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Marshall & Sterling Wealth Advisors’s Healthcare Realty HR Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-246
Closed -$4.43K – 474
2025
Q3 		$4.43K Buy
+246
New +$4.16K ﹤0.01% 517
2025
Q2 		– Sell
-313
Closed -$5.29K – 653
2025
Q1 		$5.29K Buy
+313
New +$5.2K ﹤0.01% 461

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Healthcare Realty (HR) in Q4 2025, closing a stake of 246 shares — an estimated $4.43K sold.

Marshall & Sterling Wealth Advisors first reported a position in HR in Q1 2025 and held it in 2 quarters. The position peaked at $5.29K in Q1 2025. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Healthcare Realty position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 246 Healthcare Realty shares in Q4 2025, an estimated $4.43K.
  • Marshall & Sterling Wealth Advisors first reported a position in Healthcare Realty in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Healthcare Realty position peaked at $5.29K in Q1 2025.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.