SWP
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Sagespring Wealth Partners’s Healthcare Realty HR Stock Holding History

Sagespring Wealth Partners’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
Q3 		– Sell
-10,325
Closed -$164K – 751
2025
Q2 		$164K Sell
10,325
-4,082
-28% -$62.1K ﹤0.01% 700
2025
Q1 		$243K Buy
14,407
+884
+7% +$14.7K 0.01% 580
2024
Q4 		$229K Buy
+13,523
New +$238K 0.01% 554

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sagespring Wealth Partners's HR Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 10,325 shares — an estimated $164K sold.

Sagespring Wealth Partners first reported a position in HR in Q4 2024 and held it in 3 quarters. The position peaked at $243K in Q1 2025. 410 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 10,325 Healthcare Realty shares in Q3 2025, an estimated $164K.
  • Sagespring Wealth Partners first reported a position in Healthcare Realty in Q4 2024 and held it in 3 quarters.
  • Sagespring Wealth Partners's Healthcare Realty position peaked at $243K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.