RMP
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Richards, Merrill & Peterson’s Healthcare Realty HR Stock Holding History

Richards, Merrill & Peterson’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
-350
Closed -$5.92K – 324
2025
Q1 		$5.92K Hold
350
– – ﹤0.01% 427
2024
Q4 		$5.93K Buy
+350
New +$6.16K ﹤0.01% 416

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

Richards, Merrill & Peterson's HR Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 350 shares — an estimated $5.92K sold.

Richards, Merrill & Peterson first reported a position in HR in Q4 2024 and held it in 2 quarters. The position peaked at $5.93K in Q4 2024. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 350 Healthcare Realty shares in Q2 2025, an estimated $5.92K.
  • Richards, Merrill & Peterson first reported a position in Healthcare Realty in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Healthcare Realty position peaked at $5.93K in Q4 2024.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.