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Catalyst Funds Management’s Healthcare Realty HR Stock Holding History

Catalyst Funds Management’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
Q2 		– Sell
-16,800
Closed -$284K – 563
2025
Q1 		$284K Buy
+16,800
New +$279K 0.07% 276
2024
Q4 		– Sell
-6,300
Closed -$114K – 758
2024
Q3 		$114K Buy
6,300
+3,900
+163% +$69.1K 0.03% 461
2024
Q2 		$39.6K Buy
+2,400
New +$36.7K 0.01% 481

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Catalyst Funds Management's HR Position: Q2 2025 in Review

Catalyst Funds Management sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 16,800 shares — an estimated $284K sold.

Catalyst Funds Management first reported a position in HR in Q2 2024 and held it in 3 quarters. The position peaked at $284K in Q1 2025. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Catalyst Funds Management reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 16,800 Healthcare Realty shares in Q2 2025, an estimated $284K.
  • Catalyst Funds Management first reported a position in Healthcare Realty in Q2 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Healthcare Realty position peaked at $284K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Catalyst Funds Management's 13F filing for Q2 2025, filed 12 Aug 2025.