Kelly Financial Services’s Healthcare Realty HR Stock Holding History

Kelly 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 Q1	–	Sell	-275	Closed	-$5.3K	–	715
2022 Q4	$5.3K	Hold	275	–	–	﹤0.01%	395
2022 Q3	$5.73K	Hold	275	–	–	﹤0.01%	383
2022 Q2	$7.67K	Hold	275	–	–	﹤0.01%	353
2022 Q1	$8.62K	Hold	275	–	–	﹤0.01%	357
2021 Q4	$9.18K	Hold	275	–	–	﹤0.01%	359
2021 Q3	$8.16K	Sell	275 -7,068	-96%	-$206K	﹤0.01%	357
2021 Q2	$275K	Buy	7,343 +7,068	+2,570%	+$200K	0.01%	262
2021 Q1	$7.58K	Hold	275	–	–	﹤0.01%	343
2020 Q4	$7.57K	Hold	275	–	–	0.01%	315
2020 Q3	$7.15K	Hold	275	–	–	0.01%	288
2020 Q2	$7.29K	Hold	275	–	–	0.01%	286
2020 Q1	$6.68K	Hold	275	–	–	0.01%	266
2019 Q4	$8.33K	Hold	275	–	–	0.01%	246
2019 Q3	$8.08K	Hold	275	–	–	0.01%	247
2019 Q2	$7.54K	Hold	275	–	–	0.01%	254
2019 Q1	$7.86K	Buy	+275	New	+$7.65K	0.01%	250

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

Kelly Financial Services's HR Position: Q1 2023 in Review

Kelly Financial Services sold out of Healthcare Realty (HR) in Q1 2023, closing a stake of 275 shares — an estimated $5.3K sold.

Kelly Financial Services first reported a position in HR in Q1 2019 and held it in 16 quarters. The position peaked at $275K in Q2 2021. 418 funds tracked by Wall St. Rank hold HR as of Q1 2023.

Kelly Financial Services reported no remaining Healthcare Realty position as of Q1 2023 after selling out during the quarter.
Kelly Financial Services sold 275 Healthcare Realty shares in Q1 2023, an estimated $5.3K.
Kelly Financial Services first reported a position in Healthcare Realty in Q1 2019 and held it in 16 quarters.
Kelly Financial Services's Healthcare Realty position peaked at $275K in Q2 2021.
418 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.