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Healthcare Realty T shares owned by Peak Financial Advisors

Quarter-by-quarter ownership of Healthcare Realty T (HR) shares owned by Peak Financial Advisors from 13F filings

Historical chart of Peak Financial Advisors investment in Healthcare Realty T

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All positions including Healthcare Realty T held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthcare Realty T by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $350k 25k 14.15
2023-12-31 $419k 24k 17.23
2023-09-30 $316k 21k 15.27
2022-09-30 $1.5M 72k 20.85

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Top funds holding Healthcare Realty T

Vanguard Group
Daiwa Securities Group
APG Asset Management US
Jpmorgan Chase & Co
Northwood Liquid Management
Principal Financial Group
Nuance Investments
T. Rowe Price Associates
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group
Bank of New York Mellon
Norges Bank Investment Management
Russell Investments
Citadel Advisors

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