SFA
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Sequoia Financial Advisors’s Healthcare Realty HR Stock Holding History

Sequoia Financial Advisors’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 		$757K Buy
44,569
+8,477
+23% +$149K ﹤0.01% 1024
2025
Q4 		$612K Sell
36,092
-3,133
-8% -$55.7K ﹤0.01% 1162
2025
Q3 		$707K Buy
39,225
+3,750
+11% +$63.4K ﹤0.01% 966
2025
Q2 		$563K Buy
35,475
+20,672
+140% +$314K ﹤0.01% 944
2025
Q1 		$250K Buy
14,803
+1,171
+9% +$19.5K ﹤0.01% 1152
2024
Q4 		$231K Buy
13,632
+280
+2% +$4.92K ﹤0.01% 1149
2024
Q3 		$242K Sell
13,352
-6
-0% -$106 ﹤0.01% 1081
2024
Q2 		$220K Sell
13,358
-4,305
-24% -$65.9K ﹤0.01% 1052
2024
Q1 		$250K Sell
17,663
-2,871
-14% -$43.3K ﹤0.01% 943
2023
Q4 		$354K Buy
+20,534
New +$314K ﹤0.01% 858

Other funds holding HR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return