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Cresset Asset Management’s Healthcare Realty HR Stock Holding History

Cresset Asset Management’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
2023
Q3 		– Sell
-70,000
Closed -$1.32M – 1881
2023
Q2 		$1.32M Buy
+70,000
New +$1.35M ﹤0.01% 810

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cresset Asset Management's HR Position: Q1 2026 in Review

Cresset Asset Management reduced its Healthcare Realty (HR) stake by 70% in Q1 2026, selling an estimated $512K and leaving 12,381 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Cresset Asset Management first reported a position in HR in Q2 2023 and has held it in 7 quarters since. The position peaked at $737K in Q3 2025. 446 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Cresset Asset Management held 12,381 shares of Healthcare Realty worth $210K as of Q1 2026.
  • Cresset Asset Management sold 29,200 Healthcare Realty shares in Q1 2026, an estimated $512K.
  • Healthcare Realty made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1446 holding.
  • Cresset Asset Management first reported a position in Healthcare Realty in Q2 2023 and has held it in 7 quarters since.
  • Cresset Asset Management's Healthcare Realty position peaked at $737K in Q3 2025.
  • 446 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.