Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Healthcare Realty Trust Inc. (HR)
← All HR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,225,430 0.12 Reduce 0.02% $16.31–18.83 · VW $17.46i $37,810,056 SEC
2025   Q4 2,225,789 0.11 $16.95 $37,727,124 SEC
2025   Q3 2,225,789 0.13 $18.03 $40,130,976 SEC
2025   Q2 2,225,789 0.11 $15.86 $35,301,014 SEC
2025   Q1 2,225,789 0.13 $16.90 $37,615,834 SEC
2024   Q4 2,225,789 0.13 Add 0.02% $16.55–18.82 · VW $17.70i $37,727,124 SEC
2024   Q3 2,225,430 0.13 Buy 0.13 $16.20–18.90 · VW $17.82i $40,391,555 SEC
2002   Q3 0 0.00 Sell 100.00% 0.10 $23.75–32.35 · VW $30.22i SEC
2002   Q2 121,875 0.10 Reduce 55.56% 0.38 $27.50–32.10 · VW $30.37i $7,800,000 SEC
2002   Q1 274,263 0.68 Reduce 59.53% 1.15 $27.15–30.94 · VW $28.92i $16,653,000 SEC
2001   Q4 677,710 1.92 Add 17.11% 0.28 $25.28–28.36 · VW $27.25i $37,952,000 SEC
2001   Q3 578,697 1.99 Reduce 5.02% 0.12 $22.50–27.56 · VW $25.87i $29,514,000 SEC
2001   Q2 609,276 2.39 Add 15.90% 0.33 $22.90–26.48 · VW $24.84i $32,048,000 SEC
2000   Q4 525,708 2.78 Add 2.07% 0.06 $17.16–21.20 · VW $19.13i $22,343,000 SEC
2000   Q3 515,070 3.79 Reduce 7.41% 0.37 $17.04–21.52 · VW $19.45i $21,762,000 SEC
2000   Q2 556,295 5.01 Add 17.84% 0.76 $15.52–19.00 · VW $17.19i $19,053,000 SEC
2000   Q1 472,058 4.65 Add 23.97% 0.90 $15.28–18.32 · VW $16.72i $15,814,000 SEC
1999   Q4 380,788 2.38 Add 37.00% 0.64 $14.32–19.48 · VW $16.41i $11,900,000 SEC
1999   Q3 277,938 3.11 Add 2.90% 0.09 $18.44–22.12 · VW $20.07i $10,423,000 SEC
1999   Q2 270,100 2.41 Add 208.02% 1.63 $18.12–22.12 · VW $20.86i $11,412,000 SEC
1999   Q1 87,688 0.68 $38.00 $3,332,000 SEC
Price snapshot:
Current price$20.81
Avg. buy price$18.15
+/- since buy14.66%
52-week low$14.50
52-week high$20.90