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Principal Securities’s Healthcare Realty HR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-3,200
Closed -$57.7K – 2313
2025
Q3 		$57.7K Buy
3,200
+103
+3% +$1.74K ﹤0.01% 1878
2025
Q2 		$49.1K Buy
3,097
+189
+6% +$2.87K ﹤0.01% 1887
2025
Q1 		$49.3K Hold
2,908
– – ﹤0.01% 1762
2024
Q4 		$49.3K Buy
2,908
+18
+0.6% +$317 ﹤0.01% 1762
2024
Q3 		$52.5K Sell
2,890
-770
-21% -$13.7K ﹤0.01% 1670
2024
Q2 		$60.3K Buy
3,660
+989
+37% +$15.1K ﹤0.01% 1535
2024
Q1 		$37.8K Buy
2,671
+79
+3% +$1.19K ﹤0.01% 1697
2023
Q4 		$44.7K Buy
+2,592
New +$39.6K ﹤0.01% 1539

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Principal Securities's HR Position: Q4 2025 in Review

Principal Securities sold out of Healthcare Realty (HR) in Q4 2025, closing a stake of 3,200 shares — an estimated $57.7K sold.

Principal Securities first reported a position in HR in Q4 2023 and held it in 8 quarters. The position peaked at $60.3K in Q2 2024. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

  • Principal Securities reported no remaining Healthcare Realty position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,200 Healthcare Realty shares in Q4 2025, an estimated $57.7K.
  • Principal Securities first reported a position in Healthcare Realty in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Healthcare Realty position peaked at $60.3K in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.