Pinnacle Bancorp’s Healthcare Realty HR Stock Holding History

Pinnacle Bancorp’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	$3.82K	Hold	225	–	–	﹤0.01%	828
2025 Q4	$3.81K	Hold	225	–	–	﹤0.01%	814
2025 Q3	$4.06K	Hold	225	–	–	﹤0.01%	828
2025 Q2	$3.57K	Hold	225	–	–	﹤0.01%	829
2025 Q1	$3.8K	Hold	225	–	–	﹤0.01%	806
2024 Q4	$3.81K	Hold	225	–	–	﹤0.01%	811
2024 Q3	$4.08K	Hold	225	–	–	﹤0.01%	804
2024 Q2	$3.71K	Hold	225	–	–	﹤0.01%	781
2024 Q1	$3.18K	Hold	225	–	–	﹤0.01%	777
2023 Q4	$3.88K	Hold	225	–	–	﹤0.01%	736
2023 Q3	$3.44K	Hold	225	–	–	﹤0.01%	729
2023 Q2	$4.24K	Hold	225	–	–	﹤0.01%	692
2023 Q1	$4.35K	Hold	225	–	–	﹤0.01%	713
2022 Q4	$4K	Buy	+225	New	+$4.42K	﹤0.01%	670

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