Glenview Trust’s Healthcare Realty HR Stock Holding History

Glenview Trust’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 Q1	–	Sell	-12,980	Closed	-$250K	–	447
2022 Q4	$250K	Buy	12,980 +100	+0.8%	+$1.96K	0.01%	393
2022 Q3	$269K	Hold	12,880	–	–	0.01%	362
2022 Q2	$359K	Hold	12,880	–	–	0.01%	332
2022 Q1	$404K	Hold	12,880	–	–	0.01%	330
2021 Q4	$430K	Hold	12,880	–	–	0.01%	316
2021 Q3	$382K	Hold	12,880	–	–	0.01%	307
2021 Q2	$344K	Hold	12,880	–	–	0.01%	331
2021 Q1	$355K	Hold	12,880	–	–	0.02%	312
2020 Q4	$355K	Hold	12,880	–	–	0.02%	277
2020 Q3	$335K	Hold	12,880	–	–	0.02%	265
2020 Q2	$342K	Hold	12,880	–	–	0.02%	263
2020 Q1	$313K	Hold	12,880	–	–	0.02%	258
2019 Q4	$390K	Hold	12,880	–	–	0.02%	264
2019 Q3	$378K	Hold	12,880	–	–	0.02%	264
2019 Q2	$353K	Hold	12,880	–	–	0.02%	270
2019 Q1	$368K	Hold	12,880	–	–	0.02%	261
2018 Q4	$326K	Hold	12,880	–	–	0.02%	265
2018 Q3	$344K	Hold	12,880	–	–	0.02%	269
2018 Q2	$347K	Hold	12,880	–	–	0.03%	244
2018 Q1	$341K	Sell	12,880 -2,260	-15%	-$60.2K	0.02%	271
2017 Q4	$455K	Hold	15,140	–	–	0.03%	252
2017 Q3	$451K	Hold	15,140	–	–	0.03%	242
2017 Q2	$471K	Hold	15,140	–	–	0.04%	226
2017 Q1	$476K	Hold	15,140	–	–	0.04%	227
2016 Q4	$441K	Buy	+15,140	New	+$445K	0.04%	229

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

AAMU

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glenview Trust's HR Position: Q1 2023 in Review

Glenview Trust sold out of Healthcare Realty (HR) in Q1 2023, closing a stake of 12,980 shares — an estimated $250K sold.

Glenview Trust first reported a position in HR in Q4 2016 and held it in 25 quarters. The position peaked at $476K in Q1 2017. 418 funds tracked by Wall St. Rank hold HR as of Q1 2023.

Glenview Trust reported no remaining Healthcare Realty position as of Q1 2023 after selling out during the quarter.
Glenview Trust sold 12,980 Healthcare Realty shares in Q1 2023, an estimated $250K.
Glenview Trust first reported a position in Healthcare Realty in Q4 2016 and held it in 25 quarters.
Glenview Trust's Healthcare Realty position peaked at $476K in Q1 2017.
418 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Glenview Trust's 13F filing for Q1 2023, filed 9 May 2023.