LMR Partners’s Healthcare Realty HR Stock Holding History

LMR 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
2024 Q3	–	Sell	-38,082	Closed	-$628K	–	1386
2024 Q2	$628K	Hold	38,082	–	–	0.01%	740
2024 Q1	$539K	Hold	38,082	–	–	0.01%	759
2023 Q4	$656K	Buy	+38,082	New	+$582K	0.01%	625
2022 Q3	–	Sell	-385,000	Closed	-$10.7M	–	1252
2022 Q2	$10.7M	Buy	+385,000	New	+$11.4M	0.18%	125
2015 Q2	–	Sell	-37,536	Closed	-$1.05M	–	563
2015 Q1	$1.05M	Sell	37,536 -55,705	-60%	-$1.57M	0.14%	188
2014 Q4	$2.51M	Buy	+93,241	New	+$2.36M	0.33%	70

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LMR Partners's HR Position: Q3 2024 in Review

LMR Partners sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 38,082 shares — an estimated $628K sold.

LMR Partners first reported a position in HR in Q4 2014 and held it in 6 quarters. The position peaked at $10.7M in Q2 2022. 410 funds tracked by Wall St. Rank hold HR as of Q3 2024.

LMR Partners reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
LMR Partners sold 38,082 Healthcare Realty shares in Q3 2024, an estimated $628K.
LMR Partners first reported a position in Healthcare Realty in Q4 2014 and held it in 6 quarters.
LMR Partners's Healthcare Realty position peaked at $10.7M in Q2 2022.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on LMR Partners's 13F filing for Q3 2024, filed 7 Nov 2024.