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Duff & Phelps Investment Management’s Healthcare Realty HR Stock Holding History

Duff & Phelps Investment 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
2022
Q2 		– Sell
-1,578,590
Closed -$49.5M – 214
2022
Q1 		$49.5M Sell
1,578,590
-270,225
-15% -$8.51M 0.57% 71
2021
Q4 		$61.7M Sell
1,848,815
-1,219,255
-40% -$40.7M 0.73% 53
2021
Q3 		$91M Buy
3,068,070
+715,138
+30% +$20.9M 1.19% 29
2021
Q2 		$62.8M Buy
2,352,932
+21,725
+0.9% +$615K 0.82% 54
2021
Q1 		$64.3M Sell
2,331,207
-20,800
-0.9% -$582K 0.88% 48
2020
Q4 		$64.8M Buy
2,352,007
+90,035
+4% +$2.38M 0.94% 45
2020
Q3 		$58.8M Sell
2,261,972
-93,784
-4% -$2.46M 0.91% 44
2020
Q2 		$62.5M Sell
2,355,756
-269,840
-10% -$6.91M 0.98% 39
2020
Q1 		$63.7M Buy
2,625,596
+79,134
+3% +$2.39M 1.11% 37
2019
Q4 		$77.1M Sell
2,546,462
-41,700
-2% -$1.25M 1.02% 43
2019
Q3 		$76M Sell
2,588,162
-12,000
-0.5% -$335K 1.03% 44
2019
Q2 		$71.3M Buy
2,600,162
+576,350
+28% +$16.2M 1% 43
2019
Q1 		$57.9M Buy
2,023,812
+22,550
+1% +$627K 0.87% 50
2018
Q4 		$50.7M Sell
2,001,262
-213,800
-10% -$5.66M 0.85% 50
2018
Q3 		$59.1M Sell
2,215,062
-67,600
-3% -$1.86M 0.89% 49
2018
Q2 		$61.5M Buy
2,282,662
+177,050
+8% +$4.5M 0.92% 50
2018
Q1 		$55.7M Buy
2,105,612
+72,925
+4% +$1.94M 0.87% 52
2017
Q4 		$61.1M Buy
2,032,687
+32,750
+2% +$991K 0.87% 53
2017
Q3 		$59.6M Sell
1,999,937
-19,600
-1% -$595K 0.84% 51
2017
Q2 		$62.8M Buy
2,019,537
+178,650
+10% +$5.63M 0.91% 46
2017
Q1 		$57.9M Buy
1,840,887
+67,825
+4% +$2.06M 0.82% 48
2016
Q4 		$51.6M Sell
1,773,062
-15,435
-0.9% -$454K 0.74% 61
2016
Q3 		$58.3M Buy
1,788,497
+177,772
+11% +$5.88M 0.82% 57
2016
Q2 		$52.1M Buy
1,610,725
+940,402
+140% +$28.3M 0.78% 57
2016
Q1 		$19.7M Buy
+670,323
New +$18.6M 0.31% 96

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Duff & Phelps Investment Management's HR Position: Q2 2022 in Review

Duff & Phelps Investment Management sold out of Healthcare Realty (HR) in Q2 2022, closing a stake of 1,578,590 shares — an estimated $49.5M sold.

Duff & Phelps Investment Management first reported a position in HR in Q1 2016 and held it in 25 quarters. The position peaked at $91M in Q3 2021. 382 funds tracked by Wall St. Rank hold HR as of Q2 2022.

  • Duff & Phelps Investment Management reported no remaining Healthcare Realty position as of Q2 2022 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 1,578,590 Healthcare Realty shares in Q2 2022, an estimated $49.5M.
  • Duff & Phelps Investment Management first reported a position in Healthcare Realty in Q1 2016 and held it in 25 quarters.
  • Duff & Phelps Investment Management's Healthcare Realty position peaked at $91M in Q3 2021.
  • 382 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2022.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2022, filed 10 Aug 2022.