FourThought Financial’s Healthcare Realty HR Stock Holding History

FourThought Financial’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 Q3	$90K	Buy	4,315 +146	+4%	+$3.71K	0.01%	455
2022 Q2	$116K	Sell	4,169 -260	-6%	-$7.72K	0.02%	399
2022 Q1	$139K	Hold	4,429	–	–	0.02%	400
2021 Q4	$148K	Sell	4,429 -90	-2%	-$3.01K	0.02%	388
2021 Q3	$134K	Hold	4,519	–	–	0.02%	422
2021 Q2	$120K	Sell	4,519 -64	-1%	-$1.81K	0.02%	449
2021 Q1	$126K	Hold	4,583	–	–	0.02%	444
2020 Q4	$126K	Buy	+4,583	New	+$121K	0.02%	432

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FourThought Financial's HR Position: Q3 2022 in Review

FourThought Financial increased its Healthcare Realty (HR) stake by 3.5% in Q3 2022, buying an estimated $3.71K and bringing the position to 4,315 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #455.

FourThought Financial first reported a position in HR in Q4 2020 and has held it in 8 quarters since. The position peaked at $148K in Q4 2021. 394 funds tracked by Wall St. Rank hold HR as of Q3 2022.

FourThought Financial held 4,315 shares of Healthcare Realty worth $90K as of Q3 2022.
FourThought Financial bought 146 Healthcare Realty shares in Q3 2022, an estimated $3.71K.
Healthcare Realty made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #455 holding.
FourThought Financial first reported a position in Healthcare Realty in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Healthcare Realty position peaked at $148K in Q4 2021.
394 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.