AGWCA
HR icon

Annis Gardner Whiting Capital Advisors’s Healthcare Realty HR Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q3 		– Sell
-146
Closed -$2.32K – 1298
2025
Q2 		$2.32K Buy
+146
New +$2.22K ﹤0.01% 939

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's HR Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 146 shares — an estimated $2.32K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HR in Q2 2025 and held it in 1 quarter. The position peaked at $2.32K in Q2 2025. 411 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 146 Healthcare Realty shares in Q3 2025, an estimated $2.32K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Healthcare Realty in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Healthcare Realty position peaked at $2.32K in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.