Kestra Investment Management
HR icon

Kestra Investment Management’s Healthcare Realty HR Stock Holding History

Kestra Investment Management’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
-5,628
Closed -$89.3K – 572
2025
Q2 		$89.3K Sell
5,628
-420
-7% -$6.39K ﹤0.01% 461
2025
Q1 		$102K Buy
+6,048
New +$101K ﹤0.01% 426

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Starboard Value
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Investment Management's HR Position: Q3 2025 in Review

Kestra Investment Management sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 5,628 shares — an estimated $89.3K sold.

Kestra Investment Management first reported a position in HR in Q1 2025 and held it in 2 quarters. The position peaked at $102K in Q1 2025. 411 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • Kestra Investment Management reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 5,628 Healthcare Realty shares in Q3 2025, an estimated $89.3K.
  • Kestra Investment Management first reported a position in Healthcare Realty in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Healthcare Realty position peaked at $102K in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.