MFS
HR icon

Mirabella Financial Services’s Healthcare Realty HR Stock Holding History

Mirabella Financial Services’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
-21,067
Closed -$298K – 541
2024
Q1 		$298K Buy
+21,067
New +$318K 0.02% 389
2023
Q3 		– Sell
-16,006
Closed -$302K – 491
2023
Q2 		$302K Buy
+16,006
New +$309K 0.03% 364
2021
Q2 		– Sell
-9,013
Closed -$249K – 346
2021
Q1 		$249K Buy
+9,013
New +$252K 0.08% 205

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirabella Financial Services's HR Position: Q2 2024 in Review

Mirabella Financial Services sold out of Healthcare Realty (HR) in Q2 2024, closing a stake of 21,067 shares — an estimated $298K sold.

Mirabella Financial Services first reported a position in HR in Q1 2021 and held it in 3 quarters. The position peaked at $302K in Q2 2023. 392 funds tracked by Wall St. Rank hold HR as of Q2 2024.

  • Mirabella Financial Services reported no remaining Healthcare Realty position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 21,067 Healthcare Realty shares in Q2 2024, an estimated $298K.
  • Mirabella Financial Services first reported a position in Healthcare Realty in Q1 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Healthcare Realty position peaked at $302K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.