Principia Wealth Advisory’s Healthcare Realty HR Stock Holding History

Principia Wealth Advisory’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	-1	Closed	-$16	–	974
2025 Q1	$16	Buy	+1	New	+$17	﹤0.01%	853

Other funds holding HR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AAMU

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principia Wealth Advisory's HR Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 1 share — an estimated $16 sold.

Principia Wealth Advisory first reported a position in HR in Q1 2025 and held it in 1 quarter. The position peaked at $16 in Q1 2025. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

Principia Wealth Advisory reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
Principia Wealth Advisory sold 1 Healthcare Realty share in Q2 2025, an estimated $16.
Principia Wealth Advisory first reported a position in Healthcare Realty in Q1 2025 and held it in 1 quarter.
Principia Wealth Advisory's Healthcare Realty position peaked at $16 in Q1 2025.
409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.