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Frank Rimerman Advisors’s Healthcare Realty HR Stock Holding History

Frank Rimerman Advisors’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
-22,648
Closed -$383K – 586
2025
Q1 		$383K Buy
22,648
+9,216
+69% +$153K 0.03% 363
2024
Q4 		$228K Hold
13,432
– – 0.02% 470
2024
Q3 		$244K Hold
13,432
– – 0.02% 469
2024
Q2 		$221K Buy
+13,432
New +$206K 0.02% 499

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

Frank Rimerman Advisors's HR Position: Q2 2025 in Review

Frank Rimerman Advisors sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 22,648 shares — an estimated $383K sold.

Frank Rimerman Advisors first reported a position in HR in Q2 2024 and held it in 4 quarters. The position peaked at $383K in Q1 2025. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Frank Rimerman Advisors reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 22,648 Healthcare Realty shares in Q2 2025, an estimated $383K.
  • Frank Rimerman Advisors first reported a position in Healthcare Realty in Q2 2024 and held it in 4 quarters.
  • Frank Rimerman Advisors's Healthcare Realty position peaked at $383K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Frank Rimerman Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.