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Strategic Wealth Partners’s Healthcare Realty HR Stock Holding History

Strategic 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
-3,473
Closed -$55.1K – 1351
2025
Q2 		$55.1K Buy
+3,473
New +$52.8K ﹤0.01% 483
2018
Q2 		– Sell
-350
Closed -$9K – 784
2018
Q1 		$9K Buy
+350
New +$9.32K ﹤0.01% 570

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

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

Strategic Wealth Partners sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 3,473 shares — an estimated $55.1K sold.

Strategic Wealth Partners first reported a position in HR in Q1 2018 and held it in 2 quarters. The position peaked at $55.1K in Q2 2025. 410 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • Strategic Wealth Partners reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 3,473 Healthcare Realty shares in Q3 2025, an estimated $55.1K.
  • Strategic Wealth Partners first reported a position in Healthcare Realty in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's Healthcare Realty position peaked at $55.1K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.