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Wealthspire Advisors (New York)’s Healthcare Realty HR Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,395
Closed -$25.2K – 1851
2025
Q3 		$25.2K Buy
+1,395
New +$23.6K ﹤0.01% 1553

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s HR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Healthcare Realty (HR) in Q4 2025, closing a stake of 1,395 shares — an estimated $25.2K sold.

Wealthspire Advisors (New York) first reported a position in HR in Q3 2025 and held it in 1 quarter. The position peaked at $25.2K in Q3 2025. 422 funds tracked by Wall St. Rank hold HR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Healthcare Realty position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,395 Healthcare Realty shares in Q4 2025, an estimated $25.2K.
  • Wealthspire Advisors (New York) first reported a position in Healthcare Realty in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Healthcare Realty position peaked at $25.2K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.