LGL Partners’s Healthcare Realty HR Stock Holding History

LGL Partners’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	-11,103	Closed	-$231K	–	119
2022 Q3	$231K	Buy	+11,103	New	+$282K	0.05%	113

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGL Partners's HR Position: Q4 2022 in Review

LGL Partners sold out of Healthcare Realty (HR) in Q4 2022, closing a stake of 11,103 shares — an estimated $231K sold.

LGL Partners first reported a position in HR in Q3 2022 and held it in 1 quarter. The position peaked at $231K in Q3 2022. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

LGL Partners reported no remaining Healthcare Realty position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 11,103 Healthcare Realty shares in Q4 2022, an estimated $231K.
LGL Partners first reported a position in Healthcare Realty in Q3 2022 and held it in 1 quarter.
LGL Partners's Healthcare Realty position peaked at $231K in Q3 2022.
418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.