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 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 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