Slagle Financial’s Healthcare Realty HR Stock Holding History

Slagle Financial’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	-207,199	Closed	-$3.5M	–	119
2025 Q1	$3.5M	Buy	207,199 +8,420	+4%	+$140K	1.55%	25
2024 Q4	$3.37M	Buy	198,779 +18,236	+10%	+$321K	1.52%	22
2024 Q3	$3.28M	Buy	180,543 +13,731	+8%	+$243K	1.45%	23
2024 Q2	$2.75M	Buy	166,812 +13,150	+9%	+$201K	1.41%	22
2024 Q1	$2.17M	Buy	+153,662	New	+$2.32M	1.18%	37

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Slagle Financial's HR Position: Q2 2025 in Review

Slagle Financial sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 207,199 shares — an estimated $3.5M sold.

Slagle Financial first reported a position in HR in Q1 2024 and held it in 5 quarters. The position peaked at $3.5M in Q1 2025. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

Slagle Financial reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
Slagle Financial sold 207,199 Healthcare Realty shares in Q2 2025, an estimated $3.5M.
Slagle Financial first reported a position in Healthcare Realty in Q1 2024 and held it in 5 quarters.
Slagle Financial's Healthcare Realty position peaked at $3.5M in Q1 2025.
409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Slagle Financial's 13F filing for Q2 2025, filed 11 Aug 2025.