Oliver Lagore Vanvalin Investment Group’s Healthcare Realty HR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$13.2K	Buy	+783	New	+$11.9K	0.01%	394
2024 Q4	$13.3K	Hold	783	–	–	﹤0.01%	409
2024 Q3	$14.2K	Hold	783	–	–	﹤0.01%	391
2024 Q2	$12.9K	Hold	783	–	–	﹤0.01%	384
2024 Q1	$11.1K	Hold	783	–	–	﹤0.01%	406
2023 Q4	$13.5K	Hold	783	–	–	0.01%	369
2023 Q3	$12K	Sell	783 -750	-49%	-$13.3K	﹤0.01%	412
2023 Q2	$28.9K	Buy	1,533 +1,420	+1,257%	+$27.4K	0.01%	323
2023 Q1	$2.18K	Hold	113	–	–	﹤0.01%	578
2022 Q4	$2.18K	Hold	113	–	–	﹤0.01%	551
2022 Q3	$2K	Hold	113	–	–	﹤0.01%	524
2022 Q2	$3K	Hold	113	–	–	﹤0.01%	466
2022 Q1	$4K	Buy	+113	New	+$3.56K	﹤0.01%	436

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HR Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Healthcare Realty (HR) in Q2 2025: 783 shares worth $13.2K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HR in Q1 2022 and has held it in 13 quarters since. The position peaked at $28.9K in Q2 2023. 410 funds tracked by Wall St. Rank hold HR as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 783 shares of Healthcare Realty worth $13.2K as of Q2 2025.
Healthcare Realty was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Healthcare Realty made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #394 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Healthcare Realty in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Healthcare Realty position peaked at $28.9K in Q2 2023.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.