FGC
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Financial Gravity Companies’s Healthcare Realty HR Stock Holding History

Financial Gravity Companies’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 		$44.9K Buy
+2,833
New +$43.1K 0.01% 317
2024
Q4 		$26.8K Buy
+1,584
New +$27.9K 0.01% 396
2018
Q4 		$266K Buy
+9,428
New +$250K 0.24% 89
2018
Q1 		$239K Sell
9,428
-2,443
-21% -$65K 0.24% 71
2017
Q4 		$327K Buy
+11,871
New +$359K 0.38% 41

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

Financial Gravity Companies's HR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Healthcare Realty (HR) in Q2 2025: 2,833 shares worth $44.9K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HR as recently as Q4 2024.

Financial Gravity Companies first reported a position in HR in Q4 2017 and has held it in 5 quarters since. The position peaked at $327K in Q4 2017. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Financial Gravity Companies held 2,833 shares of Healthcare Realty worth $44.9K as of Q2 2025.
  • Healthcare Realty was a new Financial Gravity Companies position in Q2 2025.
  • Healthcare Realty made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #317 holding.
  • Financial Gravity Companies first reported a position in Healthcare Realty in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Healthcare Realty position peaked at $327K in Q4 2017.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.