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Carmichael Hill & Associates’s Healthcare Realty HR Stock Holding History

Carmichael Hill & Associates’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
-222
Closed -$3.83K – 787
2023
Q4 		$3.83K Buy
+222
New +$3.39K ﹤0.01% 663

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

Carmichael Hill & Associates's HR Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 222 shares — an estimated $3.83K sold.

Carmichael Hill & Associates first reported a position in HR in Q4 2023 and held it in 1 quarter. The position peaked at $3.83K in Q4 2023. 403 funds tracked by Wall St. Rank hold HR as of Q1 2024.

  • Carmichael Hill & Associates reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 222 Healthcare Realty shares in Q1 2024, an estimated $3.83K.
  • Carmichael Hill & Associates first reported a position in Healthcare Realty in Q4 2023 and held it in 1 quarter.
  • Carmichael Hill & Associates's Healthcare Realty position peaked at $3.83K in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.