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Charles Schwab Investment Management position in HR
HEALTHCARE RLTY TR · Real Estate
Latest position (Q2 2026)7.44M sh
Reported value held$150.08M
Portfolio Weight0.02%
First reportedQ3 2022
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2022 | 4.76M | $99.16M | New |
| Q4 2022 | 4.94M | $95.15M | Add |
| Q1 2023 | 4.95M | $95.61M | Hold |
| Q2 2023 | 4.94M | $93.17M | Hold |
| Q3 2023 | 4.99M | $76.14M | Add |
| Q4 2023 | 5.07M | $87.32M | Add |
| Q1 2024 | 5.24M | $74.16M | Add |
| Q2 2024 | 5.31M | $87.57M | Add |
| Q3 2024 | 5.32M | $96.55M | Hold |
| Q4 2024 | 5.33M | $90.36M | Hold |
| Q1 2025 | 5.47M | $92.45M | Add |
| Q2 2025 | 5.56M | $88.22M | Add |
| Q3 2025 | 6.82M | $122.91M | Add |
| Q4 2025 | 7.03M | $119.21M | Add |
| Q1 2026 | 7.33M | $124.55M | Add |
| Q2 2026 | 7.44M | $150.08M | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding HR
- BlackRock Inc 57.05M sh · $1.15B · Q2 2026
- Vanguard Group 46.85M sh · $794.19M · Q4 2025
- Geode Capital Management 7.31M sh · $147.38M · Q2 2026
- UBS Group AG 6.11M sh · $123.21M · Q2 2026
- Morgan Stanley 5.01M sh · $101.15M · Q2 2026
- Deutsche Bank AG 4.63M sh · $93.36M · Q2 2026
- MFS Investment Management 4.03M sh · $88.21M · Q2 2026
- AQR Capital Management 4.29M sh · $86.48M · Q2 2026
- Norges Bank Investment Management 3.80M sh · $76.68M · Q2 2026
- Millennium Management 3.48M sh · $70.21M · Q2 2026
- Northern Trust Corp 3.47M sh · $70.04M · Q2 2026