SageView Advisory Group’s Healthcare Realty HR Stock Holding History

SageView Advisory 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
2026 Q1	–	Sell	-1,875	Closed	-$31.8K	–	1390
2025 Q4	$31.8K	Buy	+1,875	New	+$33.4K	﹤0.01%	1261

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's HR Position: Q1 2026 in Review

SageView Advisory Group sold out of Healthcare Realty (HR) in Q1 2026, closing a stake of 1,875 shares — an estimated $31.8K sold.

SageView Advisory Group first reported a position in HR in Q4 2025 and held it in 1 quarter. The position peaked at $31.8K in Q4 2025. 448 funds tracked by Wall St. Rank hold HR as of Q1 2026.

SageView Advisory Group reported no remaining Healthcare Realty position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,875 Healthcare Realty shares in Q1 2026, an estimated $31.8K.
SageView Advisory Group first reported a position in Healthcare Realty in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Healthcare Realty position peaked at $31.8K in Q4 2025.
448 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.