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Neo Ivy Capital Management’s Healthcare Realty HR Stock Holding History

Neo Ivy 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
Q3 		– Sell
-44,672
Closed -$708K – 452
2025
Q2 		$708K Buy
+44,672
New +$679K 0.23% 158
2023
Q4 		$77K Sell
4,486
-21,974
-83% -$336K 0.17% 154
2023
Q3 		$404K Buy
+26,460
New +$470K 0.18% 185
2022
Q4 		– Sell
-2,701
Closed -$56K – 433
2022
Q3 		$56K Buy
+2,701
New +$68.7K 0.15% 215
2022
Q2 		– Sell
-58
Closed -$2K – 497
2022
Q1 		$2K Sell
58
-9,887
-99% -$311K ﹤0.01% 462
2021
Q4 		$332K Buy
9,945
+471
+5% +$15.7K 0.48% 65
2021
Q3 		$251K Sell
9,474
-16,167
-63% -$471K 0.29% 125
2021
Q2 		$685K Buy
25,641
+5,723
+29% +$162K 0.69% 34
2021
Q1 		$549K Buy
+19,918
New +$557K 0.6% 46
2020
Q4 		– Sell
-9,727
Closed -$252K – 486
2020
Q3 		$252K Buy
9,727
+253
+3% +$6.64K 0.26% 146
2020
Q2 		$251K Sell
9,474
-10,798
-53% -$277K 0.29% 125
2020
Q1 		$492K Buy
+20,272
New +$613K 0.8% 9
2019
Q3 		– Sell
-2,689
Closed -$74K – 335
2019
Q2 		$74K Buy
+2,689
New +$75.7K 0.04% 225

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

Neo Ivy Capital Management's HR Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 44,672 shares — an estimated $708K sold.

Neo Ivy Capital Management first reported a position in HR in Q2 2019 and held it in 13 quarters. The position peaked at $708K in Q2 2025. 410 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • Neo Ivy Capital Management reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 44,672 Healthcare Realty shares in Q3 2025, an estimated $708K.
  • Neo Ivy Capital Management first reported a position in Healthcare Realty in Q2 2019 and held it in 13 quarters.
  • Neo Ivy Capital Management's Healthcare Realty position peaked at $708K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.