Canvas Wealth Advisors’s Healthcare Realty HR Stock Holding History

Canvas Wealth Advisors’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	–	Sell	-11,000	Closed	-$186K	–	187
2024 Q4	$186K	Sell	11,000 -1,000	-8%	-$17.6K	0.05%	174
2024 Q3	$218K	Sell	12,000 -4,950	-29%	-$87.8K	0.06%	160
2024 Q2	$301K	Sell	16,950 -51,389	-75%	-$786K	0.09%	111
2024 Q1	$938K	Sell	68,339 -9,023	-12%	-$136K	0.32%	48
2023 Q4	$1.36M	Sell	77,362 -6,133	-7%	-$93.7K	0.49%	38
2023 Q3	$1.21M	Buy	83,495 +10,654	+15%	+$189K	0.5%	36
2023 Q2	$1.47M	Buy	72,841 +18,338	+34%	+$354K	0.54%	35
2023 Q1	$1.06M	Buy	54,503 +9,578	+21%	+$193K	0.45%	40
2022 Q4	$940K	Sell	44,925 -1,935	-4%	-$38K	0.39%	50
2022 Q3	$924K	Buy	+46,860	New	+$1.19M	0.39%	50

Other funds holding HR

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

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

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canvas Wealth Advisors's HR Position: Q1 2025 in Review

Canvas Wealth Advisors sold out of Healthcare Realty (HR) in Q1 2025, closing a stake of 11,000 shares — an estimated $186K sold.

Canvas Wealth Advisors first reported a position in HR in Q3 2022 and held it in 10 quarters. The position peaked at $1.47M in Q2 2023. 424 funds tracked by Wall St. Rank hold HR as of Q1 2025.

Canvas Wealth Advisors reported no remaining Healthcare Realty position as of Q1 2025 after selling out during the quarter.
Canvas Wealth Advisors sold 11,000 Healthcare Realty shares in Q1 2025, an estimated $186K.
Canvas Wealth Advisors first reported a position in Healthcare Realty in Q3 2022 and held it in 10 quarters.
Canvas Wealth Advisors's Healthcare Realty position peaked at $1.47M in Q2 2023.
424 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on Canvas Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.