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Creative Planning HR Position History
Healthcare Realty Trust Incorporated • Real Estate
Quarters held
8
Latest value
$10.9M
Q3 2026
Peak value
$10.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $81K |
| Q3 2025 | $3M |
| Q4 2025 | $3.1M |
| Q1 2026 | $5.5M |
| Q2 2026 | $97K |
| Q2 2026 | $8.8M |
| Q3 2026 | $116K |
| Q3 2026 | $10.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.9M | 613.2K | — | — |
| Q3 2026 | $116K | 6.5K | — | — |
| Q2 2026 | $8.8M | 437.0K | — | — |
| Q2 2026 | $97K | 4.8K | — | — |
| Q1 2026 | $5.5M | 320.8K | — | — |
| Q4 2025 | $3.1M | 180.7K | — | — |
| Q3 2025 | $3M | 166.8K | — | — |
| Q3 2025 | $81K | 4.5K | — | — |
Other funds holding HR
$342.1M
$339.2M
$337.7M
$337.7M
$306M
$290M