CreativeOne Wealth’s Healthcare Realty HR Stock Holding History

CreativeOne Wealth’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	-10,256	Closed	-$163K	–	1174
2025 Q2	$163K	Buy	+10,256	New	+$156K	﹤0.01%	1077
2025 Q1	–	Sell	-11,218	Closed	-$190K	–	1102
2024 Q4	$190K	Sell	11,218 -544	-5%	-$9.57K	0.01%	1023
2024 Q3	$213K	Buy	+11,762	New	+$209K	0.01%	884
2024 Q2	–	Sell	-12,302	Closed	-$174K	–	836
2024 Q1	$174K	Buy	+12,302	New	+$186K	0.01%	849

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CreativeOne Wealth's HR Position: Q3 2025 in Review

CreativeOne Wealth sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 10,256 shares — an estimated $163K sold.

CreativeOne Wealth first reported a position in HR in Q1 2024 and held it in 4 quarters. The position peaked at $213K in Q3 2024. 410 funds tracked by Wall St. Rank hold HR as of Q3 2025.

CreativeOne Wealth reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
CreativeOne Wealth sold 10,256 Healthcare Realty shares in Q3 2025, an estimated $163K.
CreativeOne Wealth first reported a position in Healthcare Realty in Q1 2024 and held it in 4 quarters.
CreativeOne Wealth's Healthcare Realty position peaked at $213K in Q3 2024.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.