BTI
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Blue Trust Inc’s Healthcare Realty HR Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-17
Closed -$307 – 2620
2025
Q3 		$307 Sell
17
-142
-89% -$2.4K ﹤0.01% 2481
2025
Q2 		$2.52K Hold
159
– – ﹤0.01% 2104
2025
Q1 		$2.68K Buy
159
+142
+835% +$2.36K ﹤0.01% 2192
2024
Q4 		$288 Sell
17
-693
-98% -$12.2K ﹤0.01% 2364
2024
Q3 		$11.7K Buy
710
+276
+64% +$4.89K ﹤0.01% 2136
2024
Q2 		$6.14K Buy
+434
New +$6.64K ﹤0.01% 2115
2024
Q1 		– Sell
-327
Closed -$5K – 2434
2023
Q4 		$5K Buy
327
+271
+484% +$4.14K ﹤0.01% 1839
2023
Q3 		$1K Buy
+56
New +$994 ﹤0.01% 1923
2023
Q2 		– Sell
-2,492
Closed -$48K – 2247
2023
Q1 		$48K Buy
2,492
+690
+38% +$13.9K ﹤0.01% 1052
2022
Q4 		$37K Buy
1,802
+1,786
+11,163% +$35.1K ﹤0.01% 1051
2022
Q3 		$0 Buy
+16
New +$407 ﹤0.01% 2194

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 $3.37T AUM 44.26% 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
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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Blue Trust Inc's HR Position: Q4 2025 in Review

Blue Trust Inc sold out of Healthcare Realty (HR) in Q4 2025, closing a stake of 17 shares — an estimated $307 sold.

Blue Trust Inc first reported a position in HR in Q3 2022 and held it in 11 quarters. The position peaked at $48K in Q1 2023. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

  • Blue Trust Inc reported no remaining Healthcare Realty position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 17 Healthcare Realty shares in Q4 2025, an estimated $307.
  • Blue Trust Inc first reported a position in Healthcare Realty in Q3 2022 and held it in 11 quarters.
  • Blue Trust Inc's Healthcare Realty position peaked at $48K in Q1 2023.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.