UMB Bank’s Healthcare Realty HR Stock Holding History

UMB Bank’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	$74.4K	Sell	4,377 -424	-9%	-$7.44K	﹤0.01%	1105
2025 Q4	$81.4K	Buy	4,801 +1,432	+43%	+$25.5K	﹤0.01%	1042
2025 Q3	$60.7K	Buy	3,369 +458	+16%	+$7.75K	﹤0.01%	1074
2025 Q2	$46.2K	Sell	2,911 -113	-4%	-$1.72K	﹤0.01%	1139
2025 Q1	$51.1K	Buy	3,024 +1,279	+73%	+$21.3K	﹤0.01%	1042
2024 Q4	$29.6K	Buy	1,745 +410	+31%	+$7.21K	﹤0.01%	1119
2024 Q3	$24.2K	Buy	1,335 +1,051	+370%	+$18.6K	﹤0.01%	1137
2024 Q2	$4.68K	Sell	284 -148	-34%	-$2.26K	﹤0.01%	1459
2024 Q1	$6.11K	Buy	432 +132	+44%	+$1.99K	﹤0.01%	1357
2023 Q4	$5.17K	Hold	300	–	–	﹤0.01%	1407
2023 Q3	$4.58K	Hold	300	–	–	﹤0.01%	1432
2023 Q2	$5.66K	Hold	300	–	–	﹤0.01%	1396
2023 Q1	$5.8K	Hold	300	–	–	﹤0.01%	1390
2022 Q4	$6K	Buy	+300	New	+$5.89K	﹤0.01%	1402

Other funds holding HR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return