Pathstone Holdings
HR icon

Pathstone Holdings’s Healthcare Realty HR Stock Holding History

Pathstone Holdings’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 		$749K Buy
44,098
+484
+1% +$8.49K ﹤0.01% 1552
2025
Q4 		$739K Sell
43,614
-1,189
-3% -$21.2K ﹤0.01% 1566
2025
Q3 		$808K Sell
44,803
-16,730
-27% -$283K ﹤0.01% 1540
2025
Q2 		$976K Sell
61,533
-83,392
-58% -$1.27M ﹤0.01% 1406
2025
Q1 		$2.45M Sell
144,925
-42,328
-23% -$703K 0.01% 866
2024
Q4 		$3.17M Buy
187,253
+28,060
+18% +$493K 0.01% 739
2024
Q3 		$2.89M Buy
159,193
+17,717
+13% +$314K 0.01% 786
2024
Q2 		$2.33M Buy
141,476
+19,578
+16% +$300K 0.01% 856
2024
Q1 		$1.72M Sell
121,898
-707
-0.6% -$10.7K 0.01% 974
2023
Q4 		$2.11M Buy
+122,605
New +$1.87M 0.01% 725

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