Stifel Financial’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.62M | Buy |
154,019
+6,938
| +5% | +$122K | ﹤0.01% | 1764 |
|
|
2025
Q4 | $2.49M | Sell |
147,081
-5,425
| -4% | -$96.5K | ﹤0.01% | 1779 |
|
|
2025
Q3 | $2.75M | Sell |
152,506
-25,215
| -14% | -$426K | ﹤0.01% | 1682 |
|
|
2025
Q2 | $2.82M | Buy |
177,721
+70,604
| +66% | +$1.07M | ﹤0.01% | 1599 |
|
|
2025
Q1 | $1.81M | Sell |
107,117
-18,548
| -15% | -$308K | ﹤0.01% | 1831 |
|
|
2024
Q4 | $2.13M | Buy |
125,665
+40,937
| +48% | +$720K | ﹤0.01% | 1732 |
|
|
2024
Q3 | $1.54M | Buy |
84,728
+10,044
| +13% | +$178K | ﹤0.01% | 1944 |
|
|
2024
Q2 | $1.23M | Sell |
74,684
-1,997
| -3% | -$30.6K | ﹤0.01% | 2029 |
|
|
2024
Q1 | $1.09M | Sell |
76,681
-1,562
| -2% | -$23.6K | ﹤0.01% | 2136 |
|
|
2023
Q4 | $1.35M | Buy |
78,243
+39,866
| +104% | +$609K | ﹤0.01% | 1949 |
|
|
2023
Q3 | $586K | Sell |
38,377
-71,355
| -65% | -$1.27M | ﹤0.01% | 2405 |
|
|
2023
Q2 | $2.07M | Buy |
109,732
+41,890
| +62% | +$809K | ﹤0.01% | 1601 |
|
|
2023
Q1 | $1.31M | Buy |
67,842
+33,069
| +95% | +$666K | ﹤0.01% | 1853 |
|
|
2022
Q4 | $670K | Sell |
34,773
-4,594
| -12% | -$90.2K | ﹤0.01% | 2299 |
|
|
2022
Q3 | $821K | Buy |
39,367
+24,190
| +159% | +$615K | ﹤0.01% | 2110 |
|
|
2022
Q2 | $424K | Sell |
15,177
-31,807
| -68% | -$945K | ﹤0.01% | 2562 |
|
|
2022
Q1 | $1.47M | Buy |
46,984
+1,204
| +3% | +$37.9K | ﹤0.01% | 1853 |
|
|
2021
Q4 | $1.53M | Buy |
45,780
+7,752
| +20% | +$259K | ﹤0.01% | 1825 |
|
|
2021
Q3 | $1.13M | Buy |
38,028
+200
| +0.5% | +$5.83K | ﹤0.01% | 1996 |
|
|
2021
Q2 | $1.01M | Buy |
37,828
+214
| +0.6% | +$6.05K | ﹤0.01% | 2086 |
|
|
2021
Q1 | $1.04M | Sell |
37,614
-11,901
| -24% | -$333K | ﹤0.01% | 1967 |
|
|
2020
Q4 | $1.36M | Buy |
49,515
+26,439
| +115% | +$698K | ﹤0.01% | 1627 |
|
|
2020
Q3 | $600K | Buy |
23,076
+5,319
| +30% | +$140K | ﹤0.01% | 1973 |
|
|
2020
Q2 | $470K | Buy |
17,757
+602
| +4% | +$15.4K | ﹤0.01% | 2081 |
|
|
2020
Q1 | $412K | Buy |
+17,155
| New | +$518K | ﹤0.01% | 1985 |
|
|
2019
Q4 | – | Sell |
-8,662
| Closed | -$257K | – | 3045 |
|
|
2019
Q3 | $257K | Buy |
+8,662
| New | +$242K | ﹤0.01% | 2522 |
|
|
2019
Q1 | – | Sell |
-66,207
| Closed | -$1.71M | – | 2813 |
|
|
2018
Q4 | $1.71M | Buy |
66,207
+2,435
| +4% | +$64.5K | 0.01% | 1241 |
|
|
2018
Q3 | $1.73M | Buy |
63,772
+2,679
| +4% | +$73.8K | 0.01% | 1344 |
|
|
2018
Q2 | $1.68M | Sell |
61,093
-398
| -0.6% | -$10.1K | 0.01% | 1300 |
|
|
2018
Q1 | $1.66M | Buy |
61,491
+4,048
| +7% | +$108K | 0.01% | 1266 |
|
|
2017
Q4 | $1.76M | Buy |
57,443
+2,653
| +5% | +$80.3K | 0.01% | 1219 |
|
|
2017
Q3 | $1.67M | Buy |
54,790
+1,910
| +4% | +$58K | 0.01% | 1220 |
|
|
2017
Q2 | $1.67M | Buy |
+52,880
| New | +$1.67M | 0.01% | 1187 |
|
Other funds holding HR
VPM
VCM
RC
AAMU
