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Peak Financial Advisors’s Healthcare Realty HR Stock Holding History

Peak Financial Advisors’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
-11,413
Closed -$193K – 98
2025
Q1 		$193K Buy
11,413
+728
+7% +$12.1K 0.1% 71
2024
Q4 		$181K Sell
10,685
-16,711
-61% -$294K 0.09% 73
2024
Q3 		$497K Buy
27,396
+1,529
+6% +$27.1K 0.26% 56
2024
Q2 		$426K Buy
25,867
+1,160
+5% +$17.7K 0.24% 57
2024
Q1 		$350K Buy
24,707
+416
+2% +$6.28K 0.21% 60
2023
Q4 		$419K Buy
24,291
+3,579
+17% +$54.7K 0.28% 55
2023
Q3 		$316K Buy
+20,712
New +$368K 0.34% 36
2022
Q4 		– Sell
-71,843
Closed -$1.5M – 70
2022
Q3 		$1.5M Buy
+71,843
New +$1.83M 1.84% 23

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

Peak Financial Advisors's HR Position: Q2 2025 in Review

Peak Financial Advisors sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 11,413 shares — an estimated $193K sold.

Peak Financial Advisors first reported a position in HR in Q3 2022 and held it in 8 quarters. The position peaked at $1.5M in Q3 2022. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Peak Financial Advisors reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 11,413 Healthcare Realty shares in Q2 2025, an estimated $193K.
  • Peak Financial Advisors first reported a position in Healthcare Realty in Q3 2022 and held it in 8 quarters.
  • Peak Financial Advisors's Healthcare Realty position peaked at $1.5M in Q3 2022.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.