Affiance Financial’s Healthcare Realty HR Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-500	Closed	-$9.63K	–	225
2022 Q4	$9.63K	Buy	+500	New	+$9.82K	﹤0.01%	299

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Affiance Financial's HR Position: Q1 2023 in Review

Affiance Financial sold out of Healthcare Realty (HR) in Q1 2023, closing a stake of 500 shares — an estimated $9.63K sold.

Affiance Financial first reported a position in HR in Q4 2022 and held it in 1 quarter. The position peaked at $9.63K in Q4 2022. 419 funds tracked by Wall St. Rank hold HR as of Q1 2023.

Affiance Financial reported no remaining Healthcare Realty position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 500 Healthcare Realty shares in Q1 2023, an estimated $9.63K.
Affiance Financial first reported a position in Healthcare Realty in Q4 2022 and held it in 1 quarter.
Affiance Financial's Healthcare Realty position peaked at $9.63K in Q4 2022.
419 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.