MFG
HR icon

Merit Financial Group’s Healthcare Realty HR Stock Holding History

Merit Financial Group’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
2026
Q1 		$444K Buy
26,136
+967
+4% +$17K ﹤0.01% 1438
2025
Q4 		$427K Buy
25,169
+2,108
+9% +$37.5K ﹤0.01% 1383
2025
Q3 		$416K Buy
23,061
+7,748
+51% +$131K ﹤0.01% 1288
2025
Q2 		$243K Buy
15,313
+667
+5% +$10.1K ﹤0.01% 1447
2025
Q1 		$248K Sell
14,646
-420
-3% -$6.98K ﹤0.01% 1203
2024
Q4 		$255K Buy
15,066
+2,578
+21% +$45.3K ﹤0.01% 991
2024
Q3 		$227K Buy
+12,488
New +$221K 0.01% 757

Other funds holding HR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return