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Coppell Advisory Solutions’s Healthcare Realty HR Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-10,154
Closed -$180K – 401
2025
Q3 		$180K Sell
10,154
-1,275
-11% -$21.6K 0.02% 387
2025
Q2 		$180K Buy
11,429
+250
+2% +$3.8K 0.02% 362
2025
Q1 		$172K Sell
11,179
-560
-5% -$9.31K 0.02% 322
2024
Q4 		$195K Sell
11,739
-784
-6% -$13.8K 0.03% 279
2024
Q3 		$228K Sell
12,523
-850
-6% -$15.1K 0.03% 261
2024
Q2 		$220K Buy
+13,373
New +$205K 0.04% 242
2023
Q4 		$309K Sell
17,913
-6,258
-26% -$95.6K 0.06% 205
2023
Q3 		$466K Buy
24,171
+4,866
+25% +$86.4K 0.16% 114
2023
Q2 		$363K Sell
19,305
-3,250
-14% -$62.8K 0.1% 138
2023
Q1 		$426K Sell
22,555
-1,616
-7% -$32.6K 0.14% 131
2022
Q4 		$466K Buy
+24,171
New +$475K 0.16% 117
2020
Q4 		$760K Buy
+27,587
New +$728K 0.38% 72

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

Coppell Advisory Solutions's HR Position: Q4 2025 in Review

Coppell Advisory Solutions sold out of Healthcare Realty (HR) in Q4 2025, closing a stake of 10,154 shares — an estimated $180K sold.

Coppell Advisory Solutions first reported a position in HR in Q4 2020 and held it in 12 quarters. The position peaked at $760K in Q4 2020. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

  • Coppell Advisory Solutions reported no remaining Healthcare Realty position as of Q4 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 10,154 Healthcare Realty shares in Q4 2025, an estimated $180K.
  • Coppell Advisory Solutions first reported a position in Healthcare Realty in Q4 2020 and held it in 12 quarters.
  • Coppell Advisory Solutions's Healthcare Realty position peaked at $760K in Q4 2020.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on Coppell Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.