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Coppell Advisory Solutions Corp’s Healthcare Realty HR Stock Holding History

Coppell Advisory Solutions Corp’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 		$211K Buy
+14,888
New +$225K 0.04% 248
2023
Q1 		$426K Sell
22,555
-1,616
-7% -$32.6K 0.14% 131
2022
Q4 		$466K Buy
+24,171
New +$475K 0.16% 117

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

Coppell Advisory Solutions Corp's HR Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Healthcare Realty (HR) in Q1 2024: 14,888 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #248 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in HR as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in HR in Q4 2022 and has held it in 3 quarters since. The position peaked at $466K in Q4 2022. 402 funds tracked by Wall St. Rank hold HR as of Q1 2024.

  • Coppell Advisory Solutions Corp held 14,888 shares of Healthcare Realty worth $211K as of Q1 2024.
  • Healthcare Realty was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Healthcare Realty made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #248 holding.
  • Coppell Advisory Solutions Corp first reported a position in Healthcare Realty in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Healthcare Realty position peaked at $466K in Q4 2022.
  • 402 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.