EARNEST Partners’s Healthcare Realty HR Stock Holding History

EARNEST 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
2023 Q4	–	Sell	-35	Closed	-$534	–	649
2023 Q3	$534	Hold	35	–	–	﹤0.01%	1114
2023 Q2	$660	Hold	35	–	–	﹤0.01%	1109
2023 Q1	$677	Hold	35	–	–	﹤0.01%	1106
2022 Q4	$674	Hold	35	–	–	﹤0.01%	1110
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	1053
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	1077
2022 Q1	$1K	Hold	35	–	–	﹤0.01%	1088
2021 Q4	$1K	Hold	35	–	–	﹤0.01%	1102
2021 Q3	$1K	Hold	35	–	–	﹤0.01%	1109
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	1115
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	1122
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	1109
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	1066
2020 Q2	$1K	Hold	35	–	–	﹤0.01%	1049
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	1002
2019 Q4	$1K	Hold	35	–	–	﹤0.01%	1099
2019 Q3	$1K	Hold	35	–	–	﹤0.01%	1086
2019 Q2	$1K	Hold	35	–	–	﹤0.01%	1104
2019 Q1	$1K	Hold	35	–	–	﹤0.01%	1106
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	1092
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	1118
2018 Q2	$1K	Hold	35	–	–	﹤0.01%	1125
2018 Q1	$1K	Hold	35	–	–	﹤0.01%	1103
2017 Q4	$1K	Buy	+35	New	+$1.06K	﹤0.01%	1099
2017 Q1	–	Sell	-35	Closed	-$1K	–	536
2016 Q4	$1K	Buy	+35	New	+$1.03K	﹤0.01%	1042

Other funds holding HR

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

EARNEST Partners's HR Position: Q4 2023 in Review

EARNEST Partners sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 35 shares — an estimated $534 sold.

EARNEST Partners first reported a position in HR in Q4 2016 and held it in 25 quarters. The position peaked at $1K in Q3 2022. 411 funds tracked by Wall St. Rank hold HR as of Q4 2023.

EARNEST Partners reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 35 Healthcare Realty shares in Q4 2023, an estimated $534.
EARNEST Partners first reported a position in Healthcare Realty in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Healthcare Realty position peaked at $1K in Q3 2022.
411 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.