Beacon Capital Management LLC (Tennessee)’s Healthcare Realty HR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-4,587	Closed	-$72.8K	–	514
2025 Q2	$72.8K	Buy	4,587 +96	+2%	+$1.46K	0.01%	265
2025 Q1	$75.9K	Buy	4,491 +82	+2%	+$1.36K	0.01%	242
2024 Q4	$74.7K	Buy	4,409 +73	+2%	+$1.28K	0.01%	237
2024 Q3	$78.7K	Hold	4,336	–	–	0.01%	235
2024 Q2	$71.5K	Sell	4,336 -1,498	-26%	-$22.9K	0.01%	224
2024 Q1	$82.6K	Hold	5,834	–	–	0.02%	196
2023 Q4	$89.1K	Hold	5,834	–	–	0.03%	154
2023 Q3	$110K	Hold	5,834	–	–	0.03%	141
2023 Q2	$110K	Hold	5,834	–	–	0.03%	141
2023 Q1	$113K	Hold	5,834	–	–	0.03%	127
2022 Q4	$112K	Sell	5,834 -716	-11%	-$14.1K	0.04%	129
2022 Q3	$183K	Sell	6,550 -874	-12%	-$22.2K	0.06%	87
2022 Q2	$233K	Hold	7,424	–	–	0.06%	85
2022 Q1	$233K	Buy	+7,424	New	+$234K	0.06%	85

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HR Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 4,587 shares — an estimated $72.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HR in Q1 2022 and held it in 14 quarters. The position peaked at $233K in Q2 2022. 410 funds tracked by Wall St. Rank hold HR as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 4,587 Healthcare Realty shares in Q3 2025, an estimated $72.8K.
Beacon Capital Management LLC (Tennessee) first reported a position in Healthcare Realty in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Healthcare Realty position peaked at $233K in Q2 2022.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.