SAM
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Smartleaf Asset Management’s Healthcare Realty HR Stock Holding History

Smartleaf Asset Management’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 		$25.4K Buy
1,509
+62
+4% +$1.09K ﹤0.01% 1818
2025
Q4 		$24.7K Sell
1,447
-161
-10% -$2.87K ﹤0.01% 1920
2025
Q3 		$28.5K Buy
1,608
+1,033
+180% +$17.5K ﹤0.01% 1665
2025
Q2 		$9.06K Sell
575
-801
-58% -$12.2K ﹤0.01% 1858
2025
Q1 		$23.1K Sell
1,376
-274
-17% -$4.55K ﹤0.01% 1542
2024
Q4 		$27.4K Buy
1,650
+612
+59% +$10.8K ﹤0.01% 1480
2024
Q3 		$18.9K Buy
1,038
+667
+180% +$11.8K ﹤0.01% 1377
2024
Q2 		$6.17K Sell
371
-67
-15% -$1.02K ﹤0.01% 1693
2024
Q1 		$6.11K Buy
+438
New +$6.61K ﹤0.01% 1153

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