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Claro Advisors’s Healthcare Realty HR Stock Holding History

Claro 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
2023
Q3 		– Sell
-10,357
Closed -$195K – 385
2023
Q2 		$195K Buy
10,357
+22
+0.2% +$425 0.05% 354
2023
Q1 		$200K Hold
10,335
– – 0.06% 324
2022
Q4 		$199K Buy
+10,335
New +$203K 0.07% 288
2022
Q2 		– Sell
-6,809
Closed -$227K – 302
2022
Q1 		$227K Hold
6,809
– – 0.08% 240
2021
Q4 		$227K Hold
6,809
– – 0.08% 240
2021
Q3 		$202K Buy
+6,809
New +$199K 0.08% 239
2020
Q1 		– Sell
-8,409
Closed -$255K – 169
2019
Q4 		$255K Sell
8,409
-622
-7% -$18.6K 0.2% 131
2019
Q3 		$265K Sell
9,031
-442
-5% -$12.4K 0.24% 128
2019
Q2 		$260K Sell
9,473
-1,400
-13% -$39.4K 0.24% 126
2019
Q1 		$311K Buy
10,873
+1,700
+19% +$47.3K 0.31% 104
2018
Q4 		$245K Buy
+9,173
New +$243K 0.2% 112

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claro Advisors's HR Position: Q3 2023 in Review

Claro Advisors sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 10,357 shares — an estimated $195K sold.

Claro Advisors first reported a position in HR in Q4 2018 and held it in 11 quarters. The position peaked at $311K in Q1 2019. 397 funds tracked by Wall St. Rank hold HR as of Q3 2023.

  • Claro Advisors reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
  • Claro Advisors sold 10,357 Healthcare Realty shares in Q3 2023, an estimated $195K.
  • Claro Advisors first reported a position in Healthcare Realty in Q4 2018 and held it in 11 quarters.
  • Claro Advisors's Healthcare Realty position peaked at $311K in Q1 2019.
  • 397 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on Claro Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.