Ameritas Advisory Services’s Healthcare Realty HR Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-2,781	Closed	-$50.1K	–	1464
2025 Q3	$50.1K	Sell	2,781 -982	-26%	-$16.6K	﹤0.01%	1086
2025 Q2	$59.7K	Buy	+3,763	New	+$57.2K	﹤0.01%	1222
2023 Q3	–	Sell	-10,079	Closed	-$188K	–	817
2023 Q2	$188K	Sell	10,079 -2,281	-18%	-$44K	0.02%	522
2023 Q1	$239K	Sell	12,360 -8,025	-39%	-$162K	0.01%	713
2022 Q4	$393K	Buy	+20,385	New	+$400K	0.02%	611
2022 Q3	–	Sell	-11,333	Closed	-$316K	–	785
2022 Q2	$316K	Buy	11,333 +6	+0.1%	+$178	0.02%	599
2022 Q1	$355K	Buy	11,327 +5	+0%	+$157	0.01%	605
2021 Q4	$378K	Buy	+11,322	New	+$378K	0.01%	582

Other funds holding HR

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

RIM

Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Ameritas Advisory Services's HR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Healthcare Realty (HR) in Q4 2025, closing a stake of 2,781 shares — an estimated $50.1K sold.

Ameritas Advisory Services first reported a position in HR in Q4 2021 and held it in 8 quarters. The position peaked at $393K in Q4 2022. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

Ameritas Advisory Services reported no remaining Healthcare Realty position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,781 Healthcare Realty shares in Q4 2025, an estimated $50.1K.
Ameritas Advisory Services first reported a position in Healthcare Realty in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's Healthcare Realty position peaked at $393K in Q4 2022.
422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.