CCA
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Checchi Capital Advisers’s Healthcare Realty HR Stock Holding History

Checchi Capital Advisers’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
-10,101
Closed -$160K – 572
2025
Q2 		$160K Sell
10,101
-184
-2% -$2.8K 0.01% 565
2025
Q1 		$174K Buy
+10,285
New +$171K 0.01% 567
2023
Q3 		– Sell
-15,511
Closed -$293K – 561
2023
Q2 		$293K Buy
15,511
+1,368
+10% +$26.4K 0.03% 436
2023
Q1 		$273K Buy
14,143
+3,666
+35% +$73.9K 0.03% 442
2022
Q4 		$202K Buy
+10,477
New +$206K 0.02% 513
2016
Q3 		– Sell
-696
Closed -$23K – 764
2016
Q2 		$23K Sell
696
-581
-45% -$17.5K ﹤0.01% 1139
2016
Q1 		$38K Buy
+1,277
New +$35.4K 0.01% 915

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Checchi Capital Advisers's HR Position: Q3 2025 in Review

Checchi Capital Advisers sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 10,101 shares — an estimated $160K sold.

Checchi Capital Advisers first reported a position in HR in Q1 2016 and held it in 7 quarters. The position peaked at $293K in Q2 2023. 411 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • Checchi Capital Advisers reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 10,101 Healthcare Realty shares in Q3 2025, an estimated $160K.
  • Checchi Capital Advisers first reported a position in Healthcare Realty in Q1 2016 and held it in 7 quarters.
  • Checchi Capital Advisers's Healthcare Realty position peaked at $293K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Checchi Capital Advisers's 13F filing for Q3 2025, filed 5 Nov 2025.