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Pathway Financial Advisers’s Healthcare Realty HR Stock Holding History

Pathway Financial Advisers’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
-1,331
Closed -$24K – 236
2025
Q3 		$24K Buy
+1,331
New +$22.5K 0.01% 286
2025
Q1 		– Sell
-1,262
Closed -$21.4K – 266
2024
Q4 		$21.4K Buy
1,262
+21
+2% +$369 0.01% 302
2024
Q3 		$22.5K Buy
1,241
+21
+2% +$372 0.01% 243
2024
Q2 		$20.1K Buy
1,220
+24
+2% +$367 0.01% 289
2024
Q1 		$16.9K Buy
1,196
+26
+2% +$392 0.01% 305
2023
Q4 		$20.2K Buy
1,170
+24
+2% +$366 0.01% 296
2023
Q3 		$17.5K Buy
+1,146
New +$20.3K 0.01% 308
2023
Q1 		$21.4K Buy
1,107
+18
+2% +$363 0.01% 303
2022
Q4 		$21K Buy
+1,089
New +$21.4K 0.01% 325

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 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 $4.76B AUM 10.22% 1-Year Est. Return

Pathway Financial Advisers's HR Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Healthcare Realty (HR) in Q4 2025, closing a stake of 1,331 shares — an estimated $24K sold.

Pathway Financial Advisers first reported a position in HR in Q4 2022 and held it in 9 quarters. The position peaked at $24K in Q3 2025. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Healthcare Realty position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 1,331 Healthcare Realty shares in Q4 2025, an estimated $24K.
  • Pathway Financial Advisers first reported a position in Healthcare Realty in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Healthcare Realty position peaked at $24K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.