Van Hulzen Asset Management’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	$233K	Hold	13,700	–	–	0.02%	326
2025 Q4	$232K	Sell	13,700 -3,200	-19%	-$56.9K	0.02%	302
2025 Q3	$305K	Sell	16,900 -600	-3%	-$10.1K	0.02%	264
2025 Q2	$278K	Sell	17,500 -9,490	-35%	-$144K	0.02%	264
2025 Q1	$456K	Hold	26,990	–	–	0.04%	217
2024 Q4	$457K	Buy	26,990 +1,300	+5%	+$22.9K	0.03%	225
2024 Q3	$466K	Buy	25,690 +9,000	+54%	+$160K	0.03%	217
2024 Q2	$275K	Sell	16,690 -1,000	-6%	-$15.3K	0.02%	262
2024 Q1	$250K	Sell	17,690 -300	-2%	-$4.53K	0.02%	285
2023 Q4	$310K	Buy	17,990 +3,035	+20%	+$46.3K	0.02%	261
2023 Q3	$228K	Buy	14,955 +70	+0.5%	+$1.24K	0.02%	277
2023 Q2	$281K	Buy	14,885 +560	+4%	+$10.8K	0.02%	251
2023 Q1	$277K	Buy	+14,325	New	+$289K	0.03%	239
2022 Q4	–	Sell	-9,900	Closed	-$206K	–	293
2022 Q3	$206K	Sell	9,900 -215	-2%	-$5.46K	0.03%	255
2022 Q2	$282K	Sell	10,115 -750	-7%	-$22.3K	0.03%	226
2022 Q1	$341K	Sell	10,865 -200	-2%	-$6.3K	0.04%	215
2021 Q4	$369K	Hold	11,065	–	–	0.04%	212
2021 Q3	$328K	Buy	11,065 +900	+9%	+$26.2K	0.05%	203
2021 Q2	$271K	Buy	10,165 +1,015	+11%	+$28.7K	0.04%	214
2021 Q1	$252K	Buy	9,150 +650	+8%	+$18.2K	0.04%	215
2020 Q4	$234K	Buy	+8,500	New	+$224K	0.04%	246
2014 Q4	–	Sell	-25,275	Closed	-$586K	–	123
2014 Q3	$586K	Buy	25,275 +2,150	+9%	+$52.2K	0.59%	48
2014 Q2	$557K	Buy	23,125 +5,125	+28%	+$122K	0.48%	57
2014 Q1	$410K	Buy	18,000 +1,600	+10%	+$34.9K	0.41%	60
2013 Q4	$323K	Buy	+16,400	New	+$348K	0.28%	76