American State Bank (Iowa)’s Healthcare Realty HR Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-3,037	Closed	-$52.3K	–	198
2023 Q4	$52.3K	Sell	3,037 -1,100	-27%	-$16.8K	0.03%	198
2023 Q3	$63.2K	Hold	4,137	–	–	0.05%	176
2023 Q2	$78K	Sell	4,137 -496	-11%	-$9.58K	0.05%	170
2023 Q1	$89.6K	Hold	4,633	–	–	0.07%	162
2022 Q4	$89.3K	Hold	4,633	–	–	0.07%	163
2022 Q3	$96.6K	Buy	+4,633	New	+$118K	0.08%	152

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

AAMU

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

American State Bank (Iowa)'s HR Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 3,037 shares — an estimated $52.3K sold.

American State Bank (Iowa) first reported a position in HR in Q3 2022 and held it in 6 quarters. The position peaked at $96.6K in Q3 2022. 403 funds tracked by Wall St. Rank hold HR as of Q1 2024.

American State Bank (Iowa) reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 3,037 Healthcare Realty shares in Q1 2024, an estimated $52.3K.
American State Bank (Iowa) first reported a position in Healthcare Realty in Q3 2022 and held it in 6 quarters.
American State Bank (Iowa)'s Healthcare Realty position peaked at $96.6K in Q3 2022.
403 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.