accounts for 0.01% of the portfolio, ranked #769.

Lindbrook Capital first reported a position in HR in Q4 2018 and has held it in 22 quarters since. 425 funds tracked by Wall St. Rank hold HR as of Q1 2025.

  • Lindbrook Capital held 4,701 shares of Healthcare Realty worth $79.4K as of Q1 2025.
  • Lindbrook Capital bought 1,180 Healthcare Realty shares in Q1 2025, an estimated $19.6K.
  • Healthcare Realty made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #769 holding.
  • Lindbrook Capital first reported a position in Healthcare Realty in Q4 2018 and has held it in 22 quarters since.
  • 425 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.