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Savant Capital’s Healthcare Realty HR Stock Holding History

Savant Capital’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
Q1 		– Sell
-44,586
Closed -$756K – 1237
2024
Q4 		$756K Sell
44,586
-396
-0.9% -$6.96K 0.01% 754
2024
Q3 		$816K Buy
44,982
+548
+1% +$9.71K 0.01% 713
2024
Q2 		$732K Buy
+44,434
New +$680K 0.01% 684

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Savant Capital's HR Position: Q1 2025 in Review

Savant Capital sold out of Healthcare Realty (HR) in Q1 2025, closing a stake of 44,586 shares — an estimated $756K sold.

Savant Capital first reported a position in HR in Q2 2024 and held it in 3 quarters. The position peaked at $816K in Q3 2024. 424 funds tracked by Wall St. Rank hold HR as of Q1 2025.

  • Savant Capital reported no remaining Healthcare Realty position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 44,586 Healthcare Realty shares in Q1 2025, an estimated $756K.
  • Savant Capital first reported a position in Healthcare Realty in Q2 2024 and held it in 3 quarters.
  • Savant Capital's Healthcare Realty position peaked at $816K in Q3 2024.
  • 424 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.