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Beach Investment Counsel’s Healthcare Realty HR Stock Holding History

Beach Investment Counsel’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
Q1 		$18.7M Sell
1,109,343
-140,448
-11% -$2.33M 2.76% 9
2024
Q4 		$21.2M Sell
1,249,791
-356,515
-22% -$6.27M 2.86% 10
2024
Q3 		$29.2M Sell
1,606,306
-38,880
-2% -$689K 3.61% 8
2024
Q2 		$27.1M Sell
1,645,186
-46,408
-3% -$710K 3.34% 9
2024
Q1 		$29.1M Buy
1,691,594
+600
+0% +$9.05K 3.59% 7
2023
Q4 		$29.1M Buy
1,690,994
+1,010,841
+149% +$15.4M 3.6% 7
2023
Q3 		$10.4M Buy
680,153
+225,127
+49% +$4M 1.3% 23
2023
Q2 		$8.58M Buy
+455,026
New +$8.79M 1.02% 27

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $51.1B AUM 35.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beach Investment Counsel's HR Position: Q1 2025 in Review

Beach Investment Counsel reduced its Healthcare Realty (HR) stake by 11% in Q1 2025, selling an estimated $2.33M and leaving 1,109,343 shares worth $18.7M. The position accounts for 2.76% of the portfolio, ranked #9.

Beach Investment Counsel first reported a position in HR in Q2 2023 and has held it in 8 quarters since. The position peaked at $29.2M in Q3 2024. 425 funds tracked by Wall St. Rank hold HR as of Q1 2025.

  • Beach Investment Counsel held 1,109,343 shares of Healthcare Realty worth $18.7M as of Q1 2025.
  • Beach Investment Counsel sold 140,448 Healthcare Realty shares in Q1 2025, an estimated $2.33M.
  • Healthcare Realty made up 2.76% of Beach Investment Counsel's portfolio in Q1 2025, its #9 holding.
  • Beach Investment Counsel first reported a position in Healthcare Realty in Q2 2023 and has held it in 8 quarters since.
  • Beach Investment Counsel's Healthcare Realty position peaked at $29.2M in Q3 2024.
  • 425 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.