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Independent Financial Group’s Healthcare Realty HR Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-11,442
Closed -$189K – 1159
2024
Q2 		$189K Hold
11,442
– – 0.01% 1028
2024
Q1 		$162K Buy
11,442
+1,270
+12% +$19.2K 0.01% 972
2023
Q4 		$175K Buy
+10,172
New +$155K 0.01% 904
2023
Q3 		– Sell
-10,631
Closed -$201K – 919
2023
Q2 		$201K Buy
+10,631
New +$205K 0.01% 814
2022
Q4 		– Sell
-10,034
Closed -$209K – 792
2022
Q3 		$209K Buy
10,034
+802
+9% +$20.4K 0.02% 657
2022
Q2 		$258K Buy
9,232
+8
+0.1% +$238 0.03% 551
2022
Q1 		$289K Sell
9,224
-1,086
-11% -$34.2K 0.02% 610
2021
Q4 		$344K Sell
10,310
-93
-0.9% -$3.11K 0.03% 541
2021
Q3 		$309K Buy
10,403
+8
+0.1% +$233 0.03% 520
2021
Q2 		$278K Buy
10,395
+603
+6% +$17.1K 0.03% 553
2021
Q1 		$270K Hold
9,792
– – 0.03% 498
2020
Q4 		$270K Hold
9,792
– – 0.04% 449
2020
Q3 		$255K Buy
9,792
+381
+4% +$10K 0.05% 385
2020
Q2 		$250K Buy
9,411
+370
+4% +$9.48K 0.05% 358
2020
Q1 		$220K Buy
+9,041
New +$273K 0.06% 316

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Financial Group's HR Position: Q3 2024 in Review

Independent Financial Group sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 11,442 shares — an estimated $189K sold.

Independent Financial Group first reported a position in HR in Q1 2020 and held it in 15 quarters. The position peaked at $344K in Q4 2021. 410 funds tracked by Wall St. Rank hold HR as of Q3 2024.

  • Independent Financial Group reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 11,442 Healthcare Realty shares in Q3 2024, an estimated $189K.
  • Independent Financial Group first reported a position in Healthcare Realty in Q1 2020 and held it in 15 quarters.
  • Independent Financial Group's Healthcare Realty position peaked at $344K in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.