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Gateway Investment Advisers’s Healthcare Realty HR Stock Holding History

Gateway Investment Advisers’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
Q4 		– Sell
-42,266
Closed -$645K – 508
2023
Q3 		$645K Hold
42,266
– – 0.01% 360
2023
Q2 		$797K Sell
42,266
-42,070
-50% -$812K 0.01% 337
2023
Q1 		$1.63M Sell
84,336
-267,294
-76% -$5.39M 0.02% 304
2022
Q4 		$6.78M Sell
351,630
-664
-0.2% -$13K 0.08% 190
2022
Q3 		$7.34M Buy
+352,294
New +$8.95M 0.09% 175

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 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

Gateway Investment Advisers's HR Position: Q4 2023 in Review

Gateway Investment Advisers sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 42,266 shares — an estimated $645K sold.

Gateway Investment Advisers first reported a position in HR in Q3 2022 and held it in 5 quarters. The position peaked at $7.34M in Q3 2022. 410 funds tracked by Wall St. Rank hold HR as of Q4 2023.

  • Gateway Investment Advisers reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
  • Gateway Investment Advisers sold 42,266 Healthcare Realty shares in Q4 2023, an estimated $645K.
  • Gateway Investment Advisers first reported a position in Healthcare Realty in Q3 2022 and held it in 5 quarters.
  • Gateway Investment Advisers's Healthcare Realty position peaked at $7.34M in Q3 2022.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on Gateway Investment Advisers's 13F filing for Q4 2023, filed 10 Jan 2024.