TCWA
HR icon

Turtle Creek Wealth Advisors’s Healthcare Realty HR Stock Holding History

Turtle Creek Wealth Advisors’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
-11,609
Closed -$184K – 367
2025
Q2 		$184K Buy
11,609
+9
+0.1% +$137 0.02% 264
2025
Q1 		$196K Buy
+11,600
New +$193K 0.03% 114

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

Turtle Creek Wealth Advisors's HR Position: Q3 2025 in Review

Turtle Creek Wealth Advisors sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 11,609 shares — an estimated $184K sold.

Turtle Creek Wealth Advisors first reported a position in HR in Q1 2025 and held it in 2 quarters. The position peaked at $196K in Q1 2025. 410 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • Turtle Creek Wealth Advisors reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 11,609 Healthcare Realty shares in Q3 2025, an estimated $184K.
  • Turtle Creek Wealth Advisors first reported a position in Healthcare Realty in Q1 2025 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's Healthcare Realty position peaked at $196K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.