FHA
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First Horizon Advisors’s Healthcare Realty HR Stock Holding History

First Horizon Advisors’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
Q2 		– Sell
-1,241
Closed -$24K – 2483
2023
Q1 		$24K Buy
1,241
+300
+32% +$6.04K ﹤0.01% 1196
2022
Q4 		$18.1K Hold
941
– – ﹤0.01% 1285
2022
Q3 		$20K Buy
+941
New +$23.9K ﹤0.01% 1234
2020
Q4 		– Sell
-780
Closed -$20K – 1506
2020
Q3 		$20K Hold
780
– – ﹤0.01% 818
2020
Q2 		$21K Buy
780
+281
+56% +$7.2K ﹤0.01% 783
2020
Q1 		$12K Buy
+499
New +$15.1K ﹤0.01% 891
2016
Q1 		– Sell
-716
Closed -$19K – 1356
2015
Q4 		$19K Sell
716
-322
-31% -$8.31K ﹤0.01% 745
2015
Q3 		$25K Buy
1,038
+28
+3% +$691 ﹤0.01% 724
2015
Q2 		$24K Hold
1,010
– – ﹤0.01% 787
2015
Q1 		$28K Buy
1,010
+348
+53% +$9.78K ﹤0.01% 734
2014
Q4 		$18K Sell
662
-430
-39% -$10.9K ﹤0.01% 859
2014
Q3 		$25K Buy
1,092
+401
+58% +$9.73K ﹤0.01% 747
2014
Q2 		$17K Buy
691
+209
+43% +$4.98K ﹤0.01% 876
2014
Q1 		$11K Buy
482
+33
+7% +$719 ﹤0.01% 943
2013
Q4 		$9K Buy
+449
New +$9.52K ﹤0.01% 959

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

First Horizon Advisors's HR Position: Q2 2023 in Review

First Horizon Advisors sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 1,241 shares — an estimated $24K sold.

First Horizon Advisors first reported a position in HR in Q4 2013 and held it in 15 quarters. The position peaked at $28K in Q1 2015. 401 funds tracked by Wall St. Rank hold HR as of Q2 2023.

  • First Horizon Advisors reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
  • First Horizon Advisors sold 1,241 Healthcare Realty shares in Q2 2023, an estimated $24K.
  • First Horizon Advisors first reported a position in Healthcare Realty in Q4 2013 and held it in 15 quarters.
  • First Horizon Advisors's Healthcare Realty position peaked at $28K in Q1 2015.
  • 401 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on First Horizon Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.