Transamerica Financial Advisors’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	$25.2K	Buy	1,480 +197	+15%	+$3.46K	﹤0.01%	763
2025 Q4	$21.7K	Buy	1,283 +301	+31%	+$5.36K	﹤0.01%	701
2025 Q3	$17.7K	Buy	+982	New	+$16.6K	﹤0.01%	629
2016 Q2	–	Sell	-93,980	Closed	-$2.77M	–	529
2016 Q1	$2.77M	Sell	93,980 -3,450	-4%	-$95.6K	0.23%	92
2015 Q4	$2.63M	Buy	97,430 +250	+0.3%	+$6.45K	0.19%	100
2015 Q3	$2.38M	Buy	97,180 +2,950	+3%	+$72.8K	0.19%	95
2015 Q2	$2.26M	Hold	94,230	–	–	0.16%	115
2015 Q1	$2.63M	Buy	94,230 +3,175	+3%	+$89.3K	0.18%	103
2014 Q4	$2.45M	Buy	91,055 +8,460	+10%	+$214K	0.19%	75
2014 Q3	$1.92M	Sell	82,595 -11,173	-12%	-$271K	0.17%	80
2014 Q2	$2.26M	Buy	93,768 +4,375	+5%	+$104K	0.2%	75
2014 Q1	$2.04M	Sell	89,393 -500	-0.6%	-$10.9K	0.2%	65
2013 Q4	$1.77M	Buy	89,893 +39,376	+78%	+$835K	0.19%	67
2013 Q3	$1.06M	Buy	50,517 +46,743	+1,239%	+$1.01M	0.14%	100
2013 Q2	$85K	Buy	+3,774	New	+$90.8K	0.01%	240