Mackenzie Financial
HR icon

Mackenzie Financial’s Healthcare Realty HR Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-153,723
Closed -$2.6M – 1757
2025
Q1 		$2.6M Buy
153,723
+96,736
+170% +$1.61M ﹤0.01% 702
2024
Q4 		$966K Buy
56,987
+39,969
+235% +$703K ﹤0.01% 946
2024
Q3 		$309K Buy
+17,018
New +$302K ﹤0.01% 1169
2022
Q4 		– Sell
-302,392
Closed -$6.3M – 1503
2022
Q3 		$6.3M Buy
+302,392
New +$7.69M 0.01% 484
2020
Q4 		– Sell
-16,155
Closed -$420K – 1067
2020
Q3 		$420K Buy
+16,155
New +$424K ﹤0.01% 815
2019
Q4 		– Sell
-88,100
Closed -$2.59M – 1112
2019
Q3 		$2.59M Buy
+88,100
New +$2.46M 0.01% 573

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $34.6B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return