AWM
HR icon

Activest Wealth Management’s Healthcare Realty HR Stock Holding History

Activest Wealth Management’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$33 – 1110
2024
Q4 		$34 Buy
+2
New +$35 ﹤0.01% 796
2024
Q1 		– Sell
-650
Closed -$9.81K – 392
2023
Q4 		$11.2K Buy
+650
New +$9.93K 0.01% 187
2023
Q1 		– Sell
-700
Closed -$13.5K – 416
2022
Q4 		$13.5K Hold
700
– – ﹤0.01% 292
2022
Q3 		$15K Buy
+700
New +$17.8K ﹤0.01% 277

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Activest Wealth Management's HR Position: Q1 2025 in Review

Activest Wealth Management sold out of Healthcare Realty (HR) in Q1 2025, closing a stake of 2 shares — an estimated $33 sold.

Activest Wealth Management first reported a position in HR in Q3 2022 and held it in 4 quarters. The position peaked at $15K in Q3 2022. 425 funds tracked by Wall St. Rank hold HR as of Q1 2025.

  • Activest Wealth Management reported no remaining Healthcare Realty position as of Q1 2025 after selling out during the quarter.
  • Activest Wealth Management sold 2 Healthcare Realty shares in Q1 2025, an estimated $33.
  • Activest Wealth Management first reported a position in Healthcare Realty in Q3 2022 and held it in 4 quarters.
  • Activest Wealth Management's Healthcare Realty position peaked at $15K in Q3 2022.
  • 425 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.