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Perpetual Ltd’s Healthcare Realty HR Stock Holding History

Perpetual Ltd’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
-10,040
Closed -$181K – 438
2025
Q3 		$181K Sell
10,040
-14,180
-59% -$240K ﹤0.01% 399
2025
Q2 		$384K Sell
24,220
-1,840
-7% -$28K ﹤0.01% 347
2025
Q1 		$440K Hold
26,060
– – 0.01% 343
2024
Q4 		$442K Buy
+26,060
New +$458K 0.01% 337
2023
Q4 		– Sell
-52,790
Closed -$806K – 453
2023
Q3 		$806K Sell
52,790
-4,300
-8% -$76.3K 0.01% 306
2023
Q2 		$1.08M Sell
57,090
-2,190
-4% -$42.3K 0.01% 306
2023
Q1 		$1.15M Buy
+59,280
New +$1.19M 0.01% 311
2014
Q4 		– Sell
-5,193
Closed -$120K – 222
2014
Q3 		$120K Buy
5,193
+189
+4% +$4.59K 0.01% 201
2014
Q2 		$120K Buy
+5,004
New +$119K 0.01% 217

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 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 $5.44B AUM 27.71% 1-Year Est. Return

Perpetual Ltd's HR Position: Q4 2025 in Review

Perpetual Ltd sold out of Healthcare Realty (HR) in Q4 2025, closing a stake of 10,040 shares — an estimated $181K sold.

Perpetual Ltd first reported a position in HR in Q2 2014 and held it in 9 quarters. The position peaked at $1.15M in Q1 2023. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

  • Perpetual Ltd reported no remaining Healthcare Realty position as of Q4 2025 after selling out during the quarter.
  • Perpetual Ltd sold 10,040 Healthcare Realty shares in Q4 2025, an estimated $181K.
  • Perpetual Ltd first reported a position in Healthcare Realty in Q2 2014 and held it in 9 quarters.
  • Perpetual Ltd's Healthcare Realty position peaked at $1.15M in Q1 2023.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on Perpetual Ltd's 13F filing for Q4 2025, filed 20 Jan 2026.