AI
HR icon

AdvisorShares Investments’s Healthcare Realty HR Stock Holding History

AdvisorShares Investments’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
Q2 		– Sell
-26,900
Closed -$455K – 311
2025
Q1 		$455K Hold
26,900
– – 0.09% 133
2024
Q4 		$456K Buy
+26,900
New +$473K 0.09% 147

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AdvisorShares Investments's HR Position: Q2 2025 in Review

AdvisorShares Investments sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 26,900 shares — an estimated $455K sold.

AdvisorShares Investments first reported a position in HR in Q4 2024 and held it in 2 quarters. The position peaked at $456K in Q4 2024. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • AdvisorShares Investments reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 26,900 Healthcare Realty shares in Q2 2025, an estimated $455K.
  • AdvisorShares Investments first reported a position in Healthcare Realty in Q4 2024 and held it in 2 quarters.
  • AdvisorShares Investments's Healthcare Realty position peaked at $456K in Q4 2024.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on AdvisorShares Investments's 13F filing for Q2 2025, filed 4 Aug 2025.