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Gallagher Fiduciary Advisors’s Healthcare Realty HR Stock Holding History

Gallagher Fiduciary 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
Q3 		– Sell
-44,839
Closed -$711K – 323
2025
Q2 		$711K Sell
44,839
-2,300
-5% -$35K 0.03% 125
2025
Q1 		$797K Buy
47,139
+1,812
+4% +$30.1K 0.03% 107
2024
Q4 		$768K Buy
45,327
+4,488
+11% +$78.9K 0.15% 92
2024
Q3 		$741K Sell
40,839
-9,058
-18% -$161K 0.15% 77
2024
Q2 		$822K Buy
+49,897
New +$763K 0.18% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SV
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gallagher Fiduciary Advisors's HR Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 44,839 shares — an estimated $711K sold.

Gallagher Fiduciary Advisors first reported a position in HR in Q2 2024 and held it in 5 quarters. The position peaked at $822K in Q2 2024. 410 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • Gallagher Fiduciary Advisors reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 44,839 Healthcare Realty shares in Q3 2025, an estimated $711K.
  • Gallagher Fiduciary Advisors first reported a position in Healthcare Realty in Q2 2024 and held it in 5 quarters.
  • Gallagher Fiduciary Advisors's Healthcare Realty position peaked at $822K in Q2 2024.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.