PAG
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Private Advisor Group’s Healthcare Realty HR Stock Holding History

Private Advisor Group’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
-25,051
Closed -$423K – 2522
2025
Q1 		$423K Buy
25,051
+920
+4% +$15.3K ﹤0.01% 1693
2024
Q4 		$409K Sell
24,131
-6,227
-21% -$109K ﹤0.01% 1690
2024
Q3 		$551K Buy
30,358
+1,062
+4% +$18.8K ﹤0.01% 1563
2024
Q2 		$483K Buy
29,296
+3,291
+13% +$50.4K ﹤0.01% 1580
2024
Q1 		$368K Sell
26,005
-2,450
-9% -$37K ﹤0.01% 1711
2023
Q4 		$490K Buy
28,455
+3,715
+15% +$56.7K ﹤0.01% 1495
2023
Q3 		$378K Sell
24,740
-2,976
-11% -$52.8K ﹤0.01% 1508
2023
Q2 		$523K Buy
27,716
+1,782
+7% +$34.4K ﹤0.01% 1349
2023
Q1 		$501K Buy
25,934
+2,845
+12% +$57.3K ﹤0.01% 1336
2022
Q4 		$445 Sell
23,089
-9,925
-30% -$195K ﹤0.01% 1401
2022
Q3 		$688K Sell
33,014
-1,925
-6% -$48.9K 0.01% 1093
2022
Q2 		$975K Sell
34,939
-507
-1% -$15.1K 0.01% 1080
2022
Q1 		$1.11M Buy
35,446
+1,286
+4% +$40.5K 0.01% 1043
2021
Q4 		$1.14M Sell
34,160
-1,368
-4% -$45.7K 0.01% 1061
2021
Q3 		$1.05M Sell
35,528
-2,066
-5% -$60.2K 0.01% 1181
2021
Q2 		$1M Buy
37,594
+1,561
+4% +$44.2K 0.01% 1070
2021
Q1 		$994K Sell
36,033
-5,587
-13% -$156K 0.01% 1008
2020
Q4 		$1.15M Buy
41,620
+2,649
+7% +$69.9K 0.01% 851
2020
Q3 		$1.01M Sell
38,971
-426
-1% -$11.2K 0.01% 781
2020
Q2 		$1.04M Buy
39,397
+11,674
+42% +$299K 0.01% 747
2020
Q1 		$673K Buy
27,723
+4,388
+19% +$133K 0.01% 797
2019
Q4 		$707K Sell
23,335
-14,465
-38% -$432K 0.01% 897
2019
Q3 		$1.13M Buy
37,800
+12,440
+49% +$348K 0.02% 741
2019
Q2 		$696K Sell
25,360
-348
-1% -$9.8K 0.01% 896
2019
Q1 		$735K Buy
25,708
+1,717
+7% +$47.8K 0.01% 806
2018
Q4 		$607K Sell
23,991
-5,220
-18% -$138K 0.01% 770
2018
Q3 		$779K Buy
29,211
+1,609
+6% +$44.4K 0.02% 793
2018
Q2 		$737K Buy
+27,602
New +$702K 0.01% 594
2018
Q1 		– Sell
-25,918
Closed -$750K – 1251
2017
Q4 		$750K Sell
25,918
-2,184
-8% -$66.1K 0.03% 489
2017
Q3 		$841K Sell
28,102
-1,905
-6% -$57.9K 0.02% 635
2017
Q2 		$886K Buy
30,007
+1,352
+5% +$42.6K 0.02% 581
2017
Q1 		$905K Sell
28,655
-1,933
-6% -$58.7K 0.03% 572
2016
Q4 		$886K Sell
30,588
-41,652
-58% -$1.23M 0.03% 531
2016
Q3 		$2.29M Buy
72,240
+2,239
+3% +$74.1K 0.09% 228
2016
Q2 		$2.29M Buy
70,001
+2,221
+3% +$66.9K 0.09% 218
2016
Q1 		$2.02M Buy
67,780
+24,586
+57% +$682K 0.1% 215
2015
Q4 		$1.17M Sell
43,194
-14,328
-25% -$370K 0.06% 347
2015
Q3 		$1.41M Sell
57,522
-7,984
-12% -$197K 0.08% 282
2015
Q2 		$1.57M Sell
65,506
-2,672
-4% -$68.3K 0.07% 280
2015
Q1 		$1.9M Sell
68,178
-359
-0.5% -$10.1K 0.11% 217
2014
Q4 		$1.85M Buy
68,537
+4,332
+7% +$110K 0.12% 209
2014
Q3 		$1.49M Sell
64,205
-3,460
-5% -$84K 0.1% 226
2014
Q2 		$1.63M Sell
67,665
-10,419
-13% -$248K 0.14% 163
2014
Q1 		$1.78M Sell
78,084
-2,187
-3% -$47.6K 0.19% 121
2013
Q4 		$1.58M Buy
+80,271
New +$1.7M 0.18% 136

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

Private Advisor Group's HR Position: Q2 2025 in Review

Private Advisor Group sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 25,051 shares — an estimated $423K sold.

Private Advisor Group first reported a position in HR in Q4 2013 and held it in 45 quarters. The position peaked at $2.29M in Q3 2016. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Private Advisor Group reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Private Advisor Group sold 25,051 Healthcare Realty shares in Q2 2025, an estimated $423K.
  • Private Advisor Group first reported a position in Healthcare Realty in Q4 2013 and held it in 45 quarters.
  • Private Advisor Group's Healthcare Realty position peaked at $2.29M in Q3 2016.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Private Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.