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Wealthedge Investment Advisors’s Healthcare Realty HR Stock Holding History

Wealthedge Investment 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
-52,152
Closed -$827K – 139
2025
Q2 		$827K Buy
+52,152
New +$793K 0.34% 80

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

Wealthedge Investment Advisors's HR Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 52,152 shares — an estimated $827K sold.

Wealthedge Investment Advisors first reported a position in HR in Q2 2025 and held it in 1 quarter. The position peaked at $827K in Q2 2025. 410 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 52,152 Healthcare Realty shares in Q3 2025, an estimated $827K.
  • Wealthedge Investment Advisors first reported a position in Healthcare Realty in Q2 2025 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Healthcare Realty position peaked at $827K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.