Orion Portfolio Solutions’s Healthcare Realty HR Stock Holding History

Orion Portfolio Solutions’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	$297K	Buy	17,588 +798	+5%	+$13.3K	﹤0.01%	1638
2024 Q4	$285K	Buy	16,790 +4,218	+34%	+$74.2K	﹤0.01%	1587
2024 Q3	$228K	Sell	12,572 -5,953	-32%	-$106K	﹤0.01%	1653
2024 Q2	$305K	Buy	18,525 +3,968	+27%	+$60.7K	﹤0.01%	1462
2024 Q1	$206K	Sell	14,557 -9,187	-39%	-$139K	﹤0.01%	1611
2023 Q4	$409K	Sell	23,744 -10,184	-30%	-$156K	﹤0.01%	1287
2023 Q3	$518K	Buy	33,928 +856	+3%	+$15.2K	0.01%	1190
2023 Q2	$624K	Sell	33,072 -105,285	-76%	-$2.03M	0.01%	1138
2023 Q1	$654K	Buy	+138,357	New	+$2.79M	0.01%	1043
2020 Q3	–	Sell	-13	Closed	–	–	1135
2020 Q2	$0	Sell	13 -84	-87%	-$2.15K	﹤0.01%	2304
2020 Q1	$2K	Buy	97 +60	+162%	+$1.81K	﹤0.01%	1576
2019 Q4	$1K	Buy	+37	New	+$1.11K	﹤0.01%	1667

Other funds holding HR

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

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

BlackRock New York $5.72T AUM 30.48% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's HR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Healthcare Realty (HR) stake by 4.8% in Q1 2025, buying an estimated $13.3K and bringing the position to 17,588 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Orion Portfolio Solutions first reported a position in HR in Q4 2019 and has held it in 12 quarters since. The position peaked at $654K in Q1 2023. 425 funds tracked by Wall St. Rank hold HR as of Q1 2025.

Orion Portfolio Solutions held 17,588 shares of Healthcare Realty worth $297K as of Q1 2025.
Orion Portfolio Solutions bought 798 Healthcare Realty shares in Q1 2025, an estimated $13.3K.
Healthcare Realty made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1638 holding.
Orion Portfolio Solutions first reported a position in Healthcare Realty in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Healthcare Realty position peaked at $654K in Q1 2023.
425 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.