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Trust Point Inc’s Healthcare Realty HR Stock Holding History

Trust Point Inc’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
-13,474
Closed -$228K – 502
2024
Q4 		$228K Buy
13,474
+3,450
+34% +$60.7K 0.02% 509
2024
Q3 		$182K Buy
+10,024
New +$178K 0.01% 504
2024
Q2 		– Sell
-10,598
Closed -$150K – 516
2024
Q1 		$150K Sell
10,598
-2,221
-17% -$33.5K 0.01% 516
2023
Q4 		$221K Buy
+12,819
New +$196K 0.02% 462

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

Trust Point Inc's HR Position: Q1 2025 in Review

Trust Point Inc sold out of Healthcare Realty (HR) in Q1 2025, closing a stake of 13,474 shares — an estimated $228K sold.

Trust Point Inc first reported a position in HR in Q4 2023 and held it in 4 quarters. The position peaked at $228K in Q4 2024. 424 funds tracked by Wall St. Rank hold HR as of Q1 2025.

  • Trust Point Inc reported no remaining Healthcare Realty position as of Q1 2025 after selling out during the quarter.
  • Trust Point Inc sold 13,474 Healthcare Realty shares in Q1 2025, an estimated $228K.
  • Trust Point Inc first reported a position in Healthcare Realty in Q4 2023 and held it in 4 quarters.
  • Trust Point Inc's Healthcare Realty position peaked at $228K in Q4 2024.
  • 424 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.