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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

HR holding history

Healthcare Realty Trust Inc in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HR overviewAll 13F holders of HRFull Q2 2026 holdings

Shares (Q2 2026)
186
Value
$3.96K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of HR by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026186$3.96K<0.1%00.0%UnchangedHolders
Q1 2026186$3.71K<0.1%−26−12.3%ReducedHolders
Q4 2025212$3.46K<0.1%+15+7.6%AddedHolders
Q3 2025197$3.50K<0.1%+139+239.7%AddedHolders
Q2 202558$983<0.1%00.0%UnchangedHolders
Q1 202558$912<0.1%−48−45.3%ReducedHolders
Q4 2024106$1.81K<0.1%+48+82.8%AddedHolders
Q3 202458$1.05K<0.1%00.0%UnchangedHolders
Q2 202458$1.01K<0.1%00.0%UnchangedHolders
Q1 202458$864<0.1%+58NewHolders