RA
HR icon

Rise Advisors’s Healthcare Realty HR Stock Holding History

Rise 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
Q4 		– Sell
-927
Closed -$16.7K – 693
2025
Q3 		$16.7K Buy
927
+12
+1% +$203 0.01% 688
2025
Q2 		$14.5K Buy
915
+20
+2% +$304 0.01% 751
2025
Q1 		$15.1K Sell
895
-875
-49% -$14.5K 0.01% 680
2024
Q4 		$30K Buy
1,770
+29
+2% +$510 0.01% 392
2024
Q3 		$31.6K Buy
1,741
+30
+2% +$532 0.02% 393
2024
Q2 		$28.2K Buy
1,711
+32
+2% +$490 0.01% 410
2024
Q1 		$23.8K Buy
+1,679
New +$25.3K 0.01% 526

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

Rise Advisors's HR Position: Q4 2025 in Review

Rise Advisors sold out of Healthcare Realty (HR) in Q4 2025, closing a stake of 927 shares — an estimated $16.7K sold.

Rise Advisors first reported a position in HR in Q1 2024 and held it in 7 quarters. The position peaked at $31.6K in Q3 2024. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

  • Rise Advisors reported no remaining Healthcare Realty position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 927 Healthcare Realty shares in Q4 2025, an estimated $16.7K.
  • Rise Advisors first reported a position in Healthcare Realty in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Healthcare Realty position peaked at $31.6K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.