Lockheed Martin Investment Management’s Healthcare Realty HR Stock Holding History

Lockheed Martin Investment Management’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 Q2	–	Sell	-11,382	Closed	-$190K	–	154
2024 Q1	$190K	Sell	11,382 -3,500	-24%	-$52.8K	0.01%	149
2023 Q4	$276K	Sell	14,882 -4,100	-22%	-$62.6K	0.02%	144
2023 Q3	$334K	Hold	18,982	–	–	0.03%	133
2023 Q2	$358K	Buy	18,982 +2,000	+12%	+$38.6K	0.02%	133
2023 Q1	$328K	Hold	16,982	–	–	0.02%	139
2022 Q4	$327K	Buy	16,982 +1,800	+12%	+$35.4K	0.02%	139
2022 Q3	$316K	Sell	15,182 -2,500	-14%	-$63.5K	0.03%	137
2022 Q2	$493K	Sell	17,682 -6,270	-26%	-$186K	0.03%	138
2022 Q1	$750K	Sell	23,952 -1,600	-6%	-$50.4K	0.04%	145
2021 Q4	$853K	Buy	+25,552	New	+$853K	0.05%	147

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

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

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

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

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

Lockheed Martin Investment Management's HR Position: Q2 2024 in Review

Lockheed Martin Investment Management sold out of Healthcare Realty (HR) in Q2 2024, closing a stake of 11,382 shares — an estimated $190K sold.

Lockheed Martin Investment Management first reported a position in HR in Q4 2021 and held it in 10 quarters. The position peaked at $853K in Q4 2021. 392 funds tracked by Wall St. Rank hold HR as of Q2 2024.

Lockheed Martin Investment Management reported no remaining Healthcare Realty position as of Q2 2024 after selling out during the quarter.
Lockheed Martin Investment Management sold 11,382 Healthcare Realty shares in Q2 2024, an estimated $190K.
Lockheed Martin Investment Management first reported a position in Healthcare Realty in Q4 2021 and held it in 10 quarters.
Lockheed Martin Investment Management's Healthcare Realty position peaked at $853K in Q4 2021.
392 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2024, filed 7 Aug 2024.