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Greykasell Wealth Strategies’s Healthcare Realty HR Stock Holding History

Greykasell Wealth Strategies’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
-340
Closed -$5.75K – 327
2025
Q1 		$5.75K Buy
+340
New +$5.65K ﹤0.01% 295

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

Greykasell Wealth Strategies's HR Position: Q2 2025 in Review

Greykasell Wealth Strategies sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 340 shares — an estimated $5.75K sold.

Greykasell Wealth Strategies first reported a position in HR in Q1 2025 and held it in 1 quarter. The position peaked at $5.75K in Q1 2025. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Greykasell Wealth Strategies reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 340 Healthcare Realty shares in Q2 2025, an estimated $5.75K.
  • Greykasell Wealth Strategies first reported a position in Healthcare Realty in Q1 2025 and held it in 1 quarter.
  • Greykasell Wealth Strategies's Healthcare Realty position peaked at $5.75K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.