CIBC Private Wealth Group
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CIBC Private Wealth Group’s Healthcare Realty HR Stock Holding History

CIBC Private Wealth Group’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 		$5.3K Sell
313
-2,768
-90% -$49.3K ﹤0.01% 2612
2025
Q3 		$55.5K Buy
3,081
+2,997
+3,568% +$50.7K ﹤0.01% 1744
2025
Q2 		$1.33K Sell
84
-1
-1% -$15 ﹤0.01% 2724
2025
Q1 		$1.28K Buy
85
+1
+1% +$17 ﹤0.01% 2774
2024
Q4 		$1.38K Hold
84
– – ﹤0.01% 2752
2024
Q3 		$1.52K Hold
84
– – ﹤0.01% 2851
2024
Q2 		$1.43K Sell
84
-1,000
-92% -$15.3K ﹤0.01% 2830
2024
Q1 		$15.3K Buy
+1,084
New +$16.4K ﹤0.01% 2129

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

CIBC Private Wealth Group's HR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Healthcare Realty (HR) stake by 90% in Q4 2025, selling an estimated $49.3K and leaving 313 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

CIBC Private Wealth Group first reported a position in HR in Q1 2024 and has held it in 8 quarters since. The position peaked at $55.5K in Q3 2025. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

  • CIBC Private Wealth Group held 313 shares of Healthcare Realty worth $5.3K as of Q4 2025.
  • CIBC Private Wealth Group sold 2,768 Healthcare Realty shares in Q4 2025, an estimated $49.3K.
  • Healthcare Realty made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2612 holding.
  • CIBC Private Wealth Group first reported a position in Healthcare Realty in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Healthcare Realty position peaked at $55.5K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.