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Lee Financial’s Healthcare Realty HR Stock Holding History

Lee Financial’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
Q4 		– Sell
-90
Closed -$1.38K – 891
2023
Q3 		$1.38K Buy
+90
New +$1.6K ﹤0.01% 749
2018
Q3 		– Sell
-112
Closed -$3K – 569
2018
Q2 		$3K Sell
112
-2,700
-96% -$68.7K ﹤0.01% 687
2018
Q1 		$74K Buy
2,812
+2,012
+252% +$53.6K 0.02% 233
2017
Q4 		$24K Hold
800
– – 0.01% 238
2017
Q3 		$24K Hold
800
– – 0.01% 230
2017
Q2 		$25K Buy
+800
New +$25.2K 0.01% 229

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Lee Financial's HR Position: Q4 2023 in Review

Lee Financial sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 90 shares — an estimated $1.38K sold.

Lee Financial first reported a position in HR in Q2 2017 and held it in 6 quarters. The position peaked at $74K in Q1 2018. 410 funds tracked by Wall St. Rank hold HR as of Q4 2023.

  • Lee Financial reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 90 Healthcare Realty shares in Q4 2023, an estimated $1.38K.
  • Lee Financial first reported a position in Healthcare Realty in Q2 2017 and held it in 6 quarters.
  • Lee Financial's Healthcare Realty position peaked at $74K in Q1 2018.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.