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Samalin Investment Counsel’s Healthcare Realty HR Stock Holding History

Samalin Investment Counsel’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
-33,678
Closed -$569K – 309
2025
Q1 		$569K Buy
33,678
+1,901
+6% +$31.6K 0.23% 133
2024
Q4 		$539K Buy
31,777
+2,050
+7% +$36K 0.23% 131
2024
Q3 		$540K Sell
29,727
-1,378
-4% -$24.4K 0.23% 140
2024
Q2 		$513K Buy
31,105
+3,708
+14% +$56.7K 0.24% 134
2024
Q1 		$388K Buy
27,397
+2,740
+11% +$41.3K 0.18% 185
2023
Q4 		$425K Buy
24,657
+10,039
+69% +$153K 0.21% 158
2023
Q3 		$223K Buy
+14,618
New +$259K 0.13% 226

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

Samalin Investment Counsel's HR Position: Q2 2025 in Review

Samalin Investment Counsel sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 33,678 shares — an estimated $569K sold.

Samalin Investment Counsel first reported a position in HR in Q3 2023 and held it in 7 quarters. The position peaked at $569K in Q1 2025. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

  • Samalin Investment Counsel reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 33,678 Healthcare Realty shares in Q2 2025, an estimated $569K.
  • Samalin Investment Counsel first reported a position in Healthcare Realty in Q3 2023 and held it in 7 quarters.
  • Samalin Investment Counsel's Healthcare Realty position peaked at $569K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Samalin Investment Counsel's 13F filing for Q2 2025, filed 7 Aug 2025.