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Dakota Wealth Management’s Healthcare Realty HR Stock Holding History

Dakota Wealth Management’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
Q4 		– Sell
-12,982
Closed -$198K – 680
2023
Q3 		$198K Buy
12,982
+567
+5% +$10.1K 0.01% 605
2023
Q2 		$234K Buy
12,415
+2,041
+20% +$39.4K 0.01% 547
2023
Q1 		$201K Sell
10,374
-185
-2% -$3.73K 0.01% 567
2022
Q4 		$203K Buy
+10,559
New +$207K 0.01% 547

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 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

Dakota Wealth Management's HR Position: Q4 2023 in Review

Dakota Wealth Management sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 12,982 shares — an estimated $198K sold.

Dakota Wealth Management first reported a position in HR in Q4 2022 and held it in 4 quarters. The position peaked at $234K in Q2 2023. 411 funds tracked by Wall St. Rank hold HR as of Q4 2023.

  • Dakota Wealth Management reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 12,982 Healthcare Realty shares in Q4 2023, an estimated $198K.
  • Dakota Wealth Management first reported a position in Healthcare Realty in Q4 2022 and held it in 4 quarters.
  • Dakota Wealth Management's Healthcare Realty position peaked at $234K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.