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Belpointe Asset Management’s Healthcare Realty HR Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,453
Closed -$47.4K – 1785
2023
Q1 		$47.4K Buy
2,453
+784
+47% +$15.8K ﹤0.01% 1734
2022
Q4 		$32.2K Buy
+1,669
New +$32.8K ﹤0.01% 1867

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Belpointe Asset Management's HR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 2,453 shares — an estimated $47.4K sold.

Belpointe Asset Management first reported a position in HR in Q4 2022 and held it in 2 quarters. The position peaked at $47.4K in Q1 2023. 402 funds tracked by Wall St. Rank hold HR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,453 Healthcare Realty shares in Q2 2023, an estimated $47.4K.
  • Belpointe Asset Management first reported a position in Healthcare Realty in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Healthcare Realty position peaked at $47.4K in Q1 2023.
  • 402 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.