Financial Harvest’s Healthcare Realty HR Stock Holding History

Financial Harvest’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	-259,977	Closed	-$8.62M	–	77
2025 Q1	$8.62M	Buy	+259,977	New	+$4.32M	7.1%	4

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

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

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 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Harvest's HR Position: Q2 2025 in Review

Financial Harvest sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 259,977 shares — an estimated $8.62M sold.

Financial Harvest first reported a position in HR in Q1 2025 and held it in 1 quarter. The position peaked at $8.62M in Q1 2025. 410 funds tracked by Wall St. Rank hold HR as of Q2 2025.

Financial Harvest reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
Financial Harvest sold 259,977 Healthcare Realty shares in Q2 2025, an estimated $8.62M.
Financial Harvest first reported a position in Healthcare Realty in Q1 2025 and held it in 1 quarter.
Financial Harvest's Healthcare Realty position peaked at $8.62M in Q1 2025.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Financial Harvest's 13F filing for Q2 2025, filed 14 Jul 2025.