HGERS
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Householder Group Estate & Retirement Specialist’s Healthcare Realty HR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$30K Sell
1,779
-5,153
-74% -$90.6K 0.02% 247
2024
Q3 		$125K Sell
6,932
-263
-4% -$4.66K 0.04% 325
2024
Q2 		$118K Buy
7,195
+749
+12% +$11.5K 0.03% 321
2024
Q1 		$91.2K Sell
6,446
-206
-3% -$3.11K 0.03% 363
2023
Q4 		$114K Buy
6,652
+15
+0.2% +$229 0.04% 311
2023
Q3 		$101K Buy
+6,637
New +$118K 0.04% 313
2023
Q1 		$149K Hold
7,729
– – 0.06% 235
2022
Q4 		$148K Sell
7,729
-150
-2% -$2.95K 0.22% 55
2022
Q3 		$164K Hold
7,879
– – 0.07% 199
2022
Q2 		$220K Sell
7,879
-288
-4% -$8.55K 0.1% 180
2022
Q1 		$256K Sell
8,167
-130
-2% -$4.09K 0.1% 174
2021
Q4 		$277K Buy
+8,297
New +$277K 0.1% 173

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Healthcare Realty (HR) stake by 74% in Q4 2024, selling an estimated $90.6K and leaving 1,779 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #247.

Householder Group Estate & Retirement Specialist first reported a position in HR in Q4 2021 and has held it in 12 quarters since. The position peaked at $277K in Q4 2021. 417 funds tracked by Wall St. Rank hold HR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,779 shares of Healthcare Realty worth $30K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 5,153 Healthcare Realty shares in Q4 2024, an estimated $90.6K.
  • Healthcare Realty made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #247 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Healthcare Realty in Q4 2021 and has held it in 12 quarters since.
  • Householder Group Estate & Retirement Specialist's Healthcare Realty position peaked at $277K in Q4 2021.
  • 417 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.