Lido Advisors
HR icon

Lido Advisors’s Healthcare Realty HR Stock Holding History

Lido Advisors’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
-31,589
Closed -$482K – 1380
2023
Q3 		$482K Sell
31,589
-2,747
-8% -$48.8K ﹤0.01% 757
2023
Q2 		$648K Sell
34,336
-1,641
-5% -$31.7K ﹤0.01% 655
2023
Q1 		$695K Buy
35,977
+3,311
+10% +$66.7K 0.01% 568
2022
Q4 		$629K Buy
32,666
+63
+0.2% +$1.24K 0.01% 522
2022
Q3 		$679K Sell
32,603
-214
-0.7% -$5.44K 0.01% 462
2022
Q2 		$915K Buy
32,817
+778
+2% +$23.1K 0.01% 371
2022
Q1 		$1M Buy
32,039
+1,160
+4% +$36.5K 0.01% 393
2021
Q4 		$1.03M Buy
30,879
+283
+0.9% +$9.45K 0.01% 417
2021
Q3 		$907K Buy
30,596
+1,121
+4% +$32.7K 0.01% 432
2021
Q2 		$789K Buy
29,475
+2,591
+10% +$73.3K 0.01% 431
2021
Q1 		$750K Buy
26,884
+489
+2% +$13.7K 0.01% 401
2020
Q4 		$726K Buy
26,395
+1,111
+4% +$29.3K 0.02% 386
2020
Q3 		$657K Buy
25,284
+524
+2% +$13.7K 0.02% 333
2020
Q2 		$657K Buy
+24,760
New +$634K 0.02% 301

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

Lido Advisors's HR Position: Q4 2023 in Review

Lido Advisors sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 31,589 shares — an estimated $482K sold.

Lido Advisors first reported a position in HR in Q2 2020 and held it in 14 quarters. The position peaked at $1.03M in Q4 2021. 410 funds tracked by Wall St. Rank hold HR as of Q4 2023.

  • Lido Advisors reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
  • Lido Advisors sold 31,589 Healthcare Realty shares in Q4 2023, an estimated $482K.
  • Lido Advisors first reported a position in Healthcare Realty in Q2 2020 and held it in 14 quarters.
  • Lido Advisors's Healthcare Realty position peaked at $1.03M in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.