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WealthTrak Capital Management’s Healthcare Realty HR Stock Holding History

WealthTrak Capital Management’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
-20
Closed -$318 – 447
2025
Q2 		$318 Buy
+20
New +$304 ﹤0.01% 753
2025
Q1 		– Sell
-15
Closed -$255 – 1039
2024
Q4 		$255 Buy
+15
New +$264 ﹤0.01% 755

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

WealthTrak Capital Management's HR Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Healthcare Realty (HR) in Q3 2025, closing a stake of 20 shares — an estimated $318 sold.

WealthTrak Capital Management first reported a position in HR in Q4 2024 and held it in 2 quarters. The position peaked at $318 in Q2 2025. 410 funds tracked by Wall St. Rank hold HR as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Healthcare Realty position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 Healthcare Realty shares in Q3 2025, an estimated $318.
  • WealthTrak Capital Management first reported a position in Healthcare Realty in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's Healthcare Realty position peaked at $318 in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.