PS
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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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return