HR Healthcare Rlty Tr. COM

Ownership history in COHEN & STEERS, INC.  ·  31 quarters on record

AI Ownership Summary

COHEN & STEERS, INC. reported Healthcare Rlty Tr. COM (HR) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.24% in 2023 Q4. The latest visible filing shows HR at 1.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COHEN & STEERS, INC.'s position in Healthcare Rlty Tr. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HR was reported at 1.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How COHEN & STEERS, INC. held HR — position size vs. price
% of Fund (quarterly)    HR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 56,305,460 +744,729 +1.3% 1.73% $954.4M 2026-02-14 (Est.) $17.73
2025 Q3 REDUCED 55,560,731 -4,411,647 -7.4% 1.81% $1.00B 2025-11-14 $17.93
2025 Q2 REDUCED 59,972,378 -1,485,842 -2.4% 1.74% $951.1M 2025-08-14 $15.89
2025 Q1 REDUCED 61,458,220 -1,407,172 -2.2% 1.92% $1.04B 2025-05-15 $14.20
2024 Q4 REDUCED 62,865,392 -659,678 -1.0% 2.02% $1.07B 2025-02-13 $15.29
2024 Q3 ADDED 63,525,070 +771,276 +1.2% 2.05% $1.15B 2024-11-14 $16.06
2024 Q2 REDUCED 62,753,794 -997,976 -1.6% 2.17% $1.03B 2024-08-13 $16.05
2024 Q1 REDUCED 63,751,770 -417,316 -0.7% 1.89% $902.0M 2024-05-15 $14.47
2023 Q4 REDUCED 64,169,086 -241,352 -0.4% 2.24% $1.11B 2024-02-14 $12.89
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HR

As of 2026 Q1 — sorted by position size

Pensionfund Sabic 3Y 7Y 0.67% Pensionfund PDN 3Y 7Y 0.64% Investors Research Corp 3Y 7Y 0.0%

FAQ About COHEN & STEERS, INC. and HR

These are the practical questions this page is built to answer before you even open the full history table.

How long has COHEN & STEERS, INC. reported owning HR?

COHEN & STEERS, INC. reported HR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HR position in COHEN & STEERS, INC.'s portfolio?

The largest reported portfolio weight for HR was 2.24% in 2023 Q4.

What is the latest reported HR position on this page?

The most recent filing on this page is 2025 Q4, when COHEN & STEERS, INC. reported 56,305,460 shares, equal to 1.73% of portfolio, with an estimated market value of $954.4M.

What does the chart on this HR ownership page compare?

The chart compares COHEN & STEERS, INC.'s quarterly HR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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