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O'Shaughnessy Asset Management’s Healthcare Realty HR Stock Holding History

O'Shaughnessy Asset 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
Q2 		– Sell
-15,706
Closed -$265K – 2440
2025
Q1 		$265K Buy
15,706
+4,176
+36% +$69.4K ﹤0.01% 1656
2024
Q4 		$195K Buy
11,530
+706
+7% +$12.4K ﹤0.01% 1753
2024
Q3 		$189K Buy
+10,824
New +$192K ﹤0.01% 1695
2021
Q3 		– Sell
-50
Closed -$1K – 2783
2021
Q2 		$1K Buy
+50
New +$1.42K ﹤0.01% 2426

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
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
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

O'Shaughnessy Asset Management's HR Position: Q2 2025 in Review

O'Shaughnessy Asset Management sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 15,706 shares — an estimated $265K sold.

O'Shaughnessy Asset Management first reported a position in HR in Q2 2021 and held it in 4 quarters. The position peaked at $265K in Q1 2025. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • O'Shaughnessy Asset Management reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 15,706 Healthcare Realty shares in Q2 2025, an estimated $265K.
  • O'Shaughnessy Asset Management first reported a position in Healthcare Realty in Q2 2021 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's Healthcare Realty position peaked at $265K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.