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Institutional & Family Asset Management’s Healthcare Realty HR Stock Holding History

Institutional & Family Asset Management’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
2022
Q4 		– Sell
-133
Closed -$3K – 750
2022
Q3 		$3K Buy
133
+63
+90% +$1.6K ﹤0.01% 550
2022
Q2 		$2K Sell
70
-117
-63% -$3.47K ﹤0.01% 604
2022
Q1 		$6K Hold
187
– – ﹤0.01% 523
2021
Q4 		$6K Sell
187
-32
-15% -$1.07K ﹤0.01% 526
2021
Q3 		$6K Hold
219
– – ﹤0.01% 629
2021
Q2 		$6K Sell
219
-26
-11% -$736 ﹤0.01% 675
2021
Q1 		$7K Hold
245
– – ﹤0.01% 621
2020
Q4 		$7K Buy
245
+29
+13% +$765 ﹤0.01% 595
2020
Q3 		$6K Sell
216
-19
-8% -$499 ﹤0.01% 559
2020
Q2 		$6K Hold
235
– – ﹤0.01% 558
2020
Q1 		$6K Hold
235
– – ﹤0.01% 524
2019
Q4 		$7K Hold
235
– – ﹤0.01% 554
2019
Q3 		$7K Buy
235
+64
+37% +$1.79K ﹤0.01% 519
2019
Q2 		$5K Hold
171
– – ﹤0.01% 596
2019
Q1 		$5K Sell
171
-74
-30% -$2.06K ﹤0.01% 599
2018
Q4 		$6K Sell
245
-60
-20% -$1.59K ﹤0.01% 564
2018
Q3 		$8K Hold
305
– – ﹤0.01% 555
2018
Q2 		$8K Buy
305
+91
+43% +$2.31K ﹤0.01% 561
2018
Q1 		$6K Buy
+214
New +$5.7K ﹤0.01% 576

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's HR Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Healthcare Realty (HR) in Q4 2022, closing a stake of 133 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in HR in Q1 2018 and held it in 19 quarters. The position peaked at $8K in Q3 2018. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining Healthcare Realty position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 133 Healthcare Realty shares in Q4 2022, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Healthcare Realty in Q1 2018 and held it in 19 quarters.
  • Institutional & Family Asset Management's Healthcare Realty position peaked at $8K in Q3 2018.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.