Financial Management Network’s Healthcare Realty HR Stock Holding History

Financial Management Network’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	–	Sell	-10,393	Closed	-$175K	–	160
2023 Q4	$175K	Sell	10,393 -4,795	-32%	-$73.2K	0.05%	132
2023 Q3	$228K	Buy	15,188 +104	+0.7%	+$1.85K	0.08%	134
2023 Q2	$287K	Buy	15,084 +93	+0.6%	+$1.8K	0.1%	122
2023 Q1	$291K	Sell	14,991 -1,813	-11%	-$36.5K	0.12%	108
2022 Q4	$340K	Sell	16,804 -898	-5%	-$17.6K	0.15%	105
2022 Q3	$379K	Buy	+17,702	New	+$450K	0.19%	97
2022 Q1	–	Sell	-21,146	Closed	-$715K	–	126
2021 Q4	$715K	Buy	+21,146	New	+$706K	0.33%	64
2021 Q2	–	Sell	-24,640	Closed	-$727K	–	127
2021 Q1	$727K	Buy	24,640 +6,579	+36%	+$184K	0.38%	58
2020 Q4	$520K	Buy	+18,061	New	+$477K	0.32%	64

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Management Network's HR Position: Q1 2024 in Review

Financial Management Network sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 10,393 shares — an estimated $175K sold.

Financial Management Network first reported a position in HR in Q4 2020 and held it in 9 quarters. The position peaked at $727K in Q1 2021. 402 funds tracked by Wall St. Rank hold HR as of Q1 2024.

Financial Management Network reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
Financial Management Network sold 10,393 Healthcare Realty shares in Q1 2024, an estimated $175K.
Financial Management Network first reported a position in Healthcare Realty in Q4 2020 and held it in 9 quarters.
Financial Management Network's Healthcare Realty position peaked at $727K in Q1 2021.
402 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on Financial Management Network's 13F filing for Q1 2024, filed 22 Apr 2024.