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Continuum Advisory’s Healthcare Realty HR Stock Holding History

Continuum Advisory’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
-1,000
Closed -$16.9K – 915
2025
Q1 		$16.9K Hold
1,000
– – ﹤0.01% 889
2024
Q4 		$16.9K Hold
1,000
– – ﹤0.01% 885
2024
Q3 		$17.4K Hold
1,000
– – ﹤0.01% 876
2024
Q2 		$16.5K Hold
1,000
– – ﹤0.01% 827
2024
Q1 		$15.3K Buy
+1,000
New +$15.1K ﹤0.01% 831
2018
Q1 		– Sell
-6,704
Closed -$201K – 152
2017
Q4 		$201K Buy
+6,704
New +$203K 0.15% 166

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

Continuum Advisory's HR Position: Q2 2025 in Review

Continuum Advisory sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 1,000 shares — an estimated $16.9K sold.

Continuum Advisory first reported a position in HR in Q4 2017 and held it in 6 quarters. The position peaked at $201K in Q4 2017. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Continuum Advisory reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,000 Healthcare Realty shares in Q2 2025, an estimated $16.9K.
  • Continuum Advisory first reported a position in Healthcare Realty in Q4 2017 and held it in 6 quarters.
  • Continuum Advisory's Healthcare Realty position peaked at $201K in Q4 2017.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.