AAS
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Avantax Advisory Services’s Healthcare Realty HR Stock Holding History

Avantax 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
Q2 		$344K Sell
21,665
-5,627
-21% -$85.6K ﹤0.01% 1814
2025
Q1 		$461K Sell
27,292
-27
-0.1% -$449 ﹤0.01% 1554
2024
Q4 		$463K Sell
27,319
-4,284
-14% -$75.3K ﹤0.01% 1499
2024
Q3 		$574K Sell
31,603
-16,371
-34% -$290K ﹤0.01% 1322
2024
Q2 		$791K Buy
47,974
+36,873
+332% +$564K 0.01% 1109
2024
Q1 		$157K Buy
11,101
+187
+2% +$2.82K ﹤0.01% 1562
2023
Q4 		$188K Buy
10,914
+431
+4% +$6.58K ﹤0.01% 1488
2023
Q3 		$160K Buy
10,483
+84
+0.8% +$1.49K ﹤0.01% 1454
2023
Q2 		$196K Buy
10,399
+99
+1% +$1.91K ﹤0.01% 1407
2023
Q1 		$199K Buy
10,300
+188
+2% +$3.79K ﹤0.01% 1381
2022
Q4 		$195K Buy
10,112
+213
+2% +$4.18K ﹤0.01% 1321
2022
Q3 		$206K Sell
9,899
-69,039
-87% -$1.75M ﹤0.01% 1201
2022
Q2 		$2.2M Buy
78,938
+2,688
+4% +$79.8K 0.03% 353
2022
Q1 		$2.39M Buy
76,250
+1,871
+3% +$58.9K 0.03% 339
2021
Q4 		$2.48M Buy
74,379
+3,123
+4% +$104K 0.04% 325
2021
Q3 		$2.11M Buy
71,256
+971
+1% +$28.3K 0.04% 323
2021
Q2 		$1.88M Buy
70,285
+6,899
+11% +$195K 0.03% 338
2021
Q1 		$1.75M Buy
63,386
+12,842
+25% +$359K 0.04% 314
2020
Q4 		$1.39M Sell
50,544
-2,129
-4% -$56.2K 0.03% 334
2020
Q3 		$1.38M Sell
52,673
-4,403
-8% -$116K 0.02% 438
2020
Q2 		$1.52M Sell
57,076
-1,121
-2% -$28.7K 0.04% 270
2020
Q1 		$1.41M Buy
58,197
+1,545
+3% +$46.7K 0.04% 247
2019
Q4 		$1.72M Buy
56,652
+3,496
+7% +$104K 0.04% 239
2019
Q3 		$1.57M Buy
53,156
+831
+2% +$23.2K 0.06% 151
2019
Q2 		$1.44M Buy
52,325
+2,963
+6% +$83.4K 0.06% 149
2019
Q1 		$1.41M Buy
49,362
+3,226
+7% +$89.7K 0.08% 142
2018
Q4 		$1.18M Buy
+46,136
New +$1.22M 0.2% 116

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

Avantax Advisory Services's HR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Healthcare Realty (HR) stake by 21% in Q2 2025, selling an estimated $85.6K and leaving 21,665 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Avantax Advisory Services first reported a position in HR in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.48M in Q4 2021. 410 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Avantax Advisory Services held 21,665 shares of Healthcare Realty worth $344K as of Q2 2025.
  • Avantax Advisory Services sold 5,627 Healthcare Realty shares in Q2 2025, an estimated $85.6K.
  • Healthcare Realty made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1814 holding.
  • Avantax Advisory Services first reported a position in Healthcare Realty in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Healthcare Realty position peaked at $2.48M in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.