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Ahrens Investment Partners’s Healthcare Realty HR Stock Holding History

Ahrens Investment Partners’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 		$490K Sell
25,327
-2,105
-8% -$42.4K 0.24% 75
2022
Q4 		$529K Sell
27,432
-4,003
-13% -$78.6K 0.24% 79
2022
Q3 		$655K Sell
31,435
-2,758
-8% -$70.1K 0.35% 60
2022
Q2 		$954K Sell
34,193
-4,853
-12% -$144K 0.42% 52
2022
Q1 		$1.22M Sell
39,046
-5,043
-11% -$159K 0.39% 56
2021
Q4 		$1.47M Sell
44,089
-5,975
-12% -$200K 0.65% 33
2021
Q3 		$1.49M Buy
50,064
+13,600
+37% +$397K 0.71% 38
2021
Q2 		$974K Sell
36,464
-6,750
-16% -$191K 0.45% 59
2021
Q1 		$1.19M Buy
43,214
+15,166
+54% +$424K 0.6% 45
2020
Q4 		$772K Sell
28,048
-866
-3% -$22.8K 0.41% 65
2020
Q3 		$752K Sell
28,914
-4,528
-14% -$119K 0.5% 54
2020
Q2 		$887K Hold
33,442
– – 0.54% 47
2020
Q1 		$812K Sell
33,442
-3,797
-10% -$115K 0.58% 44
2019
Q4 		$1.13M Hold
37,239
– – 0.47% 53
2019
Q3 		$1.09M Hold
37,239
– – 0.48% 52
2019
Q2 		$1.02M Sell
37,239
-300
-0.8% -$8.45K 0.46% 48
2019
Q1 		$1.07M Sell
37,539
-1,450
-4% -$40.3K 0.49% 48
2018
Q4 		$987K Sell
38,989
-1,350
-3% -$35.8K 0.46% 51
2018
Q3 		$1.08M Sell
40,339
-1,330
-3% -$36.7K 0.4% 55
2018
Q2 		$1.12M Sell
41,669
-6,353
-13% -$162K 0.47% 52
2018
Q1 		$1.27M Sell
48,022
-7,749
-14% -$206K 0.55% 44
2017
Q4 		$1.68M Sell
55,771
-299
-0.5% -$9.04K 0.68% 35
2017
Q3 		$1.67M Sell
56,070
-799
-1% -$24.3K 0.71% 32
2017
Q2 		$1.77M Sell
56,869
-53,204
-48% -$1.68M 0.76% 35
2017
Q1 		$3.46M Sell
110,073
-13,248
-11% -$402K 1.66% 16
2016
Q4 		$3.59M Buy
+123,321
New +$3.63M 1.88% 15

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ahrens Investment Partners's HR Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Healthcare Realty (HR) stake by 7.7% in Q1 2023, selling an estimated $42.4K and leaving 25,327 shares worth $490K. The position accounts for 0.24% of the portfolio, ranked #75.

Ahrens Investment Partners first reported a position in HR in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.59M in Q4 2016. 418 funds tracked by Wall St. Rank hold HR as of Q1 2023.

  • Ahrens Investment Partners held 25,327 shares of Healthcare Realty worth $490K as of Q1 2023.
  • Ahrens Investment Partners sold 2,105 Healthcare Realty shares in Q1 2023, an estimated $42.4K.
  • Healthcare Realty made up 0.24% of Ahrens Investment Partners's portfolio in Q1 2023, its #75 holding.
  • Ahrens Investment Partners first reported a position in Healthcare Realty in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's Healthcare Realty position peaked at $3.59M in Q4 2016.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.