LCM
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LDR Capital Management’s Healthcare Realty HR Stock Holding History

LDR Capital 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
Q1 		– Sell
-141,844
Closed -$2.4M – 34
2024
Q4 		$2.4M Sell
141,844
-145,240
-51% -$2.55M 3.26% 11
2024
Q3 		$5.21M Sell
287,084
-15,020
-5% -$266K 5.8% 3
2024
Q2 		$4.98M Sell
302,104
-8,482
-3% -$130K 4.53% 5
2024
Q1 		$4.39M Buy
310,586
+14,061
+5% +$212K 2.96% 7
2023
Q4 		$5.11M Sell
296,525
-2,539
-0.8% -$38.8K 2.85% 8
2023
Q3 		$4.57M Buy
299,064
+58,217
+24% +$1.03M 2.77% 8
2023
Q2 		$4.54M Buy
240,847
+16,141
+7% +$312K 2.83% 8
2023
Q1 		$4.34M Buy
224,706
+18,796
+9% +$379K 2.86% 9
2022
Q4 		$3.97M Buy
205,910
+54,540
+36% +$1.07M 2.17% 10
2022
Q3 		$3.16M Buy
151,370
+19,343
+15% +$492K 1.59% 15
2022
Q2 		$3.69M Sell
132,027
-466,576
-78% -$13.9M 1.54% 16
2022
Q1 		$18.8M Buy
598,603
+577,740
+2,769% +$18.2M 5.89% 3
2021
Q4 		$697K Buy
20,863
+1,777
+9% +$59.3K 0.32% 24
2021
Q3 		$566K Hold
19,086
– – 0.32% 19
2021
Q2 		$510K Hold
19,086
– – 0.32% 17
2021
Q1 		$526K Buy
+19,086
New +$534K 0.4% 17

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Starboard Value
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LDR Capital Management's HR Position: Q1 2025 in Review

LDR Capital Management sold out of Healthcare Realty (HR) in Q1 2025, closing a stake of 141,844 shares — an estimated $2.4M sold.

LDR Capital Management first reported a position in HR in Q1 2021 and held it in 16 quarters. The position peaked at $18.8M in Q1 2022. 425 funds tracked by Wall St. Rank hold HR as of Q1 2025.

  • LDR Capital Management reported no remaining Healthcare Realty position as of Q1 2025 after selling out during the quarter.
  • LDR Capital Management sold 141,844 Healthcare Realty shares in Q1 2025, an estimated $2.4M.
  • LDR Capital Management first reported a position in Healthcare Realty in Q1 2021 and held it in 16 quarters.
  • LDR Capital Management's Healthcare Realty position peaked at $18.8M in Q1 2022.
  • 425 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on LDR Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.