CFD
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Creative Financial Designs’s Healthcare Realty HR Stock Holding History

Creative Financial Designs’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
-503
Closed -$8.5K – 2086
2025
Q1 		$8.5K Buy
503
+9
+2% +$150 ﹤0.01% 1338
2024
Q4 		$8.37K Buy
494
+8
+2% +$141 ﹤0.01% 1302
2024
Q3 		$8.81K Buy
486
+9
+2% +$160 ﹤0.01% 1234
2024
Q2 		$7.87K Buy
477
+9
+2% +$138 ﹤0.01% 1222
2024
Q1 		$6.63K Buy
468
+10
+2% +$151 ﹤0.01% 1247
2023
Q4 		$7.89K Buy
+458
New +$6.99K ﹤0.01% 1157
2023
Q1 		– Sell
-473
Closed -$9.53K – 1420
2022
Q4 		$9.12K Hold
473
– – ﹤0.01% 918
2022
Q3 		$10K Hold
473
– – ﹤0.01% 884
2022
Q2 		$13K Hold
473
– – ﹤0.01% 816
2022
Q1 		$15K Hold
473
– – ﹤0.01% 823
2021
Q4 		$16K Hold
473
– – ﹤0.01% 805
2021
Q3 		$14K Sell
473
-650
-58% -$19K ﹤0.01% 941
2021
Q2 		$30K Hold
1,123
– – 0.01% 745
2021
Q1 		$31K Sell
1,123
-200
-15% -$5.59K 0.01% 676
2020
Q4 		$36K Hold
1,323
– – 0.01% 579
2020
Q3 		$34K Hold
1,323
– – 0.01% 545
2020
Q2 		$35K Buy
+1,323
New +$33.9K 0.01% 482
2018
Q3 		– Sell
-123
Closed -$3K – 780
2018
Q2 		$3K Sell
123
-334
-73% -$8.5K ﹤0.01% 613
2018
Q1 		$12K Hold
457
– – 0.01% 399
2017
Q4 		$13K Sell
457
-80
-15% -$2.42K 0.01% 374
2017
Q3 		$16K Hold
537
– – 0.01% 359
2017
Q2 		$16K Sell
537
-1,715
-76% -$54.1K 0.01% 350
2017
Q1 		$71K Hold
2,252
– – 0.05% 202
2016
Q4 		$65K Buy
+2,252
New +$66.3K 0.05% 199

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

Creative Financial Designs's HR Position: Q2 2025 in Review

Creative Financial Designs sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 503 shares — an estimated $8.5K sold.

Creative Financial Designs first reported a position in HR in Q4 2016 and held it in 24 quarters. The position peaked at $71K in Q1 2017. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Creative Financial Designs reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 503 Healthcare Realty shares in Q2 2025, an estimated $8.5K.
  • Creative Financial Designs first reported a position in Healthcare Realty in Q4 2016 and held it in 24 quarters.
  • Creative Financial Designs's Healthcare Realty position peaked at $71K in Q1 2017.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.