BOK Financial’s Healthcare Realty HR Stock Holding History

BOK 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
2024 Q4	–	Sell	-34	Closed	-$600	–	1380
2024 Q3	$600	Hold	34	–	–	﹤0.01%	1196
2024 Q2	$560	Hold	34	–	–	﹤0.01%	1082
2024 Q1	$480	Buy	+34	New	+$513	﹤0.01%	1118

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

Starboard Value New York $4.57B AUM 4.97% 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

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

AAMU

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

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

BOK Financial's HR Position: Q4 2024 in Review

BOK Financial sold out of Healthcare Realty (HR) in Q4 2024, closing a stake of 34 shares — an estimated $600 sold.

BOK Financial first reported a position in HR in Q1 2024 and held it in 3 quarters. The position peaked at $600 in Q3 2024. 417 funds tracked by Wall St. Rank hold HR as of Q4 2024.

BOK Financial reported no remaining Healthcare Realty position as of Q4 2024 after selling out during the quarter.
BOK Financial sold 34 Healthcare Realty shares in Q4 2024, an estimated $600.
BOK Financial first reported a position in Healthcare Realty in Q1 2024 and held it in 3 quarters.
BOK Financial's Healthcare Realty position peaked at $600 in Q3 2024.
417 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.