SS
HR icon

Sunbelt Securities’s Healthcare Realty HR Stock Holding History

Sunbelt 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
2026
Q1 		– Sell
-1,629
Closed -$27.6K – 3031
2025
Q4 		$27.6K Hold
1,629
– – ﹤0.01% 1161
2025
Q3 		$29.4K Hold
1,629
– – ﹤0.01% 1152
2025
Q2 		$27.6K Hold
1,629
– – ﹤0.01% 1086
2025
Q1 		$27.5K Hold
1,629
– – ﹤0.01% 1045
2024
Q4 		$27.1K Hold
1,629
– – ﹤0.01% 1092
2024
Q3 		$29.6K Hold
1,629
– – ﹤0.01% 1065
2024
Q2 		$26.8K Hold
1,629
– – ﹤0.01% 1048
2024
Q1 		$23K Hold
1,629
– – ﹤0.01% 1063
2023
Q4 		$28.1K Hold
1,629
– – ﹤0.01% 940
2023
Q3 		$24.9K Hold
1,629
– – ﹤0.01% 955
2023
Q2 		$30.7K Hold
1,629
– – ﹤0.01% 907
2023
Q1 		$30.7K Buy
+1,629
New +$32.8K ﹤0.01% 852

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