LPL Financial’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 | $5.48M | Buy |
322,821
+7,322
| +2% | +$128K | ﹤0.01% | 2538 |
|
|
2025
Q4 | $5.35M | Sell |
315,499
-11,969
| -4% | -$213K | ﹤0.01% | 2477 |
|
|
2025
Q3 | $5.9M | Buy |
327,468
+1,877
| +0.6% | +$31.7K | ﹤0.01% | 2321 |
|
|
2025
Q2 | $5.16M | Buy |
325,591
+35,771
| +12% | +$544K | ﹤0.01% | 2282 |
|
|
2025
Q1 | $4.9M | Sell |
289,820
-3,031
| -1% | -$50.4K | ﹤0.01% | 2163 |
|
|
2024
Q4 | $4.96M | Buy |
292,851
+14,616
| +5% | +$257K | ﹤0.01% | 2089 |
|
|
2024
Q3 | $5.05M | Buy |
278,235
+8,083
| +3% | +$143K | ﹤0.01% | 1984 |
|
|
2024
Q2 | $4.45M | Buy |
270,152
+51,140
| +23% | +$782K | ﹤0.01% | 1958 |
|
|
2024
Q1 | $3.1M | Buy |
219,012
+17,680
| +9% | +$267K | ﹤0.01% | 2151 |
|
|
2023
Q4 | $3.47M | Buy |
201,332
+15,229
| +8% | +$233K | ﹤0.01% | 1949 |
|
|
2023
Q3 | $2.84M | Sell |
186,103
-1,775
| -0.9% | -$31.5K | ﹤0.01% | 2007 |
|
|
2023
Q2 | $3.54M | Sell |
187,878
-5,705
| -3% | -$110K | ﹤0.01% | 1796 |
|
|
2023
Q1 | $3.74M | Sell |
193,583
-548
| -0.3% | -$11K | ﹤0.01% | 1689 |
|
|
2022
Q4 | $3.74M | Sell |
194,131
-8,821
| -4% | -$173K | ﹤0.01% | 1634 |
|
|
2022
Q3 | $4.23M | Buy |
202,952
+11,471
| +6% | +$292K | ﹤0.01% | 1489 |
|
|
2022
Q2 | $5.34M | Buy |
191,481
+10,514
| +6% | +$312K | 0.01% | 1347 |
|
|
2022
Q1 | $5.67M | Buy |
180,967
+11,102
| +7% | +$350K | ﹤0.01% | 1367 |
|
|
2021
Q4 | $5.67M | Buy |
169,865
+5,564
| +3% | +$186K | ﹤0.01% | 1381 |
|
|
2021
Q3 | $4.87M | Sell |
164,301
-3,339
| -2% | -$97.4K | ﹤0.01% | 1408 |
|
|
2021
Q2 | $4.48M | Buy |
167,640
+476
| +0.3% | +$13.5K | ﹤0.01% | 1422 |
|
|
2021
Q1 | $4.61M | Buy |
167,164
+385
| +0.2% | +$10.8K | 0.01% | 1285 |
|
|
2020
Q4 | $4.59M | Sell |
166,779
-27,426
| -14% | -$724K | 0.01% | 1164 |
|
|
2020
Q3 | $5.05M | Sell |
194,205
-13,277
| -6% | -$348K | 0.01% | 956 |
|
|
2020
Q2 | $5.5M | Buy |
207,482
+9,781
| +5% | +$251K | 0.01% | 832 |
|
|
2020
Q1 | $4.8M | Sell |
197,701
-70,360
| -26% | -$2.13M | 0.01% | 767 |
|
|
2019
Q4 | $8.12M | Sell |
268,061
-10,776
| -4% | -$322K | 0.01% | 656 |
|
|
2019
Q3 | $8.19M | Sell |
278,837
-2,950
| -1% | -$82.4K | 0.02% | 603 |
|
|
2019
Q2 | $7.73M | Sell |
281,787
-5,327
| -2% | -$150K | 0.02% | 608 |
|
|
2019
Q1 | $8.21M | Sell |
287,114
-14,250
| -5% | -$396K | 0.02% | 576 |
|
|
2018
Q4 | $7.63M | Sell |
301,364
-15,011
| -5% | -$398K | 0.02% | 542 |
|
|
2018
Q3 | $8.44M | Sell |
316,375
-3,500
| -1% | -$96.5K | 0.02% | 552 |
|
|
2018
Q2 | $8.62M | Buy |
319,875
+9,580
| +3% | +$244K | 0.02% | 511 |
|
|
2018
Q1 | $8.21M | Sell |
310,295
-109,850
| -26% | -$2.92M | 0.02% | 519 |
|
|
2017
Q4 | $12.6M | Buy |
420,145
+122,684
| +41% | +$3.71M | 0.04% | 360 |
|
|
2017
Q3 | $8.87M | Buy |
297,461
+9,133
| +3% | +$277K | 0.03% | 411 |
|
|
2017
Q2 | $8.96M | Buy |
288,328
+7,411
| +3% | +$234K | 0.03% | 388 |
|
|
2017
Q1 | $8.9M | Sell |
280,917
-18,395
| -6% | -$558K | 0.06% | 264 |
|
|
2016
Q4 | $8.65M | Sell |
299,312
-6,637
| -2% | -$195K | 0.07% | 249 |
|
|
2016
Q3 | $9.68M | Sell |
305,949
-40,108
| -12% | -$1.33M | 0.09% | 192 |
|
|
2016
Q2 | $11.3M | Sell |
346,057
-378,439
| -52% | -$11.4M | 0.1% | 164 |
|
|
2016
Q1 | $21.4M | Sell |
724,496
-116,802
| -14% | -$3.24M | 0.06% | 266 |
|
|
2015
Q4 | $23M | Buy |
841,298
+398,746
| +90% | +$10.3M | 0.06% | 252 |
|
|
2015
Q3 | $11.2M | Sell |
442,552
-25,816
| -6% | -$637K | 0.06% | 265 |
|
|
2015
Q2 | $11.6M | Sell |
468,368
-143,490
| -23% | -$3.67M | 0.06% | 284 |
|
|
2015
Q1 | $17.2M | Sell |
611,858
-49,588
| -7% | -$1.39M | 0.09% | 203 |
|
|
2014
Q4 | $17.8M | Sell |
661,446
-75,102
| -10% | -$1.9M | 0.1% | 191 |
|
|
2014
Q3 | $17.3M | Sell |
736,548
-9,737
| -1% | -$236K | 0.1% | 191 |
|
|
2014
Q2 | $18M | Sell |
746,285
-143,168
| -16% | -$3.41M | 0.1% | 177 |
|
|
2014
Q1 | $20.3M | Sell |
889,453
-197,750
| -18% | -$4.31M | 0.12% | 157 |
|
|
2013
Q4 | $21.4M | Buy |
1,087,203
+266,175
| +32% | +$5.64M | 0.13% | 150 |
|
|
2013
Q3 | $18M | Sell |
821,028
-87,702
| -10% | -$1.89M | 0.12% | 162 |
|
|
2013
Q2 | $20.4M | Buy |
+908,730
| New | +$21.9M | 0.15% | 126 |
|
Other funds holding HR
VPM
VCM
RC
AAMU
