Financial Partners Capital Management’s Healthcare Realty HR Stock Holding History

Financial Partners Capital 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 Q4	$2.35M	Sell	121,713 -3,605	-3%	-$70.8K	0.52%	49
2022 Q3	$2.61M	Buy	125,318 +67,325	+116%	+$1.71M	0.62%	47
2022 Q2	$1.62M	Buy	57,993 +2,076	+4%	+$61.6K	0.35%	69
2022 Q1	$1.75M	Buy	55,917 +6,546	+13%	+$206K	0.33%	69
2021 Q4	$1.65M	Buy	49,371 +2,906	+6%	+$97.1K	0.29%	67
2021 Q3	$1.38M	Buy	46,465 +11,110	+31%	+$324K	0.25%	67
2021 Q2	$944K	Buy	35,355 +21,220	+150%	+$600K	0.17%	75
2021 Q1	$390K	Buy	+14,135	New	+$395K	0.08%	90

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Partners Capital Management's HR Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Healthcare Realty (HR) stake by 2.9% in Q4 2022, selling an estimated $70.8K and leaving 121,713 shares worth $2.35M. The position accounts for 0.52% of the portfolio, ranked #49.

Financial Partners Capital Management first reported a position in HR in Q1 2021 and has held it in 8 quarters since. The position peaked at $2.61M in Q3 2022. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

Financial Partners Capital Management held 121,713 shares of Healthcare Realty worth $2.35M as of Q4 2022.
Financial Partners Capital Management sold 3,605 Healthcare Realty shares in Q4 2022, an estimated $70.8K.
Healthcare Realty made up 0.52% of Financial Partners Capital Management's portfolio in Q4 2022, its #49 holding.
Financial Partners Capital Management first reported a position in Healthcare Realty in Q1 2021 and has held it in 8 quarters since.
Financial Partners Capital Management's Healthcare Realty position peaked at $2.61M in Q3 2022.
418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.