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PFG Investments’s Healthcare Realty HR Stock Holding History

PFG Investments’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
Q2 		$212K Sell
10,518
-70
-0.7% -$1.36K 0.01% 1144
2026
Q1 		$180K Sell
10,588
-688
-6% -$12.1K 0.01% 1085
2025
Q4 		$191K Sell
11,276
-2,058
-15% -$36.6K 0.01% 1028
2025
Q3 		$240K Buy
13,334
+135
+1% +$2.28K 0.01% 883
2025
Q2 		$209K Sell
13,199
-897
-6% -$13.6K 0.01% 897
2025
Q1 		$238K Sell
14,096
-2,348
-14% -$39K 0.02% 811
2024
Q4 		$279K Buy
16,444
+9
+0.1% +$158 0.02% 745
2024
Q3 		$298K Buy
16,435
+4
+0% +$71 0.02% 713
2024
Q2 		$271K Sell
16,431
-48,853
-75% -$747K 0.02% 697
2024
Q1 		$924K Buy
65,284
+47,904
+276% +$723K 0.06% 350
2023
Q4 		$299K Sell
17,380
-288
-2% -$4.4K 0.06% 349
2023
Q3 		$270K Buy
17,668
+128
+0.7% +$2.27K 0.05% 378
2023
Q2 		$331K Buy
17,540
+114
+0.7% +$2.2K 0.06% 350
2023
Q1 		$337K Buy
+17,426
New +$351K 0.07% 320

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PFG Investments's HR Position: Q2 2026 in Review

PFG Investments reduced its Healthcare Realty (HR) stake by 0.66% in Q2 2026, selling an estimated $1.36K and leaving 10,518 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #1144.

PFG Investments first reported a position in HR in Q1 2023 and has held it in 14 quarters since. The position peaked at $924K in Q1 2024. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • PFG Investments held 10,518 shares of Healthcare Realty worth $212K as of Q2 2026.
  • PFG Investments sold 70 Healthcare Realty shares in Q2 2026, an estimated $1.36K.
  • Healthcare Realty made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1144 holding.
  • PFG Investments first reported a position in Healthcare Realty in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Healthcare Realty position peaked at $924K in Q1 2024.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.