EL
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EMFO LLC’s Healthcare Realty HR Stock Holding History

EMFO LLC’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
Q1 		– Sell
-500
Closed -$9.63K – 313
2022
Q4 		$9.63K Hold
500
– – 0.01% 240
2022
Q3 		$10K Hold
500
– – 0.01% 263
2022
Q2 		$14K Hold
500
– – 0.01% 250
2022
Q1 		$16K Buy
500
+100
+25% +$3.15K 0.01% 255
2021
Q4 		$13K Hold
400
– – 0.01% 277
2021
Q3 		$12K Buy
+400
New +$11.7K 0.01% 293

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EMFO LLC's HR Position: Q1 2023 in Review

EMFO LLC sold out of Healthcare Realty (HR) in Q1 2023, closing a stake of 500 shares — an estimated $9.63K sold.

EMFO LLC first reported a position in HR in Q3 2021 and held it in 6 quarters. The position peaked at $16K in Q1 2022. 418 funds tracked by Wall St. Rank hold HR as of Q1 2023.

  • EMFO LLC reported no remaining Healthcare Realty position as of Q1 2023 after selling out during the quarter.
  • EMFO LLC sold 500 Healthcare Realty shares in Q1 2023, an estimated $9.63K.
  • EMFO LLC first reported a position in Healthcare Realty in Q3 2021 and held it in 6 quarters.
  • EMFO LLC's Healthcare Realty position peaked at $16K in Q1 2022.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on EMFO LLC's 13F filing for Q1 2023, filed 8 May 2023.