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Fort Washington Investment Advisors’s Healthcare Realty HR Stock Holding History

Fort Washington Investment 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
Q3 		– Sell
-752,086
Closed -$14.2M – 382
2023
Q2 		$14.2M Buy
752,086
+117,100
+18% +$2.26M 0.1% 190
2023
Q1 		$12.3M Sell
634,986
-34,247
-5% -$690K 0.09% 188
2022
Q4 		$12.9M Buy
669,233
+214,930
+47% +$4.22M 0.1% 164
2022
Q3 		$9.47M Buy
+454,303
New +$11.5M 0.08% 188
2021
Q1 		– Sell
-14,205
Closed -$391K – 502
2020
Q4 		$391K Sell
14,205
-1,900
-12% -$50.1K ﹤0.01% 413
2020
Q3 		$419K Buy
16,105
+1,100
+7% +$28.9K ﹤0.01% 382
2020
Q2 		$398K Buy
+15,005
New +$384K ﹤0.01% 392
2019
Q4 		– Sell
-7,305
Closed -$215K – 505
2019
Q3 		$215K Sell
7,305
-14,000
-66% -$391K ﹤0.01% 483
2019
Q2 		$584K Sell
21,305
-4,400
-17% -$124K 0.01% 373
2019
Q1 		$735K Sell
25,705
-2,800
-10% -$77.9K 0.01% 348
2018
Q4 		$721K Buy
28,505
+1,700
+6% +$45K 0.01% 358
2018
Q3 		$715K Sell
26,805
-200
-0.7% -$5.51K 0.01% 382
2018
Q2 		$728K Sell
27,005
-4,400
-14% -$112K 0.01% 377
2018
Q1 		$831K Buy
31,405
+6,000
+24% +$160K 0.01% 380
2017
Q4 		$763K Buy
25,405
+500
+2% +$15.1K 0.01% 428
2017
Q3 		$742K Buy
24,905
+5,505
+28% +$167K 0.01% 351
2017
Q2 		$604K Buy
19,400
+12,700
+190% +$400K 0.01% 373
2017
Q1 		$211K Buy
+6,700
New +$203K ﹤0.01% 467
2016
Q2 		– Sell
-7,600
Closed -$224K – 467
2016
Q1 		$224K Buy
+7,600
New +$211K ﹤0.01% 436
2015
Q3 		– Sell
-33,324
Closed -$798K – 459
2015
Q2 		$798K Sell
33,324
-5,626
-14% -$144K 0.02% 299
2015
Q1 		$1.08M Hold
38,950
– – 0.02% 270
2014
Q4 		$1.05M Buy
38,950
+4,200
+12% +$106K 0.02% 273
2014
Q3 		$806K Sell
34,750
-600
-2% -$14.6K 0.02% 291
2014
Q2 		$851K Buy
35,350
+500
+1% +$11.9K 0.02% 293
2014
Q1 		$794K Buy
34,850
+3,400
+11% +$74.1K 0.02% 285
2013
Q4 		$619K Buy
+31,450
New +$667K 0.01% 378

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fort Washington Investment Advisors's HR Position: Q3 2023 in Review

Fort Washington Investment Advisors sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 752,086 shares — an estimated $14.2M sold.

Fort Washington Investment Advisors first reported a position in HR in Q4 2013 and held it in 26 quarters. The position peaked at $14.2M in Q2 2023. 397 funds tracked by Wall St. Rank hold HR as of Q3 2023.

  • Fort Washington Investment Advisors reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 752,086 Healthcare Realty shares in Q3 2023, an estimated $14.2M.
  • Fort Washington Investment Advisors first reported a position in Healthcare Realty in Q4 2013 and held it in 26 quarters.
  • Fort Washington Investment Advisors's Healthcare Realty position peaked at $14.2M in Q2 2023.
  • 397 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.