HIIFS
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Harel Insurance Investments & Financial Services’s Healthcare Realty HR Stock Holding History

Harel Insurance Investments & Financial Services’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
-450
Closed -$8K – 709
2023
Q2 		$8K Sell
450
-100
-18% -$1.93K ﹤0.01% 646
2023
Q1 		$10K Sell
550
-400
-42% -$8.06K ﹤0.01% 630
2022
Q4 		$18K Hold
950
– – ﹤0.01% 577
2022
Q3 		$20K Sell
950
-250
-21% -$6.35K ﹤0.01% 598
2022
Q2 		$33K Hold
1,200
– – ﹤0.01% 578
2022
Q1 		$38K Buy
+1,200
New +$37.8K ﹤0.01% 555

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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

Harel Insurance Investments & Financial Services's HR Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 450 shares — an estimated $8K sold.

Harel Insurance Investments & Financial Services first reported a position in HR in Q1 2022 and held it in 6 quarters. The position peaked at $38K in Q1 2022. 397 funds tracked by Wall St. Rank hold HR as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 450 Healthcare Realty shares in Q3 2023, an estimated $8K.
  • Harel Insurance Investments & Financial Services first reported a position in Healthcare Realty in Q1 2022 and held it in 6 quarters.
  • Harel Insurance Investments & Financial Services's Healthcare Realty position peaked at $38K in Q1 2022.
  • 397 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.