Castleview Partners’s Healthcare Realty HR Stock Holding History

Castleview Partners’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 Q3	–	Sell	-341	Closed	-$5.62K	–	706
2024 Q2	$5.62K	Hold	341	–	–	﹤0.01%	612
2024 Q1	$4.83K	Buy	341 +48	+16%	+$724	﹤0.01%	640
2023 Q4	$5.05K	Buy	293 +52	+22%	+$794	﹤0.01%	583
2023 Q3	$3.68K	Hold	241	–	–	﹤0.01%	512
2023 Q2	$4.54K	Hold	241	–	–	﹤0.01%	518
2023 Q1	$4.66K	Buy	+241	New	+$4.86K	﹤0.01%	503
2022 Q3	–	Sell	-130	Closed	-$1.72K	–	667
2022 Q2	$1.72K	Buy	+130	New	+$3.86K	﹤0.01%	641

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AAMU

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

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

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

Castleview Partners's HR Position: Q3 2024 in Review

Castleview Partners sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 341 shares — an estimated $5.62K sold.

Castleview Partners first reported a position in HR in Q2 2022 and held it in 7 quarters. The position peaked at $5.62K in Q2 2024. 410 funds tracked by Wall St. Rank hold HR as of Q3 2024.

Castleview Partners reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 341 Healthcare Realty shares in Q3 2024, an estimated $5.62K.
Castleview Partners first reported a position in Healthcare Realty in Q2 2022 and held it in 7 quarters.
Castleview Partners's Healthcare Realty position peaked at $5.62K in Q2 2024.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.