MOTCO’s Healthcare Realty HR Stock Holding History

MOTCO’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	$34K	Hold	2,000	–	–	﹤0.01%	367
2025 Q4	$33.9K	Hold	2,000	–	–	﹤0.01%	357
2025 Q3	$36.1K	Hold	2,000	–	–	﹤0.01%	355
2025 Q2	$30.7K	Hold	2,000	–	–	﹤0.01%	348
2025 Q1	$33.8K	Hold	2,000	–	–	﹤0.01%	319
2024 Q4	$33.9K	Hold	2,000	–	–	﹤0.01%	312
2024 Q3	$36.3K	Hold	2,000	–	–	﹤0.01%	362
2024 Q2	$33K	Hold	2,000	–	–	﹤0.01%	460
2024 Q1	$28.3K	Hold	2,000	–	–	﹤0.01%	443
2023 Q4	$34.5K	Hold	2,000	–	–	﹤0.01%	381
2023 Q3	$30.5K	Hold	2,000	–	–	﹤0.01%	410
2023 Q2	$37.7K	Hold	2,000	–	–	﹤0.01%	380
2023 Q1	$38.7K	Hold	2,000	–	–	﹤0.01%	364
2022 Q4	$38.5K	Hold	2,000	–	–	﹤0.01%	370
2022 Q3	$42K	Buy	+2,000	New	+$50.8K	﹤0.01%	376
2014 Q1	–	Sell	-250	Closed	-$5K	–	569
2013 Q4	$5K	Buy	+250	New	+$5.3K	﹤0.01%	545

Other funds holding HR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return