AT
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Arden Trust’s Healthcare Realty HR Stock Holding History

Arden Trust’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
-11,856
Closed -$204K – 256
2023
Q4 		$204K Buy
+11,856
New +$181K 0.03% 241
2018
Q1 		– Sell
-10,576
Closed -$318K – 369
2017
Q4 		$318K Sell
10,576
-104
-1% -$3.15K 0.05% 283
2017
Q3 		$318K Sell
10,680
-100
-0.9% -$3.04K 0.05% 279
2017
Q2 		$336K Buy
+10,780
New +$340K 0.05% 280

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arden Trust's HR Position: Q1 2024 in Review

Arden Trust sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 11,856 shares — an estimated $204K sold.

Arden Trust first reported a position in HR in Q2 2017 and held it in 4 quarters. The position peaked at $336K in Q2 2017. 402 funds tracked by Wall St. Rank hold HR as of Q1 2024.

  • Arden Trust reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
  • Arden Trust sold 11,856 Healthcare Realty shares in Q1 2024, an estimated $204K.
  • Arden Trust first reported a position in Healthcare Realty in Q2 2017 and held it in 4 quarters.
  • Arden Trust's Healthcare Realty position peaked at $336K in Q2 2017.
  • 402 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on Arden Trust's 13F filing for Q1 2024, filed 3 Apr 2024.