MAI Capital 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	$219K	Buy	12,909 +10,537	+444%	+$185K	﹤0.01%	1415
2025 Q4	$40.2K	Buy	2,372 +230	+11%	+$4.09K	﹤0.01%	2134
2025 Q3	$38.6K	Sell	2,142 -331	-13%	-$5.6K	﹤0.01%	2074
2025 Q2	$39.2K	Sell	2,473 -899	-27%	-$13.7K	﹤0.01%	1995
2025 Q1	$57K	Buy	3,372 +25	+0.7%	+$415	﹤0.01%	1681
2024 Q4	$56.7K	Buy	+3,347	New	+$58.9K	﹤0.01%	1703
2015 Q4	–	Sell	-21,275	Closed	-$521K	–	423
2015 Q3	$521K	Buy	21,275 +254	+1%	+$6.27K	0.04%	273
2015 Q2	$503K	Buy	21,021 +217	+1%	+$5.55K	0.03%	306
2015 Q1	$580K	Buy	20,804 +218	+1%	+$6.13K	0.04%	290
2014 Q4	$555K	Buy	20,586 +253	+1%	+$6.4K	0.04%	284
2014 Q3	$472K	Buy	20,333 +241	+1%	+$5.85K	0.05%	252
2014 Q2	$484K	Buy	20,092 +249	+1%	+$5.93K	0.05%	239
2014 Q1	$452K	Buy	19,843 +284	+1%	+$6.19K	0.05%	246
2013 Q4	$385K	Buy	+19,559	New	+$415K	0.04%	256