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Atria Wealth Solutions’s Healthcare Realty HR Stock Holding History

Atria Wealth Solutions’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
-15,189
Closed -$257K – 1661
2025
Q1 		$257K Buy
15,189
+304
+2% +$5.05K ﹤0.01% 1571
2024
Q4 		$252K Buy
14,885
+1,924
+15% +$33.8K ﹤0.01% 1661
2024
Q3 		$235K Buy
+12,961
New +$230K ﹤0.01% 1674
2024
Q2 		– Sell
-10,245
Closed -$145K – 1991
2024
Q1 		$145K Sell
10,245
-410
-4% -$6.18K ﹤0.01% 1860
2023
Q4 		$184K Buy
10,655
+315
+3% +$4.81K ﹤0.01% 1795
2023
Q3 		$158K Buy
10,340
+48
+0.5% +$852 ﹤0.01% 1742
2023
Q2 		$194K Buy
+10,292
New +$199K ﹤0.01% 1709
2023
Q1 		– Sell
-10,400
Closed -$200K – 1899
2022
Q4 		$200K Sell
10,400
-333
-3% -$6.54K ﹤0.01% 1615
2022
Q3 		$224K Sell
10,733
-2,225
-17% -$56.6K ﹤0.01% 1490
2022
Q2 		$362K Buy
12,958
+5,081
+65% +$151K 0.01% 1123
2022
Q1 		$247K Buy
+7,877
New +$248K ﹤0.01% 1433

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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's HR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 15,189 shares — an estimated $257K sold.

Atria Wealth Solutions first reported a position in HR in Q1 2022 and held it in 11 quarters. The position peaked at $362K in Q2 2022. 410 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,189 Healthcare Realty shares in Q2 2025, an estimated $257K.
  • Atria Wealth Solutions first reported a position in Healthcare Realty in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Healthcare Realty position peaked at $362K in Q2 2022.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.