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Bragg Financial Advisors’s Healthcare Realty HR Stock Holding History

Bragg Financial Advisors’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
Q2 		– Sell
-15,750
Closed -$223K – 320
2024
Q1 		$223K Sell
15,750
-54,884
-78% -$828K 0.01% 313
2023
Q4 		$1.22M Sell
70,634
-81,949
-54% -$1.25M 0.06% 190
2023
Q3 		$2.33M Buy
152,583
+12,067
+9% +$214K 0.12% 150
2023
Q2 		$2.65M Buy
140,516
+19,834
+16% +$383K 0.15% 145
2023
Q1 		$2.33M Buy
120,682
+18,229
+18% +$367K 0.14% 148
2022
Q4 		$1.97M Buy
102,453
+12,079
+13% +$237K 0.12% 157
2022
Q3 		$1.88M Buy
90,374
+7,518
+9% +$191K 0.13% 153
2022
Q2 		$2.31M Buy
82,856
+8,418
+11% +$250K 0.15% 140
2022
Q1 		$2.33M Buy
74,438
+17,788
+31% +$560K 0.14% 145
2021
Q4 		$1.68M Hold
56,650
– – 0.11% 155
2021
Q3 		$1.68M Buy
56,650
+8,946
+19% +$261K 0.11% 155
2021
Q2 		$1.27M Buy
47,704
+11,026
+30% +$312K 0.08% 173
2021
Q1 		$1.01M Buy
36,678
+4,288
+13% +$120K 0.07% 180
2020
Q4 		$892K Buy
32,390
+8,613
+36% +$227K 0.08% 167
2020
Q3 		$618K Buy
23,777
+8,257
+53% +$217K 0.06% 178
2020
Q2 		$412K Buy
+15,520
New +$398K 0.05% 198

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bragg Financial Advisors's HR Position: Q2 2024 in Review

Bragg Financial Advisors sold out of Healthcare Realty (HR) in Q2 2024, closing a stake of 15,750 shares — an estimated $223K sold.

Bragg Financial Advisors first reported a position in HR in Q2 2020 and held it in 16 quarters. The position peaked at $2.65M in Q2 2023. 392 funds tracked by Wall St. Rank hold HR as of Q2 2024.

  • Bragg Financial Advisors reported no remaining Healthcare Realty position as of Q2 2024 after selling out during the quarter.
  • Bragg Financial Advisors sold 15,750 Healthcare Realty shares in Q2 2024, an estimated $223K.
  • Bragg Financial Advisors first reported a position in Healthcare Realty in Q2 2020 and held it in 16 quarters.
  • Bragg Financial Advisors's Healthcare Realty position peaked at $2.65M in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2024.

Based on Bragg Financial Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.