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Capital Analysts LLC’s Healthcare Realty HR Stock Holding History

Capital Analysts LLC’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
-957
Closed -$16K – 1399
2024
Q4 		$16K Buy
957
+12
+1% +$211 ﹤0.01% 979
2024
Q3 		$17K Buy
+945
New +$16.8K ﹤0.01% 928
2023
Q4 		– Sell
-823
Closed -$13K – 1154
2023
Q3 		$13K Buy
823
+10
+1% +$177 ﹤0.01% 841
2023
Q2 		$15K Buy
813
+9
+1% +$174 ﹤0.01% 770
2023
Q1 		$16K Sell
804
-126
-14% -$2.54K ﹤0.01% 754
2022
Q4 		$18K Buy
930
+8
+0.9% +$157 ﹤0.01% 779
2022
Q3 		$19K Buy
+922
New +$23.4K ﹤0.01% 721

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 $34.8B AUM 20.7% 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

Capital Analysts LLC's HR Position: Q1 2025 in Review

Capital Analysts LLC sold out of Healthcare Realty (HR) in Q1 2025, closing a stake of 957 shares — an estimated $16K sold.

Capital Analysts LLC first reported a position in HR in Q3 2022 and held it in 7 quarters. The position peaked at $19K in Q3 2022. 424 funds tracked by Wall St. Rank hold HR as of Q1 2025.

  • Capital Analysts LLC reported no remaining Healthcare Realty position as of Q1 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 957 Healthcare Realty shares in Q1 2025, an estimated $16K.
  • Capital Analysts LLC first reported a position in Healthcare Realty in Q3 2022 and held it in 7 quarters.
  • Capital Analysts LLC's Healthcare Realty position peaked at $19K in Q3 2022.
  • 424 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.