Gabelli Funds’s Healthcare Realty HR Stock Holding History

Gabelli Funds’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
2018 Q4	–	Sell	-100	Closed	-$250K	–	1150
2018 Q3	$250K	Hold	100	–	–	﹤0.01%	1089
2018 Q2	$250K	Buy	+100	New	+$2.54K	﹤0.01%	1087

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

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

Gabelli Funds's HR Position: Q3 2023 in Review

Gabelli Funds sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 10,000 shares — an estimated $189K sold.

Gabelli Funds first reported a position in HR in Q4 2022 and held it in 3 quarters. The position peaked at $193K in Q1 2023. 396 funds tracked by Wall St. Rank hold HR as of Q3 2023.

Gabelli Funds reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
Gabelli Funds sold 10,000 Healthcare Realty shares in Q3 2023, an estimated $189K.
Gabelli Funds first reported a position in Healthcare Realty in Q4 2022 and held it in 3 quarters.
Gabelli Funds's Healthcare Realty position peaked at $193K in Q1 2023.
396 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on Gabelli Funds's 13F filing for Q3 2023, filed 8 Nov 2023.